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Dell Technologies price target lowered to $45 from $47 at Morgan Stanley

Morgan Stanley lowered the firm’s price target on Dell Technologies to $45 from $47 and keeps an Equal Weight rating on the shares. Q4 revenues were strong, mainly due to commercial PC strength, but Dell guided FY24 revenues and EPS 5% and 16%, respectively, below consensus due to incremental demand weakness in ISG and CSG, the analyst tells investors. The firm, which thinks Dell’s outlook "looks conservative," is watching for signs of stabilization.

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Published first on TheFly

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