Dell Technologies Inc. (DELL)
Final Trade: ET, DELL, KRE, BMY
The final trades of the day with CNBC's Melissa Lee and the Fast Money traders.
Dell: Future-Proofing Business Sets The Stage For Earnings Beat
Dell Technologies has faced recent volatility, falling 14% in the past 6 months due to a rocky earnings report in November. Despite a recent earnings miss, DELL's expansion into AI and its rapidly growing storage and server businesses position it for future growth. DELL's server and networking revenue surged 58%, and analysts project Total revenue of $96.3 billion for 2025, up 8% from 2024.
Dell Technologies (DELL) Beats Stock Market Upswing: What Investors Need to Know
The latest trading day saw Dell Technologies (DELL) settling at $111.55, representing a +1.74% change from its previous close.
Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
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: Buy The Dip Before The Next Refresh Cycle
Dell Technologies has multiple catalysts at play for eFY25, including AI server growth, traditional server & storage refresh cycles, and commercial PC sales with back-to-office trends. Analysts are expecting potential near-term challenges, revising EPS estimates down 19 times in the last 90 days. Dell aims for 3-4% annual top-line growth and 8% EPS growth, with plans to return over 80% of adjusted free cash flow to shareholders through dividend growth and share repurchases.
Why I Recently Increased My Dell Position
Dell's stock is a strong buy with a 12-month price target of $180, driven by its ultra-cheap valuation and significant AI potential. Dell's infrastructure solutions segment, including AI revenues, surged last quarter, indicating robust demand and potential for outperforming consensus estimates. Dell's forward P/E ratio is around 10, with a PEG ratio of 0.65, making it exceptionally inexpensive for a market leader with considerable growth potential.
This Might Be the Most Underrated Artificial Intelligence Stock to Own in 2025
Are you looking for a potentially underrated artificial intelligence (AI) stock to buy for 2025? While it may be tempting to simply invest in chipmaking giant Nvidia, given its hefty $3.3 trillion market capitalization, the returns from owning the stock this year may be limited from here.
Is Dell Technologies (DELL) a Buy as Wall Street Analysts Look Optimistic?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
2 More Stock Picks to Add to Your 2025 Portfolio
Subscribers to Chart of the Week received this commentary on Sunday, January 12.
Why Dell Could Outperform In 2025
Dell targets the $252 billion AI server market, growing at a 35% CAGR, driving ISG growth. ISG's projected mid-20% YoY growth offsets the PC segment's slower 1% decline. Trading at a forward P/E of ~15, Dell offers a PEG ratio of 0.37, highlighting upside potential.
Have $8,000? These 3 Stocks Could Be Bargain Buys for 2025 and Beyond
Americans only have a median savings of $8,000 across all of their checking, money market, savings, call accounts, and prepaid debit cards, according to the Federal Reserve's latest numbers. That amount only covers cash and doesn't include any stocks, which are still only held by 62% of all American adults, according to a Gallup survey.
2 Promising Stocks to Add to Your 2025 Portfolio
Dell Technologies (DELL) Similar to how investors underestimated foundry chip stocks in 2023, data center companies are being undervalued heading into 2025, with artificial intelligence (AI) now front and center.
