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Posted by
Two Blokes Jul 3 -
Filed in
Stock
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5 views
Dell remains undervalued, with strong revenue growth driven by its Infrastructure Solutions Group (ISG) and leadership in commercial AI PCs. Recent insider selling by CEO Michael Dell is likely a portfolio reallocation, not a negative signal; Evercore raised its price target to $150. Dell's ISG segment shows robust AI server demand and backlog, while CSG benefits from market share gains and upcoming Windows 10 support expiration.
