Dell Technologies (DELL)

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…

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…