Dell Technologies (DELL) and Hewlett Packard (HPE) are well-known providers of server and enterprise solutions market, focusing on artificial intelligence (AI)-driven infrastructure and cloud computing. DELL is growing its presence in the server market through its PowerEdge servers, while HPE is expanding its footprint in the server market through its ProLiant Servers and GreenLake platform.Per IDC’s latest data, the AI infrastructure market is poised to surpass $200 billion in spending by 2028. Investments ...

Group 1 - The article discusses the frustration of investment analysts when their top picks, such as Dell Technologies (DELL), decline further from their price targets [1] - Daniel Sereda, a chief investment analyst, emphasizes the importance of filtering vast amounts of data to extract critical investment ideas [1] - The investing group Beyond the Wall Investing provides access to high-quality analysis and information prioritized by institutional market participants [1] Group 2 - The article does not provide any specific financial data or performance metrics related to Dell Technologies or the broader industry [2]

Dell Technologies ( DELL ) is executing well in the server market and reporting strong growth in its Infrastructure Solutions Group as a result. With spending on AI products only set to ramp up, Dell is well-positioned to capitalize onAnalyst’s Disclosure: I/we have a beneficial long position in the shares of DELL, SMCI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking ...

Until now, I have not been bullish on Dell Technologies (NYSE: DELL ) and that bias has avoided some downside, both on an absolute basis and relative to the S&P500 ( SPY ) ( SPX ) ( IVV ) ( VOO ):Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a gen ...

Comparing a company's expected annual earnings per share against its stock price is one way to get a look at a stock's valuation profile, and a smaller earnings ratio can potentially indicate that a company is generating stronger profit relative to its valuation. The following chart provides a comparison of the two companies' valuations by forward price-to-earnings ratios. Dell (DELL -1.25%) and Super Micro Computer (SMCI 0.10%) are leading players in the artificial intelligence (AI) server space. Demand fo ...

As AI takes over attention in the tech market, the growing demand for tech center services to support increasing generative AI complexity is flying under the radar. During the current tech share slump, some data center stocks caught in the shuffle are trading below their fair value, presenting opportunities to long-term investors.  For those expecting AI to keep expanding across industries, increasing exposure to data center providers could be a timely move. The following four stocks offer at least 30% pote ...

Computer maker Dell's staff numbers have fallen by 25,000 in the last two years. In its latest 10-K filing, published on Tuesday, the company said that it had about 108,000 global employees as of January 31, 2025.In February 2024, that number was 120,000, marking a 10% annual reduction in the workforce. Looking back two years, Dell's head count stood at 133,000, meaning that since February 2023, the Texas-based tech company has reduced its workforce by 19%.The decline in Dell's head count comes after a year ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 One Dell Way, Round Rock, Texas 78682 (Address of principal executive offices) (Zip Code) For the transition period from to Commission file number: 001-37867 Dell Technologies Inc ...

Dell Technologies (DELL 0.06%) is increasingly becoming an AI business as it generates more revenue for building data centers.*Stock prices used were the afternoon prices of March 18, 2025. The video was published on March 20, 2025. ...

Core Viewpoint - Dell Technologies is expanding its AI portfolio with new AI PCs, infrastructure, software, and services, aiming to enhance its presence in the enterprise market through collaboration with NVIDIA [1][2]. Group 1: Product Innovations - The Dell AI Factory combines Dell's solutions optimized for AI workloads and supports partnerships with companies like Meta Platforms, Microsoft, and Hugging Face, in addition to NVIDIA [2]. - New products include the Dell Pro Max high-performance AI PCs and new PowerEdge servers, which leverage the NVIDIA Blackwell Ultra platform and NVIDIA AI Data Platform [1][2][7]. - Dell Pro Max workstations feature the NVIDIA GB10 Grace Blackwell chip, while the Dell Pro Max with GB300 is designed for AI developers and data scientists [7]. Group 2: Market Performance - Dell Technologies shares have declined 14.3% year to date, primarily due to weakness in the consumer segment of the PC market and cautious spending by enterprises [3]. - Dell's market share in the PC segment decreased by 20 basis points to 14.4% in Q4 2024, with PC shipments declining 0.2% year over year to 9.9 million units [9]. Group 3: Financial Guidance - Dell expects fiscal 2026 revenues to grow by 8% at the mid-point, with the Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) projected to grow at 10% [13]. - The Zacks Consensus Estimate for Dell's fiscal 2026 revenues is $102.91 billion, indicating a 7.68% growth over fiscal 2025 [14]. - Non-GAAP earnings for fiscal 2026 are expected to grow by 14% at the midpoint, despite a decline in gross margin rate [14]. Group 4: Investment Appeal - Dell shares are considered undervalued, trading at a forward 12-month P/E of 10.43X compared to the sector's 23.65X [16]. - The company targets to return 80% of adjusted free cash flow to shareholders and has increased share repurchase authorization by $5 billion [20]. - Long-term revenue growth is expected to be between 3-4%, with earnings projected to grow at a CAGR of more than 8% due to gross margin expansion and disciplined cost management [19].