Micron Technology stock racked up a comfortable gain with solid trading volume on an otherwise quiet session after Thanksgiving. Earnings from Dell Technologies and HP Inc. earlier this week may have something to do with it.

Micron increased its earnings per share outlook for 2026 by 10.9%, now expecting $18.59. In 2027, it raised its outlook by 25.6% to $19.09. In turn, it set Micron’s 12-month price target at $180, up from $145.

Dell Technologies ( DELL +5.37%) stock has been declining over the last month as investors have become skeptical of the artificial intelligence (AI) sector. The AI server provider mostly dispelled those fears with its earnings announcement last night, however.

Dell reported better-than-expected earnings results. Its shares were rising in premarket trading Wednesday after the company raised its AI server guidance.

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Dell reported $27.01 billion in revenue Wednesday, falling short of the $27.13 billion it was expected to generate during the third quarter.

In its most recent Q3 earnings call, Dell revealed that the Windows 11 transition is still underway, and it's actually a lot slower than the shift to Windows 10 was back in the day. Dell's COO Jeffrey Clarke says during the earnings call: "We have not completed the Windows 11 transition."

Dell forecast fourth-quarter revenue and profit above Wall Street estimates on Tuesday, as increasing investments in data centers to support artificial intelligence boost demand for its servers, sending its shares up 4% in extended trading.

Argus Research analyst Jim Kelleher maintained a Buy rating and raised the price target from $150 to $200 on Oct. 9, 2025. This analyst has an accuracy rate of 73%. Considering buying DELL stock? Here’s what analysts think:

The Dell 16 Premium features a 16.3-inch, 4K (3840 x 2400) OLED touch display with thin bezels, and it’s nearly perfect. Its OLED panel looks stunning, delivering rich, vivid colors and deep, accurate blacks, and its 4K resolution is crystal-clear icing on the proverbial cake.