Dell Technologies Inc.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +75

Dell (DELL) Stock Surges as Analyst Ups Target on Soaring AI Infrastructure Demand

AI-generated analysis

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,...

Bullish Signals

  • Mizuho upgraded Dell price target to $215, maintaining Outperform.
  • Dell market share in AI servers grows from 19% in 2025 to 25% by 2029.
  • AI server backlog reaches $85 billion across five quarters.
  • Analyst forecasts raise AI server orders to $53B in FY2027 and $68B in FY2028.
  • Shares advanced 39% YTD with P/E of 20 and PEG of 0.53.
  • Total AI server spending hits $862 billion by 2029 from $140 billion in 2024.
  • Evercore raised Dell price target to $205, maintaining Outperform rating.
  • Demand expands across cloud providers and enterprises via agentic AI.

Bearish Signals

  • Dell shares up 39% YTD may be fully priced.
  • SMCI target cut due to regulatory challenges.
  • Federal charges raise supply chain instability risks.
  • High Dell valuation viewed as sensitive.
  • Growth forecasts prone to miss if demand slows.
2
Very Bullish +85

Dell expands AI platform with NVIDIA. Dell Technologies stock is valued at USD 290.5 billion

AI integration AI partnership Company update AI-generated analysis

Dell Technologies has significantly expanded its NVIDIA AI platform, reaching over 6,500 customers by October 21, 2026, up from 5,000 in the prior quarter. This strategic collaboration extends agentic AI deployments from deskside systems to data centers, marking a key growth vector for the company's...

Bullish Signals

  • NVIDIA AI platform customers grew to 6,500 by Oct 21, 2026.
3
Very Bullish +85

Dell Technologies stock reaches a new 52 week high

AI-generated analysis

Dell Technologies Inc. shares surged to a new 52-week high of $595.51 on September 21, 2026, driven by a robust quarterly earnings beat. The company reported earnings per share (EPS) of $7.04, significantly exceeding the consensus estimate of $4.91, while revenue jumped 57.7% year-over-year to...

Bullish Signals

  • Stock hit new 52-week high of $595.51 with 3.44% gain.
4
Very Bullish +85

Dell Technologies Inc. stock gains on AI server boom and RBC upside call

AI-generated analysis

Dell Technologies Inc. stock surged approximately 31 percent over the last 30 days, reaching around USD 568.06 by mid-September 2026, driven primarily by record fiscal Q2 2027 AI server demand. The rally was catalyzed by the company's earnings report released on September 1, 2026, which...

Bullish Signals

  • Q2 revenue hit $46.97B, up 58% YoY.
5
Very Bullish +85

Dell Technologies (DELL) Stock Soars 350% as AI Server Demand Drives Record-Breaking Quarter

AI-generated analysis

Dell Technologies (DELL) shares have surged 350% over the past year following exceptional fiscal Q2 results that significantly exceeded Wall Street expectations. The company reported record revenue of $47 billion, a 58% year-over-year increase, with adjusted earnings per share tripling to $7.04 against an analyst...

Bullish Signals

  • Q2 revenue hit record $47B, up 58% YoY.
  • Adjusted EPS tripled to $7.04, beating estimates.
  • AI server revenue doubled to $16.4B.
  • Infrastructure margin expanded 620 bps to 15%.
  • Order backlog stands at substantial $95B.
6
Very Bullish +85

Dell stock hits record high as AI infrastructure demand drives rally

AI-generated analysis

Dell Technologies shares surged to a record high of $538.47 on Wednesday, driven by robust demand for its artificial intelligence infrastructure and strong recent financial performance. The stock has gained 18.8% over the past month and is up 326% year-to-date as investors respond positively to...

Bullish Signals

  • Shares hit record high of $538.47, up 326% YTD.
  • AI server revenue neared $74B, tripling year-ago level.
  • Commercial revenue rose 22% for eighth consecutive quarter.
  • Raised $5B via bonds with $23B in orders.
  • S&P 100 inclusion expected to boost institutional demand.
7
Very Bullish +85

Dell vs. HPE: Which Top AI Server Stock Is the Better Buy?

AI-generated analysis

Dell Technologies reported explosive fiscal Q2 results with revenue surging 58% year-over-year to a record $46.97 billion, significantly surpassing analyst estimates. Adjusted earnings per share skyrocketed 203% to $7.04, crushing expectations by 41%. The growth was primarily driven by the Infrastructure Solutions Group, where revenue...

Bullish Signals

  • Q2 revenue hit $46.97B, up 58% YoY.
  • Adjusted EPS soared 203% to $7.04.
  • Infrastructure revenue jumped 89% driven by AI servers.
  • Raised FY27 guidance to $192B with 69% growth.
  • Shares up 320% YTD and 630% over three years.
8
Bullish +75

Was The Run In Dell Stock Hiding In Plain Sight?

AI infrastructure Company update Earnings report AI-generated analysis

Dell Technologies (DELL) experienced a significant stock appreciation following a surge in demand for its data center and AI server business. Between November 2025 and November 2026, a $10,000 holding grew to approximately $26,460 with dividends reinvested, significantly outperforming the S&P 500 during that period....

