Dell Technologies Inc. (DELL)
Dell Technologies Inc. (DELL) Presents at UBS Global Technology and AI Conference 2025 Transcript
Dell Technologies Inc. ( DELL ) UBS Global Technology and AI Conference 2025 December 2, 2025 1:35 PM EST Company Participants Jeffrey Clarke - COO & Vice Chairman Conference Call Participants David Vogt - UBS Investment Bank, Research Division Presentation David Vogt UBS Investment Bank, Research Division All right. I think we're live.
Dell Just Hit a Record in AI Orders—But the Real Test Starts Now
For many investors, Dell Technologies NYSE: DELL has become somewhat of a divisive artificial intelligence (AI) stock. The company is certainly seeing a huge uptick in demand due to AI.
Michael Dell Donates $6.25 Billion to ‘Trump Accounts' for Children
Michael and Susan Dell are donating $6.25 billion to a newly created government program that will provide savings accounts for roughly 25 million American children.
Is Trending Stock Dell Technologies Inc. (DELL) a Buy Now?
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.
What's Next After The 22% Drop In Dell Stock?
Dell Technologies (NYSE:DELL) has lost approximately 22% of its market value over the last month, marking a significant downturn for a stock that was previously benefiting from the AI-infrastructure surge. The decline has primarily been fueled by worries regarding profitability.
DELL's ISG Revenue Rises: Is Solid AI Server Demand the Catalyst?
Dell Technologies' record AI server orders and surging ISG revenue showcase how accelerating demand is fueling its fiscal 2026 growth momentum.
This PC Maker's Stock Is Soaring on a Stronger Outlook, Thanks to AI
Dell Technologies (DELL) shares jumped Wednesday after the PC maker hiked its outlook, pointing to a boost from AI-driven demand.
Dell: Don't Sit Out On The Next Rally
Dell Technologies Inc. is reiterated as a Buy with a $171 price target, driven by robust AI server demand and strong FY26 guidance. DELL's AI server business saw a 120% order increase, fueled by neoclouds, sovereign nations, and enterprises seeking localized AI infrastructure. Risks include margin pressure from AI servers and competition from vertically integrated rack-scale solutions by Nvidia and AMD.
Top Stock Movers Now: Robinhood, Dell, Deere, HP, and More
Major U.S. equities indexes climbed Thursday afternoon ahead of the Thanksgiving holiday amid renewed optimism about a Federal Reserve rate cut next month. The Dow, S&P 500, and Nasdaq all rose close to 1%.
DELL Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up
Dell Technologies' third-quarter fiscal 2026 results reflect strong AI-driven growth and an expanding backlog.
Dell Still Screens Margin Risk (Rating Downgrade)
Dell Technologies Inc. shares popped Tuesday on its raised annual outlook for its AI servers from $20B to $25B for the year. Shares rose as much as 5% in extended trading. We think DELL stock looks good in light of Q3 results against an already shaky AI backdrop, but we don't think this means the stock holds a favorable risk-reward in 1H26. We expect more gross margin pressure from Dell due to increased pricing competition, higher cost base, and a new trend of hyperscalers going straight to Taiwanese ODMs.
Underperforming Tech Giant Gets a Post-Earnings Boost
Tech leader Dell Technologies Inc (NYSE:DELL) is up 5.6% to trade at $125.92 at last check, after the company forecast its fourth-quarter revenue and profit above estimates, banking on AI server demand to keep growing.
