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) | 1.33 |
| EV/Revenue | 1.717 |
| EV/EBITDA | 14.45 |
| Quarterly Earnings Growth (YoY) | 272.90% |
| Quarterly Revenue Growth (YoY) | 57.70% |
| Shares Outstanding | $315.43M |
| Float | $292.15M |
| % Insiders | 7.69% |
| % Institutions | 77.36% |
Volatility is currently expanding
The recent semiconductor sell-off reflects growing concerns over AI infrastructure spending and whether the industry's rapid expansion can continue. Both Dell and Nvidia are delivering exceptional revenue growth, suggesting that the market's concerns have yet to translate into a broad deterioration in reported demand.
AI server stocks are clawing back part of Thursday's post-midterm sell-off, and the bounce is uneven across the group. Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is at $28.73, up 6% in early trading.
A sharp pullback has cooled valuations on three AI hardware names that just posted blowout quarters. Each one sits a round-number gain away from a new high, but supply bottlenecks and customer concentration could still derail the run.
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.
The tech selloff is presenting compelling buying opportunities in these four Strong Buy stocks that are benefiting from booming demand for AI infrastructure and semiconductors.
The post-midterm unwind in AI hardware extended into a second straight day of losses, and the biggest server names are taking the hardest hits. Dell Technologies (NYSE:DELL | DELL Price Prediction) stock is at $325.
Several AI stocks fell for a second straight day Thursday, with Nvidia's and Arm's losses roughly doubling from Wednesday, and this time the S&P 500 fell too, by about 1.5%. Investors fear that a Democratic Congress and new state leaders could slow data-center construction, and UBS estimates that nearly a third of the new U.S. capacity due in 2028 could be delayed if construction pauses spread.
A strong quarter wasn't enough to protect AI server makers, as margin questions and voter opposition against data centers weighed on the group. Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is at $30.
Hewlett Packard Enterprise earns a strong buy rating, edging out Dell (DELL) due to its AI/data center pure-play positioning. HPE's superior gross margins (36.62%) and LFCF margin (11.32%) highlight its financial strength versus DELL's more diversified, lower-margin business. Both HPE and DELL benefit from surging AI data center spending, but DELL's 30% exposure to personal computing faces headwinds from workforce downsizing.
Dell Technologies demonstrates strong revenue growth and significant free cash flow generation through its hybrid enterprise model. Intel is managing a historic turnaround focused on its foundry business despite facing recent net losses and capital intensity.
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