Dell Technologies Stock News

ROUND ROCK, Texas--(BUSINESS WIRE)--Dell Technologies (NYSE: DELL) will conduct a conference call Thursday, Aug. 28, 2025, at 3:30 p.m. CST to discuss its fiscal 2026 second quarter financial results. The conference will be available to the public as a live, audio-only webcast on Dell Technologies' website at investors.delltechnologies.com; an archived version will be available at the same loca...

Dell Technologies Inc.'s stock has doubled since my April call, but the core AI server and PC refresh drivers remain, justifying a continued Buy rating. Upcoming Q2 earnings and potential upward guidance revisions could serve as a catalyst for further stock price appreciation. Partnerships with Nvidia and Elastic signal a strategic shift toward higher-margin, software-like revenue streams beyon...

ROUND ROCK, Texas--(BUSINESS WIRE)--Dell Technologies (NYSE: DELL), the world's No. 1 provider of AI infrastructure,1 today announced updates to the Dell AI Data Platform to help customers better support the full lifecycle of AI workloads from ingestion and transformation to agentic inferencing to AI-powered knowledge retrieval. Why it matters Enterprise data is massive, growing rapidly and inc...

Computer hardware stock Dell Technologies (DELL) has been consistently climbing since its early April lows, sporting a 14.8% year-to-date lead. The rally has taken a pause over the last week, however, giving the ascending 50-day moving average time to catch up.

In July, Seeking Alpha welcomed 44 new analysts. This article introduces them and showcases some of their top picks. Analysts provided ratings from Strong Sell to Strong Buy, with detailed justifications based on market trends, company fundamentals, and sector-specific challenges. Key investment theses include bearish views on Netflix, Wayfair, and Capri Holdings, while our analysts were bullis...

A flaw in the chips used to secure tens of millions of Dell laptops could have given attackers the ability to steal sensitive data as well as maintain access even after a fresh operating system install, researchers with Cisco Talos said Tuesday.

Dell is experiencing unprecedented demand for AI-optimized servers, with $12.1B in AI-related orders and a $14.4B backlog fueling revenue growth. The global surge in data center spending, driven by AI and digital transformation, positions Dell to benefit from hyperscaler and cloud infrastructure expansion. Dell leads the server market alongside SMCI, capturing major AI server deals as hyperscal...

Dell offers a GARP opportunity: strong AI server growth is leading to an acceleration in the company's CAGR, while the rest of the business remains reasonably stable. AI servers are now Dell's key growth engine, with bookings and backlog surging, yet management's guidance remains highly conservative, creating upside potential. Legacy businesses (PCs, storage, networking) are stable but not exci...