Dell has successfully transformed from a legacy PC maker into a critical enterprise AI hardware enabler, driving structurally higher growth for the company. Management has nearly doubled its long-term annual revenue growth target to 7-9%, fueled by a massive surge in AI server demand. Despite strong AI-driven prospects, DELL trades at legacy PC maker valuations, presenting over 60% upside if repriced at higher multiples.
Dell Technologies (DELL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
In the closing of the recent trading day, Dell Technologies (DELL) stood at $122.48, denoting a -8.43% move from the preceding trading day.
A PC manufacturer came under pressure Monday after an analyst warned of margin headwinds from rising memory chip prices. Meanwhile, shares of a large tech firm advanced after a high-profile investor disclosed a stake.
The artificial intelligence boom that's sent memory chip prices soaring is hurting computer hardware makers, according to a report from Morgan Stanley, which downgraded some of the biggest names in the sector.
Computer hardware giant Dell Technologies Inc (NYSE:DELL) is sharply lower today, last seen down 7% at $124.44, after a double-downgrade from Morgan Stanley to "underweight" from "overweight," with a price-target cut to $110 from $144.
Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.
Five data-driven giants, NVDA, DELL, PLTR, FICO and GWRE, are powering AI, analytics, and cloud innovation to boost portfolio returns in 2026.
In the most recent trading session, Dell Technologies (DELL) closed at $138.76, indicating a -2.75% shift from the previous trading day.
Tech stock Dell Technologies Inc (NYSE:DELL) is down 2.7% to trade at $142.62 at last check, headed for its sixth-straight daily loss, though it maintains its 22.5% year-to-date gain.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Companies providing AI infrastructure solutions, such as servers and chips, are trading at expensive valuations. However, the company discussed in this article is trading at incredibly cheap multiples.