Following strong quarterly results fueled by AI-related hardware demand, Dell Technologies shares have more than tripled this year, with Wall Street analysts forecasting continued upside potential.
Dell Technologies reported increased share prices following an upgrade to its annual financial outlook, driven by robust demand for artificial intelligence servers. The company highlighted growing enterprise adoption of AI infrastructure as a key growth driver.
Dell Technologies raised its yearly revenue guidance by $25 billion as enterprise demand for specialized hardware to power artificial intelligence workloads continues to accelerate.
Artificial intelligence demand has propelled Dell Technologies and Hewlett Packard Enterprise to record stock highs, but investors now expect strong earnings to validate the rapid valuation increases.
Industry analysis suggests that legacy technical debt is pushing corporate IT leaders to reconsider their infrastructure strategies and migrate toward flexible private cloud environments.
Dell Technologies outlined its vision that autonomous agentic AI systems will fundamentally reshape workplace dynamics, enterprise infrastructure, and cybersecurity frameworks.
Dell Technologies has been added to Evercore's Tactical Outperform List, indicating a positive outlook for the company's stock ahead of its upcoming earnings report.
An analysis compares Salesforce and Dell Technologies to determine which high-growth technology stock presents a better investment opportunity for the year 2026. The article evaluates their potential performance and market position.
Michael Dell's net worth has reportedly jumped over $80 billion, driven by the significant growth of Dell Technologies shares, particularly due to demand for AI infrastructure.
Michael Dell, CEO of Dell Technologies, has reportedly cultivated a strong relationship with former President Donald Trump, which is contributing to his personal wealth and company's success.
Dell Technologies is gaining attention as Evercore increased its price target for the company, citing strong prospects in the artificial intelligence sector.
This article examines how Dell Technologies Inc.'s recent AI server guidance reset is influencing its earnings estimate momentum, providing insights into the company's financial trajectory.
Italian Prime Minister Giorgia Meloni has strongly denied Donald Trump's assertion that she 'begged' him for a photo opportunity at the G7 summit, calling his story fabricated.
A unit of Dell Technologies has secured a significant $1.44 billion deal to renew its licensing agreement with Microsoft, highlighting ongoing collaboration between the tech giants.
Dell Technologies is reportedly moving beyond merely benefiting from the AI wave, positioning itself as a leader in the artificial intelligence sector. The company's stock performance reflects its strong position in this rapidly growing market.
Dell Technologies' stock soared by over 30% after reporting booming sales of AI servers, significantly boosting other server makers and contributing to new record highs on Wall Street. Analysts view Dell's performance as a clear indicator of the strong market demand for AI-related hardware.
Dell Technologies' stock experienced a significant surge after the company reported blockbuster earnings, indicating strong market performance and investor confidence.
Dell Technologies' stock experienced a significant 33% surge after the company announced earnings that substantially exceeded Wall Street's expectations. The positive financial results indicate strong performance for the tech giant.
Dell Technologies was awarded a $9.7 billion contract with the US Department of Defense for enterprise software, months after Michael and Susan Dell's $6.25 billion donation to 'Trump accounts'.
Dell Technologies is reportedly gaining significant traction from the growing enterprise demand for advanced artificial intelligence compute infrastructure, boosting its market position.
Dell Technologies has been given a new street-high price target, with analysts citing the potential of "Agentic AI" as a key factor strengthening the bullish outlook for the company's stock.
Dell Technologies' Board of Directors has unanimously approved a proposal to move the company's state of incorporation from Delaware to Texas, contributing to an accelerating trend of companies leaving Delaware.
The CEO of Dell Technologies Inc. (DELL) has commented on a proposal for a moratorium on AI data centers, discussing the potential implications for the industry.
Several financial analysts have updated price targets for various stocks, including Intel, Freeport-McMoRan, SanDisk, and Dell Technologies. JPMorgan also provided an outlook on gas prices, noting they would only partly offset tax refunds.
Jim Cramer advised investors that buying SMCI is effectively investing in Dell, and he also called Dell Technologies "the customer's most sought-after technology and one of the most undervalued stocks in the market."
