DELL Dell Technologies Inc.

Dell Technologies (DELL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Dell Technologies Inc. (NYSE:DELL) is joining a more than $15 billion AI data center plan in Japan designed to sidestep one of the biggest constraints on the AI buildout: getting enough electricity to computing infrastructure quickly. Japan’s JERA, Dell and...

PENG's growing AI backlog, new bookings and higher fiscal 2026 sales outlook sharpen visibility into potential future revenues.

NVIDIA, Palantir and Dell are expanding AI infrastructure and data tools as Big Data demand grows across industries.

DELL's AI server demand, PWR's backlog and FPS' data center growth fuel momentum into October.

You probably think of Cisco Systems (CSCO) as an AI stock, a supplier of AI infrastructure to the hyperscalers. That business was only about 6% of Cisco's revenue in fiscal 2026. The rest includes networking and security products sold to enterprises and telcos. Cisco stock returned 61% over the past year. With AI that small a share of revenue, you are paying for growth across the whole company. How fast is Cisco's business outside AI set to grow.

Dell's AI server business has exploded, its backlog dwarfs what most companies earn in a year, and the stock has already staged one of tech's most dramatic runs. The question now is whether supply constraints and a cash flow slide can derail what looks like a historic setup.

HPE surged while its closest AI server rivals barely budged, and the reason comes down to a single deal that redraws the competitive map for AI infrastructure buildouts.

Arista Networks (ANET) stock costs 63.2 times earnings, against 21.9 for the S&P 500. You can be paid now to agree to buy the shares at a much lower price. So how much income can you earn this way, and would you be glad to own Arista at that price.

Sept 30 (Reuters) - Hewlett Packard Enterprise on Wednesday raised its long-term revenue growth forecast for its networking business, driven by the AI boom and announced a $1.2 billion order to

Dell Technologies can become a multibagger over the next three years.

The number Dell Technologies (DELL) holders should watch most closely is its AI server revenue. Dell expects $74 billion from these servers in fiscal 2027, three times the year before. The stock returned 320% in the last twelve months, against 17.7% for the S&P 500. News reports tie Dell's rally in 2026 to its rise as one of the top sellers of Nvidia-based servers. So what might Dell stock investors be overlooking.

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

Kelly Intelligence's Kevin Kelly and Visible Alpha's Melissa Otto map out the next phase of the AI supercycle and break the massive energy grid bottleneck threatening the AI boom.

Dell Technologies (NYSE:DELL) introduced the XPS Googlebook, its first XPS laptop built for Gemini Intelligence, targeting Android-centric users. The new XPS Googlebook is positioned as a premium device with hardware tuned for Gemini AI features and Android workflows. Dell confirmed the XPS Googlebook integrates tightly with Android smartphones for cross-device file access, notifications and app continuity. There is more to Dell than the XPS Googlebook launch and its Gemini Intelligence...

Cisco Systems (CSCO) stock returned 62% over the past 12 months (as of Ssptember 28, 2026). After that run, you pay 31.8 times its past year's earnings, against 22.1 for the S&P 500. At that price, the stock appears to assume growth that has not happened yet, so further upside would need something beyond that. So what could still surprise Cisco Systems investors on the upside.

Arista Networks (ANET) stock trades at 58.3 times its last twelve months of adjusted earnings, which add back stock-based pay after tax. That is a high price for one year of profit, and it is why the stock looks expensive. The picture changes against the profit forecast for this year and next. Here is that same share price, set against the profit Arista is forecast to earn in fiscal 2026 and fiscal 2027.

Wall Street is paying up for the company that sells the AI boom its hardware.

The firm sees a richer mix of AI central processing unit racks as positive for margins.

If you own Apple (AAPL) after a 32% gain in a year, the worry is what could reverse it. In July 2026, management said memory would cost Apple even more in the September 2026 quarter. Higher memory costs mean less profit per device, and Apple still cannot build enough phones and Macs. The table below lists what could move Apple stock over the next six months and what matters most.

Zacks.com users have recently been watching Dell Technologies (DELL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Dell Technologies (DELL) stock has more than quadrupled over the past year, while the S&P 500 gained 18% (as of September 25, 2026). At about 32 times trailing earnings, it looks stretched. Those earnings are adjusted: normalized net income with stock-based compensation added back, a measure defined differently from the analyst forecasts behind the forward multiples. Yet most of what makes the stock look cheaper sits in a year Dell has already guided and half reported.

NetApp stock is the IBD Stock of the Day, as the enterprise data storage player rallies into its Insight customer conference.

The tech giant’s stock is running hard on the back of a phenomenal business, but the price of admission is steep and real-world constraints are closing in.

Dell can attach security and services to its $74 billion AI-server forecast, but incremental orders remain undisclosed.

