
Dell just booked a record AI server backlog and its stock has already outpaced nearly every name on Wall Street this year, yet analysts say the real move may not have started yet.
Dell Technologies Inc. designs, develops, manufactures, markets, sells and supports information technology solutions, products and services worldwide. The company is headquartered in Round Rock, Texas.
| Revenue (TTM) | $151.20B |
| Gross Profit (TTM) | $30.11B |
| EBITDA | $17.73B |
| Operating Margin | 12.00% |
| Return on Equity | 44.30% |
| Return on Assets | 8.64% |
| Revenue/Share (TTM) | $230.48 |
| Book Value | $-2.23 |
| Price-to-Book | 4.39 |
| Price-to-Sales (TTM) | 1.99 |
| EV/Revenue | 2.464 |
| EV/EBITDA | 20.73 |
| Quarterly Earnings Growth (YoY) | 272.90% |
| Quarterly Revenue Growth (YoY) | 57.70% |
| Shares Outstanding | $315.43M |
| Float | $292.12M |
| % Insiders | 7.69% |
| % Institutions | 77.87% |
Volatility is currently expanding

Dell just booked a record AI server backlog and its stock has already outpaced nearly every name on Wall Street this year, yet analysts say the real move may not have started yet.

While many tech firms are piling on debt for long-term AI projects, Michael Dell says just-in-time manufacturing cushions his eponymous company.

Worries over how the AI infrastructure boom gets paid for are rippling through hardware stocks again. Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock is down 5% at $55.

Dell (NYSE: DELL) stock has fallen 18.2% this week, last closing at $473.39 on October 15 after losing no less than 11% in the previous session. Is the stock a buy, hold, or sell?

Dell Technologies stock has pulled back sharply over the past few days, with its market capitalization falling from $375 billion earlier this month to about $300 billion today. The decline has coincided with a broader retreat among other leading AI infrastructure companies.

Dell shares are tumbling after a huge rally, as analysts say higher memory prices—not an enterprise AI breakthrough—are driving hardware revenue growth.

AI stocks tumble as inflation fears rattle markets, but Dell and Nebius emerge as potential dip-buying opportunities amid surging AI demand and strong growth.

Dell Technologies (NYSE:DELL | DELL Price Prediction) is leading a fresh retreat in artificial intelligence (AI) hardware, as doubts about the timing of enterprise spending hit server makers hardest. In morning trading, Dell stock is at $465.31, down 8%.

An analyst sees limited room for Dell and HPE shares to continue climbing, as dynamics could shift within the market for memory components.

Barclays downgraded Dell, HPE, and NetApp on concerns that enterprise AI adoption is lagging. Dell tumbled 11%, leading the drop on Wall Street.
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