Dell Technologies Inc. (NYSE: DELL ) is set to report Q4 ’25 earnings on February 27, 2024 , with analysts’ expectations moderating going into the close of the fiscal year. In the last 90 days, analysts have revised EPS estimates upMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working in industries that range from O&G, OFS, Midstream, Industrials, Informatio ...

Dell Inc. (NYSE: DELL ) stock recently cascaded to about $105, its lowest level in months. Dell has had its ups and downs since I wrote about the company last. Transitory market uncertainty has led to an increaseAre You Getting The Returns You Want? Invest alongside the Financial Prophet's All-Weather Portfolio (2024 69% return) and achieve optimal results in any market.The Daily Prophet Report provides crucial information before the opening bell rings each morning.Implement my Covered Call Dividend Plan an ...

Are you looking for a potentially underrated artificial intelligence (AI) stock to buy for 2025? While it may be tempting to simply invest in chipmaking giant Nvidia, given its hefty $3.3 trillion market capitalization, the returns from owning the stock this year may be limited from here. Although it's a good buy, there may be better options for investors to consider.One undervalued AI stock that could be due for a strong year in 2025 is computer maker Dell Technologies (DELL 0.16%). Here's why I see a lot ...

Subscribers to Chart of the Week received this commentary on Sunday, January 12.   Dell Technologies (DELL)     Similar to how investors underestimated foundry chip stocks in 2023, data center companies are being undervalued heading into 2025, with artificial intelligence (AI) now front and center. Dell Technologies is well-positioned for growth, driven by several key factors. On the technical side, the stock remains up over 50% year-to-date in 2024, with support around the $115 level following its post-ea ...

Company Overview - Dell Technologies (NYSE: DELL) is positioned as a leading player in the AI server market, benefiting from increased investments in AI-driven infrastructures by enterprise and cloud provider customers [1] Industry Trends - The AI server market is experiencing significant growth, driven by rising demand for AI-driven infrastructures from enterprise and cloud providers [1] Investment Perspective - Dell Technologies is considered a strong candidate for riding the AI server wave, supported by its role in underpinning AI server infrastructure [1] - The company is viewed as a high-quality, reasonably priced business with strong moats and significant growth potential, aligning with a GARP/Value investment style [1] Analyst Background - The analysis is provided by Yiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform, with extensive experience in auditing and consulting at Deloitte and KPMG [1] - The investment approach focuses on long-term wealth accumulation through compounding, with an emphasis on downside protection and contrarian views during market uncertainties [1]

DigitalOcean - DigitalOcean is a cloud infrastructure company targeting small businesses and independent developers with affordable server solutions, carving out a niche in a market dominated by enterprise giants like Amazon and Microsoft [1] - From 2018 to 2023, DigitalOcean's revenue grew at a CAGR of 28%, and it turned profitable in 2023 [2] - From 2023 to 2026, analysts expect its revenue and EPS to grow at a CAGR of 13% and 85%, respectively [2] - The company expanded its AI market exposure by acquiring Paperspace in 2023, adding GPU-powered servers to its platform [3] - From fiscal 2024 to fiscal 2027, revenue and EPS are expected to grow at a CAGR of 12% and 21%, driven by the generative AI market [4] - DigitalOcean's stock is valued at 40 times forward earnings and 29 times forward earnings in different periods, with a forward dividend yield of 0.8% [3][4] - The company has bought back more than a third of its shares over the past decade [4] Oracle - Oracle is one of the world's largest database software companies, transitioning from on-site applications to cloud-based infrastructure and software services [9] - From fiscal 2019 to fiscal 2024, Oracle's revenue and EPS grew at a CAGR of 6% and 5%, respectively [9] - The company acquired NetSuite and Cerner to accelerate its cloud evolution [9] Dell - Dell returned to the public market in 2018 as a more streamlined company after being taken private in 2013 [5] - From fiscal 2019 to fiscal 2024, Dell's annual revenue declined due to the spin-off of VMware in 2021 and a sluggish PC market [5] - From fiscal 2024 to fiscal 2027, analysts expect Dell's revenue and EPS to grow at a CAGR of 8% and 24%, respectively, driven by AI server business expansion and PC market stabilization [10] - Dell's stock is valued at 12 times forward earnings, with a forward yield of 1.3% [10] Market Context - DigitalOcean, Oracle, and Dell are highlighted as undervalued tech stocks with strong growth potential [8] - The S&P 500 has delivered average annual total returns of over 10% since 1957, suggesting long-term market growth potential [7]

Dell Technologies (DELL)Similar to how investors underestimated foundry chip stocks in 2023, data center companies are being undervalued heading into 2025, with artificial intelligence (AI) now front and center. Dell Technologies is well-positioned for growth, driven by several key factors. On the technical side, the stock remains up over 50% year-to-date in 2024, with support around the $115 level following its post-earnings spring movement. Any dips toward the round $100 level should be considered as an o ...

On the heels of an incredible rally, stocks are off to a strong start in 2025. After surging 23.3% across 2024's trading, the S&P 500 index rose roughly 1.2% early in this year's trading before flattening as of Tuesday's market close. Market darlings like Nvidia hit new valuation highs this week, and investors are looking to potentially explosive categories including quantum computing and robotics as "next big thing" contenders that could power future rallies.While buying shares in top technology players wi ...

With its servers business making headlines in the AI world, Dell Technologies Inc.'s (NYSE: DELL ) stock has surged over 50% in the past year. In the below analysis, I determine that the technicals indicate that the stock may see furtherI'm a technically-oriented Canadian investor with a focus on U.S. markets, particularly in tech and financials. I graduated with a Bachelor of Commerce Degree with Distinction, with a major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Bu ...

The exponential growth of artificial intelligence (AI) in multiple sectors of the economy is expected to add trillions to the world's gross domestic product. Investors can already see this playing out, with top AI hardware and software companies reporting strong expansion in their businesses and their revenues over the past few years.To help you profit from this opportunity, you might want to consider two stocks that are well-positioned to supply the growing need for AI infrastructure in the years to come. ...