DELL
DELL INCDELL
DELL
Delisted
DELL was delisted on the 29th of October, 2013.
Financial journalist opinion
Positive
Seeking Alpha
2 hours ago
Dell Q1 Earnings Preview: The Drive Toward A $100B Sales Milestone
Dell's AI-server business has driven a major re-rating, but margin dilution and short product cycles pose risks to sustained profitability. Q1 2026 earnings are pivotal; strong AI-server backlog supports growth, but the PC renewal cycle and server margins are key swing factors. Valuation is attractive with a forward PE of 12 and robust shareholder returns, yet overall grade remains low due to lingering uncertainties.
Positive
Seeking Alpha
1 day ago
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.
Neutral
Zacks Investment Research
1 day ago
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.
Neutral
CNBC
3 days ago
Cramer's week ahead: Earnings from Nvidia, Dell, Costco and Salesforce
CNBC's Jim Cramer on Friday guided investors through next week on Wall Street, saying quarterly reports from Nvidia, Costco, Dell and Salesforce have the potential to move their respective sectors and the rest of the market. He also warned that stocks' performance can depend on action from President Donald Trump.
Neutral
Zacks Investment Research
4 days ago
Curious about Dell Technologies (DELL) Q1 Performance? Explore Wall Street Estimates for Key Metrics
Evaluate the expected performance of Dell Technologies (DELL) for the quarter ended April 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Positive
Seeking Alpha
4 days ago
Dell Technologies: Q1 Should Change The Game
Dell Technologies Inc.'s upcoming Q1 FY2026 earnings are poised as a significant catalyst, expected to build on Q4's robust ISG performance and a rapidly expanding AI server backlog. Despite recent CSG consumer softness, a strong PC refresh cycle driven by an aging installed base, Windows 10 end-of-life, and Dell's leadership in AI PCs should drive growth in 2026. Management's guidance for "at least $15 billion" in AI server shipments for FY2026 and a 25% YoY EPS increase for Q1 FY2026 ($1.65 midpoint) sets a positive tone.
Positive
Zacks Investment Research
5 days ago
Dell Technologies (DELL) Reports Next Week: Wall Street Expects Earnings Growth
Dell Technologies (DELL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Zacks Investment Research
6 days ago
DELL Surges 37% in a Month: Should You Buy the Stock Now or Wait?
Dell Technologies stock benefits from an expanding portfolio and rich partner base, but near-term PC market weakness and stiff competition pose risk.
Positive
Bloomberg Technology
6 days ago
Dell Continues to Innovate the AI Factory
Arthur Lewis, president of Dell's Infrastructure Solutions Group, discusses how the company continues to innovate on the AI Factory and its partnership with Nvidia. Lewis speaks with Bloomberg's Ed Ludlow at Dell Technologies World.
Neutral
Business Wire
1 week ago
Dell Technologies Transforms Data Center Operations with Software-Driven Disaggregated Infrastructure Innovations
LAS VEGAS--(BUSINESS WIRE)--DELL TECHNOLOGIES WORLD – Dell Technologies (NYSE: DELL) helps customers design modern disaggregated data centers with storage, cyber resilience, software and integrated solution innovations. Why it matters Organizations face increasing demands to efficiently manage and secure both modern and traditional workloads across on-premises data centers, cloud and edge environments. IT and business needs keep changing, so the modern data center must be ready for anything. De.
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