Dell Technologies Inc. (DELL)

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

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News

Analysts Say Dell Is Becoming an AI Winner. Buy the Stock.
DELL
Published: January 15, 2026 by: Barrons
Sentiment: Positive

Barclays and Goldman Sachs both urged investors to buy the shares, citing AI server demand, expense discipline, and accelerating earnings growth.

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image for news Analysts Say Dell Is Becoming an AI Winner. Buy the Stock.
Analysts Still Bullish on Nvidia, Dell, and Quantum Computing
DELL, NVDA, QUBT
Published: January 15, 2026 by: 24/7 Wall Street
Sentiment: Positive

RBC initiated Nvidia with a $240 target, citing $500B+ backlog and surging enterprise demand. Barclays upgraded Dell to overweight on AI server order strength and expanding enterprise opportunities.

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image for news Analysts Still Bullish on Nvidia, Dell, and Quantum Computing
Dell Technologies (DELL) Is Considered a Good Investment by Brokers: Is That True?
DELL
Published: January 15, 2026 by: Zacks Investment Research
Sentiment: Positive

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

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image for news Dell Technologies (DELL) Is Considered a Good Investment by Brokers: Is That True?
DELL's Margins Under Pressure: Can ISG Strength Drive a Rebound?
DELL
Published: January 14, 2026 by: Zacks Investment Research
Sentiment: Neutral

Dell Technologies' margins dip in the fiscal third quarter, but ISG's AI server surge, record backlog, and strong shipments could help fuel a rebound.

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image for news DELL's Margins Under Pressure: Can ISG Strength Drive a Rebound?
Dell's Upside Is Mispriced Despite Memory Costs Headwinds
DELL
Published: January 14, 2026 by: Seeking Alpha
Sentiment: Positive

Dell Technologies (DELL) remains a leading AI hardware contender, but margin pressures from memory costs keep its forward under siege, but already well below tech peers. Despite having delivered relatively thin free cash flow margins, DELL's strong enterprise/commercial PC positioning and pricing levers support resilience against volatile memory upcycle headwinds. AI server momentum and a growing $18.4B AI backlog underpin a multi-year ramp, with Wall Street projecting stronger FCF margins near 6.5% through FY2027.

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image for news Dell's Upside Is Mispriced Despite Memory Costs Headwinds
Dell tells staff to get ready for the 'biggest transformation in company history.' Read the memo.
DELL
Published: January 13, 2026 by: Business Insider
Sentiment: Positive

Dell has told its employees to expect a companywide systems overhaul in May. Top exec Jeff Clarke told workers it would be the "biggest transformation" in its 42-year history.

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image for news Dell tells staff to get ready for the 'biggest transformation in company history.' Read the memo.
Why Dell Technologies (DELL) is a Top Value Stock for the Long-Term
DELL
Published: January 13, 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
Apple and Dell Face Soaring Memory Prices. How the Stocks Can Handle the Threat.
AAPL, DELL
Published: January 07, 2026 by: Barrons
Sentiment: Negative

Soaring memory prices are good news for SanDisk, Seagate Technology and Western Digital but not so cheerful for hardware companies such as Apple and Dell.

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image for news Apple and Dell Face Soaring Memory Prices. How the Stocks Can Handle the Threat.
DELL Plunges 18% in Three Months: Buy, Sell, or Hold the Stock?
DELL
Published: January 06, 2026 by: Zacks Investment Research
Sentiment: Negative

Dell Technologies shares are down nearly 18%, hurt by PC and supply-chain issues, but strong AI server demand, big orders, and solid fiscal 2026 guidance offer support.

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image for news DELL Plunges 18% in Three Months: Buy, Sell, or Hold the Stock?
Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
DELL
Published: January 06, 2026 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.

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image for news Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
3 Stocks to Watch From the Challenging Computer Industry
AAPL, DELL, OSS
Published: December 31, 2025 by: Zacks Investment Research
Sentiment: Neutral

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

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image for news 3 Stocks to Watch From the Challenging Computer Industry
DELL Expands Cloud Infrastructure Reach: A Catalyst for ISG Growth?
DELL
Published: December 30, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies cloud push is lifting ISG, with fiscal third-quarter 2026 revenue up 24%, surging AI server orders, and a record backlog underscoring sustained demand.

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image for news DELL Expands Cloud Infrastructure Reach: A Catalyst for ISG Growth?
Wall Street Analysts See Dell Technologies (DELL) as a Buy: Should You Invest?
DELL
Published: December 30, 2025 by: Zacks Investment Research
Sentiment: Neutral

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Read More
image for news Wall Street Analysts See Dell Technologies (DELL) as a Buy: Should You Invest?
Signal Says "Buy the Dip" on This Struggling Tech Stock
DELL
Published: December 29, 2025 by: Schaeffers Research
Sentiment: Positive

Dell Technologies Inc (NYSE:DELL) stock is down 1.4% to trade at $127.37, set to snap a five-day win streak as tech sector headwinds weigh.

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image for news Signal Says "Buy the Dip" on This Struggling Tech Stock
DELL Rides on Accelerating AI Infrastructure Demand: What's Ahead?
DELL
Published: December 26, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies gains from rising AI infrastructure demand as AI server orders, shipments, and backlog grow, despite intensifying competition.

