---
title: "Morgan Stanley upgrades Dell after record AI-driven quarter"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/288282530.md"
description: "Morgan Stanley upgraded Dell, admitting its previous bearish stance was incorrect, following the company's record AI-driven quarterly results. Dell's revenue from AI-optimized servers surged 757% year-over-year, driving exceptional growth in its infrastructure business. Consequently, Wall Street now views Dell as a leading AI infrastructure provider, with some analysts raising price targets to as high as $700."
datetime: "2026-06-01T13:25:12.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/288282530.md)
  - [en](https://longbridge.com/en/news/288282530.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/288282530.md)
---

# Morgan Stanley upgrades Dell after record AI-driven quarter

Analyst reversal: Morgan Stanley admitted its prior bearish call on Dell was wrong, upgrading the stock and raising its price target following exceptional quarterly results. AI demand surge: Dell's AI-optimized server revenue jumped 757% year-over-year, helping drive record revenue and earnings growth across its infrastructure business. Market revaluation: Wall Street now views Dell as a leading AI infrastructure provider, with some analysts setting price targets as high as $700.

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