Headquartered in Round Rock, TX Fiscal year ends January NYSE: DELL dell.com
Dell Technologies (NYSE: DELL) is a global technology company that designs, develops, manufactures, markets, sells, and supports a comprehensive range of IT infrastructure and client computing solutions for the AI era. The company operates through two primary segments: Infrastructure Solutions Group (ISG), which encompasses AI-optimized servers, traditional servers and networking equipment, and storage solutions; and Client Solutions Group (CSG), which includes commercial and consumer PCs, notebooks, and related peripherals. Dell serves enterprise customers, governments, small and medium businesses, and consumers worldwide. The company has become a major player in AI infrastructure, with a rapidly growing AI server business supplying GPU-accelerated compute platforms to hyperscalers, enterprises, and sovereign AI initiatives. Dell also provides financial services including leasing and financing arrangements, and maintains a significant services business spanning deployment, support, and managed services across its hardware portfolio. Updated
A $6.25 billion gift funded by founder shares puts Dell's largest holder and his stake in play, which is what shareholders should be watching here.
Michael Dell explains how Dell stock funded his $6.25 billion donation to Trump accounts. https://t.co/jJ5KmZd7R2
Cramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.
Chips and hardware took the top five slots at Thursday's close, led by ON Semiconductor's 5.52% gain, while every big decliner but one was a cybersecurity name. Zscaler's 9.88% drop to $193.43 was the worst in the group.
Five names printed fresh 52-week highs this week, and Dell cleared its prior peak by 9.93%, the widest margin of the group. Hewlett Packard Enterprise, Chevron, Cloudflare and Rubrik rounded out the list with narrower breakouts.
Same $10,000 into the two AI-server names on January 2: Dell is worth $46,396 today, Super Micro just $13,212. A 4.6x versus 1.3x gap inside the same end market.
Dell Technologies just cleared its September 11 record with a $588.40 close, 3.72% above the prior peak and the sixth straight week of new ground. Anyone waiting for a pullback to enter is still waiting.
Four names hit fresh 52-week highs this week, and Dell Technologies cleared its prior peak by 9.86%. Hewlett Packard Enterprise, SK hynix and Chevron rounded out the list, the last of those edging past its old high by just 1.08%.
Server hardware owned Friday's close: Hewlett Packard Enterprise added 12.2% and Dell 11.5%, with ON Semiconductor and Super Micro also finishing up more than 7%. NuScale Power sat at the other extreme, down 14.8% to $8.70.
Five stocks cleared 52-week highs this week: Dell topped its prior peak by 6% at $524.14, with Snowflake close behind at 5.7%. Box, Pfizer and Chevron rounded out the list with narrower breakouts.
Dell Technologies set a fresh 52-week high at $516.39, 4.42% above the peak it reached on August 13. Anyone still treating this as a legacy hardware name has missed the run.
Dell's AI customer list is exploding and its backlog dwarfs what Wall Street expects, yet analysts have barely moved their price targets. Here is what the numbers actually suggest about where this…
Vandita Jadeja Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares are down 3% to $43.63 early in the session, giving back the prior session’s gain. This slide reads as profit taking in a…
Three stocks left the S&P 500's 2025 return in the dust, but gains that large raise one uncomfortable question: is the opportunity already gone, or does one of them still have a…
A struggling PC maker quietly reinvented itself around AI servers, and investors who held through two brutal drawdowns collected returns that left the S&P 500 in the dust. The question now is…
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) has spent the past month convincing the market that its networking business drives its role in artificial intelligence (AI) infrastructure. Shares of Hewlett Packard…
Server stocks are climbing while the broader tech tape bleeds lower, and the way buyers are spreading across all three hardware names tells a specific story about where the money is going…
Server hardware is drawing a concentrated bid, with two enterprise infrastructure makers rising together on artificial intelligence demand. Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) and Hewlett Packard Enterprise (NYSE:HPE)…
HPE just shattered its 52-week high on a single session surge, yet its forward multiple still sits far below every major competitor building the same AI infrastructure boom. Something in the valuation…
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…
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock jumped 5% to $64.55 on Wednesday after the company secured its first order for Advanced Micro Devices (NASDAQ:AMD) Helios AI Rack systems. The…
Artificial intelligence (AI) server hardware is giving back a powerful run in one sharp reversal, and Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is leading the retreat. Super Micro Computer stock…
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.
Morgan Stanley just raised the odds it assigns to its $756 bull-case scenario for Dell Technologies (NYSE:DELL | DELL Price Prediction), and buyers are responding in force. Dell stock is up 7%…
UBS just flipped its 2027 PC outlook from growth to decline, and the fallout hit Dell harder than HP even though HP has far more to lose. The reason comes down to…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is leading the AI server names higher Monday morning, and the size of that lead is the story. Two broad technology benchmarks are firmer…
Dell Technologies (NYSE: DELL) is a global technology company that designs, develops, manufactures, markets, sells, and supports a comprehensive range of IT infrastructure and client computing solutions for the AI era.
24/7 Wall St.'s 12-month price target for DELL is $606.84, rated Hold. The Wall Street consensus target is $583.96. DELL price prediction →