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image for news DELL Rides on Accelerating AI Infrastructure Demand: What's Ahead?
Investors Heavily Search Dell Technologies Inc. (DELL): Here is What You Need to Know
DELL
Published: December 23, 2025 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 Investors Heavily Search Dell Technologies Inc. (DELL): Here is What You Need to Know
APLD vs. DELL: Which AI Infrastructure Stock Has More Upside?
APLD, DELL
Published: December 19, 2025 by: Zacks Investment Research
Sentiment: Positive

APLD and Dell both serve hyperscalers, but their contrasting AI infrastructure strategies could shape who benefits most from rising demand.

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image for news APLD vs. DELL: Which AI Infrastructure Stock Has More Upside?
Ray Dalio joins Michael Dell in backing 'Trump accounts' for kids, Bessent says
DELL
Published: December 17, 2025 by: CNBC Television
Sentiment: Positive

Billionaire hedge fund manager Ray Dalio of Bridgewater Associates and his wife Barbara committed to seed Trump accounts for approximately 300,000 children in Connecticut.

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image for news Ray Dalio joins Michael Dell in backing 'Trump accounts' for kids, Bessent says
Dell Technologies vs. Apple: Which PC Stock Has an Edge Now?
AAPL, DELL
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Positive

DELL is positioning for upside via AI PCs, enterprise demand, and the Windows 11 refresh, despite Apple's M5 Macs and strong adoption keeping it ahead in PCs.

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image for news Dell Technologies vs. Apple: Which PC Stock Has an Edge Now?
Here is What to Know Beyond Why Dell Technologies Inc. (DELL) is a Trending Stock
DELL
Published: December 12, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.

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image for news Here is What to Know Beyond Why Dell Technologies Inc. (DELL) is a Trending Stock
Dell: Undervalued So Long As The AI Push Remains In Place
DELL
Published: December 11, 2025 by: Seeking Alpha
Sentiment: Positive

Dell Technologies stands out as a relative value in the AI-driven data center capex cycle, despite recent share price appreciation. DELL's growth is underpinned by surging demand for AI-optimized servers and a robust backlog, but memory price spikes create margin headwinds. Sustainability of double-digit data center capex growth is the key risk, yet near-term demand from hyperscalers and enterprises remains strong.

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image for news Dell: Undervalued So Long As The AI Push Remains In Place
DELL Gains Traction in AI PC Market: Can It Drive CSG Revenue?
DELL
Published: December 10, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies gains momentum in AI PCs as Windows 11 refresh and rising demand boost CSG growth despite tough competition.

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image for news DELL Gains Traction in AI PC Market: Can It Drive CSG Revenue?
DELL Stock Soars 24% in the Past 6 Months: Should You Buy Now or Wait?
DELL
Published: December 05, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies' record AI server backlog, accelerating FY26 growth, and expanding portfolio underscore mounting momentum amid competitive pressures.

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image for news DELL Stock Soars 24% in the Past 6 Months: Should You Buy Now or Wait?
Dell Just Hit a Record in AI Orders—But the Real Test Starts Now
DELL
Published: December 02, 2025 by: MarketBeat
Sentiment: Neutral

For many investors, Dell Technologies NYSE: DELL has become somewhat of a divisive artificial intelligence (AI) stock. The company is certainly seeing a huge uptick in demand due to AI.

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image for news Dell Just Hit a Record in AI Orders—But the Real Test Starts Now
Dell Helps Fund Trump Accounts With $6.25 Billion Gift
DELL
Published: December 02, 2025 by: Bloomberg Markets and Finance
Sentiment: Neutral

Michael and Susan Dell are giving $6.25 billion to help children invest in their future. The money will be used to fund the Invest America Initiative, better known as "Trump Accounts.

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image for news Dell Helps Fund Trump Accounts With $6.25 Billion Gift
Is Trending Stock Dell Technologies Inc. (DELL) a Buy Now?
DELL
Published: December 01, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.

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image for news Is Trending Stock Dell Technologies Inc. (DELL) a Buy Now?
DELL's ISG Revenue Rises: Is Solid AI Server Demand the Catalyst?
DELL
Published: November 28, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies' record AI server orders and surging ISG revenue showcase how accelerating demand is fueling its fiscal 2026 growth momentum.

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image for news DELL's ISG Revenue Rises: Is Solid AI Server Demand the Catalyst?
This PC Maker's Stock Is Soaring on a Stronger Outlook, Thanks to AI
DELL
Published: November 26, 2025 by: Investopedia
Sentiment: Positive

Dell Technologies (DELL) shares jumped Wednesday after the PC maker hiked its outlook, pointing to a boost from AI-driven demand.

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image for news This PC Maker's Stock Is Soaring on a Stronger Outlook, Thanks to AI
Dell: Don't Sit Out On The Next Rally
DELL
Published: November 26, 2025 by: Seeking Alpha
Sentiment: Positive

Dell Technologies Inc. is reiterated as a Buy with a $171 price target, driven by robust AI server demand and strong FY26 guidance. DELL's AI server business saw a 120% order increase, fueled by neoclouds, sovereign nations, and enterprises seeking localized AI infrastructure. Risks include margin pressure from AI servers and competition from vertically integrated rack-scale solutions by Nvidia and AMD.

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image for news Dell: Don't Sit Out On The Next Rally
Top Stock Movers Now: Robinhood, Dell, Deere, HP, and More
DE, DELL, HOOD, HPQ, WDAY, WOOF
Published: November 26, 2025 by: Investopedia
Sentiment: Positive

Major U.S. equities indexes climbed Thursday afternoon ahead of the Thanksgiving holiday amid renewed optimism about a Federal Reserve rate cut next month. The Dow, S&P 500, and Nasdaq all rose close to 1%.

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image for news Top Stock Movers Now: Robinhood, Dell, Deere, HP, and More

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.