Mizuho Securities has upgraded Dell’s price objective to $215 from $180 while maintaining an Outperform rating, driven by expectations of robust growth in AI infrastructure demand. The upgrade reflects confidence that Dell is well-positioned to capture an increasing share of the expanding AI server market,...
Dell Technologies Inc. (NYSE:DELL) reported a significant quarterly earnings beat on May 28th, posting $4.86 per share compared to the consensus estimate of $2.96. Revenue surged 87.5% year-over-year to $43.84 billion, exceeding expectations of $35.74 billion. The company has set full-year 2027 guidance at $17.90...
Advisortrust Partners LLC increased its stake in Dell Technologies Inc. (NYSE:DELL) by purchasing 1,501 shares valued at approximately $246,000 during the first quarter, according to recent SEC 13F filings. Several other institutional investors also adjusted their positions, with Rossby Financial LCC significantly growing its stake...
Dell Technologies (NYSE:DELL) shares rose approximately 4% on Tuesday, trading as high as $433.50, driven by renewed optimism regarding its position in AI infrastructure and enterprise spending. The stock's performance was bolstered by a significant earnings beat where the company reported EPS of $4.86 against...
Super Micro Computer (SMCI) shares fell 13% to $35 on Wednesday, while Dell Technologies (DELL) rose 4% to $396, marking a sharp divergence in the AI server sector. This split follows a broad selloff on Tuesday where both names declined together. Investors are now rewarding...
Dell Technologies Inc. (NYSE:DELL) reported record Q1 revenues that surged 88% year-over-year, driven primarily by accelerating demand for AI servers. Both the Infrastructure Solutions Group and Client Solutions Group posted robust growth, with ISG revenues specifically up 181%. This performance has dispelled previous market fears...
ABN AMRO Bank N.V. increased its holdings in Dell Technologies Inc. (NYSE:DELL) by 21.8% during the first quarter, acquiring an additional 17,610 shares to own a total of 98,530 shares valued at $16.3 million. This move aligns with several other major institutional investors who recently...
Dell Technologies (NYSE:DELL) received a consensus 'Moderate Buy' rating from thirty-two analysts, with an average twelve-month target price of $490.38. Recent analyst activity on May 29th showed mixed signals, including significant upgrades from Evercore and Piper Sandler which raised their price targets to $450 and...
Goldman Sachs raised its price target for Dell Technologies (NYSE: DELL) to $500 from $230 and maintained a Buy rating on June 1, citing strong AI server demand. The company reported first-quarter fiscal 2027 earnings per share of $4.86, surpassing consensus estimates. This positive reaction...
Dell Technologies Inc. (NYSE:DELL) Director David Dorman sold 41,292 shares on June 12th at an average price of $405.89, totaling approximately $16.76 million in a transaction disclosed to the SEC. The stock opened at $410.00 on Friday, trading above its 50-day simple moving average of...
Dell Technologies is receiving positive analyst attention from Bernstein, which reiterated its "outperform" rating on the company and increased its price target to $220 from $180. The firm's analyst Mark Newman highlighted emerging artificial intelligence use cases as a primary catalyst for Dell's growth, noting...
Dell Technologies Inc. (DELL) is being re-evaluated by investors as a core AI infrastructure compounder rather than just a cyclical PC assembler. As of June 2, 2026, the stock traded at $435.31 with a forward P/E of 25.38. The company has undergone a significant market...
On May 28, 2026, Dell Technologies significantly raised its full-year earnings per share (EPS) guidance by 50%, prompting a 35% surge in its stock price. The company also increased its 2027 revenue guidance by 19% to $167 billion and boosted AI-optimized server revenue projections by...
Dell Technologies (DELL) reported Q1 2027 revenue of $43.8 billion, representing an 87.54% year-over-year increase. The stock surged over 2% in initial trading following the earnings release, driven by strong demand for AI-optimized servers and enterprise infrastructure upgrades. Insider trading activity shows a net selling...
Dell Technologies (DELL) is facing significant scrutiny due to massive insider selling activity over the past six months. Insiders have executed 1,447 trades, all of which were sales totaling approximately $2.3 billion in value. Notable executives including the Chief Customer Officer, COO, CFO, and CMO...
Dell Technologies (DELL) has experienced a significant re-rating driven by strong growth in AI-focused servers and an upward revision to its full-year revenue and earnings guidance. The stock price has surged approximately 69% over the last 30 days, contributing to a one-year total shareholder return...
Dell Technologies (DELL) has rejoined Josh Brown's Best Stocks list following a technical breakout and renewed momentum amid the artificial intelligence boom. While the stock was previously removed from the list in late January after falling below its 200-day moving average during concerns over AI...
Dell Technologies and Super Micro Computer (SMCI) reported contrasting earnings results for their AI server businesses. Dell posted a massive 757% year-over-year surge in AI server revenue to $16 billion, driven by disciplined scale and strong free cash flow of $3.1 billion. In contrast, SMCI...
Keybank National Association OH increased its stake in Dell Technologies Inc. (NYSE:DELL) by 18.6% in the first quarter, purchasing an additional 1,979 shares to hold a total position of 12,600 shares valued at approximately $2.07 million according to recent SEC Form 13F filings. Several other...
In April, Dell Technologies emerged as the strongest performer among major AI server hardware providers, with its stock rising 28% to close at $208.95 after posting Q4 FY2026 AI-optimized server revenue of $8.95 billion, a 342% year-over-year increase. The company reinforced its position by raising...
