Wall Street Sees More Upside for Dell and HPE
Two stocks that are curious cases in tech after recent earnings are Dell Technologies NYSE: DELL and Hewlett-Packard Enterprise NYSE: HPE. As of the June 10 close, Dell and HPE are up 0.5% and 3.5%, respectively, since releasing their results.
All You Need to Know About Dell Technologies (DELL) Rating Upgrade to Buy
Dell Technologies (DELL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Dell Technologies (DELL) is a Top-Ranked Value Stock: Should You Buy?
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Wall Street Analysts See Dell Technologies (DELL) as a Buy: Should You Invest?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Dell CEO on 'Trump Account': Dell will match government contributions for children born to employees
Dell's Michael Dell discusses the 'Trump Account' that's a part of Congress' latest budget bill.
Dell Technologies: $14 Billion AI Backlog Signals Growth
I maintain my STRONG BUY rating on Dell, driven by robust AI server demand, strong order backlog, and disciplined cost controls supporting future growth. Dell's partnerships with NVIDIA, AMD, and Google, plus innovative server and storage solutions, position it as a key AI infrastructure provider. Financials are solid: Q1 FY26 revenue up 5% YoY, ISG segment up 12%, strong free cash flow, and management committed to shareholder returns.
Dell Technologies vs. HPQ: Which PC Stock Has More Growth Potential?
DELL and HPQ are well-known players in the PC Market. Let's find out which one is a better investment option.
Dell Technologies Inc. (DELL) Bank of America Global Technology Conference (Transcript)
Dell Technologies Inc. (NYSE:DELL ) Bank of America Global Technology Conference June 3, 2025 12:20 PM ET Company Participants Arthur Lewis - President of ISG Conference Call Participants Wamsi Mohan - BofA Securities Wamsi Mohan Good morning, everyone. Welcome to Day 1 of Bank of America's Global Tech Conference.
Investors Heavily Search Dell Technologies Inc. (DELL): Here is What You Need to Know
Dell Technologies (DELL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Powered By Dell, The Future Of AI
Dell's transformation from a PC giant to an AI infrastructure leader positions it as a key beneficiary of the AI revolution. The Infrastructure Solutions Group is driving growth, outpacing the slower, cash-cow PC division, despite razor-thin margins. Dell's record server revenue and focus on AI factories support an 8-10% stock price increase over the next 12 months.
Dell: AI Growth Still Severely Under-Rated
Dell's AI server business is gaining momentum, with a $14.4B backlog and strong partnerships beyond hyperscalers, supporting its bullish AI thesis. Despite weak consumer revenue, Dell's commercial and ISG segments are growing, but AI isn't yet the main topline driver, potentially tempering valuation upside. Robust cash flow and disciplined capital allocation reassure investors, but low free cash flow margins may limit aggressive valuation re-rating near-term.
DELL Q1 Earnings Miss Estimates, Revenues Up Y/Y, Shares Fall
Dell Technologies' first-quarter fiscal 2026 results reflect strong AI-driven growth and an expanding backlog.
