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Wall Street Lifts Dell Targets as AI Boom Sends Stock Toward Records

Ross shares rose Friday after the retailer delivered what one analyst called “a remarkable first-quarter beat.”

Moby summary of Imperial Petroleum Inc.'s Q1 2026 earnings call

Moby summary of Global Ship Lease, Inc.'s Q1 2026 earnings call

Moby summary of BJ's Wholesale Club Holdings, Inc.'s Q1 2026 earnings call

Salesforce Inc (NYSE:CRM, XETRA:FOO) heads into its fiscal first quarter earnings report on May 27, with analysts at UBS pointing to a mixed demand environment for enterprise software and limited signs of near-term acceleration in bookings trends. UBS wrote recent channel checks with roughly...

All three major US stock indexes were up in late-morning trading Friday, as Wall Street is set to se

Shares of Dell Technologies (NYSE:DELL) are up 15% in late morning trading on Friday, leading a broad rally across AI server names. Hewlett Packard Enterprise (NYSE:HPE) is climbing 9%, while Super Micro Computer (NASDAQ:SMCI) is trailing the group with a 5% gain. Dell shares opened from a Thursday close near $252.80 and pushed to $290.55 ... Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

Teledyne (TDY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Moody's (MCO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Southwest (LUV) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Boeing (BA) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Dell Technologies stock rises, leading the S&P 500. Analysts believe Dell will beat fiscal first-quarter earnings next week, but a strong performance from its AI business is needed.

Investig.com -- Walmart shares fell after the retail giant posted first-quarter results that largely met expectations but failed to deliver the kind of upside investors had grown accustomed to over the past two years. Despite the muted reaction, analysts at D.A. Davidson reiterated a “Buy” rating and maintained a $150 price target, arguing that Walmart’s long-term growth drivers remain firmly intact.

Frontline (NYSE:FRO) reported what Chief Executive Officer Lars Barstad called the company’s most profitable quarter since 2004, as tanker markets were reshaped by the effective closure of the Strait of Hormuz and shifting global oil trade patterns. Speaking on the company’s first-quarter 2026 earn

Workday beat first-quarter sales and earnings estimates while guiding second-quarter subscription revenue slightly above expectations.

CPRT beats Q3 estimates as higher selling prices and a richer revenue mix offset lower unit volumes and softer insurance activity.

Beyond Meat, Inc. (NASDAQ:BYND) is one of the 10 Best Health and Fitness Stocks to Buy Now. On May 6, 2026, Beyond Meat, Inc. (NASDAQ:BYND) reported Q1 EPS of (10c), versus the consensus estimate of (10c). Revenue totaled $58.21M, versus the consensus estimate of $58.08M. President and CEO Ethan Brown said the quarter marked a […]

Market Catalysts host Julie Hyman takes a look at some of Friday's trending tickers and stories, including Deckers Outdoor's (DECK) fourth quarter sales, Workday (WDAY) stock rising on first quarter earnings, IMAX (IMAX) reportedly exploring a sale, and Estée Lauder (EL) stock surging after merger talks with Puig ended.

US apparel and home fashions retailer TJX raised its annual comparable sales and profit forecasts due to an “above-plan” first-quarter (Q1), with net sales rising 9% and earnings jumping 29%.

Earnings season is slowing down, but the stock market uptrend is still showing plenty of signs of life as Wall Street awaits a new round of earnings reports from top stocks like Dell Technologies, Toronto-Dominion Bank, a current holding in the Leaderboard model portfolio, and Costco. Dell stock soared early Friday after Wells Fargo raised Dell's price target substantially to 270 from 180 while maintaining an overweight rating. Dell hasn't looked back after an initial breakout from a cup-with-handle base on March 16.

CAVA stock surged after the company posted strong Q1 earnings, raised guidance, and delivered impressive same-store sales growth despite valuation concerns

BJ's Wholesale Club (NYSE:BJ) reported a solid start to fiscal 2026, with management pointing to membership gains, higher fuel volumes, digital adoption and new club openings as key drivers of first-quarter performance. Chairman and Chief Executive Officer Bob Eddy said the retailer’s results were

Nvidia stock has become even more inexpensive on a price-to-earnings basis and compared with Wall Street's targets.

TTWO beats Q4 estimates as revenues rise 6%, margins expand and FY27 bookings guidance points to continued growth.

Analysts at Needham lowered their price target for Workday to $180 from $300, while keeping a ‘Buy’ rating on the stock.

Lowe's stock is on track to rebound from its recent lows but it will take time for full price recovery. Catalysts include thawing housing markets.

Workday Inc (NASDAQ:WDAY) shares rose 8% after the enterprise software company reported first quarter results that topped Wall Street expectations and raised its full-year profitability outlook. The company reported adjusted earnings of $2.66 per share for the quarter, ahead of analyst...

Comparable sales grew 0.6% but fewer customer transactions offset a stronger average ticket

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.5% and the actively trad