Dell Technologies Inc. (DELL)
Dell: Don't Sit Out On The Next Rally
Dell Technologies Inc. is reiterated as a Buy with a $171 price target, driven by robust AI server demand and strong FY26 guidance. DELL's AI server business saw a 120% order increase, fueled by neoclouds, sovereign nations, and enterprises seeking localized AI infrastructure. Risks include margin pressure from AI servers and competition from vertically integrated rack-scale solutions by Nvidia and AMD.
Top Stock Movers Now: Robinhood, Dell, Deere, HP, and More
Major U.S. equities indexes climbed Thursday afternoon ahead of the Thanksgiving holiday amid renewed optimism about a Federal Reserve rate cut next month. The Dow, S&P 500, and Nasdaq all rose close to 1%.
DELL Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up
Dell Technologies' third-quarter fiscal 2026 results reflect strong AI-driven growth and an expanding backlog.
Dell Still Screens Margin Risk (Rating Downgrade)
Dell Technologies Inc. shares popped Tuesday on its raised annual outlook for its AI servers from $20B to $25B for the year. Shares rose as much as 5% in extended trading. We think DELL stock looks good in light of Q3 results against an already shaky AI backdrop, but we don't think this means the stock holds a favorable risk-reward in 1H26. We expect more gross margin pressure from Dell due to increased pricing competition, higher cost base, and a new trend of hyperscalers going straight to Taiwanese ODMs.
Underperforming Tech Giant Gets a Post-Earnings Boost
Tech leader Dell Technologies Inc (NYSE:DELL) is up 5.6% to trade at $125.92 at last check, after the company forecast its fourth-quarter revenue and profit above estimates, banking on AI server demand to keep growing.
Dell Technologies: Only One Issue Keeps The Stock From Taking Off (Earnings Review)
Dell just posted record revenue, EPS and AI backlog — but one issue is still holding the stock back, preventing it from trading at AI-winner multiples. AI server demand is exploding, ASPs are rising, and a huge upgrade cycle is underway. Yet margins keep lagging. I dig into Q3 to understand if this gap is temporary. Right now, Dell looks too cheap for its growth. In this article, I lay out the real risks, the catalysts and what investors should expect next.
The Zacks Analyst Blog Urban Outfitters, Dell and Hewlett
Urban Outfitters beats earnings estimates, Dell raises guidance on AI strength, while HP misses revenue in Q3 reports.
Dell dials up its AI bet, and investors seem buy it
After hours on Tuesday, Dell Technologies Inc (NASDAQ:DELL) gave Wall Street a clearer picture of what the AI hardware boom looks like from inside a very traditional PC-and-servers company, and the market liked what it saw. And investors and analysts liked what they saw with the shares jumping 4.6% after hours.
Dell Technologies Inc. (DELL) Q3 2026 Earnings Call Transcript
Dell Technologies Inc. ( DELL ) Q3 2026 Earnings Call November 25, 2025 4:30 PM EST Company Participants Paul Frantz - Vice President of Investor Relations Jeffrey Clarke - COO & Vice Chairman David Kennedy - Interim CFO & Senior VP of Global Business Operations and Finance Conference Call Participants Samik Chatterjee - JPMorgan Chase & Co, Research Division Mark Newman - Sanford C. Bernstein & Co., LLC.
Rate Cuts Back On? Markets Trade Like They Are
News on a prospective new Fed Chair is giving market participants permission to price in multiple rate cuts once again, perhaps starting next month.
Dell Technologies (DELL) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Dell Technologies (DELL) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Dell Technologies (DELL) Surpasses Q3 Earnings Estimates
Dell Technologies (DELL) came out with quarterly earnings of $2.59 per share, beating the Zacks Consensus Estimate of $2.48 per share. This compares to earnings of $2.15 per share a year ago.
