Dell Technologies

Dell Technologies, Inc. is a holding company, which engages in the provision of information technology hardware, software, and service solutions through its subsidiaries. It operates through the following segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment consists of sales to commercial and consumer customers of desktops, thin client products, and notebooks. The VMware segment provides compute, cloud management, networking and security, storage and availability, and other end-user computing offerings. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

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Dell reports resilient Q1 performance and focuses on cloud growth

Dell's Q1 performance showcased resilience in the face of challenges, with strong revenue, gross margins, and cash flow. The company's focus on innovation and cost management positions it well for future growth, despite softness in certain segments. Dell remains optimistic about opportunities in cloud services and expects improvement in demand as the year progresses.

Dell reports strong Q2 earnings, raises FY '24 revenue expectations

The earnings call provided insights into Dell's performance, market dynamics, and strategic focus on AI, storage, and capital allocation. The company's growth opportunities were discussed, along with its pricing discipline and focus on core profit pools across the market.

Dell reports solid Q3 performance, eyes growth in fiscal '25

Dell's Q3 performance was solid, driven by strong cash flow and AI-optimized server demand. While facing challenges in CSG revenue and ISG margin rates, the company is focused on capital return and anticipates growth opportunities in fiscal year '25.

Dell reports record FY '23 revenue and EPS, anticipates challenging FY '24 start

Dell Technologies delivered strong financial performance in FY '23, with record revenue and EPS. While facing challenges in Q4 and expecting a tough start to FY '24, Dell remains confident in its long-term market health. The company is focused on cost controls, innovation, and gaining share in core business segments.

Dell Technologies Q1 earnings resilient amidst soft storage demand

Dell Technologies navigated a challenging demand environment with a focus on cost management and innovation. While facing margin pressure from soft storage demand, the company aims for sequential growth and margin improvement. Share repurchases exceeded targets, and leadership changes were announced.

Dell Technologies surpasses Q2 expectations, eyes AI growth opportunities

Dell Technologies exceeded Q2 expectations with strong financial performance driven by AI solutions and robust server demand. Despite market challenges, Dell remains optimistic about growth in premium PC segments and opportunities in AI innovation. The company's strategic focus on AI, cost efficiency, and pricing discipline positions it well for future success.

Dell Technologies reports solid Q3 earnings amidst AI growth

Dell Technologies delivered strong financial results in Q3, with revenue of $22.3 billion and a focus on profit and cash flow amidst operational challenges.
The company showcased strengths in margin management, product mix optimization, and growth in key segments like AI-optimized servers and data protection.
While facing challenges such as supply chain constraints and margin pressures, Dell is well-positioned to capitalize on opportunities in AI, networking, and storage markets.
With a strategic focus on profitable growth, capital returns to shareholders, and market expansion, Dell aims to return to growth in FY '25 above its long-term financial framework.

Dell Technologies reports strong Q4 earnings, eyes AI growth

Dell Technologies is well-positioned for growth, with a focus on operational excellence and profitability. The company anticipates growth in ISG fueled by AI and modest growth in traditional servers. Dell's commitment to returning value to shareholders and optimism for the future highlight a positive outlook.

Dell Technologies reports strong Q1 earnings, eyes AI growth

Dell Technologies delivered a solid performance in Q1 with revenue growth driven by servers and commercial PCs. The company showcased strength in AI innovation and storage solutions.
Challenges lie in margin pressure from inflationary costs and increased server mix. However, opportunities in AI growth, commercial clients, and storage revenue improvement are on the horizon.
Overall, Dell's financial position remains robust, with positive guidance for FY '25 revenue and a focus on accelerating AI adoption. The company's engineering expertise and innovation momentum are key strengths.

Dell reports robust Q2 earnings, eyes AI opportunities for growth

Dell Technologies delivered a strong Q2 performance with revenue up 9% to $25 billion, driven by record servers and networking business.
Despite challenges in gross margin and storage revenue, the company's focus on AI, customer-centric approach, and cost management present opportunities for future growth.
Optimism surrounds AI and IT hardware refresh cycle, positioning Dell to leverage strengths, drive innovation, and capitalize on emerging market trends.
Transition in Investor Relations leadership and financial stability underscore Dell's commitment to adaptability and growth amidst evolving market dynamics.

