Jul. 10 at 7:09 PM
For what it's worth, if you deconstruct JPM's Dec-26 PT of
$425 (published end of Apr-26) for
$CLS and then refine based on the insights uncovered in the subsequent
$DELL and
$HPE reports post-earnings... and then again for their just published, quarterly refresh on their Hardware and Networking Industry Model report... you arrive at a NEW (Implied) Dec-26 PT somewhere in the
$470-
$510 range assuming same exact methodology as current PT.
That's a +10% to +20% tailwind due to the revised industry expectations in just the last 3mo ALONE. The PT also represents a +35% to +45% move in < 6mo from current share price.
Will revisit after earnings end of month once a new analyst report has been published and assumptions refreshed to see how accurate this was in hindsight.
