DELL Stock Recent News

Dell Technologies is gaining ground in AI infrastructure with strong server demand, solid earnings, and attractive valuation, outpacing Applied Digital.

DELL rides on AI server demand, expanding partnerships and strong Q3 guidance while trading at a discount.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

AI-optimized server demand is fueling Dell's revenue growth, with Infrastructure Solutions Group segment revenues soaring 44% year-over-year in Q2'26. Dell beat EPS and revenue expectations for the second-quarter, driven by higher AI server shipments and robust Data Center industry demand. Accelerating CapEx spending in Data Center remains a top growth catalyst for Dell going forward.

Dell Technologies said on Monday its Chief Financial Officer Yvonne McGill would resign effective September 9.

ROUND ROCK, Texas--(BUSINESS WIRE)--Dell Technologies (NYSE: DELL) today announces that Chief Financial Officer Yvonne McGill will step down from her role after a successful career at Dell that spanned nearly 30 years, effective Sept. 9, 2025. Dell has named David Kennedy, senior vice president, Dell Global Business Operations, Finance, and former senior vice president and COO of Dell Global Sales and senior vice president and CFO of the company's Client Solutions Group (CSG), to serve as inter.

Dell's post-earnings drop was driven by lower-than-expected gross margins and disappointing EPS, causing negative sentiment. Despite the correction, Dell's valuation is now more attractive, with lower P/E and P/S ratios compared to its more expensive AI peers. The dividend yield has risen above 1.5%, making Dell appealing. YoY orders increased by 75%, which is very optimistic for Dell's future.

Dell Technologies' record AI server shipments and soaring ISG revenues spotlight strong growth momentum despite fierce competition.

I remain bullish on Dell due to robust ISG growth, especially in AI-optimized servers, and strategic actions to address storage and CSG weaknesses. Dell's valuation is highly attractive, with traditional metrics and upward net income trends signaling significant undervaluation versus sector peers. Management's cost reductions and tactical product launches in CSG, plus catalysts like the Windows 10 Refresh, support long-term margin and revenue growth.

Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.