Dell: Surging HDD Profits May Prelude Surging Server Profits
Dell Technologies remains attractively valued despite recent share price gains, driven by surging demand for AI data center server solutions. DELL's net income margins are currently low, but rising AI-driven demand and CapEx spending should boost margins in the coming years. The Infrastructure Solutions Group is now Dell's growth engine, with AI hardware demand projected to fuel further revenue and profit expansion.
Dell Stock Spikes To All-Time High After Tech Titan Increases Long-Term Guidance
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Dell ‘constructive' on demand opportunity ahead, boosts long term targets: analysts
Dell Technologies Inc (NASDAQ:DELL)'s investor event struck a “constructive” tone on the company's demand outlook, market share positioning and earnings growth expectations, according to analysts at Citi. In a note to clients on Wednesday, the analysts stated that Dell management reaffirmed their near-term outlook and increased their long-term targets, which were better than investor expectations.
Base Power CEO Zach Dell: We sell the most affordable and reliable power on the market to homeowners
Zach Dell, Base Power co-founder and CEO, joins 'Squawk Box' to discuss how the company is changing the way residential energy is generated and distributed, details of the latest $1 billion funding round, and more.
Dell Technologies Inc. (DELL) Shareholder/Analyst Call Transcript
Dell Technologies Inc. (NYSE:DELL ) Shareholder/Analyst Call October 7, 2025 9:30 AM EDT Company Participants Paul Frantz - Vice President of Investor Relations Michael Dell - Chairman & CEO Jeffrey Clarke - COO & Vice Chairman Arthur Lewis - President of Infrastructure Solutions Group David Kennedy - Interim CFO & Senior VP of Global Business Operations and Finance Conference Call Participants Simon Leopold - Raymond James & Associates, Inc., Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Wamsi Mohan - BofA Securities, Research Division Aaron Rakers - Wells Fargo Securities, LLC, Research Division Erik Woodring - Morgan Stanley, Research Division Benjamin Reitzes - Melius Research LLC Amit Daryanani - Evercore ISI Institutional Equities, Research Division Mark Newman - Sanford C. Bernstein & Co., LLC.
Michael Dell says 'at some point there'll be too many' AI data centers, but not yet
Dell Technologies CEO Michael Dell said that demand for AI computing power is "tremendous." Dell said that "at some point there'll be too many" AI data centers.
Dell stock higher as company raises outlook on AI demand
Dell Technologies Inc (NASDAQ:DELL) shares gained more than 3% in early trading on Tuesday after the computer maker lifted its long-term revenue and profit growth forecasts during its Securities Analyst Meeting. Dell said it now expects annual revenue to grow between 7% and 9%, up from its previous forecast of 3% to 4%, driven by robust demand for artificial intelligence (AI) infrastructure.
Why Dell Technologies (DELL) is a Top Value Stock for the Long-Term
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Digital Realty, Dell and DXC Unite to Boost Adoption of Enterprise AI
DLR teams up with Dell and DXC to simplify enterprise AI deployment and speed up business outcomes.
Dell Technologies (DELL) Stock Slides as Market Rises: Facts to Know Before You Trade
Dell Technologies (DELL) closed at $147.37 in the latest trading session, marking a -1.54% move from the prior day.
Why a $4.5 Billion Smart Debt Move Is Fueling Dell's AI Ambitions
Dell Technologies NYSE: DELL recently provided a perfect example, announcing a $4.5 billion senior notes offering. This is a calculated maneuver by a company operating from a position of strength, strategically optimizing its finances to fuel its dominant and rapidly expanding role in the artificial intelligence (AI) revolution.
Investors Heavily Search Dell Technologies Inc. (DELL): Here is What You Need to Know
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.
