Dell Technologies Inc. (DELL)

US — Technology Sector
Peers: NTES  MSTR  RBLX  CDNS  WDC  FI  MSI  INFY  STX  ADI 

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News

What Makes Dell Technologies (DELL) a Strong Momentum Stock: Buy Now?
DELL
Published: March 06, 2026 by: Zacks Investment Research
Sentiment: Positive

Does Dell Technologies (DELL) have what it takes to be a top stock pick for momentum investors? Let's find out.

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image for news What Makes Dell Technologies (DELL) a Strong Momentum Stock: Buy Now?
Cash Flow Kings: 2 Stocks to Hide In, 1 to Avoid
DELL, LCID, XYZ
Published: March 05, 2026 by: MarketBeat
Sentiment: Negative

In today's markets, where macroeconomic concerns, fears centered on AI spending and disruption, inflation, and interest rates weigh on performance, cash flow is king. Companies that produce revenue and, more importantly, free cash flow and profits, are being rewarded while those that aren't get punished.

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image for news Cash Flow Kings: 2 Stocks to Hide In, 1 to Avoid
5 Best Dividend Stocks To Combine Growth, Income, And Defense In 2026
DELL, LMT, NEM, PINE, PM
Published: March 05, 2026 by: Seeking Alpha
Sentiment: Positive

Periods of persistent inflation, higher interest rates, and geopolitical tension can create a challenging environment for investors. Companies that can provide a defensive and diversified mix in this macro backdrop, including hard assets, resilient consumer demand, income-generating real estate, and tech infrastructure. By combining reliable dividends backed by outstanding profitability, five companies illustrate how investors can build portfolios that can withstand volatility while maintaining exposure to potential upside in 2026.

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image for news 5 Best Dividend Stocks To Combine Growth, Income, And Defense In 2026
Dell's ISG Revenue Growth Strengthens: Will the Momentum Continue?
DELL
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Positive

DELL's ISG posts record $19.6B revenues in Q4 FY26 as AI server demand surges, with a $43B backlog and a projected $50B in AI revenues for FY27.

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image for news Dell's ISG Revenue Growth Strengthens: Will the Momentum Continue?
Why Dell Technologies (DELL) is a Top Value Stock for the Long-Term
DELL
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

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image for news Why Dell Technologies (DELL) is a Top Value Stock for the Long-Term
Dell: Impressive Growth Proposition
DELL
Published: March 04, 2026 by: Seeking Alpha
Sentiment: Positive

Dell Technologies Inc. delivered a blowout Q4'26, with 39% Y/Y revenue growth and a 10X Y/Y surge in adjusted free cash flow, driven by AI-optimized server demand. Dell's Infrastructure Solutions Group posted 73% Y/Y growth, with AI server revenues soaring 342% Y/y to $8.95B and orders up 177% sequentially. Guidance for FY 2027 targets $140B in revenue (+23% Y/Y growth) and doubling of AI server revenues to $50B, underscoring robust secular tailwinds.

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image for news Dell: Impressive Growth Proposition
Here's Why Dell Technologies (DELL) is a Strong Momentum Stock
DELL
Published: March 04, 2026 by: Zacks Investment Research
Sentiment: Positive

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

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image for news Here's Why Dell Technologies (DELL) is a Strong Momentum Stock
Dell Just Shocked Wall Street—Is This AI Rally Just Starting?
DELL
Published: March 03, 2026 by: MarketBeat
Sentiment: Negative

As one of the most well-known tech giants reported its much-anticipated earnings the last week of February, the market watched closely. And as expected, investors scrambled to buy shares after a blowout report that wowed even the most skeptical prognosticators.

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image for news Dell Just Shocked Wall Street—Is This AI Rally Just Starting?
Here is What to Know Beyond Why Dell Technologies Inc. (DELL) is a Trending Stock
DELL
Published: March 03, 2026 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies (DELL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news Here is What to Know Beyond Why Dell Technologies Inc. (DELL) is a Trending Stock
Dell Is Now Deep In Bargain Territory (Rating Upgrade)
DELL
Published: February 27, 2026 by: Seeking Alpha
Sentiment: Positive

Dell Technologies Inc. delivered robust Q4 results, with 39% revenue growth and a significant beat on top-line expectations. AI server demand and a surging ISG backlog ($43B, up ~950% YoY) underpin strong business momentum, despite margin pressure. Gross margin weakness and memory shortages present risks, but disciplined expense control and good EPS growth support the outlook.

