Dell: AI Growth Inflection Is Just Beginning
Dell stock has outperformed Super Micro stock recently, closing the valuation bifurcation between them. Dell's diversified ISG portfolio potentially helps to mitigate margin pressure in AI-optimized servers, underscoring its diversification. Dell benefits from core server refresh cycles and increased AI adoption, bolstering investor sentiments about its growth prospects.
3 Dividend-Paying AI Stocks to Buy Now
The strong demand for AI chips helped Nvidia raise its quarterly dividend by 150%. Investors can cash in on surging demand for AI servers with Dell stock, which also pays an above-average dividend yield of 1.68%.
Which Stocks May Join the S&P 500? Start with Size and Profitability.
Big market-cap stocks like Workday and Apollo Global Management top the list of possible admissions. Coinbase Global, Trade Desk, and Ferguson Enterprises have a shot too.
Dell Technologies Inc. (DELL) is Attracting Investor Attention: Here is What You Should 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.
Forget Nvidia: This Could Be a Better Artificial Intelligence Stock to Buy Right Now
Though Nvidia's stock price has retreated from its recent highs, its valuation remains pricey. Dell has been generating strong results of late, and its growth rate could accelerate in the near future.
Dell Technologies Stock Is A Buy Despite Margin Concerns
Dell Technologies Inc. remains a strong investment due to its positioning in the growing AI market and upcoming PC refresh cycle. Positive news and analyst ratings, coupled with Dell's focus on AI and efficiency, suggest significant undervaluation and potential for growth. Dell's Q3 and Q4 outlooks are promising, with expected revenue growth driven by AI server demand and potential Nvidia Blackwell shipments.
Dell's job cuts aren't over yet
Dell plans further workforce cuts and limits external hiring through February 2025. Dell is taking measures to minimize spending and to adapt to an AI world.
Dell Technologies Inc. (DELL) Goldman Sachs Communacopia + Technology Conference (Transcript)
Dell Technologies Inc. (NYSE:DELL ) Goldman Sachs Communacopia + Technology Conference September 10, 2024 6:45 PM ET Company Participants Jeff Clarke - Vice Chairman and Chief Operating Officer Conference Call Participants Mike Ng - Goldman Sachs Mike Ng Great. Thank you, everybody, for joining the session.
Dell: Excellent Earnings - Remains A Strong Buy
Dell Technologies' stock has rebounded from its recent low, driven by strong earnings and AI enterprise growth, making it a solid investment. Dell's re-entry into the S&P 500 and robust sales growth position it for multiple expansion and a higher stock price. Dell's forward P/E ratio is undervalued at below 12, with the potential to reach 15-17, implying a stock price of $150-$170.
Is DELL Stock's 11.43X PE Still Worth It? Buy, Sell, or Hold?
Although DELL's cheap valuation is attractive, contracting gross margin and weakness in consumer PC shipment are near-term headwinds.
Dell shares climb on S&P 500 inclusion, analysts see more upside ahead
Dell Inc. (NASDAQ:DELL) shares added almost 5% on Monday after it was revealed the technology company will be added to the S&P 500 as part of its quarterly rebalance. Also being added are Palantir Technologies Inc (NYSE:PLTR), which surged almost 13% on the news, and Erie Indemnity, replacing American Airlines Group Inc (NASDAQ:AAL, ETR:A1G), Etsy Inc (NASDAQ:ETSY, ETR:3E2), and Bio-Rad Laboratories Inc (NYSE:BIO).
Dell Stock Rises on S&P 500 News. Why Wall Street Thinks More Gains Will Follow.
The computer manufacturer's addition to the index, effective Sept. 23, represents a return to the market benchmark, which it exited in 2013.
