Dell Technologies Inc. (DELL)
Dell vs. Microsoft: Which Cloud Stock Is the Better Buy Now?
DELL and MSFT are well-known players in the cloud computing industry. Let's find out which one is a better investment option.
Is Trending Stock Dell Technologies Inc. (DELL) a Buy Now?
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.
Dell: A Mixed Bag But Still A Buy (Technical Analysis)
Dell: A Mixed Bag But Still A Buy (Technical Analysis)
Bear of the Day: Dell Technologies (DELL)
Dude, you're getting a Dell just doesn't have the same ring to it that it used to.
Dell: Buy The Dip At 6-7x Operating Income
Dell shares have dropped 18% YTD on fears that AI infrastructure build-out is slowing. However, it is important to note that the concern surrounding fading AI infrastructure build-out has so far not been reflected in fundamentals. Dell's strategic partnership with NVIDIA positions it well in the AI infrastructure market, despite concerns about slowing AI demand.
Dell: Betting On Servers, Not Screens
Dell Technologies is a value play with growth potential from AI infrastructure; stagnation in its PC business is priced into valuations. Financials show revenue growth, improved margins, but concerning free cash flow due to AI investments; shareholder paybacks could be threatened. AI market share gains and projected $15b in AI shipments by FY 2026 highlight Dell's leadership, though risks from hyperscalers and NVIDIA exist.
Dell Technologies: Acceleration Unlocked; Upgrade To Strong Buy On Enterprise Tailwinds
Initiate on DELL with a Strong Buy and $135 PT, driven by AI infrastructure demand and a non-discretionary Windows 10 EOL commercial PC refresh cycle. Dell's $9B AI server backlog and expanding pipeline position it to exceed management's $15B shipment floor in FY26, driving significant revenue growth. The Windows 10 end-of-life in October 2025 will trigger a commercial PC refresh cycle, with Dell uniquely positioned to benefit due to its market dominance.
Dell: This Should Not Be A 10x P/E Stock, Reiterate Buy PT $154
Tech is leading the market's recovery, with the Technology Select Sector SPDR Fund outperforming other S&P 500 sector ETFs in the past month. Dell's equity valuation is attractive, despite a 26% drop in shares since November 2024, driven by weak earnings reactions and cautious chart signals. Dell's AI server business shows strong growth potential, with a 50% server growth rate expected this year and a record $9 billion backlog.
Dell shakes up its top ranks and raises the bar on how many people its senior managers must lead
Dell is flattening its organizational structure and cutting down management layers. Vice presidents will now have at least 15 direct reports, while other senior staff will have 20 reports.
3 Tech Leaders Announce Buybacks Totaling $85 Billion
Markets have become especially accustomed to tech buybacks in recent years. According to S&P Dow Jones Indices, companies in the S&P 500 tech sector spent a whopping $253 billion on buybacks in 2024.
Should You Invest in Dell Technologies (DELL) Based on Bullish Wall Street 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 Technologies Stock Trading at Big Discount: Should You Buy, Sell or Hold?
DELL stock offers long-term potential with strong AI demand, but near-term PC market weakness and macroeconomic challenges pose risk.
