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].

Investments that combine consistent income with solid balance sheets can produce both immediate and long-term income for investors. Dividend stocks can also provide a beneficial cushion against the effects of market downturns on growth stocks — a top concern as U.S. stocks struggle to see price appreciation in mid-March.  While few stocks are required to pay dividends, it’s important to note that not every stock that elects to offer a portion of profits to shareholders is a suitable long-term hold. A divide ...

Dell Technologies (NYSE: DELL ) has experienced incredible momentum in its Infrastructure Solutions Group [ISG] due to surging demand for AI servers and powerful storage solutions. The company's financial performance has been bolstered by a growing backlog of orders, expanding operating margins within ISG, andHello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a dedicated business student with a fervent passion for the world of investing. With a solid foundation in both theoretical k ...

Group 1 - Dell Technologies reported strong fourth-quarter earnings, surpassing EPS estimates, but experienced a stock drop due to concerns over revenue weakness and conservative guidance [1] - The company is making significant investments in AI infrastructure, focusing on scaling its server and storage business [1] - Pythia Research emphasizes a multidisciplinary approach to identify high-potential technology stocks, combining financial analysis with insights from behavioral finance and social sciences [1] Group 2 - The strategy aims to uncover breakout opportunities before they gain mainstream attention, navigating market sentiment and identifying emerging trends [1] - The focus is on investing in transformative businesses that are positioned for exponential growth [1] - The approach anticipates market disruptions to identify the next big winners in the technology sector [1]

In a Friday note, JP Morgan analyst Samik Chatterjee maintained an Overweight rating on Dell Technologies Inc DELL with a price target of $150.Chatterjee hosted Dell’s Paul Frantz, VP of Investor Relations, for an investor meeting following the company’s fourth-quarter earnings.Dell reported quarterly revenue of $23.9 billion, up 7% year over year, but missed the analyst consensus estimate of $24.6 billion.Also Read: Supermicro Taps Intel Chips To Power Real-Time AI At The Edge, Eyes Growth In IoT And Healt ...

Group 1: AI Technology and Market Trends - The rise of artificial intelligence (AI) technology is expected to add trillions of dollars to the global economy over the long term due to productivity gains [1] - Leading AI stocks have experienced a pullback in 2023, presenting a potential buying opportunity for long-term investors [2] Group 2: SoundHound AI - SoundHound AI is a leader in voice assistant technology, with a revenue growth that nearly doubled in 2024, partly due to its acquisition of Amelia [3][5] - The stock has declined 49% year to date, primarily after Nvidia sold its stake in the company, but this sell-off is viewed as an overreaction [3][6] - SoundHound's future outlook is positive, with management raising 2025 revenue guidance to $157 million to $177 million, indicating a 96% increase at the midpoint [6] - The company is currently trading at a price-to-sales ratio of 45, with a market cap of $4 billion, suggesting significant growth potential in the next decade [7] Group 3: Dell Technologies - Dell Technologies is well-positioned to benefit from the growing AI server market, which is projected to expand from $31 billion in 2023 to $430 billion by 2033 [8] - The stock is down 46% from its peak in 2024, with concerns over tariffs impacting its supply chain, but long-term opportunities are expected to outweigh these near-term challenges [9] - Dell's infrastructure solutions business grew revenue by 29% in 2024 to $43.6 billion, driven by strong demand for servers [10] - The addressable market for AI hardware and services is forecasted to grow at an annualized rate of 33% to $295 billion by 2027 [12] - Dell stock is currently trading at 10 times 2025 earnings estimates, with a forward dividend yield of 2.2%, indicating substantial return potential for investors [13]

Core Viewpoint - Dell Technologies has faced a challenging year with a 23% decline in stock prices, significantly underperforming the S&P 500 index, and the latest quarterly report did not improve the situation [1][2] Group 1: Financial Performance - Dell's stock fell nearly 5% following the release of its fiscal 2025 fourth-quarter results, which showed mixed results and a lower-than-expected revenue growth forecast for the upcoming fiscal year [2] - The company reported a 29% increase in ISG revenue for fiscal 2025, outpacing the overall revenue growth of 8% [4] - Dell anticipates an 8% revenue increase for the upcoming year, projecting total revenue of $103 billion, with adjusted earnings expected to grow by 14% to $9.30 per share [9] Group 2: AI and Growth Drivers - The ISG business is benefiting from the growing demand for AI-optimized servers, with Dell's order backlog for AI servers reaching $9 billion [5][4] - The company is well-positioned to capitalize on the projected $500 billion investment in AI data centers and the anticipated 40% increase in capital spending by U.S. tech giants in 2025 [6][7] - Dell's CSG business is expected to recover, with growth projected in the low- to mid-single digits, aided by the introduction of AI PCs and an aging installed base [8] Group 3: Valuation and Investment Potential - Dell stock is trading at 16 times trailing earnings and 11 times forward earnings, representing a significant discount compared to the S&P 500 index's earnings multiple of 24 [10] - The company's PEG ratio stands at 0.54, indicating that the stock is undervalued based on its potential growth [11] - Analysts project a 52% increase in Dell's stock price based on a 12-month median price target of $145, suggesting strong long-term growth potential [11][12]