Dell reports robust Q3 earnings, eyes AI and storage growth

Dell Technologies delivered a strong Q3 performance with revenue growth, improved EPS, and strong cash flow, underpinned by AI server momentum and product innovation.
While facing challenges in consumer demand and financial services, Dell's resilient supply chain and sustained server growth position it well for future opportunities.
With a focus on AI, storage, and server segments, Dell is poised for continued growth in fiscal year 2026, leveraging market trends and technological advancements.

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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies is a strong investment choice due to its AI server sales growth, reasonable valuation, and low downside risk. Dell's AI server sales exceeded expectations, driving a 9% total revenue increase, despite a 4% decline in PC sales. Dell's current P/E ratio is significantly lower than other AI beneficiaries, suggesting potential for price appreciation and a target price range of $124-$144.

Dell Offers Compelling Value For An AI Beneficiary

The company's founder has been selling billions of stock of the AI server-maker all year.

Dell's Founder and CEO Unloads $1.2 Billion in Stock: Should Investors Worry?

Dell targets a $174 billion AI hardware and services market by 2027, growing at a 22% CAGR. ISG is now Dell's growth driver, offering AI-focused products like PowerScale, APEX, and AI Factory. Dell's PowerScale F910 offers 127% performance improvement, while PowerEdge XE9680L boosts GPU density by 33%.

Inside Dell's Explosive AI Expansion

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Amazon recently announced that it will invest several billions more in UK-based data centers. In the AI server space, Dell Technologies and Super Micro have also benefited from the data center boom, up 71% and 82%, respectively, in the past 12 months. Bitcoin miners are increasingly pivoting to artificial intelligence data center operations, leveraging their existing infrastructure and expertise to capitalize on the growing demand for AI computing.

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Momentum investing is based on the idea that stocks that have risen recently will tend to keep rising and that stocks that have fallen tend to keep falling. In 1993, researchers Narasimhan Jegadeesh and Sheridan Titman at UCLA brought the idea forward.

3 Momentum Trades Too Good Pass Up

Although things were starting to look optimistic for Dell Technologies (NYSE: DELL) stock following the company's announcement of an expansion of its partnership with Nvidia (NASDAQ: NVDA), its CEO Michael Dell might not be as bullish, considering his latest trade.

Monster insider trader alert as Dell CEO sells over $1 billion in company's shares

Dell was removed from the S&P 500 when it went private in 2013. The company's infrastructure and client solutions businesses are well positioned for AI-driven growth.

This Artificial Intelligence (AI) Stock Just Regained Access to One of the World's Most Exclusive Clubs. Does That Make It a Good Buy Right Now?

Nvidia's Blackwell GPUs are set to generate some near-term growth for the company. IT infrastructure companies such as Dell and Super Micro Computer may be the better buys for the long run.

These 2 Artificial Intelligence (AI) Stocks May Be Better Buys Than Nvidia for the Blackwell Launch

Dublin, Sept. 27, 2024 (GLOBE NEWSWIRE) -- The "Enterprise Tech Ecosystem Series: Dell Technologies 2024" company profile has been added to ResearchAndMarkets.com's offering.

Dell Technologies' Digital Transformation Strategies and Innovations, 2024: Partnerships, Product Launches, ICT Budgets, Major ICT Contracts & More

During the recent rebalancing, the S&P 500 Index added Dell. The personal computer (PC), server, and IT specialist has decades of experience and recently turned its attention to generative AI.

Meet the Newest Stock in the S&P 500. It Soared 880% Over the Past Decade, and It's Still a Buy Right Now, According to Wall Street.

