Dell Technologies Inc. (DELL)

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

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News

DELL Stock Jumps 17% in a Month: Here Are 3 Reasons Why It Is a Buy
DELL
Published: April 02, 2026 by: Zacks Investment Research
Sentiment: Positive

Dell rides the AI infrastructure boom with surging orders, record backlog and cheap valuation as revenue and earnings growth outlook rises.

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image for news DELL Stock Jumps 17% in a Month: Here Are 3 Reasons Why It Is a Buy
Dell Technologies (DELL) is a Great Momentum Stock: Should You Buy?
DELL
Published: April 01, 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 Dell Technologies (DELL) is a Great Momentum Stock: Should You Buy?
Why Dell Technologies (DELL) is a Top Momentum Stock for the Long-Term
DELL
Published: April 01, 2026 by: Zacks Investment Research
Sentiment: Positive

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

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image for news Why Dell Technologies (DELL) is a Top Momentum Stock for the Long-Term
The Big 3: SWBI, AAPL, DELL
AAPL, DELL, SWBI
Published: March 27, 2026 by: Schwab Network
Sentiment: Positive

@Stockstotrade's Tim Bohen offers his Big 3 picks he sees as formidable in the current volatile trading environment. He points to further rallies in Smith & Wesson Brands (SWBI) as the U.S.-Iran War continues, Apple (AAPL) as a stronghold in AI and tech, and Dell Technologies (DELL) as a "go to" for data center expansion.

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image for news The Big 3: SWBI, AAPL, DELL
Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
DELL
Published: March 27, 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 Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
Super Micro, Dell and HPE have been red-hot stocks this week. What's behind the big moves.
DELL, HPE, SMCI
Published: March 25, 2026 by: Market Watch
Sentiment: Positive

Server makers could benefit from a possible easing of memory pressures and renewed interest in central processing units.

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image for news Super Micro, Dell and HPE have been red-hot stocks this week. What's behind the big moves.
2 Stocks to Buy Right Now From the Prospering Computer Industry
DELL, OSS
Published: March 25, 2026 by: Zacks Investment Research
Sentiment: Positive

The Computer - Micro Computers industry participants like DELL and OSS are benefiting from the strong demand for enterprise devices amid stiff macroeconomic challenges globally.

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image for news 2 Stocks to Buy Right Now From the Prospering Computer Industry
Is Dell Technologies (DELL) a Buy as Wall Street Analysts Look Optimistic?
DELL
Published: March 25, 2026 by: Zacks Investment Research
Sentiment: Positive

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

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image for news Is Dell Technologies (DELL) a Buy as Wall Street Analysts Look Optimistic?
Geopolitical Thaw: Why this Rally has Legs
AVGO, DELL, HBM, MU, NVDA, SPY
Published: March 23, 2026 by: Zacks Investment Research
Sentiment: Neutral

Ultimately, Wall Street thrives on the resolution of uncertainty. With the immediate threat of conflict cooling and technical indicators pointing toward a washout of sellers, the path of least resistance appears to be higher.

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image for news Geopolitical Thaw: Why this Rally has Legs
Are Computer and Technology Stocks Lagging Dell Technologies (DELL) This Year?
DELL
Published: March 23, 2026 by: Zacks Investment Research
Sentiment: Negative

Here is how Dell Technologies (DELL) and Cognex Corporation (CGNX) have performed compared to their sector so far this year.

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image for news Are Computer and Technology Stocks Lagging Dell Technologies (DELL) This Year?
Dell stock jumps 5% today and it has nothing to do with Dell
DELL
Published: March 20, 2026 by: Invezz
Sentiment: Positive

Shares of Dell Technologies climbed sharply on Friday, benefiting from legal troubles at rival Super Micro Computer that rattled investor confidence in the AI server space. Dell stock rose 5% in the session extending its gains to roughly 30% for the year.

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image for news Dell stock jumps 5% today and it has nothing to do with Dell
DELL vs. APLD: Which AI Infrastructure Stock Has Better Potential?
APLD, DELL
Published: March 20, 2026 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies and Applied Digital ride the AI infrastructure boom - one offers scale and profitability; the other pursues growth with higher financial risk.

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image for news DELL vs. APLD: Which AI Infrastructure Stock Has Better Potential?
Super Micro Craters 27%, Dell Rises 5%: The AI Server Market Just Got a New Front-Runner
DELL, SMCI
Published: March 20, 2026 by: 24/7 Wall Street
Sentiment: Negative

Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock plummeted 27% in Friday morning trading after federal prosecutors charged three company associates, including a co-founder, with illegally smuggling AI servers to China.

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image for news Super Micro Craters 27%, Dell Rises 5%: The AI Server Market Just Got a New Front-Runner
Cramer: Dell crashed from $168 to $110 despite strong fundamentals
DELL
Published: March 20, 2026 by: 24/7 Wall Street
Sentiment: Negative

Dell Technologies (NYSE:DELL) fell from $168 all the way down to $110, and Jim Cramer thinks the market got it completely wrong.

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image for news Cramer: Dell crashed from $168 to $110 despite strong fundamentals
DELL's AI Server Momentum Surges: Can It Drive Long-Term Growth?
DELL
Published: March 19, 2026 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies rides surging AI server demand with $64B in orders and a $43B backlog, positioning its AI business as a powerful long-term growth engine.

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image for news DELL's AI Server Momentum Surges: Can It Drive Long-Term Growth?
Top Big Data Stocks for Smart Investors in a Data-Driven World
DELL, HUBS, NVDA
Published: March 18, 2026 by: Zacks Investment Research
Sentiment: Positive

NVIDIA, Dell Technologies and HubSpot are building the chips, AI servers and smarter tools that are driving the Big Data boom across industries.

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image for news Top Big Data Stocks for Smart Investors in a Data-Driven World
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.

Read More
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

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.