The AI server trade that powered Super Micro Computer, Dell, and Hewlett Packard Enterprise to sharp gains is now snapping back fast, and the force behind the reversal has nothing to do with the companies themselves.

Here, we have picked three AI stocks, NVDA, ALAB and DELL, which are well-poised to benefit from AI's growing use and ability to solve complex problems.

Dell's record AI backlog, raised fiscal 2027 guidance and capital-light model contrast with Oracle's costly AI data center buildout.

Dell's potential AI server pipeline suggests the company is on track to deliver phenomenal growth over the next five years.

HP's 3.82% yield keeps growing even as its PC business stumbles and its printing engine slowly shrinks. The real source funding that quarterly check is not what most income investors assume.

(Updates with market moves at the end of the day, and other changes, if any.) The Dow Jones Indus

Cisco Systems (CSCO) stock returned 62% in the twelve months to September 24, 2026, against 16% for the S&P 500. A $10,000 holding at the start was worth about $16,220 at the end. The run was about AI data center orders from hyperscalers, the largest cloud companies. You could have read the run early only if two things held: Cisco was saying it, and its results were showing it.

A $999 AI laptop gives Dell premium consumer optionality without disclosed sales or margin commitments.

Morgan Stanley raised the odds on a scenario that would send Dell far beyond its current price, yet the firm kept its rating neutral and its base case unchanged. That contradiction is exactly what buyers are betting on today.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

Morgan Stanley Delivers Fresh AI Boost to Dell Stock as Bull Case Gains Ground

By Johann M Cherian and Avinash P Sept 25 (Reuters) - Wall Street's main indexes inched higher in choppy trading on Friday as AI optimism buoyed sentiment and oil prices eased, while investors

NVIDIA's forecast to double chip volume, near-unanimous analyst Buy ratings, and rising price targets underscore a bullish outlook, with OEMs like Dell and HPE also poised to benefit.

Super Micro Computer shipped NVIDIA's Vera Rubin NVL72 liquid-cooled racks, backed by a $60 billion backlog, even as its forward P/E of 10.26 remains low ahead of November earnings.

According to the average brokerage recommendation (ABR), one should invest in Dell Technologies (DELL). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

The artificial-intelligence rally looked set to restart on Friday, as a drop in bond yields gave risk assets a boost. Glassmaker Corning, optical networking companies Coherent and Lumentum, server maker Dell, and flash-memory product supplier Sandisk were all rallying ahead of the opening bell.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

A who’s who of tech titans joined Wall Street billionaires, cabinet officials, Supreme Court justices and Chinese dignitaries at the White House on Thursday night for President Trump’s state dinner to honor China’s Xi Jinping.

Dell Technologies Inc. (NYSE:DELL) and Hewlett Packard Enterprise Company (NYSE:HPE) sell the physical systems behind the AI boom. Dell trades near 20 times forward earnings, while HPE is closer to 14 times. That roughly six-turn gap is large enough to change the portfolio decision. We recently examined why Dell and HPE posted record AI demand […]

Dell Technologies (NYSE:DELL) Chief AI Officer John Roese has been recognized by TIME for reshaping the firm's artificial intelligence strategy. Roese has led a consolidation of Dell's AI projects, bringing fragmented efforts under a unified framework focused on enterprise use cases. The refocused approach includes generative AI search tools and autonomous AI agents aimed at efficiency, cost control, and faster deployment cycles. TIME's recognition of Roese's AI overhaul at Dell is an...

Amazon’s Jeff Bezos, Meta’s Mark Zuckerberg and Nvidia’s Jensen Huang were among the dozens of CEOs invited to President Trump’s state dinner in Washington, D.C., on Thursday to honor China’s Xi Jinping.

Everpure (P) grew revenue 38% from a year earlier in fiscal Q2 2027, and management expects that pace to last for some time. The stock costs 144.1 times its past year of earnings, against 22.4 for the S&P 500. Two things must hold. Customers must keep paying far higher prices, and Everpure must keep getting parts at costs it can absorb. Is the cost of Everpure's parts already climbing.

Arista Networks (ANET) ended fiscal Q2 2026 with about $9.7 billion of multi-year purchase commitments. These are promises to buy from its suppliers over several years. If demand for its switches slows, those promises remain. Will the company's sales keep pace with what it has promised its suppliers.

On September 10, Dell Technologies Inc. (NYSE:DELL) raised $5 billion from an investment-grade bond sale, riding the surge in revenue from AI servers, according to Bloomberg. Investors placed up to $23 billion in orders, nearly five times the deal size and above the annual investment-grade average of four times, reflecting robust credit market demand. Dell […]

Dell Technologies' (DELL) management no longer leads its earnings calls with the topic it stressed two years ago. That topic has not disappeared. Management still talks about it. The business behind it still brought in $51.0 billion, about 45% of Dell's revenue, in fiscal 2026. So it matters to you. What did Dell's management use to lead with.