Dell Technologies Inc. (DELL)
AI Growth Makes Dell A Steal (Rating Upgrade)
Dell is experiencing rapid growth in its core server infrastructure business, driven by surging AI-related CapEx spending. EPS estimates for Dell are rising, with a strong trend of upward revisions indicating bullish earnings momentum and market optimism ahead of the Q2 earnings season.
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Dell's AI Orders Are Surging - Thanks To Nvidia
Dell's AI server order backlog surged to $14.4B in Q1 alone, nearly eclipsing last year's total and driving a record $49B consolidated backlog. Despite a rare EPS miss, robust AI server demand and efficient backlog conversion point to a strong revenue inflection over the next 12 months. Markets are overly focused on margin pressures, underappreciating Dell's earnings growth potential and the upside from a forward PE of just 13x.
Why Dell Is The Undervalued AI Giant You Can't Afford To Ignore
Dell remains undervalued, with strong revenue growth driven by its Infrastructure Solutions Group (ISG) and leadership in commercial AI PCs. Recent insider selling by CEO Michael Dell is likely a portfolio reallocation, not a negative signal; Evercore raised its price target to $150. Dell's ISG segment shows robust AI server demand and backlog, while CSG benefits from market share gains and upcoming Windows 10 support expiration.
Best Growth Stocks to Buy for July 3rd
EWCZ, DELL and GLDD made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 3, 2025.
Dell: Outstanding Cash Flows And Impressive Backlog - Reiterate Buy
Dell's ISG segment shows robust demand with massive AI server order growth and backlog, securing a strong long-term outlook despite shipment bottlenecks. Company-wide revenue and EPS growth are sluggish, but cash flow generation is outstanding, supporting increased capital returns to shareholders. FY2026 and Q2 guidance indicate continued robustness, with revenue growth (quarterly YoY) expected to accelerate, though there may be margin pressure in the short term.
DELL vs. Nutanix: Which Cloud Infrastructure Leader Is the Better Buy?
DELL's AI momentum, earnings growth, and lower valuation may offer stronger upside than NTNX's premium-priced gains.
5 Must-Buy High-Flying Stocks With AI Frenzy Set to Dominate H2 2025
AI stocks like JBL, TWLO, PATH, INTU and DELL are gaining momentum as infrastructure investments surge in H2 2025.
Best Growth Stocks to Buy for July 1st
EWCZ, DELL and GLDD made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 1, 2025.
Why Dell Technologies (DELL) is a Top Momentum Stock for the Long-Term
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Dell Technologies Inc. (DELL) is Attracting Investor Attention: Here is What You Should Know
Zacks.com users have recently been watching Dell Technologies (DELL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Will Dell's ISG Segment Benefit From Cloud Infrastructure Expansion?
DELL gains traction in AI-driven cloud infrastructure, but faces rising pressure from tech giants like Microsoft and Alphabet.