Dell's increasing penetration of AI server opportunities have overshadowed the tepid recovery outlook in its core PC sales, and underpinned the stock's continued upsurge this year. DELL's expanding operating margins, despite the increasing mix of less profitable AI server sales, also differentiates from bottom line compression observed at key rivals Super Micro and HPE. The impending transition to DLC servers with the upcoming deployment of Nvidia Blackwell systems will be an incremental growth catalyst for Dell in the AI transformation cycle.

Here's Why We're Long Dell And Short Super Micro Computer

Last week, Amazon said it would require employees to return to working at company offices five days per week, beginning next year, toughening a prior three-day mandate.

Dell demands employees to work 5 days a week in office and ‘grow skills'

Dell Technologies said on Thursday that their global sales team employees who are able to work from the company offices must do so five days a week, starting Sept. 30, according to a memo seen by Reuters.

Dell asks global sales team to work five days a week in office, memo says

Dell Technologies unveils the Dell AI for Telecom program to help CSPs quickly and easily deploy AI solutions.

DELL's AI for Telecom Aids CSPs: Time to Buy Shares or Better to Wait?

By September 26, Dell (NYSE: DELL) appeared to have ended its summertime losing streak and was back on track to regaining the generally strong stock market performance it had enjoyed since going public again in 2018.

Is Dell a ‘strong buy' amid Nvidia AI partnership expansion?

Dell has generated big gains since its return to the public markets in 2018. But it's still a slow-growth business that returns most of its cash to investors.

Will Dell Technologies Be a Trillion-Dollar Stock by 2040?

Dell Technologies returned to the S&P 500 Index, but the stock remains undervalued after a significant dip post-Q1 FY2025 earnings miss. Recent Q2 FY2025 results exceeded expectations, with $25 billion revenue and $1.89 EPS, showing strong growth and improved supply availability. Dell's ISG growth is expected to increase due to a higher revenue share, indicating rapid earnings growth and a reasonable price for investors to buy DELL stock.

Dell Technologies: Time To Load Up

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Here's Why Dell Technologies (DELL) is a Strong Momentum Stock

News summary  Dell AI for Telecom program simplifies and accelerates AI deployments for communications service providers Dell extends collaboration with NVIDIA to transform telecom network operations with AI solutions, built on the Dell AI Factory with NVIDIA Dell collaborates with Lintasarta and SK Telecom to speed telecommunications AI adoption and innovation ROUND ROCK, Texas , Sept. 25, 2024 /PRNewswire/ -- Full story Dell Technologies (NYSE: DELL) today announced Dell AI for Telecom, a program designed to simplify and accelerate AI deployments for communications service providers (CSPs).

Dell Technologies Propels Telecommunications into the AI Era

Dell Technologies (NYSE:DELL) rejoined the S&P 500 Index on September 24, marking its return after an 11-year absence since going private in 2013. This milestone aligns with the company's 40th anniversary, underscoring its sustained leadership in PCs, data center infrastructure, software, and services.

Will Dell's reentry into S&P 500 after 11 years push its stock higher?

ROUND ROCK, Texas , Sept. 24, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces it is listed on the S&P 500 Index as the company helps organizations take full advantage of enterprise AI adoption, extend its leadership, and capture new growth in the AI era.

Dell Technologies Relisted on the S&P 500 Index

Palantir Technologies

Palantir Technologies (PLTR) and Dell Technologies (DELL) moved in different directions Monday as they joined the benchmark S&P 500 Index. Shares of Palantir rose, while Dell's edged lower.

Palantir Stock Rises, Dell Shares Fall After Joining S&P 500 Index

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Although Michael Dell is best known for being founder, chairman, and CEO of Dell Technologies (NYSE: DELL), the billionaire is also a big investor.

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The S&P 500 gets three new members Monday, with Palantir Technologies (PLTR), Dell Technologies (DELL) and Erie Indemnity (ERIE) set to join the benchmark index.

Palantir and Dell Are Set to Join the S&P 500 Monday. Here's What That Means.

Palantir Technologies PLTR and Dell Technologies DELL will be added to the S&P 500 Index on Friday, as part of a rebalancing that happens once a quarter.

News for Dell Technologies Stock (DELL)