Selected Stock Price Target News of the Day — June 1, 2026

By Mathew Auto

Today’s stock price target news centers on Dell Technologies, which reported Q1 FY2027 results on May 29 that triggered one of the largest post-earnings analyst price target resets seen for a hardware company in recent years. Dell (DELL) drew thirteen analyst revisions in the days that followed, including a long-awaited upgrade from its most prominent bear. Advanced Micro Devices (AMD) received price target increases from Mizuho and TD Cowen, with both analysts arguing that agentic AI extends the semiconductor demand cycle beyond current consensus. Micron Technology (MU) drew six PT raises this week, with several analysts revising targets up by more than 100% on HBM4 demand and Micron’s growing AI memory position.

Dell Technologies: Thirteen Analyst PT Revisions Follow Earnings Beat

Thirteen analysts revised their price targets after the earnings beat.

Stock Price Target News: DELL Context

Dell reported Q1 FY2027 revenue of $43.8 billion, up 88% year over year. AI-optimized server revenue hit a new quarterly record. The results forced a broad reset in Wall Street price targets, with several analysts raising targets by more than 100% from prior levels. The Infrastructure Solutions Group drove the beat, with hyperscale AI server orders as the primary growth engine.

Analyst Actions on DELL

Erik Woodring of Morgan Stanley upgraded Dell from Underweight to Equal-Weight and raised his price target from $170 to $448, the largest directional shift of the post-earnings cycle, ending his bear thesis on the stock. Mehdi Hosseini of Susquehanna upgraded from Neutral to Positive and raised to $700 from $138. Tim Long of Barclays maintained Overweight and raised to $550 from $168. Katherine Murphy of Goldman Sachs maintained Buy and raised to $500 from $230. Aaron Rakers of Wells Fargo maintained Overweight and raised to $505 from $270. Mark Newman of Bernstein maintained Outperform and raised to $500 from $280. Samik Chatterjee of JPMorgan maintained Overweight and raised to $500 from $280. Wamsi Mohan of B of A Securities maintained Buy and raised to $500 from $280. Asiya Merchant of Citigroup maintained Buy and raised to $475 from $290. Vijay Rakesh of Mizuho maintained Outperform and raised to $500 from $435. Amit Daryanani of Evercore maintained Outperform and raised to $450 from $270. James Fish of Piper Sandler maintained Overweight and raised to $497 from $167. Matthew Niknam of Truist Securities maintained Hold and raised to $360 from $170.

What Triggered the Move on DELL?

The May 29 earnings report was the catalyst. Q1 FY2027 revenue of $43.8 billion beat consensus by a wide margin. AI-optimized server orders hit a quarterly record, and the Infrastructure Solutions Group posted 88% year-over-year growth. Several analysts cited Dell’s structural position as a primary AI server supplier for hyperscale customers as the reason for large-scale target revisions. The Morgan Stanley move, from Underweight at $170 to Equal-Weight at $448, carried the most signal weight, as Woodring had been the most prominent skeptic on Dell’s AI server growth durability.

Which Analyst Has the Current Best Track Record on DELL?

Aaron Rakers of Wells Fargo holds a 91.99 percent price target met ratio across 1,026 documented targets, the highest accuracy among the thirteen analysts in this group. Amit Daryanani of Evercore follows with an 89.98 percent met ratio across 1,580 targets. Vijay Rakesh of Mizuho carries an 85.67 percent met ratio across 2,339 tracked targets.

Advanced Micro Devices: Mizuho and TD Cowen Raise on Agentic AI Demand

Context

Advanced Micro Devices (AMD) continues to receive upward PT revisions as analysts update semiconductor demand models to account for agentic AI workloads. Both actions on June 1 cite a demand cycle that runs longer than prior consensus assumed.

Analyst Actions on AMD

Vijay Rakesh of Mizuho maintained Outperform on Advanced Micro Devices and raised his price target from $515 to $615. Rakesh argued that agentic AI, which requires persistent, inference-heavy compute, extends GPU and CPU demand further into 2026 and 2027 than prior models assumed. Joshua Buchalter of TD Cowen maintained Buy and raised his target from $500 to $600, citing sustained data center GPU demand as the primary driver.