Dell Technologies CEO Michael Dell echoed OpenAI CEO Sam Altman's views on the Pentagon's cancellation of Anthropic's deal. Dell stated companies cannot dictate government technology use, a stance aligning with Altman's belief that Anthropic's demands complicated its Pentagon engagement. This comes as Anthropic sues the Pentagon after being labeled a supply-chain risk.
Dell Technologies has announced an ambitious target of $50 billion in AI-related revenue for fiscal year 2027, as the company concludes a record-breaking year.
Dell Technologies saw its stock price jump following upbeat quarterly guidance, with analysts highlighting robust enterprise demand for AI servers and infrastructure as a key growth catalyst.
Shares of Dell Technologies climbed following the company’s updated guidance, which cited robust enterprise demand for artificial intelligence infrastructure and prompted an upward revision of its annual revenue forecast.
Dell Technologies is drawing heightened investor attention ahead of its September 1 quarterly earnings release, with analysts projecting potential stock appreciation. Market optimism stems from surging demand for artificial intelligence server hardware and strategic collaborations with Nvidia and SpaceX.
Dell Technologies experienced a decline in stock value after reporting significant delays in manufacturing servers, citing component shortages and production capacity constraints that are impacting delivery timelines.
An investment analysis compares Dell Technologies and NVIDIA to determine which artificial intelligence stock presents a better buying opportunity for investors looking towards 2026.
Dell Technologies and Super Micro Computer, two companies betting on the AI server market, are showing different outcomes in their respective performances. This highlights the varied success within the rapidly evolving AI infrastructure sector.
Raymond James suggests that the termination earnings effect of Dell Technologies Inc. (DELL) on Arrow is likely to be immaterial, indicating a limited impact on Arrow's financial performance.
Several companies, including AXT, Dell Technologies, Broadcom, and O'Reilly Automotive, are making significant moves in midday trading, reflecting various market influences.
The Dell PowerProtect DD3410 is presented as a modern backup solution from Dell Technologies, designed to offer high performance, advanced protection against cyber threats, and significant cost reduction for data storage.
Dell Technologies is officially relocating its legal headquarters from Delaware to Texas, a move approved by 97% of shareholders and celebrated by CEO Michael Dell as a return to the company's founding state.
An analysis suggests buying into AI infrastructure stocks, citing Dell Technologies' recent rally as an example, and recommends another stock for potential significant returns.
Shares of Super Micro Computer jumped 11% and Dell Technologies rose 5% following the announcement of new NVIDIA Vera Rubin systems, fueling investor interest in the AI server market.
An analysis suggests Dell Technologies (DELL) is a strong American stock to buy and hold for the next decade, highlighting its long-term investment potential.
Anthropic, a leading artificial intelligence startup and rival to OpenAI, has confidentially filed for an initial public offering (IPO) in the United States. This move positions Anthropic to potentially be the first major AI company to go public, aiming to raise significant capital for its continued growth.
Wall Street analysts are offering varied insights on several technology companies, with some expressing bullish sentiment on top picks like Okta and Block, while others are conflicted on names such as comScore and MongoDB. Additionally, analysts are bullish on leading consumer cyclical stocks including BRP and Booking Holdings.
Dell Technologies' strong quarterly performance has reignited investor enthusiasm for AI and data center stocks, contributing to a significant surge in its stock price.
Dell Technologies' stock has surged significantly, driven by robust data-center revenue, a new Pentagon deal, and high demand for its AI servers coupled with price hikes, leading to a stellar financial quarter.
Snowflake has signed a $6 billion deal with AWS for AI infrastructure, while data center operator IREN has secured a $1.6 billion deal with Dell Technologies for Blackwell systems at its Texas AI campus. These agreements highlight significant investments in AI infrastructure.
An investment analysis identified Dell Technologies and Constellium as potentially undervalued stocks, despite both reaching all-time highs, suggesting them as favorable investment opportunities.
Dell Technologies is relocating its legal home from Delaware to Texas, a move set for approval at its annual stockholders meeting in June 2026, and welcomed by Texas Governor Greg Abbott.
Dell Technologies (DELL) stock has achieved new record highs, leading analysts to speculate on its future trajectory and potential for continued growth.
