Dell Technologies Inc.

6 hours ago · 247wallst.com

Dell's stock cratered more than 20% in a single month while analysts refuse to budge on sky-high price targets and a $95 billion backlog sits on the books.

16 hours ago · seekingalpha.com

Dell is rated Strong Sell with a revised price target of $188, implying a 56% downside. I expect a modest Q3 beat on both revenue and EPS, but Q4 guidance risks falling below consensus. ISG growth is projected to slow sequentially, while CSG faces headwinds from PC market weakness, mirroring Intel's outlook.

3 days ago · 247wallst.com

A warning from Intel (NASDAQ:INTC | INTC Price Prediction) that memory shortages are choking PC demand is rippling through the companies that build computers and servers. Dell Technologies (NYSE:DELL) stock is at $421.

3 days ago · benzinga.com

Dell Technologies Inc. (NYSE:DELL) stock is trading lower by almost 9% during Friday's premarket session as investors react to the PC shipment slowdown concerns raised during Intel Corporation's (NASDAQ:INTC) third-quarter fiscal 2026 results posted after Thursday's closing bell.

3 days ago · zacks.com

DELL's AI server backlog, accelerating storage growth and rising earnings estimates strengthen its position against P in enterprise infrastructure.

3 days ago · zacks.com

Dell Technologies expands AI security and cyber resilience capabilities as surging AI server revenues and a $95 billion backlog bolster its competitive position against rivals.

4 days ago · 247wallst.com

Dell's AI server business is growing at a pace that surprises even seasoned analysts, but a collapsing cash flow figure and negative shareholders' equity are raising serious questions about whether the stock's rally has outrun the fundamentals.

4 days ago · zacks.com

Dell Technologies (DELL) closed the most recent trading day at $493.79, moving 1.63% from the previous trading session.

5 days ago · fool.com

Advanced Micro Devices is expanding in the AI accelerator market, with OpenAI and Meta Platforms each signed to agreements covering up to 6 gigawatts of AMD GPUs. Dell Technologies supplies end-to-end IT infrastructure at global scale and exited its July quarter with a record $95 billion backlog in its AI server business.

6 days ago · fool.com

Dell Technologies is leveraging its massive scale to provide end-to-end AI server and enterprise storage infrastructure. Marvell Technology focuses on high-growth semiconductor solutions for data centers, networking, and security.