Dell Technologies Inc. (DELL)
Dell's job cuts aren't over yet
Dell plans further workforce cuts and limits external hiring through February 2025. Dell is taking measures to minimize spending and to adapt to an AI world.
Dell Technologies Inc. (DELL) Goldman Sachs Communacopia + Technology Conference (Transcript)
Dell Technologies Inc. (NYSE:DELL ) Goldman Sachs Communacopia + Technology Conference September 10, 2024 6:45 PM ET Company Participants Jeff Clarke - Vice Chairman and Chief Operating Officer Conference Call Participants Mike Ng - Goldman Sachs Mike Ng Great. Thank you, everybody, for joining the session.
Dell: Excellent Earnings - Remains A Strong Buy
Dell Technologies' stock has rebounded from its recent low, driven by strong earnings and AI enterprise growth, making it a solid investment. Dell's re-entry into the S&P 500 and robust sales growth position it for multiple expansion and a higher stock price. Dell's forward P/E ratio is undervalued at below 12, with the potential to reach 15-17, implying a stock price of $150-$170.
Is DELL Stock's 11.43X PE Still Worth It? Buy, Sell, or Hold?
Although DELL's cheap valuation is attractive, contracting gross margin and weakness in consumer PC shipment are near-term headwinds.
Dell shares climb on S&P 500 inclusion, analysts see more upside ahead
Dell Inc. (NASDAQ:DELL) shares added almost 5% on Monday after it was revealed the technology company will be added to the S&P 500 as part of its quarterly rebalance. Also being added are Palantir Technologies Inc (NYSE:PLTR), which surged almost 13% on the news, and Erie Indemnity, replacing American Airlines Group Inc (NASDAQ:AAL, ETR:A1G), Etsy Inc (NASDAQ:ETSY, ETR:3E2), and Bio-Rad Laboratories Inc (NYSE:BIO).
Dell Stock Rises on S&P 500 News. Why Wall Street Thinks More Gains Will Follow.
The computer manufacturer's addition to the index, effective Sept. 23, represents a return to the market benchmark, which it exited in 2013.
Dell, Palantir Stocks Pop After S&P 500 Nod
Two tech stocks are making moves on the charts today.
Wall Street sets Dell stock price for next 12 months
In a major show of confidence, personal computer manufacturer Dell (NYSE: DELL) is anticipated to see its stock benefit after its inclusion in the S&P 500 index.
S&P500 Gains: Dell and Palantir Stocks Rally Following Benchmark Inclusion
S&P 500 futures rise as Palantir, Dell rally after joining the index. Investors await CPI and PPI data, crucial for shaping Fed's next rate move.
Dell Stock Investors: Here's Something You Should Know
Dell Technologies is accelerating revenue in its server business, preparing for a rebound in the personal computer business, and poised to benefit from AI's rising effectiveness.
Dell Is Laser Focused on AI: Is It The Next Winner No One Talks About?
Dell has strong tailwinds due to massive data center builds. Meanwhile, the competition faces challenges.
DELL vs. HPE: Which offers better investment in AI servers?
DELL and HPE are a good play on the AI server market. Should you have DELL in your portfolio or HPE?
