Dell Technologies (DELL)

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…

Yesterday, we sat in on the Dell Technologies World keynote from Dell’s (DELL; $145.45; E/W) CEO Michael Dell in Las Vegas where the company put forward seven different product advancements, discussed below, aimed at better…

The shares of Dell Technologies (DELL; $119.75; E/W) are surging 25%+ this morning on the back of a big wave of enthusiasm for the company’s AI opportunities, in the context of a healthy FQ4 (Jan)…

Dell Technologies (DELL; $89.26; E/W) shares are up 17% YTD, including +10% since Wednesday’s close, ahead of the release of its FQ4 (Jan) results and outlook on Thursday (2/29 after market). We think recent optimism…

Last week, we hosted an investor meeting with Dell Technologies’ (DELL; $79.31; E/W) Paul Frantz, VP of IR, at the Consumer Electronics Show (CES) in Las Vegas. Our conversation highlighted a broadening range of reasons…

We adjust F2024E (Jan) EPS for Dell Technologies (DELL; $75.87; E/W) from $6.50 to $6.68 after the company produced a solid FQ3 (Oct) EPS beat, despite lower-than-expected revenues, albeit partially offset by FQ4E (Jan) guidance…

We think it especially difficult to “game” Dell Technologies (DELL; $73.60; E/W) upcoming FQ3 (Oct) results and outlook, scheduled for November 30th (after market). On one hand, Dell guidance of the past four quarters has…