Dell Technologies ((DELL) is well-positioned for the second-half of this year, according to Morgan Stanley analysts.But the company is expected to guide below analyst and investor expectations for fiscal year 2026 (begun in February) as the near term is predicted to be not just "choppy" but also "tricky," the MS analysts wrote in a note on Thursday.Followers of Zacks already knew this when DELL slipped into the cellar of the Rank earlier this week. More importantly, the Zacks Rank was negative on the stock ...

The AI server boom that once had investors piling into U.S.-branded server stocks is losing steam, and Wall Street isn't thrilled. JPMorgan analyst Samik Chatterjee sees mounting near-term challenges for Dell Technologies Inc DELL and Hewlett Packard Enterprise Co HPE, but he's siding with Dell as the better bet in this AI reset.The AI Server Party Winds DownFor months, AI servers were the golden goose, but concerns are mounting. Chatterjee outlines four key issues: Margin pressure from advanced AI compute ...

When you hear Dell Technologies (DELL 0.43%), you probably think of the laptop you use at work. While that's a fair assessment because that's likely the most common interaction you have with the company's products, Dell is also a massive player in the artificial intelligence (AI) space.Its server division is growing rapidly, and benefits from helping build out all the computing power companies need to develop and deploy AI models. This makes it a potential under-the-radar AI stock, but is it worth investing ...

TORRANCE, Calif., Feb. 05, 2025 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), the industry leader in next-generation GaNFast gallium nitride (GaN) and GeneSiC silicon carbide (SiC) power semiconductors, today announced its adoption of both technologies into Dell’s family of notebook adapters, from 60 W to 360 W. Enabled by over 20 years of SiC technology leadership, GeneSiC leads on performance of SiC MOSFETs with patented ‘trench-assisted planar’ technology and 5th-gen GeneSiC silicon carbide ( ...

Dell Technologies (NYSE: DELL ) stock has underperformed the broader stock market since my previous 'Strong buy' recommendation . Short-term market movements might be unfair, which is highly likely is our case. I think that the market isComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and n ...

Dell Technologies (DELL) shares have declined 10.1% in the year-to-date (YTD) period, underperforming the Zacks Computer – Micro Computers industry and the broader Zacks Computer & Technology sector. While the industry has declined 5.8%, the sector has returned 1.9% over the same period.Continuing weakness in the consumer segment of the PC market has been a concern for DELL’s investors. Cautious spending by enterprises and large customers on PCs and storage IT is hurting near-term prospects. Per IDC data, D ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Dell Technologies (DELL) ended the recent trading session at $103.10, demonstrating a +1.79% swing from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily loss of 0.47%. At the same time, the Dow lost 0.31%, and the tech-heavy Nasdaq lost 0.51%.Shares of the computer and technology services provider have depreciated by 12.11% over the course of the past month, underperforming the Computer and Technology sector's loss of 0.19% and the S&P 500's gain of 1.67%.Analysts ...

POLAND - 2025/01/11: In this photo illustration, a Dell logo seen displayed on a smartphone. (Photo ... [+] Illustration by Mateusz Slodkowski/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesDell Technologies Inc. (NYSE: DELL) suffered a 9% stock drop on Monday, January 27, amid concerns sparked by DeepSeek’s affordable AI chatbot. This emerging technology has disrupted the industry, posing a significant threat to U.S. tech leaders and raising questions about the long-term v ...

Analyst Background - The analyst is an accredited investor with over 20 years of experience, having worked on Wall Street and currently in marketing for a B2B sales company [2] - The analyst primarily invests in US stocks with some exposure to international markets in Europe and Asia, and tends to avoid bonds except for occasional high-yield accounts [2] - The analyst focuses on fundamental and opinion-guided analysis, publishing medium to long-length articles on Seeking Alpha to provide insights into stocks and market complexities [2] Investment Focus - The analyst has a beneficial long position in DELL through stock ownership, options, or other derivatives [2] - The analyst's articles are self-written and express personal opinions, with no compensation received other than from Seeking Alpha [2] - The analyst has no business relationship with any company whose stock is mentioned in the articles [2]