Dell Technologies Stock News

PALO ALTO, Calif.--(BUSINESS WIRE)-- #AI--Singulr AI, a rising leader in AI security and governance, today announced the appointment of Bask Iyer as Strategic Advisor. As enterprises enter the most consequential technology transition since cloud and mobile, AI adoption is outpacing traditional governance models. This appointment further positions Singulr AI to provide the infrastructure needed ...

ROUND ROCK, Texas--(BUSINESS WIRE)--Dell Technologies (NYSE: DELL) announces that its board of directors has declared a quarterly cash dividend of $0.525 per common share, which will be payable on Jan. 30, 2026 to shareholders of record as of Jan. 20, 2026. Dell increased its annual cash dividend by 18% to $2.10 per common share following board approval in February of this year. About Dell Tech...

Tech stocks were slammed in an indiscriminate selloff amid AI bubble fears, unprecedented spending, and rate-cut uncertainty. Skepticism about overstretched valuations and lack of near-term ROI has cast a cloud on tech earnings growth and AI's long-term upside. Odds of interest rate cuts are on the rise, which bodes well for growth-oriented sectors like technology, as appetite for risk and valu...

Dell is strongly positioned to capitalize on the AI boom through its dominance in server hardware and cloud infrastructure. DELL's AI server orders have reached a record $12.3 billion, driving robust revenue growth and prompting a bullish long-term outlook. Despite lower gross margins and a high debt load, DELL's strong cash generation and effective cost control underpin its investment case.

Dell Technologies remains a "Buy" due to strong ISG growth, robust AI infrastructure demand, and undervalued valuation metrics. DELL faces margin pressure from rising DRAM/NAND memory prices, but disciplined expense management and the Dell-IP storage ecosystem support profitability. The Dell-IP storage portfolio, with high-margin software and recurring revenue, is a key driver for future margin...

Dell Technologies' forecast points toward a solid acceleration in its growth. The demand for its AI servers is robust, and its pipeline suggests that Dell could continue to take an increasing share of that fast-growing market.

BigBear.ai may benefit from increased government spending on AI for national security. As the leader in servers, Dell is positioned to benefit from growing investment in AI data centers.

Dell Technologies Inc. ( DELL ) UBS Global Technology and AI Conference 2025 December 2, 2025 1:35 PM EST Company Participants Jeffrey Clarke - COO & Vice Chairman Conference Call Participants David Vogt - UBS Investment Bank, Research Division Presentation David Vogt UBS Investment Bank, Research Division All right. I think we're live.