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Wall Street analysts raise price targets on Dell Technologies after Q1 results. Revenue beats, EPS misses. AI server momentum and buybacks offset EBIT outlook cut.
Back in February, Dell, the world’s largest server maker, told Wall Street that it was planning on selling and delivering $15 billion in AI servers in its fiscal 2026, when will end in early November.
May 29 (Reuters) - Dell (DELL.N) raised its annual profit forecast on Thursday, signaling growing demand for its AI-powered servers that are equipped with Nvidia's (NVDA.O) powerful chips.
Dell Technologies on Monday unveiled new servers powered by Nvidia's Blackwell Ultra chips, aiming to capitalize on the booming demand for artificial intelligence systems. The servers, available ...
Dell Technologies on Monday unveiled new servers powered by Nvidia's Blackwell Ultra chips, aiming to capitalise on the booming demand for artificial intelligence systems. The servers, available ...
Dell: Betting On Servers, Not Screens May 07, 2025 5:59 AM ET Dell Technologies Inc. (DELL) Stock DELL 1 Like The Alpha Analyst 900 Follower s Play (8min) ...
Dell Technologies introduces advancements across its industry-pioneering server, storage and data protection portfolios designed to help organisations achieve data centre modernisation. Why it matters ...
The company will sell servers containing Nvidia Corp GB200 semiconductors to Mr Musk’s AI startup for delivery this year. Read more at straitstimes.com. Read more at straitstimes.com.
Dell Technologies Inc. is in advanced stages of securing a deal worth more than $5 billion to provide Elon Musk’s xAI with servers optimized for artificial intelligence work.
JPMorgan sees AI server demand slowing but favors Dell over HP for long-term upside. Dell’s stock has already priced in AI headwinds, making it a de-risked play, per JPMorgan. Get ahead of Wall ...
The fact is, server spending is cooling, as the chart above shows. Based on what Dell said on the call, here is our updated forecast for Dell datacenter sales for fiscal 2025: Dell will sell around ...