As Dell's stock slides, here's why bulls are keeping the faith
Analysts say Dell's revenue will improve once Nvidia Blackwell supply picks up and note the company isn't pricing AI servers as aggressively as peers are.
DELL Beats Q3 Earnings Estimates: Can Strong FY25 View Lift Shares?
Dell Technologies' third-quarter fiscal 2025 results reflect strong demand for AI-optimized servers.
Dell Stock Drops Over 10% After Reporting Setbacks in the AI Market
In today's video, I discuss recent updates impacting Dell Technologies (DELL -10.55%). To learn more, check out the short video, consider subscribing, and click the special offer link below.
S&P500 Forecast: PCE Inflation Report Looms as Dell's AI Prospects Face Uncertainty
US stocks steady as traders eye PCE inflation data, a key Fed gauge. Dell's AI-driven growth contrasts with weaker Q4 guidance, shaking tech sentiment.
Dell, HP, CrowdStrike, 3D Systems And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
U.S. stock futures were lower this morning, with the Dow futures falling around 50 points on Wednesday.
Dell Stock Holds On to Buy Ratings After Post-Earnings Slump
There may be an opportunity to buy the dip in shares of PC maker Dell, according to Melius Research.
Nvidia Stock Heads Into the Holidays Falling. Tariff Talk, Dell Earnings Haven't Helped.
Shares are down almost 7% over the past five days even though they rose slightly on Tuesday.
Dell's AI business is booming, but shares plunged after it cut its revenue outlook
Dell reported $24.4 billion in revenue for its third quarter — a 10% year-on-year increase. Revenues jumped 34% in Dell's ISG division, which includes the company's AI operations.
HP, Dell's weak forecasts spark share selloff, doubts over PC market recovery
Shares of Dell and HP fell on Wednesday after the personal computer makers issued forecasts that cast doubt on a market recovery driven by artificial intelligence-enabled PCs.
Why Dell stock is crashing
Dell's (NYSE: DELL) share price is spiraling downward as investors digest the company's third-quarter earnings and future forecasts.
Dell: Market Overreacts To Q3 Earnings
Dell Technologies' 11% post-earnings sell-off is an overreaction, presenting a strong buying opportunity. The company's ISG segment is thriving, driven by AI server demand, with a 34% revenue increase and 41% operating income growth. Dell's forward P/E ratio and DCF model indicate significant undervaluation, with a fair share price 24% higher than the current market price.
Dell Q3: Rapid AI Server Growth Offset Weak Consumer PC Sales, Remain 'Strong Buy'
I reiterate a 'Strong Buy' rating on Dell with a one-year target price of $210 per share, driven by robust AI server growth. DELL reported 9.5% revenue growth and 14% adjusted EPS growth, primarily fueled by record-high AI server orders and strong enterprise customer traction. Despite weaker Consumer PC business growth, Dell's new AI server products and partnerships with Nvidia, AMD, and Intel position it well for future growth.
