Dell Technologies Inc. (DELL)
Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
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.
Dell's AI Backlog Surge Positions Stock for $600+ as Server Revenue Doubles
Dell's AI order pipeline has grown so fast that even longtime bulls are debating whether the stock has priced it in yet, and the answer depends on one number buried in the backlog.
Jim Cramer Says the AI Slowdown Is Fake. Dell Is His Evidence.
Jim Cramer built his case that AI spending fears are overblown on three stocks, but two of them moved in the exact wrong direction on the day he made the call.
Why Dell Technologies stock is gaining 5% today?
Dell Technologies shares DELL rose more than 5% in trading on Wednesday as Goldman Sachs raised its forecast for the global server market, highlighting continued expectations for strong growth in artificial intelligence infrastructure. Goldman Sachs now expects the overall server market to reach $1.5 trillion by 2030, representing a compound annual growth rate (CAGR) of 39% from 2025 to 2030.
Dell: Extraordinary Growth Versus Rising Expectations
Dell Technologies is capitalizing on AI-driven data center demand, with compute, networking, and storage solutions at the core of its product portfolio. Dell's hardware refresh cycle is accelerating, with 1.2 million legacy servers due for upgrades, driving significant upside in server and storage revenues. AI server revenue surged to $16.4 billion, with FY27 guidance raised to $74 billion and total sales guidance increased by $25 billion to $192 billion.
Dell stock dips amid the AI safety jitters: is the end of the bull run?
Dell stock retreated in the premarket session as investors dumped technology shares amid concerns about artificial intelligence (AI). It retreated to $550 from last Friday's close of $567 also as investors started to book profits.
Dell's DFO-Led Consortium Taking Baldwin Group Private for Enterprise Value of $7.7 Billion
A consortium led by Dell Chief Executive Michael Dell's DFO Management is taking insurance brokerage Baldwin Group private in a cash deal valued at $7.7 billion.
Dell: Powerhouse AI Stock
Dell Technologies has transformed into a mission-critical supplier for the global AI rollout, achieving record highs and justifying its momentum with robust fundamentals. ISG revenue surged 89% year-over-year to $31.8 billion, driven by unprecedented AI server demand, while CSG posted its strongest commercial growth in over four years. Fiscal Q2 2027 delivered a record $47.0 billion revenue and $7.04 adjusted EPS, with management raising full-year guidance to $192 billion revenue and $25.50 EPS.
Dell Booked More AI Server Orders in 3 Months Than It Recorded in Total Revenue
Dell booked a record $60.9 billion of AI server orders in its fiscal 2027 second quarter -- more than its total revenue. The company exited the quarter with a $95 billion AI server backlog.
Dell Technologies Sees AI Boom Building as $95B Server Backlog Signals Demand
Michael Dell, CEO and founder of Dell Technologies NYSE: DELL, said enterprises are in the early stages of adopting artificial intelligence infrastructure, with companies increasingly viewing technology spending as a means of creating value rather than as a traditional IT budget expense.
Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens
Dell Technologies NYSE: DELL CFO David Kennedy told investors at Citi's TMT conference that the company sees continued demand for AI infrastructure, traditional servers and storage, supported by expanding customer pipelines and supply-access discussions extending multiple years.
Wall Street analyst sets Dell stock price target for next 12 months
Dell Technologies (NYSE: DELL) has received a new 12-month Wall Street outlook after a sharp rally that pushed the stock to a record high.
