Victor Golmer / Getty Images Dell shares have gained more than 25% in 2025, though they remain well off last year's high. Key Takeaways Dell said Tuesday that it's boosting its long-term outlook, thanks in part to growth driven by demand for artificial intelligence. The company said it believes it is "well positioned with a leading portfolio from data center infrastructure to PCs." Dell Technologies wants you to know it's an artificial intelligence winner. The maker of a wide range products from AI ...

Dell Technologies Inc (NYSE:DELL) is trying to keep the tech sector afloat today, last seen up 1.9% to trade at $148.53 after the company hiked its long-term revenue and profit growth forecasts. CEO Michael Dell cited the rabid demand for AI as a the catalyst for the upbeat guidance.DELL earlier hit an annual high of $154.70 before paring those gains. The shares are now up 29.2% year to date, and are testing the upper rung of an uptrend channel stemming from their April lows at $66.Options traders are rampi ...

Dell, What do we know. Sure. Yeah.Very simply, that basically roughly doubling that their outlook for sales and earnings through fiscal 2030. So top line growth is going to be between seven and 9%, EPS growth, 15%. But the story's kind of changing, Fidel.So in the build out of datacenters and infrastructure, somebody has got to put the server design together. And that's basically what Dell does. And right now, that's kind of a mid-single digits business, in part because of how aggressive the rollout is.Some ...

Dell, What do we know. Sure. Yeah.Very simply, that basically roughly doubling that their outlook for sales and earnings through fiscal 2030. So top line growth is going to be between seven and 9%, EPS growth, 15%. But the story's kind of changing, Fidel.So in the build out of datacenters and infrastructure, somebody has got to put the server design together. And that's basically what Dell does. And right now, that's kind of a mid-single digits business, in part because of how aggressive the rollout is.Some ...

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(Reuters) -Dell on Tuesday nearly doubled its annual profit growth target for the next four years, betting on robust demand for its servers that power artificial intelligence workloads. The company, whose customers include Elon Musk's AI startup xAI and CoreWeave, lifted its expectations for annual growth in adjusted earnings per share to at least 15% from around 8%. Its shares surged nearly 3% in early trading after the company also said it expects compounded annual revenue growth between 7% and 9% for ...

Summary of Dell Technologies Analyst Meeting - October 07, 2025 Company Overview - **Company**: Dell Technologies (NYSE: DELL) - **Event**: 2025 Securities Analyst Meeting - **Date**: October 07, 2025 Key Industry Insights - **AI's Economic Impact**: AI technology is driving 45% of U.S. GDP growth, with projections indicating it could add $15 trillion to the global economy by 2030, raising global GDP to $150 trillion [6][10] - **Data Growth**: The overwhelming majority of the world's data is created in data centers or at the edge, with a significant increase in data generation expected [6][20] - **AI Adoption**: 85% of enterprises plan to move Generative AI on-prem within the next 24 months, indicating a strong demand for AI infrastructure [8][19] Core Company Strategies - **AI Factory**: Dell's AI Factory supports customers at every step of their AI journey, providing a comprehensive playbook for deploying AI at scale [20][59] - **Investment in AI**: AI CapEx is expected to exceed $400 billion in 2025, significantly higher than previous estimates, indicating a rapidly growing market [12][13] - **Infrastructure Needs**: Data centers will require nearly $7 trillion in investment by 2030 to meet the demand for compute, highlighting the need for advanced infrastructure solutions [46] Financial Performance - **Earnings Growth**: Dell has roughly doubled earnings per share over the last five years, with a target to double EPS again over the next five years [9][10] - **Shareholder Returns**: $14.5 billion has been returned to shareholders, with 97% of adjusted free cash flow returned since the inception of the capital return program [9][10] Market Position and Competitive Advantage - **Leading Market Share**: Dell is number one in compute and storage, with significant market share gains over the last decade [48][49] - **AI-Optimized Portfolio**: Dell's AI-optimized portfolio has grown to at least $20 billion in just two years, servicing over 3,000 enterprise customers [49] - **Engineering Expertise**: Dell's engineering capabilities allow for the creation of bespoke, optimized solutions tailored to customer needs, enhancing performance and efficiency [23][24] Technological Innovations - **Disaggregated Storage Architecture**: Customers are seeing 83% faster read throughput with disaggregated storage architectures, essential for supporting AI workloads [21][20] - **PowerEdge Servers**: The latest generation of PowerEdge servers is designed for high performance and efficiency, crucial for AI and data-intensive workloads [51][52] - **Cooling Solutions**: Dell has introduced advanced cooling solutions to manage the increasing power density in data centers, ensuring optimal performance [50][36] Customer Engagement and Use Cases - **Enterprise Engagement**: Dell has engaged with over 3,000 enterprise customers, with many in the piloting and testing phase of AI deployment [9][33] - **Real-World Applications**: Examples include partnerships with CSX for operational efficiency and Hudson River Trading for high-performance AI workloads in finance [60][61] Future Outlook - **Growth Projections**: Dell is raising its long-term growth framework revenue CAGR from 6%-8% to 11%-14%, driven by AI as a significant tailwind [49] - **Continued Innovation**: The company is committed to staying ahead of industry demands through continuous innovation and customer-centric solutions [45][38] Conclusion - **Strategic Positioning**: Dell Technologies is well-positioned to capitalize on the growing demand for AI infrastructure, leveraging its engineering expertise, market leadership, and comprehensive solutions to drive future growth [47][59]

Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures pulling back this morning. That's after the S&P 500 closed at a record high. Tech stocks fueling the rally after AMD signed a deal worth tens of billions of dollars with Open AI.We are seeing now a recovery in futures this morning. Still little changed. Meanwhile, gold pulling back from a record high.The precious metal has surged. Actually, no, it is n ...

Dell Technologies (DELL) on Tuesday increased its long-term sales and earnings growth estimates, thanks to surging demand for AI computers. Dell stock jumped on the news. In morning trades on the stock market today, Dell stock rose more than 2% to 149.52. On Sept. 30, Dell stock broke out of a cup-with-handle base at a buy point of 137.98, according to IBD MarketSurge charts. Dell also reaffirmed the financial guidance for its fiscal third quarter and full year that it provided on Aug. 18. "We're actively d ...

Shares of Dell Technologies climbed more than 3% on Tuesday after the company boosted its long-term financial guidance, signaling growing optimism about its role in powering artificial intelligence (A... ...