1. Dell maintains a 'Strong Buy' rating with a one-year target price of $210 per share due to robust AI server growth; 2. Dell reports 9.5% revenue growth and 14% adjusted EPS growth, driven by high AI server orders and strong enterprise customer traction; 3. Despite weaker Consumer PC business growth, Dell's new AI server products and partnerships with Nvidia, AMD, and Intel position it well for future growth.