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]

Group 1 - Dell Technologies is performing well in the server market, showing strong growth in its Infrastructure Solutions Group [1] - The company is well-positioned to benefit from the increasing spending on AI products [1]

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 ...

Financial Transactions - Secureworks was sold to Sophos Inc. for approximately $0.9 billion in an all-cash transaction, completed on February 3, 2025[29]. - Dell Financial Services funded $8.4 billion of originations in Fiscal 2025 and maintains an $11.2 billion global portfolio of financing receivables[32]. - Dell Technologies' borrowings exposed to interest rate fluctuations were $2.6 billion as of January 31, 2025, relative to total borrowings of $24.6 billion[375]. - A 100 basis point increase in interest rates would have resulted in an increase of approximately $26 million in annual interest expense based on the debt outstanding as of January 31, 2025[375]. - As of February 2, 2024, borrowings exposed to interest rate fluctuations were $3.3 billion relative to total borrowings of $26.0 billion[376]. - A 100 basis point increase in interest rates would have resulted in an increase of approximately $33 million in annual interest expense based on the debt outstanding as of February 2, 2024[376]. Research and Development - Total R&D expenses for Dell amounted to $3.1 billion in Fiscal 2025, an increase from $2.8 billion in both Fiscal 2024 and Fiscal 2023[35]. Patents and Intellectual Property - As of January 31, 2025, Dell held a worldwide portfolio of 24,351 granted patents and 8,424 pending patent applications[56]. Workforce and Employee Development - As of January 31, 2025, Dell Technologies had approximately 108,000 employees, with ongoing efforts to manage costs and align investments with strategic priorities resulting in a reduction in overall headcount[67]. - The company has implemented a comprehensive benefits package to support employees' overall health and well-being, emphasizing mental, physical, emotional, and financial wellness[73]. - Dell Technologies has a structured approach to employee development, offering training, mentorship, and career growth opportunities to build a leadership pipeline[71]. - The company is committed to equal employment opportunity and inclusive policies, aiming to create a diverse workforce that drives innovation and growth[69]. Sustainability and Environmental Commitment - Dell Technologies aims to achieve net zero emissions across scopes 1, 2, and 3 by 2050, actively managing greenhouse gas emissions across operations, supply chain, and product lifecycle[64]. - The company is committed to a circular economy, integrating sustainable practices with suppliers and stakeholders to improve resource efficiency and environmental benefits[64]. - Dell Technologies continuously measures and shares updates on its sustainability progress through annual reports available on its website[65]. Risk Management - Dell Technologies employs established policies and procedures to manage market risks, including foreign currency exchange rate fluctuations and interest rate changes[369]. - The company monitors its foreign currency exchange exposures to ensure the overall effectiveness of its foreign currency hedge positions[370]. - Dell Technologies utilizes foreign currency option contracts and forward contracts to hedge its exposure on forecasted transactions and firm commitments for certain currencies[370]. - The maximum potential one-day loss in fair value at a 95% confidence level for foreign currency hedge instruments was approximately $9 million as of January 31, 2025[371]. Business Strategy and Market Position - Approximately 50% of Dell's net revenue in Fiscal 2025 was generated through other sales channels[53]. - The product backlog for AI-optimized servers remained elevated due to strong demand as the fiscal year ended[44]. - Dell held strategic investments in non-marketable securities valued at $1.5 billion as of January 31, 2025[37]. - Strategic investments in non-marketable securities amounted to $1.5 billion as of January 31, 2025, compared to $1.3 billion as of February 2, 2024[378]. Corporate Governance and Ethics - The company emphasizes the importance of trust, prioritizing security, privacy, and ethics in all business aspects to foster stakeholder confidence[72]. - Dell Technologies conducts audits of its supply chain to ensure adherence to the Responsible Business Alliance Code of Conduct, covering labor, health and safety, environment, ethics, and management systems[76]. - Dell Technologies focuses on digital inclusion, working to close the digital divide by providing access to technology solutions that enhance quality of life[64].

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].