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Dell Technologies (DELL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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Dell is experiencing unprecedented demand for AI-optimized servers, with $12.1B in AI-related orders and a $14.4B backlog fueling revenue growth. The global surge in data center spending, driven by AI and digital transformation, positions Dell to benefit from hyperscaler and cloud infrastructure expansion. Dell leads the server market alongside SMCI, capturing major AI server deals as hyperscalers like AWS, Azure, Google, and Meta ramp up capacity.
Dell Technologies (DELL) closed at $133.86 in the latest trading session, marking a +2.01% move from the prior day.
Here is how Dell Technologies (DELL) and Advantest Corp. (ATEYY) have performed compared to their sector so far this year.
Dell offers a GARP opportunity: strong AI server growth is leading to an acceleration in the company's CAGR, while the rest of the business remains reasonably stable. AI servers are now Dell's key growth engine, with bookings and backlog surging, yet management's guidance remains highly conservative, creating upside potential. Legacy businesses (PCs, storage, networking) are stable but not exciting; attach rate improvements could provide additional upside, but are not central to the thesis.
Dell is shaking up leadership in its PC division amid stuttering growth since the pandemic. COO and vice chair Jeff Clarke will take on day-to-day leadership, he said in a memo seen by BI.
Dell Technologies (DELL) closed the most recent trading day at $124.33, moving 3.59% from the previous trading session.
OPRX, ADRNY and DELL made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 22, 2025.