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Is Dell an Undervalued Artificial Intelligence Stock to Buy?
The Motley Fool· 2025-01-31 10:27
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. ...
Why the Market Dipped But Dell Technologies (DELL) Gained Today
ZACKS· 2025-01-29 23:50
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 ...
Why Dell Technologies Stock Is Down 9% In A Day?
Forbes· 2025-01-28 15:01
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 ...
Dell: Future-Proofing Business Sets The Stage For Earnings Beat
Seeking Alpha· 2025-01-23 07:10
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]
Dell Technologies: Buy The Dip Before The Next Refresh Cycle
Seeking Alpha· 2025-01-16 20:04
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 ...
Why I Recently Increased My Dell Position
Seeking Alpha· 2025-01-16 16:35
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 ...
This Might Be the Most Underrated Artificial Intelligence Stock to Own in 2025
The Motley Fool· 2025-01-16 13:45
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 ...
2 More Stock Picks to Add to Your 2025 Portfolio
Schaeffers Investment Research· 2025-01-14 17:04
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 ...
Why Dell Could Outperform In 2025
Seeking Alpha· 2025-01-14 15:05
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]
Have $8,000? These 3 Stocks Could Be Bargain Buys for 2025 and Beyond
The Motley Fool· 2025-01-14 09:17
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]