What Triggered the Move on AMD?

Both analysts updated their demand forecasts in the wake of Dell’s AI server data and broader hyperscaler capex commentary. Agentic AI workloads, which operate continuously rather than on-demand, require more persistent GPU and CPU allocation. Mizuho’s revised model extends AMD’s AI chip demand curve through 2027, lifting the price target by $100.

Which Analyst Has the Current Best Track Record on AMD?

Christopher Rolland of Susquehanna holds the highest performance score on AMD with a 44/47 (93.62%) price target met ratio. His price targets carry an average potential upside of $28.61 (6.79%) and are fulfilled within an average of 242 days. Full analyst track records are at anachart.com/ticker/AMD/.

Micron Technology: Six PT Raises as HBM4 Demand Forecasts Reset

Context

Micron Technology (MU) received six price target increases this week from analysts revising up their HBM4 memory demand forecasts. The magnitude of the revisions, several over 100% from prior targets, reflects a broad recalibration of the AI memory market as hyperscale buildout accelerates.

Analyst Actions on MU

Mehdi Hosseini of Susquehanna maintained Positive on Micron and raised his price target from $600 to $1,750. Timothy Arcuri of UBS maintained Buy and raised to $1,625 from $535. Gil Luria of DA Davidson maintained Buy and raised to $1,500 from $1,000. Tom O’Malley of Barclays maintained Overweight and raised to $1,175 from $675. Vijay Rakesh of Mizuho maintained Outperform and raised to $1,150 from $800. Melissa Fairbanks of Raymond James maintained Outperform and raised to $1,100 from $530.

What Triggered the Move on MU?

Analysts pointed to accelerating HBM4 demand from hyperscale AI infrastructure projects and Micron’s improving competitive position in high-bandwidth memory. Dell’s Q1 AI server data, showing 88% ISG growth, reinforced the thesis that AI memory is a constrained component in the buildout cycle. Several analysts revised their total addressable memory market estimates upward as a result.

Which Analyst Has the Current Best Track Record on MU?

Timothy Arcuri of UBS holds a 76/76 (100%) price target met ratio on Micron, the largest perfect-record sample among all MU analysts, with an average upside of $128.27 (31.54%) over 280 days. Krish Sankar of TD Cowen carries a 17/17 (100%) met ratio with an average of 101 days to target. Full analyst track records are at anachart.com/ticker/MU/.

Other Notable Price Target Changes

Additional stock price target news from May 29 includes the following analyst moves. This stock price target news covers AMD, Micron, and over a dozen other names.

Wells Fargo ran a sector-wide REIT reset on June 1. Analyst John Kilichowski raised Welltower (WELL) to $237 from $228, Ventas (VTR) to $96 from $93, and CareTrust REIT (CTRE) to $47 from $42. Analyst Blaine Heck raised BXP to $77 from $69 and Cousins Properties (CUZ) to $34 from $28. Aaron Rakers at Wells Fargo raised Western Digital (WDC) to $575 from $500, Intel (INTC) to $110 from $85, ARM Holdings to $410 from $255, and Lam Research (LRCX) to $365 from $320. Citizens analyst Patrick Walravens initiated Microsoft (MSFT) at Market Outperform with a $550 price target. Wells Fargo analyst Michael Turrin maintained Overweight on MSFT and raised to $650 from $625. Stephens & Co. analyst Jim Salera downgraded The Campbell’s (CPB) from Overweight to Equal-Weight and cut his target from $28 to $21.

The full price target history for Dell Technologies, AMD, and Micron, along with the track record of every analyst and firm named here, lives in the analyst price target dataset. It covers 661,383 price targets and 759,654 ratings from 7,191 analysts (3,754 active, 3,437 retired), across 9,686 tickers and 424 brokers (333 active), spanning 2008 to 2026.