DELL Stock Recent News

DELL, HUBS and MSFT are tapping into Big Data's explosive growth with AI tools, smart platforms and strategic tech shifts.

DELL, JBL, PAHC, and HBM are showing strong relative price strength and upward earnings estimates amid a rising market.

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 is experiencing rapid growth in its core server infrastructure business, driven by surging AI-related CapEx spending. EPS estimates for Dell are rising, with a strong trend of upward revisions indicating bullish earnings momentum and market optimism ahead of the Q2 earnings season.

Dell has had an impressive rebound since its tariffs lows and is at a make or break. CSG is lagging behind ISG, as clarity in Q2 FY26 will clear up Dell's CSG headwinds. ISG is growing at an impressive pace, as CSG is experiencing a slowdown and downturn.

The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

TipRanks' analyst ranking service highlights three stocks, including Dell Technologies and Amazon, favored by Wall Street's top pros.

Dell's AI server order backlog surged to $14.4B in Q1 alone, nearly eclipsing last year's total and driving a record $49B consolidated backlog. Despite a rare EPS miss, robust AI server demand and efficient backlog conversion point to a strong revenue inflection over the next 12 months. Markets are overly focused on margin pressures, underappreciating Dell's earnings growth potential and the upside from a forward PE of just 13x.

Here, we have picked three AI stocks, DELL, ADBE and MSFT, which are well poised to benefit from AI's growing usage and ability to solve complex problems.

Dell delivers the first Nvidia GB300 AI to Coreweave in a boost to the company's AI infrastructure. Bloomberg's Mandeep Singh joins Ed Ludlow on "Bloomberg Tech" to discuss.