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image for news Dell Is Now Deep In Bargain Territory (Rating Upgrade)
DELL Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up
DELL
Published: February 27, 2026 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies tops Q4 estimates as AI server shipments surge, revenue jumps 39%, and shares spike nearly 12% on upbeat FY27 outlook.

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image for news DELL Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up
Nasdaq Down Over 1%; Dell Shares Jump After Q4 Results
DELL
Published: February 27, 2026 by: Benzinga
Sentiment: Neutral

U.S. stocks traded lower midway through trading, with the Nasdaq Composite falling more than 1% on Friday.

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image for news Nasdaq Down Over 1%; Dell Shares Jump After Q4 Results
Dell Stock Pops as AI Server Demand Exceeds Expectations, Boosting Outlook
DELL
Published: February 27, 2026 by: Investopedia
Sentiment: Positive

Dell Technologies (DELL) is taking advantage of its "AI opportunity."

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image for news Dell Stock Pops as AI Server Demand Exceeds Expectations, Boosting Outlook
Dell Reports $27 Billion Quarter on Soaring AI Server Demand
DELL
Published: February 27, 2026 by: 24/7 Wall Street
Sentiment: Positive

Yesterday we were watching whether Dell‘s (NYSE: DELL) AI server momentum could carry the headline numbers.

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image for news Dell Reports $27 Billion Quarter on Soaring AI Server Demand
Dell shares climb 19% on earnings beat as company navigates rising memory costs
DELL
Published: February 27, 2026 by: CNBC
Sentiment: Positive

Dell stock soared as the company posted strong fourth-quarter earnings and bumped guidance. The company expects AI server revenue to double in 2027.

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image for news Dell shares climb 19% on earnings beat as company navigates rising memory costs
CRWV & ZS Sell Off After Earnings, DELL Rallies
CRWV, DELL
Published: February 27, 2026 by: Schwab Network
Sentiment: Negative

Dell Technologies (DELL) showcased strong AI demand in its earnings, the key reason George Tsilis attributes to the stock's strong rally Friday morning. One tech stock moving in the opposite direction: CoreWeave (CRWV), with shares selling off almost 20% soon after the opening bell.

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image for news CRWV & ZS Sell Off After Earnings, DELL Rallies
How Dell Stock is Defying the Tech Sector Selloff
DELL
Published: February 27, 2026 by: Schaeffers Research
Sentiment: Positive

Dell Technologies Inc (NYSE:DELL) stock is brushing off the market mayhem today, last seen up 17% to trade at $142.32.

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image for news How Dell Stock is Defying the Tech Sector Selloff
Dell shares jump on forecast it will double AI server revenue
DELL
Published: February 27, 2026 by: Reuters
Sentiment: Positive

Shares of Dell Technologies jumped in premarket trading on Friday after the company forecast revenue from its AI server business will double in fiscal 2027, underscoring surging demand for infrastructure catering to artificial intelligence.

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image for news Dell shares jump on forecast it will double AI server revenue
Dell Soars on Blowout Quarter While Intuit Stumbles Despite Beating on Both Lines
DELL, INTU
Published: February 27, 2026 by: 24/7 Wall Street
Sentiment: Positive

Two major tech earnings hit after the closing bell on Thursday. Dell Technologies (NYSE: DELL) delivered a blowout quarter and a stunning FY27 outlook, sending the stock sharply higher in premarket trading.

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image for news Dell Soars on Blowout Quarter While Intuit Stumbles Despite Beating on Both Lines
Dell hits record annual revenue as it cashes in on the AI data center boom, and predicts more gains ahead
DELL
Published: February 27, 2026 by: Business Insider
Sentiment: Positive

Dell reported record annual revenue of $113.5 billion in its latest financial year. Dell's server and storage business surged 40% and it projected that server sales would double in 2027.

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image for news Dell hits record annual revenue as it cashes in on the AI data center boom, and predicts more gains ahead
Live Earnings: Will Dell Technologies (DELL) Spike After Q4 Results
DELL
Published: February 26, 2026 by: 24/7 Wall Street
Sentiment: Neutral

We are updating this story in real time as new information breaks. Stay on this page for the latest developments, key quotes, numbers, and market reaction as they happen.

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image for news Live Earnings: Will Dell Technologies (DELL) Spike After Q4 Results
PC & AI Server Business Backs DELL Earnings, NVDA Partnership's Potential
DELL, NVDA
Published: February 26, 2026 by: Schwab Network
Sentiment: Positive

Ahead of Dell Technologies' (DELL) earnings after Thursday's close, Jim Kelleher explains the tailwinds and headwinds facing the legacy tech company into its report. The tailwinds: strong PC and AI server businesses.

