Dell Technologies (DELL)

We bump up F2026E (Jan) non-GAAP EPS for Dell Technologies (DELL; $107.83; O/P) from $9.25 to $9.35 (+15% YoY vs. +11% in its just completed F2025) after FQ4 results and guidance lived up to expectations…

We continue with our Outperform on the shares of Dell Technologies (DELL; $119.89) ahead of its FQ4 (Jan) results and outlook, scheduled for next Thursday (2/27 after market). Overall, we expect incremental support for the…

We reiterate our Outperform on the shares of Dell Technologies’ (DELL; $119.31) after meeting this week with members of the IR team during our visit to the Consumer Electronics Show (CES) in Las Vegas. At…

We adjust our F2025E (Jan) EPS from $7.90 to $7.85 and reiterate our F2026E EPS of $9.25 for Dell Technologies (DELL; $141.74; O/P) after considering a range of “puts and takes” across the company’s FQ3…

Earlier this week, Dell Technologies (DELL; $135.90; O/P) announced some new artificial intelligence (AI) based servers, solutions and services, as part of its Dell AI Factory portfolio, which is basically aimed at enabling enterprises to…

We reiterate our Outperform and raise our target from $150 to $160 on the shares of Dell Technologies (DELL; $134.53), ahead of its FQ3 (Oct) results and outlook, scheduled for November 26th (after market). We think…

This morning, Dell Technologies (DELL; $127.66; O/P) announced several new integrated rack-scalable system, server, storage and data management solutions as part of its Dell AI Factory initiative. Recall, Dell’s AI factory solutions are aimed at…

Last week, Dell Technologies (DELL; $128.16; O/P) announced some additions to its Dell AI Factory and hosted a “Dell AI for Telecom” Webinar that included a conversation with management from Nvidia (NVDA; $138.75; NR). Recall…

This morning (9/25), Dell Technologies (DELL; $119.69; O/P) introduced Dell AI for Telecom, which is a program focused on simplifying and accelerating artificial intelligence (AI) deployments for communications service providers. We think this announcement provides…

We are raising our rating on the shares of Dell Technologies (DELL; $110.74) from Equal-Weight to Outperform, bumping up F2025/F2026E (Jan) EPS from $7.65/$8.80 to $7.90/$9.25 (14% average growth), and establishing a target of $140…

We see a favorable risk/reward for the shares of Dell Technologies (DELL; $111.53; E/W) into its FQ2 (Jul) results and outlook next Thursday (8/29 after market). Admittedly, the stock is now up 27% just since…

We adjust F2025/F2026E (Jan) EPS for Dell Technologies (DELL; $169.92; E/W) from $7.55/$8.40 to $7.65/$8.80 after management “only” raised F2025E EPS guidance from $7.25-7.75 to $7.40-7.90 (+4-11% YoY) following a slight FQ1 (Apr) EPS beat…

Last Thursday (5/23), Dell Technologies (DELL; $160.18; E/W) topped off a series of product and partnership announcements from its Dell Technologies World user conference with news that it is expanding on its existing partnership with…

We think the Street is looking for another healthy beat from Dell Technologies (DELL; $147.78; E/W) with its FQ1 (Apr) results and outlook next Thursday (5/30 after market) since guidance of the past six quarters…

Yesterday, we sat in on the second day of keynotes at Dell Technologies World, which was led by Dell’s (DELL; $146.68; E/W) Chief Operating Officer Jeff Clarke and included presentations from Arthur Lewis (President, Infrastructure…