Here is how Dell Technologies (DELL) and DHI Group (DHX) have performed compared to their sector so far this year.
Dell Technologies (DELL) is a buy, with the market underestimating its operational edge and forward earnings growth despite a record-high multiple. DELL's $43B AI backlog, rapid repricing ability, and negative cash conversion cycle drive robust cash generation and shareholder returns. FY2027 AI revenue is guided to double to ~$50B, with EPS expected to rise 25% to $12.90, supporting the current valuation.
Dell Technologies heads into fiscal Q1 earnings with revenues seen near $35.5 billion, AI server demand surging, yet macro challenges and PC competition may pinch margins.
Shares of Dell Technologies (DELL) rose about 4% on Tuesday ahead of the company's fiscal first-quarter 2027 earnings report, as investors focused on whether accelerating demand for artificial intelligence infrastructure can justify the stock's sharp rally this year. The company is scheduled to report results after the market closes on May 28.
Boorstin called out the standout move: “A trio of tech stocks, HP, Dell, and Qualcomm, all posting double-digit gains.
Dell Technologies is set to report earnings after the closing bell Thursday, with the PC and server maker's stock seen potentially extending its rally to new highs after the results.
Dell Technologies (NYSE: DELL) is gaining momentum as investors respond positively to the company's surging demand for artificial intelligence infrastructure.
DELL's AI server business surges with a $43B backlog and $50B revenue target as enterprise and hyperscale AI demand accelerates.
The year keeps getting better for Dell Technologies stock.
Dell Technologies (DELL) ripped higher on Friday as a series of analyst upgrades and price target hikes fuelled intense buying momentum ahead of the firm's Q1 earnings set to be released on May 28th. Wall Street remains convinced that DELL will report blockbuster financials for the first quarter, with revenue coming in up nearly 52% year-on-year on a much higher bottom-line growth to $2.94 per share.
Dell stock hit a record high on Friday after getting bullish reports from Wall Street analysts following its annual conference in Las Vegas.
Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) are up 15% in late morning trading on Friday, leading a broad rally across AI server names.