Dell Offers Compelling Value For An AI Beneficiary
Dell Technologies is a strong investment choice due to its AI server sales growth, reasonable valuation, and low downside risk. Dell's AI server sales exceeded expectations, driving a 9% total revenue increase, despite a 4% decline in PC sales. Dell's current P/E ratio is significantly lower than other AI beneficiaries, suggesting potential for price appreciation and a target price range of $124-$144.
Dell's Founder and CEO Unloads $1.2 Billion in Stock: Should Investors Worry?
The company's founder has been selling billions of stock of the AI server-maker all year.
Inside Dell's Explosive AI Expansion
Dell targets a $174 billion AI hardware and services market by 2027, growing at a 22% CAGR. ISG is now Dell's growth driver, offering AI-focused products like PowerScale, APEX, and AI Factory. Dell's PowerScale F910 offers 127% performance improvement, while PowerEdge XE9680L boosts GPU density by 33%.
3 Momentum Trades Too Good Pass Up
Momentum investing is based on the idea that stocks that have risen recently will tend to keep rising and that stocks that have fallen tend to keep falling. In 1993, researchers Narasimhan Jegadeesh and Sheridan Titman at UCLA brought the idea forward.
Monster insider trader alert as Dell CEO sells over $1 billion in company's shares
Although things were starting to look optimistic for Dell Technologies (NYSE: DELL) stock following the company's announcement of an expansion of its partnership with Nvidia (NASDAQ: NVDA), its CEO Michael Dell might not be as bullish, considering his latest trade.
This Artificial Intelligence (AI) Stock Just Regained Access to One of the World's Most Exclusive Clubs. Does That Make It a Good Buy Right Now?
Dell was removed from the S&P 500 when it went private in 2013. The company's infrastructure and client solutions businesses are well positioned for AI-driven growth.
These 2 Artificial Intelligence (AI) Stocks May Be Better Buys Than Nvidia for the Blackwell Launch
Nvidia's Blackwell GPUs are set to generate some near-term growth for the company. IT infrastructure companies such as Dell and Super Micro Computer may be the better buys for the long run.
Meet the Newest Stock in the S&P 500. It Soared 880% Over the Past Decade, and It's Still a Buy Right Now, According to Wall Street.
During the recent rebalancing, the S&P 500 Index added Dell. The personal computer (PC), server, and IT specialist has decades of experience and recently turned its attention to generative AI.
Here's Why We're Long Dell And Short Super Micro Computer
Dell's increasing penetration of AI server opportunities have overshadowed the tepid recovery outlook in its core PC sales, and underpinned the stock's continued upsurge this year. DELL's expanding operating margins, despite the increasing mix of less profitable AI server sales, also differentiates from bottom line compression observed at key rivals Super Micro and HPE. The impending transition to DLC servers with the upcoming deployment of Nvidia Blackwell systems will be an incremental growth catalyst for Dell in the AI transformation cycle.
Dell demands employees to work 5 days a week in office and ‘grow skills'
Last week, Amazon said it would require employees to return to working at company offices five days per week, beginning next year, toughening a prior three-day mandate.
Dell asks global sales team to work five days a week in office, memo says
Dell Technologies said on Thursday that their global sales team employees who are able to work from the company offices must do so five days a week, starting Sept. 30, according to a memo seen by Reuters.
DELL's AI for Telecom Aids CSPs: Time to Buy Shares or Better to Wait?
Dell Technologies unveils the Dell AI for Telecom program to help CSPs quickly and easily deploy AI solutions.
