<div id="readability-page-1">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.</div>

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<p>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.</p>

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Morgan Stanley upgrades Dell after record AI-driven quarter