Bullish Signals

  • Infrastructure Solutions Group revenue hit record $31.8 billion.
  • Revenue surged 39.5% YoY driven by AI server sales.
  • Achieved record $95 billion backlog for AI orders.
  • Raised long-term annual revenue growth target to 7%-9%.

Bearish Signals

  • Revenue growth slowed from 87.5% to 57.7% in Q3 2026.
  • Memory chip shortages limit fulfillment capacity due to supply constraints.
  • Shares corrected 34.6% between October and November 2026.
9
Bullish +65

What Changed For Dell Stock, And What Did Not?

Analyst downgrade Earnings report Financial outlook AI-generated analysis

Dell Technologies (DELL) shares dropped 11.3% on October 14, 2026, following a Barclays downgrade to Equal Weight due to concerns that enterprise AI adoption is lagging behind expectations. Despite the analyst caution regarding timing, Dell has maintained rapid revenue growth, with its Infrastructure Solutions Group...

Bullish Signals

  • Infrastructure Solutions revenue surged 39.5% YoY to $60.8B in fiscal 2026.
  • Revenue growth accelerated to 57.7% in fiscal Q2 2027.
  • Operating margin expanded to 11.6% and reached 9.6% annually.
  • Net income doubled to $11.4B over trailing twelve months.

Bearish Signals

  • Barclays downgraded shares citing lagging enterprise AI adoption.
  • Client Solutions Group grew just 5.4% in fiscal 2026.
10
Bullish +65

Dell Technologies (NYSE: DELL) stock price forecast: AI growth and ...

AI infrastructure Earnings report Guidance raised AI-generated analysis

Dell Technologies (NYSE: DELL) shares are trading near record highs, driven by exceptional demand for artificial intelligence infrastructure and accelerating server sales. The company reported record revenue of $46.97 billion in the second quarter of fiscal 2027, a 58% increase year-over-year, with GAAP diluted earnings...

Bullish Signals

  • Q2 FY2027 revenue hit $46.97B, up 58% YoY.

Bearish Signals

  • PC shipments fell 25% Q3 2026; market share dropped to 12.1%.
  • AI server delivery constrained by expensive processor and memory costs.
  • Global PC market contraction risks constraining Client Solutions Group growth.
  • High AI server volumes do not guarantee proportional gross profit increases.
  • Reduced cloud capex threatens future server orders and revenue.
11
Somewhat Bullish +45

Dell stock prediction: $663 bull case and $408 bear case

Dividend Earnings report Guidance raised AI-generated analysis

Dell Technologies closed at $552.29 on October 5, 2026, trading below the street average price target of $579.36 despite a record second quarter with $4.133 billion in GAAP net income and a raised full-year fiscal 2027 non-GAAP earnings guide of $25.50. The company reported record...

Bullish Signals

  • Q2 revenue hit record $47B with $4.133B net income.
  • Raised FY2027 earnings guide to $25.50 and revenue to $192B.
  • AI server revenue doubled YoY to $16.4B in high-margin segment.
  • Record $95B backlog ensures substantial future revenue pipeline.
  • Infrastructure Solutions Group operating margin expanded 15% to 15.0%.
  • Declared $0.63 quarterly dividend payable October 30, 2026.

Bearish Signals

  • Free cash flow dropped 47% to $986 million.
  • Gross margins at 20.9% face Nvidia cost pressure.
  • Stock trades below $579.36 street average target.
  • Accounts receivable rose to $22.9 billion.
12
Bullish +65

Dell Technologies (DELL) Stock Teams Up With JERA on $15 Billion Japan AI Project

AI infrastructure AI partnership New data center AI-generated analysis

Dell Technologies has entered a strategic partnership with Japanese power generator JERA and UK-based AI infrastructure developer RHAELM to build a standardized model for AI infrastructure across Japan. The three companies signed a memorandum of understanding on Thursday to develop a hyperscale data center in...

Bullish Signals

  • Secures $15B contract for AI hardware in Japan.
  • JERA partnership ensures reliable power for AI workloads.
  • Repeatable design enables efficient production scaling in Japan.
  • Collaboration validates Dell's global AI infrastructure position.
  • 400MW capacity by 2029 creates long-term revenue.
13
Bullish +75

Dell Technologies stock at USD 562.90 on September 25, 2026

Dividend Earnings report AI-generated analysis

Dell Technologies Inc. reported a record-breaking fiscal second-quarter with unaudited net revenue reaching USD 46.971 billion for the three months ended July 31, 2026. The company delivered diluted GAAP earnings per share of USD 6.34, driving its stock price up 5.01 percent to close at...

Bullish Signals

  • Revenue hit record $46.971B in Q2 fiscal 2026.
14
Bullish +65

Dell Technologies stock falls 4.59 percent after record high

AI infrastructure Earnings report Guidance raised AI-generated analysis

Dell Technologies Inc. shares declined 4.59% to close at $548.92 on the NYSE on September 22, 2026, following a record high of $595.51 reached earlier in the week. Despite the daily price pullback, the company reported robust financial performance for its second quarter of fiscal...

