Needham Increases Unisys Stock Target Amid AI Infrastructure Demand
Needham raises Unisys stock price target on AI infrastructure demand

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Needham has raised its price target for Unisys Corp. shares to $6.00 from $4.00, maintaining a Buy rating as the stock has surged 67% this year. The upgrade reflects positive trends in Unisys' AI infrastructure business, with increased fiscal year 2026 revenue guidance and a strong start to the year.
- 01Unisys shares are currently priced at $4.62, with a market capitalization of $337 million.
- 02The company has raised its fiscal year 2026 revenue guidance due to improved demand across all segments.
- 03Unisys reported an earnings per share (EPS) of -$0.14 for the first quarter of 2026, outperforming the expected -$0.31.
- 04The company's revenue for the same quarter reached $437.6 million, exceeding projections of $415.68 million.
- 05Unisys has been selected as a technology services provider for the UK Government's Crown Commercial Service Technology Services 4 framework.
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Needham has upgraded its price target for Unisys Corp. shares from $4.00 to $6.00, maintaining a Buy rating as the stock has surged 67% year-to-date, currently trading at $4.62. This upgrade follows insights gained during the company's investor day, highlighting its multi-segment business and growth potential in AI infrastructure. Notably, Unisys has raised its fiscal year 2026 revenue guidance due to positive demand trends across its segments, particularly in its high-margin ClearPath and CloudForte Applications and Infrastructure areas. The firm anticipates that Unisys will become profitable this year after a loss of $4.85 per share over the past twelve months. In its recent earnings report for the first quarter of 2026, Unisys achieved an EPS of -$0.14, surpassing expectations of -$0.31, with revenues of $437.6 million exceeding projected figures. Additionally, the company has been selected as a technology services provider for the UK Government's Crown Commercial Service, indicating its growing role in international markets.
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The increase in Unisys' stock price and improved financial performance can positively influence investor confidence and market perceptions.
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