Dell Technologies Inc. (DELL)
Dell Stock Climbs as 'Unprecedented Demand' for AI Servers Powers Revenue Growth
Dell (DELL) reported fiscal first-quarter revenue that topped analysts' expectations, driven by growth in artificial intelligence server sales.
Dell raises full-year profit outlook amid soaring demand for AI-optimized servers
Dell Technologies Inc (NASDAQ:DELL) reported mixed earnings for the first quarter but raised its full-year profit outlook amid strong demand for its AI-related systems, sending its share higher afterhours. For the full year, adjusted earnings per share (EPS) are expected to be $9.40 at the midpoint, up 15%.
Nvidia, Dell partner with Trump admin to make next-gen supercomputer
Nvidia and Dell announced a partnership on the AI-powered Doudna supercomputer at the Berkeley National Laboratory, which will advance research on fusion energy and more.
Dell shares climb after company raises full-year profit outlook on AI demand
Dell Technologies reported fiscal first-quarter earnings that missed Wall Street expectations, but the company beat on revenue and offered a stronger-than-expected forecast for the current quarter. Dell said it expects $2.25 in adjusted earnings per share for the current quarter, with between $28.5 billion and $29.5 billion in revenue.
Will Dell's stock price go up after earnings? Here's what history tells us
Dell Technologies (NYSE: DELL) reports its quarterly earnings after the market closes today, May 29, 2025. Based on options pricing, traders are anticipating a move of approximately 9% in either direction.
Dell Earnings Preview - Will AI Impact Sales?
Dell Technologies is scheduled to report earnings after Thursday's close. The stock hit a record high near $179.70/share in 2024 and, as of this writing, it is currently trading near $113.
Dell: Still Too Cheap To Ignore
Dell stock has rebounded sharply from its lows, yet remains attractively valued at around 10x forward earnings, offering significant upside potential. Strong growth in Dell's data center server AI segment underpins my bullish outlook, with EPS estimates likely to exceed consensus and drive further gains. If Dell achieves $11 EPS and a higher P/E multiple, the stock could reach $165, representing about 50% upside from current levels.
Dell Reports Earnings Today. The AI Server Maker's Guidance Might Disappoint.
Dell Technologies will report its latest quarterly earnings after the market close Thursday.
How Will DELL Stock React To Its Upcoming Earnings?
Dell Technologies (NYSE:DELL) is scheduled to report its earnings on Thursday, May 29, 2025. For event-driven traders, understanding how the company's stock has historically reacted to earnings announcements can be a valuable tool.
Dell: Rightsizing Operations To Defend Margins (Earnings Preview)
AI server sales are set to drive top-line growth, with Dell benefiting from partnerships like xAI and the ongoing enterprise adoption of AI infrastructure. Client Solutions Group may remain flat as consumer PC sales lag due to inflation and tariffs stretching out discretionary spend, but commercial refreshes may provide some offset. Dell's valuation is attractive relative to its infrastructure peers. I rate Dell Technologies a BUY with a $119 price target, expecting a strong earnings surprise, driven by AI server growth.
Dell Shifts Its Business Model And The Future Growth Looks More Promising
Dell seems to be developing a new business model focusing on the infrastructure (ISG) segment, which is more profitable. Dell operates in the data center industry with a CAGR of 26.8%, data storage industry with CAGR of 17.2% and hardware with CAGR of 7.26%. Momentum in the hardware (CSG) segment seems to be emerging and the revenue from this segment will get a boost.
DELL Set to Report Q1 Earnings: Buy, Sell or Hold the Stock?
Dell Technologies' first-quarter fiscal 2026 earnings are expected to benefit from strong AI server demand, but trade risks and a weak PC market could limit upside.