Dell Technologies is launching new artificial intelligence solutions aimed at businesses, addressing practical questions about implementation, data preparation, infrastructure, and integration of AI solutions.
SK hynix Inc. announced its plan to begin full-fledged supply of advanced storage solutions designed for artificial intelligence tasks to Dell Technologies starting this month.
A CNBC Pro data analysis reveals that top insiders sold a significant number of shares last week, including holdings in major companies such as Nvidia, Dell Technologies, ConocoPhillips, GitLab, and Ross Stores.
Private equity firms like Apollo were oversold in the last full week of February, while Dell Technologies was one of the most overbought stocks, per LSEG data.
Dell Technologies saw its stock jump significantly after providing a positive outlook for its AI server sales, marking its best performance in two years.
Dell Technologies has made available the transcript from its fourth-quarter 2026 earnings call, offering details on the company's financial performance and strategic discussions.
Dell Technologies stock has climbed following reports of robust demand for artificial intelligence servers, which prompted the company to raise its annual financial forecast. Multiple Wall Street analysts subsequently increased their price targets for the tech giant.
Dell Technologies and Alimentation Couche-Tard have both announced new quarterly dividend payouts for shareholders. The declarations set per-share payments at $0.63 and CAD 0.215, respectively.
JPMorgan analysts project that both Dell Technologies and Hewlett Packard Enterprise will raise their forward-looking earnings guidance in their upcoming quarterly reports.
Market strategists have issued a bullish price target for Dell Technologies, forecasting shares will hit $600 driven by enterprise hardware demand and AI infrastructure spending.
Dell Technologies stock has experienced a significant 250% rally, with analysts suggesting there is still room for further growth, according to a Yahoo Finance report.
Dell Technologies is currently under a 90-day catalyst watch by Citi, indicating potential significant market-moving events or developments for the company in the near future.
Michael Dell, founder and CEO of Dell Technologies, and his wife Susan announced they would donate $250 each to the first 25 million qualifying American children who sign up for a 'Trump Account,' a new government-backed investment vehicle.
Michael Dell, the founder of Dell Technologies, has significantly increased his wealth this year, now ranking as the world's fifth-richest person, surpassing other prominent tech figures.
Michael Dell has ascended into the top five wealthiest individuals globally, surpassing Larry Ellison, driven by a remarkable 757% surge in Dell Technologies' AI server revenue.
Multiple articles provide analysis on various stocks, including high-growth AI companies, Visa, SoundHound AI, Western Digital, DNOW, HEICO, Spotify, TransAlta, Applied Materials, CoreWeave, Honeywell, and Illinois Tool Works, evaluating their potential as investment opportunities.
Analysts have offered their insights and perspectives on several technology companies, including Salesforce (CRM), Dell Technologies (DELL), and Everpure (P). These insights cover their market performance and future outlook.
Dell Technologies has significantly raised its annual forecasts, projecting fiscal year 2027 revenue of $165B-$169B, with AI server revenue expected to reach a $60B midpoint. This optimistic outlook is driven by the booming demand for AI data center infrastructure, causing Dell's shares to soar.
Dell Technologies has raised its financial forecasts, leading to a surge in its shares, as the company benefits from robust demand for AI data center infrastructure.
A summary of top Wall Street analyst research calls for Monday includes recommendations and insights on various companies such as Dell Technologies, Disney, and Wendy's.
An investment analysis examines Dell Technologies' position as a key player in the AI sector, questioning whether the current time is optimal for purchasing its stock.
Dell Technologies is advancing its sustainability strategy by promoting responsible IT equipment recycling from manufacturing to distribution, addressing the growing challenge of minimizing environmental impact from increasing device volumes.
Dell Technologies is positioning itself to capitalize on high-margin storage attachment opportunities, aiming to enhance its revenue and market presence in data storage.
Several companies, including Venture Global, Intuit, National Vision, DaVita, ON Holding, Dell Technologies, and AES, have released financial updates, with some reporting strong performance and others facing market challenges.
Morgan Stanley has downgraded Dell Technologies Inc. (DELL), citing a general weakness observed across the IT hardware sector as the primary reason for the adjustment.