Dell Technologies (DELL)

We are raising our F2027E (Jan) EPS for Dell Technologies (DELL; $121.45; E/W) from $11.70 to $13.00 after its healthy “beat and raise”, led by further AI server optimism and solid operating performance in the…

We suggest investors take a cautious approach to the FQ4 (Jan) print from Dell Technologies (DELL; $115.95; E/W), scheduled for next Thursday (2/26 after market). Admittedly the stock is already down 8% since it last…

Last week, we hosted an investor meeting with Dell Technologies (DELL; $120.62; E/W) in Las Vegas during the Consumer Electronics Show (CES) where we met with Christopher Jones from the IR team. Our conversation of…

We raise our F2026/F2027E (Jan) EPS for Dell Technologies (DELL; $125.92; E/W) from $9.50/$11.00 to $10.00/$11.70 after it produced a healthy FQ3 (Oct) “beat and raise” that was again led by robust AI server demand…

We expect Dell Technologies (DELL; $127.55; E/W) to produce some solid top line upside with its FQ3 (Oct) results and outlook, scheduled for next Tuesday (11/25 after market). However, we think the Street will be…

This morning, IREN (IREN; $60.75; NR), a North American-based data center operator, announced it signed a five-year GPU cloud services contract with Microsoft (MSFT; $517.81; NR), valued at $9.7B, which also includes an agreement to…

Yesterday, Dell Technologies (DELL; $150.87; E/W) rolled out an updated long-term financial framework for F2026-F2030E (Jan) at its Securities Analyst Meeting in New York, as per presentations from CEO Michael Dell, interim CFO David Kennedy,…

We reduce our rating on the shares of Dell Technologies (DELL; $134.05) from Outperform to Equal-Weight even as we bump up our F2026/F2027E (Jan) non-GAAP EPS from $9.40/$10.75 to $9.50/$11.00 for average growth of 15%+…

We expect Dell Technologies (DELL; $128.37; O/P) to produce some solid upside with its FQ2 (Jul) results and outlook next Thursday (8/28 after market). Broadly speaking, we look for some more balanced profit growth across…

We reiterate our Outperform and $140 target on the shares of Dell Technologies (DELL; $113.63; O/P) as we bump up our F2026/F2027E (Jan) non-GAAP EPS from $9.35/$10.55 to $9.40/$10.75 despite FQ1 (Apr) results and guidance…

We assume the shares of Dell Technologies (DELL; $111.95; O/P) still offer a favorable risk/reward into its FQ1 (Apr) results next Thursday (5/29 after market), even after its 49% rally since April 7th, since we…

Yesterday (5/20), we listened in on a second day of keynotes out of Dell Technologies World led by Dell’s (DELL; $114.23; O/P) Chief Operating Officer Jeff Clarke, plus Arthur Lewis, President, Infrastructure Solutions Group, and…

Earlier today, we listened in on the Dell Technologies World keynote from Dell’s (DELL; $114.28; O/P) CEO Michael Dell in Las Vegas where the company highlighted a range of new and existing product innovations, discussed…

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…