Dell Technologies Inc. (DELL)
Michael Dell says 'at some point there'll be too many' AI data centers, but not yet
Dell Technologies CEO Michael Dell said that demand for AI computing power is "tremendous." Dell said that "at some point there'll be too many" AI data centers.
Dell stock higher as company raises outlook on AI demand
Dell Technologies Inc (NASDAQ:DELL) shares gained more than 3% in early trading on Tuesday after the computer maker lifted its long-term revenue and profit growth forecasts during its Securities Analyst Meeting. Dell said it now expects annual revenue to grow between 7% and 9%, up from its previous forecast of 3% to 4%, driven by robust demand for artificial intelligence (AI) infrastructure.
Why Dell Technologies (DELL) is a Top Value Stock for the Long-Term
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Digital Realty, Dell and DXC Unite to Boost Adoption of Enterprise AI
DLR teams up with Dell and DXC to simplify enterprise AI deployment and speed up business outcomes.
Dell Technologies (DELL) Stock Slides as Market Rises: Facts to Know Before You Trade
Dell Technologies (DELL) closed at $147.37 in the latest trading session, marking a -1.54% move from the prior day.
Why a $4.5 Billion Smart Debt Move Is Fueling Dell's AI Ambitions
Dell Technologies NYSE: DELL recently provided a perfect example, announcing a $4.5 billion senior notes offering. This is a calculated maneuver by a company operating from a position of strength, strategically optimizing its finances to fuel its dominant and rapidly expanding role in the artificial intelligence (AI) revolution.
Investors Heavily Search Dell Technologies Inc. (DELL): Here is What You Need to Know
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 Gains From AI and Data Center Growth: A Sign for More Upside?
Dell Technologies' growth is driven by momentum in AI and data centers, with innovation and strong demand fueling its growth trajectory.
Dell's Hidden Value: Cheap Valuation, Solid Orders And Huge Shareholder Returns (Rating Upgrade)
Dell's post-earnings drop was driven by lower-than-expected gross margins and disappointing EPS, causing negative sentiment. Despite the correction, Dell's valuation is now more attractive, with lower P/E and P/S ratios compared to its more expensive AI peers. The dividend yield has risen above 1.5%, making Dell appealing. YoY orders increased by 75%, which is very optimistic for Dell's future.
DELL's ISG Sales Gain Momentum: Can Servers Keep Driving Growth?
Dell Technologies' record AI server shipments and soaring ISG revenues spotlight strong growth momentum despite fierce competition.
Dell Beats Expectations But Investors Still Undervalue Its True Potential For H2 FY2026
I remain bullish on Dell due to robust ISG growth, especially in AI-optimized servers, and strategic actions to address storage and CSG weaknesses. Dell's valuation is highly attractive, with traditional metrics and upward net income trends signaling significant undervaluation versus sector peers. Management's cost reductions and tactical product launches in CSG, plus catalysts like the Windows 10 Refresh, support long-term margin and revenue growth.
S&P 500 Gains & Losses Today: Dell, Ulta Shares Drop; Autodesk Stock Soars
Major U.S. equities indexes retreated from recent highs as investors digested fresh economic data ahead of the three-day Labor Day weekend.
