Worried About Super Micro Computer? Here Is a Solid Artificial Intelligence (AI) Stock to Buy Hand Over Fist Instead.
Super Micro's recent troubles increased bearish sentiment around the stock, but investors have an alternative to capitalize on the AI server market's growth. Dell Technologies' recent results make it clear that the company's growth rate is set to improve.
Dell: Blockbuster AI Growth, Don't Worry About Margins
Dell's stock has declined since my last write-up due to margin concerns on AI servers, but recent performance shows strong growth in AI infrastructure and server revenue. Dell's AI-optimized server revenue surged, contributing to record server and networking revenue, highlighting their ability to capitalize on AI demand despite margin compression. Dell's valuation is significantly below the sector median, presenting a strong buy opportunity given their robust growth potential and market position in AI servers.
Dell Stock Analysis: Upgrade Alert!
Dell is benefiting from increasing investments in AI data centers.
Dell: An Opportunity In The Wake Of PC And Server Downturn
Despite Dell's stock price decline since my initial recommendation, the investment thesis remains solid. Its potential upside is driven by an upcycle in PCs, enterprise servers, and AI adoption. Its recent report showed sequential growth in AI server orders and shipments, revenue and earnings beating analysts' expectations, and management raising full-year guidance. The company returns substantial value to investors through share buybacks, dividends, and debt reduction.
Prediction: This Beaten-Down Artificial Intelligence (AI) Stock Is About to Go Parabolic. Here's Why.
Shares of Dell have cratered during the past three months. Investments in data-center infrastructure should be a catalyst for the company's networking and storage solutions business.
Dell Technologies Inc. (DELL) Citi 2024 Global TMT Conference Call (Transcript)
Dell Technologies Inc. (NYSE:DELL ) Citi 2024 Global TMT Results Conference September 4, 2024 11:40 AM ET Company Participants Michael Dell - Chairman & CEO Conference Call Participants Asiya Merchant - Citi Philip Drury - Citi Philip Drury Well, look, it's a great pleasure to warmly welcome all of you to our Citi Global Tech Media Telecom Conference 2024. My name is Philip Drury, I'm the Global Head of TMT Investment Banking at Citi.
Dell: A Deep Value AI Stock
Dell's Q2 earnings exceeded expectations, driven by strong demand for AI-optimized servers. Dell's server and networking revenue surged 80% Y/Y in Q2'25, driving top line performance. The IT hardware market raised its full-year guidance amid soaring growth in the Infrastructure Solutions Group.
3 Must-See Quotes From Dell Management Point to Monster Growth Next Year
AI servers continue to be in high demand. Traditional servers are coming out of their longest digestion period ever.
2 ‘strong buy' rated stocks to buy for the end of 2024
As the stock market enters September, a weak month due to the sector and profit rotation, known as the “September Effect,” investment opportunities remain plenty, especially with a much anticipated Federal Reserve interest rate cut on September 18. This cut could kickstart an interest rate-cutting cycle and bring elevated gains to the stock market.
Why Dell Is My Latest Big AI Buy
Dell is poised to benefit from AI-driven data center growth, with significant partnerships with industry titans. Dell's fiscal Q2 results show impressive growth and free cash flow supports dividends and share buybacks, enhancing shareholder value. Trading at a reasonable valuation, Dell remains a strong long-term buy, with analysts bullish on its potential to exceed earnings estimates.
Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
Dell Technologies (DELL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Why Dell Can Continue Winning in AI and Beyond
Dell Technologies NYSE: DELL has rallied this year as the legacy personal computer firm has been transitioning its business toward the fast-growing AI space.
