Dell Technologies Inc. (DELL)
Dell: A Value Stock Multiple On An AI Growth Business
Dell Technologies Inc. ended last quarter with $43B in backlog, and management guided FY2027 AI server revenue of roughly $50B, implying about 103% YOY growth. To my eyes, this is an AI growth story, even though the traditional (i.e., CSG) business made up 45% of total sales last fiscal year, growing at just 5%. The AI server space is a tough market from a margin perspective, and the recent margin decline is not exciting. The backdrop for PC shipments this year is not encouraging.
Why Dell Technologies (DELL) is a Top Value Stock for the Long-Term
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Wall Street Breakfast Podcast: PC Rally Fades On Nvidia Denial
Nvidia (NVDA) denies reports of talks to acquire a PC maker, reversing gains in Dell (DELL) and HP (HPQ) shares. United Airlines (UAL) CEO explores a potential merger with American Airlines (AAL), raising regulatory and competitive scrutiny concerns.
Odds of Nvidia buying Dell are low, says Deepwater's Gene Munster
Gene Munster, Deepwater asset management, joins 'Fast Money' to talk rumors Nvidia is interested in buying Dell.
Dell, HP stocks jump as Nvidia takeover talk stirs PC market buzz
Shares of Dell Technologies and HP Inc. moved higher on Monday after a report suggested Nvidia Corp. could be exploring a major acquisition that may reshape the personal computer industry. The report, published by technology website SemiAccurate, said Nvidia has been negotiating for more than a year to acquire “a large company,” sparking speculation across markets.
Is It Worth Investing in Dell Technologies (DELL) Based on Wall Street's Bullish Views?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
DELL Gains From Commercial PC Demand: Can it Boost CSG Growth?
DELL rides on strong commercial PC demand, lifts CSG revenues by 14% and positions itself for further growth with its AI-ready portfolio and enterprise wins.
3 Founder-Led Powerhouses Built for Long-Term Value Creation
NVIDIA, Netflix and Dell stand out as founder-run companies with strong vision, innovation and long-term growth drivers.
Dell: The Super Micro Fallout Could Spark A Major Re-Rate
SMCI's newly launched investigation into alleged export-curb violations by its employees raises the risk of broader operational disruption, potentially echoing prior execution drag that'd created share-gain opportunities for Dell. This catalyzes Dell's buy case, which remains rooted in improving execution that's no longer limited to AI-optimized servers but increasingly extending into traditional servers, networking and storage. The anticipated recovery in higher-margin traditional server and storage sales should offset the profitability drag from an increasing mix shift to AI servers, supporting stronger earnings growth and FCF accretion.
Dell Technologies well-positioned for enterprise AI growth, says Bank of America
Dell Technologies Inc (NASDAQ:DELL) is well-positioned to capitalize on enterprise AI growth, according to Bank of America analysts who cited insights from CEO Michael Dell during the firm's recent “View from the Top” call series. The analysts highlighted that Dell's scale and long-standing supplier relationships give it a competitive edge during periods of disruption.
Has Dell Technologies (DELL) Outpaced Other Computer and Technology Stocks This Year?
Here is how Dell Technologies (DELL) and Cognex Corporation (CGNX) have performed compared to their sector so far this year.
Dell Technologies Inc. (DELL) Discusses AI Strategy and Business Transformation in the Tech Industry Transcript
Dell Technologies Inc. (DELL) Discusses AI Strategy and Business Transformation in the Tech Industry Transcript
