Dell’s The Client Solutions Group offers desktops, notebooks and workstations; displays and projectors; attached and third-party software and peripherals; as well as support and deployment, configuration and extended warranty services.

The VMware segment supports and addresses various IT priorities of customers, including accelerating their cloud journey, modernizing their applications, empowering digital workspaces, transforming networking and embracing intrinsic security. The company also provides information security and cybersecurity solutions; cloud software and infrastructure-as-a-service solutions that enable customers to migrate, run and manage mission-critical applications in cloud-based IT environments; cloud-based integration services; and financial services.

The Client Services Group posted record shipments in the most recent quarter, as the company continued to fire on all cylinders. Management has been laser-focused on reacquiring an investment-grade rating for the company, and the strong cash flow and operating margins being generated should help.

Raymond James has an Outperform rating and just raised its price target from $85 a share to $92. The $87.12 consensus target is still above the $85.35 closing price on Friday, even though Dell Technologies stock rose almost 3% for the day.

HP

This company is the printer and personal computer businesses of the old Hewlett-Packard. HP Inc. (NYSE: HPQ) provides products, technologies, software, solutions and services to individual consumers and small- and medium-sized businesses, as well as to the government, health care and education sectors worldwide.

The company’s Personal Systems segment offers commercial personal computers (PCs), consumer PCs, workstations, thin client PCs, tablets, retail point-of-sale systems, calculators and other related accessories, software, support and services for the commercial and consumer markets.

The Printing segment provides consumer and commercial printer hardware, supplies, media, scanning devices, and software and services, as well as LaserJet and enterprise, inkjet and printing, graphics and software and web services.

Shareholders receive a 2.70% dividend. JPMorgan upgraded HP stock to Overweight with a $35 price target last week. The $30.33 consensus compares with Friday’s close at $29.75, after a gain of almost 6% for the day.

Intel

This legacy leader in semiconductors has continued working hard to focus more on Internet of Things and data center cloud spending. Intel Corp. (NASDAQ: INTC) designs, manufactures and sells integrated digital technology platforms worldwide.