DELL
Dell Technologies Inc. · Technology
173.10
0.73%(-1.27)
Prev. Close173.56
0.27%(+0.46)
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DELL (1h)
Dell Technologies Inc. · Technology
DELL rides on surging AI server demand and cloud expansion, posts record ISG growth and a massive backlog and signals strong momentum despite rising competition.
Dell Technologies (DELL) shares climbed about 3% on Thursday as investors assessed the company's strong AI-driven growth and a low valuation.The stock has risen
With the market's recent downtrend, preserving capital is paramount. Keeping positions small and taking profits quickly helps.
Dell rides the AI infrastructure boom with surging orders, record backlog and cheap valuation as revenue and earnings growth outlook rises.
Darn! I meant to reiterate my original “Buy” rating for Dell in early 2025, but got sidetracked by more urgent developments elsewhere. So DELL marched on without me. As it turned out, DELL followed the exact script I wanted to present in January 2025. But it's not too late.
Dell's AI server backlog is piling up, yet the stock trades at just 14 times forward earnings estimates. GPU-cloud demand is leading to more valuable contracts for Nebius Group.
Scannell William F
officer: Chief Customer Officer
143,067 SH @ $165.00
2026-03-23
SLTA V (GP), L.L.C.
director, 10 percent owner:
72,261 SH @ $0.01
2026-03-25
SLTA IV (GP), L.L.C.
director, 10 percent owner:
72,261 SH @ $0.01
2026-03-25
SLTA V (GP), L.L.C.
director, 10 percent owner:
31,377 SH @ $160.60
2026-03-23
SLTA V (GP), L.L.C.
director, 10 percent owner:
5,936 SH @ $161.37
2026-03-23
SLTA V (GP), L.L.C.
director, 10 percent owner:
36,367 SH @ $160.60
2026-03-23
SLTA V (GP), L.L.C.
director, 10 percent owner:
6,881 SH @ $161.37
2026-03-23
SLTA V (GP), L.L.C.
director, 10 percent owner:
108,798 SH @ $162.61
2026-03-23