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image for news PC & AI Server Business Backs DELL Earnings, NVDA Partnership's Potential
DELL Gears Up to Report Q4 Earnings: Buy, Sell, or Hold the Stock?
DELL
Published: February 24, 2026 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies Q4 performance is likely to have benefited from surging AI server demand and more than 30% growth forecasts amid PC weakness and competition.

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image for news DELL Gears Up to Report Q4 Earnings: Buy, Sell, or Hold the Stock?
Dell Technologies Q4 Earnings Preview: Sustaining Growth With AI Momentum
DELL
Published: February 20, 2026 by: Seeking Alpha
Sentiment: Positive

Dell Technologies is positioned to benefit from AI infrastructure growth, with the ISG segment driving double-digit revenue and order momentum. Despite muted stock performance, DELL's Q3 2026 saw record $27B revenue, 24% ISG growth, and robust AI server backlog, supporting a bullish outlook. Management guides for Q4 2026 revenue of $31–32B and EPS of $3.5, aligning with consensus and signaling sustained top- and bottom-line strength.

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image for news Dell Technologies Q4 Earnings Preview: Sustaining Growth With AI Momentum
Stop Reading Dell's Margin Story Wrong, The Math Says 50% Upside
DELL
Published: February 19, 2026 by: Seeking Alpha
Sentiment: Positive

Dell is transforming from a traditional hardware provider to a leading AI-infrastructure supplier, capturing significant market share in data-center AI-optimized servers. The ISG segment now drives growth, with servers and networking up 43% YoY, but current AI server sales are margin-dilutive due to high GPU costs. I expect a J-curve profitability scenario as Dell's installed base expands, shifting revenue mix toward high-margin services and recurring income.

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image for news Stop Reading Dell's Margin Story Wrong, The Math Says 50% Upside
Dell Technologies (DELL) Earnings Expected to Grow: Should You Buy?
DELL
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Neutral

Dell Technologies (DELL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Dell Technologies (DELL) Earnings Expected to Grow: Should You Buy?
Wall Street Bulls Look Optimistic About Dell Technologies (DELL): Should You Buy?
DELL
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Neutral

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

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image for news Wall Street Bulls Look Optimistic About Dell Technologies (DELL): Should You Buy?
DELL vs. SMCI: Which AI-Server Stock Offers Better Growth Opportunity?
DELL, SMCI
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Positive

Super Micro Computer's AI-driven revenue surge, rack-scale expansion and lower valuation stack up against Dell's margin pressures in the AI server race.

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image for news DELL vs. SMCI: Which AI-Server Stock Offers Better Growth Opportunity?
1 Reason to Buy Dell Technologies Stock Like There's No Tomorrow
DELL
Published: February 12, 2026 by: The Motley Fool
Sentiment: Positive

The hyperscalers intend to spend billions of dollars on servers in 2026. Dell is a leader in AI servers, and investors may not be appreciating its full potential.

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image for news 1 Reason to Buy Dell Technologies Stock Like There's No Tomorrow
DELL's Low P/S Valuation: An Opportunity or Risk Ahead for the Stock?
DELL
Published: February 11, 2026 by: Zacks Investment Research
Sentiment: Negative

Dell trades at a steep discount, but weak consumer PCs, thin AI server margins and stock underperformance signal bigger risks.

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image for news DELL's Low P/S Valuation: An Opportunity or Risk Ahead for the Stock?

About Dell Technologies Inc. (DELL)

  • IPO Date 2016-08-17
  • Website http://www.dell.com
  • Industry Computer Hardware
  • CEO Michael Saul Dell
  • Employees 108000

Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports information technology (IT) solutions, products, and services worldwide. The company operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment provides traditional and next-generation storage solutions; and rack, blade, tower, and hyperscale servers. This segment also offers networking products and services that help its business customers to transform and modernize their infrastructure, mobilize and enrich end-user experiences, and accelerate business applications and processes; attached software and peripherals; and support and deployment, configuration, and extended warranty services. The CSG segment provides desktops, workstations, and notebooks; displays and projectors; attached and third-party software and peripherals, as well as support and deployment, configuration, and extended warranty services. The VMware segment supports customers in the areas of hybrid and multi-cloud, modern applications, networking, security, and digital workspaces, helping customers to manage IT resource across private clouds and complex multi-cloud, multi-device environments. Dell Technologies Inc. also provides information security; and cloud software and infrastructure-as-a-service solutions that enable customers to migrate, run, and manage mission-critical applications in cloud-based IT environments. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in August 2016. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.