Dell

DELL

Market cap $79.3B

Dell Technologies remains a Buy, with AI-driven revenue visibility and a multi-year accumulation thesis, despite delayed margin expansion. DELL's AI server demand is robust, with a $12.3B order record and an $18.4B backlog, but shipment growth hinges on customer readiness. AI margins are currently mid-single digit and cyclical, with meaningful expansion likely delayed 2-3 quarters; adjacent storage and services should lift blended margins.

Dell has told its employees to expect a companywide systems overhaul in May. Top exec Jeff Clarke told workers it would be the "biggest transformation" in its 42-year history.

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Dell Technologies remains a clear AI beneficiary, with robust AI server demand driving strong order and backlog growth. Despite ISG margin pressures and some commoditization risk, Q4 guidance implies a major acceleration in both revenue and AI server shipments. PC business faces a mixed outlook due to rising memory costs, but new product launches may offset sales headwinds.

In the latest trading session, Dell Technologies (DELL) closed at $118.5, marking a -1.31% move from the previous day.

Soaring memory prices are good news for SanDisk, Seagate Technology and Western Digital but not so cheerful for hardware companies such as Apple and Dell.

Dell Technologies shares are down nearly 18%, hurt by PC and supply-chain issues, but strong AI server demand, big orders, and solid fiscal 2026 guidance offer support.

Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.

LAS VEGAS--(BUSINESS WIRE)--Dell announces XPS 14 and XPS 16, teases XPS 13. Alienware adds anti-glare OLED displays and new processors. Dell UltraSharp unveils two monitors.

Dell has brought back its popular XPS laptop lineup a year after retiring the premium brand, as it looks to drum up demand in a sagging personal computer market.