Bullish Signals

  • Revenue hit $46.97B, up 57.7% YoY in Q2 fiscal 2027.
  • EPS surged to $7.04, beating estimates and growing from $1.70.
  • AI-server revenue doubled to $16.4B as demand for infrastructure grows.
  • Guidance raised to $192B revenue and $74B AI-server sales.
  • Trading volume of 9.6M shares shows sustained investor interest.

Bearish Signals

  • Shares fell 4.59% to $548.92 on Sept 22, 2026.
  • Stock remains 7.84% below its 52-week high of $595.51.
15
Bullish +72

Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv ...

AI-generated analysis

Dell Technologies (NYSE:DELL) reported strong quarterly results for the quarter ended September 1st, with revenue reaching $46.97 billion, a significant increase of 57.7% year-over-year. The company posted earnings per share of $7.04, substantially beating analyst consensus estimates of $4.91. This robust performance highlights the strength...

Bullish Signals

  • Revenue surged 57.7% YoY to $46.97 billion.
  • EPS of $7.04 beat estimates at $4.91.
  • Wellington Altus stake rose 38.4% in Q2.
  • Argus raised target to $460 with 'buy'.
  • Truist increased objective to $505.

Bearish Signals

  • Silver Lake Partners sold 36.11% of position for over $15 million.
  • High P/E of 33.02 limits upside if growth slows.
16
Bullish +75

Jennifer Saavedra Sells 25,251 Shares of Dell Technologies (NYSE:DELL ...

AI-generated analysis

Dell Technologies Inc. (NYSE:DELL) reported strong quarterly financial results, beating analyst expectations with earnings per share of $7.04 versus a consensus of $4.91 and revenue of $46.97 billion against an expected $44.89 billion. The company's revenue surged 57.7% year-over-year, driven by robust demand for its...

Bullish Signals

  • EPS beat at $7.04 vs $4.91 consensus.
  • Revenue surged 57.7% YoY to $46.97B.
  • Analysts raised targets to $617 and $500.
  • CalSTRS increased position by 41% in Q2.
  • Low 14.63% dividend payout supports growth.
17
Bullish +75

Dell Stock Spiked After Earnings, But Is It Close to Fair Value ...

AI-generated analysis

Dell Technologies (DELL) shares surged approximately $100 following its Q2 earnings release on September 1, driven by exceptional performance in AI-optimized server sales and free cash flow. The stock closed at $524.14 on Friday, representing a 23.3% gain from its pre-earnings close, with implied volatility...

Bullish Signals

  • AI server sales doubled YoY to $16.4B.
  • Total server sales surged 108% to $26.9B.
  • Analysts project FY2027 revenue of $193.53B.
  • Projected FCF of $12B exceeds 2025 levels.
18
Bullish +72

7,058 Shares in Dell Technologies Inc. $DELL Acquired by Baader Bank ...

AI-generated analysis

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...

Bullish Signals

  • Dell revenue surged 87.5% to $43.84 billion.
  • EPS of $4.86 beat estimates by $1.90.
  • UBS set a high price target of $700.
  • Argus Capital raised target to $460 and upgraded.
  • Daiwa Securities raised target to $465 with 'outperform'.

Bearish Signals

  • Directors sold $167M shares on June 1st.
  • Insiders sold 3.4M shares worth $1.4B last quarter.
  • Negative return on equity of -366.90%.
  • Large insider sales reduce long-term holdings.
19
Bullish +65

Advisortrust Partners LLC Purchases New Shares in Dell Technologies Inc ...

AI-generated analysis

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...

Bullish Signals

  • Revenue hit $43.84 billion, up 87.5% year-over-year.
  • EPS of $4.86 beat estimates by $1.90.
  • Shares trade at $397.18 above key moving averages.
  • Full-year 2027 EPS guidance set at $17.90.
  • Institutional ownership stands at 76.37%.

Bearish Signals

  • Insiders sold 3,434,758 shares worth $1.45 billion in 90 days.
  • Silver Lake Partners IV reduced stake by 88.66% after $87M sale.
  • Spv-2 L.P. Sl cut stake by 82.75% after $80M sale.
  • Negative return on equity of -366.90% reported for the quarter.
20
Bullish +65

Dell Technologies (NYSE:DELL) Shares Up 4% - Here's What Happened - MarketBeat

AI-generated analysis

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...

Bullish Signals

  • Dell EPS beat estimates by $1.90 at $4.86.
  • Revenue exceeded expectations at $43.84 billion.
  • Analysts raised price targets to $505 and $460.
  • Quarterly dividend declared at $0.63 per share.
  • FY 2027 EPS guidance set at $17.90.

Bearish Signals

  • Stock appears expensive relative to valuation.
  • Competition limits near-term upside despite AI growth.
  • Insiders sold 16,679 and 20,000 shares.
  • Total insider sales reached $1.4 billion.
  • P/E ratio of 34.25 is elevated.