Wamsi Mohan

Apple Inc (NASDAQ:AAPL) stock is trading lower Tuesday as investors digest updates shared by the company at Monday's WWDC event. Here's what analysts are saying about the updates and the stock. Wedbush analyst Dan Ives maintained an Outperform rating on Apple stock with a price target of $400....

Dell Technologies (NYSE:DELL) could see its shares be volatile this week, with the company on deck to report first-quarter financial results Thursday after market close. Here are the earnings estimates, what analysts are saying ahead of the results and the key items to watch. Dell Q1 Earnings...

Apple Inc (NASDAQ:AAPL) seems poised to capture the "agentic smartphone opportunity," BofA Securities analyst Wamsi Mohan says. The Apple Analyst: Mohan reiterated a Buy rating and raised the price target from $330 to $380. The Apple Thesis: In an AI-driven world, the most valuable platform is one...

BofA Global Research released an analyst note on Monday, boosting its outlook for Dell Technologies Inc. (NYSE:DELL). BofA research analyst Wamsi Mohan reiterated a Buy rating. He raised the price target to $280 from $246. • Dell Technologies stock is showing weakness. Why are DELL...

Seagate Technology Holdings (NASDAQ:STX) is drawing bullish calls from analysts after strong quarterly results and an improving AI-driven demand outlook, with both Rosenblatt and BofA Securities raising their price targets. • Seagate Technology stock is challenging resistance. Why did STX hit...

Tech giant International Business Machines Corp (NYSE:IBM) is set to report first-quarter (Q1) financial results on Wednesday after market close. Here are the earnings estimates, what analysts are saying ahead of the report and key items to watch. IBM Q1 Earnings Estimates Analysts expect IBM to...

Apple Inc. (NASDAQ:AAPL) stunned Wall Street on Monday by naming John Ternus as its next CEO, ending Tim Cook’s 14-year run at the helm and marking the most consequential leadership shift at the iPhone maker since Steve Jobs handed Cook the reins in 2011. AAPL stock is moving. See the chart...

Billionaire Michael Dell and his wife, Susan, were among the supporters of the Trump Accounts for children to get an early start on their savings. While the Dells gave away $6.25 billion in late 2025, the Dell Technologies (NYSE:DELL) CEO is enjoying a nice boost to his net worth in 2026. •...

IBM (NYSE:IBM) is scheduled to report its first-quarter results for fiscal 2026 on April 22. The tech company is likely to report its quarterly results in line with expectations. BofA Securities analyst Wamsi Mohan expects Confluent to contribute approximately $50 million in revenues. The Confluent...

An analyst meeting with Dell Technologies Inc's (NYSE:DELL) CEO Michael Dell indicated that the company sees robust AI demand and has secured supply for fiscal 2027. The Analyst: BofA Securities’ analyst Wamsi Mohan reiterated a Buy rating, and raised the price target from $172 to $205. The...

BofA Securities sees Apple Inc's (NASDAQ:AAPL) upcoming product shifts and launch strategy as key drivers for future growth, despite a slight price target cut. Analyst Wamsi Mohan maintained Apple with a Buy and lowered the price forecast from $325 to $320. Foldable iPhone Could...

Apple Inc (NASDAQ:AAPL) stock traded higher on Monday on the heels of a new partnership with Google. An analyst sees a strong setup for Apple stock ahead of first-quarter financial results expected later this month. The Apple Analyst: Bank of America analyst Wamsi Mohan reiterated a Buy rating on...

Growth in artificial intelligence PCs could be a key topic when Dell Technologies Inc (NASDAQ:DELL) reports third-quarter financial results Tuesday after market close. • DELL shares are higher today. Get the complete picture here. Here are the earnings estimates, what experts are saying and...

IBM (NYSE:IBM) beat third-quarter expectations as strong performance in its Infrastructure and Automation divisions successfully offset a surprising slowdown in key software segments like Red Hat. • IBM shares are experiencing downward pressure. Find out more here. Driven by the success of its...

Apple's (NASDAQ:AAPL) App Store delivered strong results in the September quarter, with revenue climbing 10% year-over-year to $8.7 billion and downloads rising 2.5% to 9 billion. AAPL stock is up today. Get the details here. The company also saw stronger monetization and a shift in revenue mix, as...