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.
One interesting metric that often goes unmentioned but can provide valuable insight into a company's capital allocation is the shareholder yield. Many have heard the terms dividend yield and buyback yield.
The latest trading day saw Dell Technologies (DELL) settling at $85.49, representing a +0.35% change from its previous close.
Dell and HP have been highlighted in this Industry Outlook article.
The Computer - Micro Computers industry participants like Dell Technologies (DELL) and HP (HPQ) are benefiting from the strong demand for enterprise devices amid stiff macroeconomic challenges globally.
Tech and electronics stocks are charging higher to kick off the week, following a temporary exemption from President Donald Trump's reciprocal tariffs.
Despite the extreme stock market volatility at the start of 2025, the artificial intelligence (AI) revolution is moving full steam ahead. Advances in machine learning and automation technology are rapidly reshaping the global economy, ushering in a new era of business productivity and human creativity.
DELL and Hewlett Packard are well-known players in the AI server market. Let's find out which one is a better investment option.
Dell Technologies (DELL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Dell Technologies stock has dipped ~20% in the past 5 days, creating a massive buying opportunity due to its strong AI server business and financial performance. Dell's AI server backlog surged to ~$9 billion, with revenue rising 7% YoY and net income up 27% YoY. Despite concerns about AI server margins, Dell's absolute profit from AI servers is significantly higher than traditional servers.
Dell Technologies is experiencing strong growth in its Infrastructure Solutions Group, driven by escalating demand for AI-optimized server products, positioning it for future upside. Trading at a low 9X P/E ratio, Dell offers a multi-year runway for high EPS and cash flow growth, making it a deep value AI stock. Dell's ISG reported 22% Y/Y growth in Q4 while segment operating income grew at twice the rate.
Dell Technologies has strong growth tailwinds due to new products and untapped enterprise market in AI servers. There is also a PC refresh cycle coming into play later this year. Dell has a strong and growing market share position in servers and storage markets. A revenue mix shift toward these segments offsets its market share struggles in the PC business. The revenue mix shift paves the way for overall EBIT margin expansion going ahead.