Dell Technologies Inc. (DELL)
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?
Dell, Palantir and Erie Indemnity to join S&P 500
The S&P Dow Jones Indices said on Friday server maker Dell Technologies , data analytics firm Palantir Technologies and property and casualty insurer Erie Indemnity will join the benchmark S&P 500 before the market opens on Sept. 23.
Dell and Palantir to join S&P 500; shares of both jump
Dell and Palantir shares both surged in extended trading on Friday after S&P Global announced that the two technology companies would join the S&P 500 U.S. stock index.
Here's Why Dell Technologies (DELL) is a Strong Value Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
What's Going on With Dell Stock?
Dell's recent performance improvements and a lower stock price led to an upgrade.
Worried About Super Micro Computer? Here Is a Solid Artificial Intelligence (AI) Stock to Buy Hand Over Fist Instead.
Super Micro's recent troubles increased bearish sentiment around the stock, but investors have an alternative to capitalize on the AI server market's growth. Dell Technologies' recent results make it clear that the company's growth rate is set to improve.
Dell: Blockbuster AI Growth, Don't Worry About Margins
Dell's stock has declined since my last write-up due to margin concerns on AI servers, but recent performance shows strong growth in AI infrastructure and server revenue. Dell's AI-optimized server revenue surged, contributing to record server and networking revenue, highlighting their ability to capitalize on AI demand despite margin compression. Dell's valuation is significantly below the sector median, presenting a strong buy opportunity given their robust growth potential and market position in AI servers.
Dell Stock Analysis: Upgrade Alert!
Dell is benefiting from increasing investments in AI data centers.
Dell: An Opportunity In The Wake Of PC And Server Downturn
Despite Dell's stock price decline since my initial recommendation, the investment thesis remains solid. Its potential upside is driven by an upcycle in PCs, enterprise servers, and AI adoption. Its recent report showed sequential growth in AI server orders and shipments, revenue and earnings beating analysts' expectations, and management raising full-year guidance. The company returns substantial value to investors through share buybacks, dividends, and debt reduction.
Prediction: This Beaten-Down Artificial Intelligence (AI) Stock Is About to Go Parabolic. Here's Why.
Shares of Dell have cratered during the past three months. Investments in data-center infrastructure should be a catalyst for the company's networking and storage solutions business.
Dell Technologies Inc. (DELL) Citi 2024 Global TMT Conference Call (Transcript)
Dell Technologies Inc. (NYSE:DELL ) Citi 2024 Global TMT Results Conference September 4, 2024 11:40 AM ET Company Participants Michael Dell - Chairman & CEO Conference Call Participants Asiya Merchant - Citi Philip Drury - Citi Philip Drury Well, look, it's a great pleasure to warmly welcome all of you to our Citi Global Tech Media Telecom Conference 2024. My name is Philip Drury, I'm the Global Head of TMT Investment Banking at Citi.
Dell: A Deep Value AI Stock
Dell's Q2 earnings exceeded expectations, driven by strong demand for AI-optimized servers. Dell's server and networking revenue surged 80% Y/Y in Q2'25, driving top line performance. The IT hardware market raised its full-year guidance amid soaring growth in the Infrastructure Solutions Group.
