Dell Technologies Inc.
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Goldman Sachs raised its price target for Dell Technologies (DELL) to $570 from $510, citing strong quarterly results. Dell reported $47B revenue, up 58%, and $7.04 EPS, up 203%, driven by AI and infrastructure demand. The company also increased its full-year outlook, with analysts projecting significant revenue and earnings growth.
Hewlett Packard Enterprise (HPE), Broadcom (AVGO), and Dell Technologies reported strong quarterly results driven by AI infrastructure demand. HPE posted $12.2B revenue, up 34% YoY, and raised FY26-FY27 outlooks. AVGO reported $29.6B revenue, up 86% YoY, with AI semiconductor revenue surging 221% YoY. DELL saw $47B revenue, up 58% YoY, with AI server orders reaching $60.9B and backlog at $95B. All companies raised guidance, reflecting robust AI demand.
Major US companies, including Micron Technology, Vanguard, and financial firms like Goldman Sachs and JPMorgan Chase, are contributing to Trump Accounts, a tax-advantaged child investment program. Eligible children born between 2025 and 2028 receive a $1,000 federal contribution, with employers and others adding funds. Micron committed $250 million, while other firms announced various matching programs and contributions.
Over the past 7 days, alphai's AI scored 157 news stories mentioning DELL (Dell Technologies Inc.). Coverage has skewed bullish: 119 bullish, 31 neutral, and 7 bearish.
Recent DELL coverage spans earnings, corporate actions and market movers.
In the last 30 days, DELL insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($886K). The most active reporter was Radakovich Lynn Vojvodich with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Dell's earnings beat and upgraded guidance justify a higher valuation, supporting a bullish outlook.
Strong earnings beat and significant guidance raise likely boost the stock.
Corporate benefit announcement.
Earnings beat and strong guidance likely support further upside, but valuation is already high.
Strong earnings and upbeat guidance likely support further upside, though valuation may become stretched.
alphai scores every news story that mentions DELL with an AI model for sentiment and relevance, and aggregates insider trades from Dell Technologies Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Goldman Sachs raised its price target for Dell Technologies (DELL) to $570 from $510, citing strong quarterly results. Dell reported $47B revenue, up 58%, and $7.04 EPS, up 203%, driven by AI and infrastructure demand. The company also increased its full-year outlook, with analysts projecting significant revenue and earnings growth.
2 min readHewlett Packard Enterprise (HPE), Broadcom (AVGO), and Dell Technologies reported strong quarterly results driven by AI infrastructure demand. HPE posted $12.2B revenue, up 34% YoY, and raised FY26-FY27 outlooks. AVGO reported $29.6B revenue, up 86% YoY, with AI semiconductor revenue surging 221% YoY. DELL saw $47B revenue, up 58% YoY, with AI server orders reaching $60.9B and backlog at $95B. All companies raised guidance, reflecting robust AI demand.
3 min readMajor US companies, including Micron Technology, Vanguard, and financial firms like Goldman Sachs and JPMorgan Chase, are contributing to Trump Accounts, a tax-advantaged child investment program. Eligible children born between 2025 and 2028 receive a $1,000 federal contribution, with employers and others adding funds. Micron committed $250 million, while other firms announced various matching programs and contributions.
2 min readDell Technologies reported Q2 non-GAAP EPS of $7.04, beating estimates of $4.90, and booked $60.9 billion in AI orders. Revenue rose 58% YoY to $46.97 billion, and the company raised full-year guidance. Dell's stock is up 20% in a month and 295% YTD, outperforming peers like HPE and SMCI. The company's AI server backlog stands at $51.3 billion, with AI-Optimized Servers revenue doubling YoY.
3 min readDell Technologies (NYSE:DELL) shares rose 4.7% to new highs after strong Q2 results, boosting CEO Michael Dell's wealth to $241B, per Bloomberg. Dell's 40% stake in the company and Broadcom (NASDAQ:AVGO) holdings drove gains, adding $101B to his net worth in 2026. Dell's Q2 revenue and EPS beat estimates, with record AI server orders of $60.9B and a $95B backlog. The stock is up over 300% YTD.
2 min readDell Technologies reported strong earnings, with revenue up 58% YoY to $47.0B and adjusted EPS up 203% to $7.04, driven by AI infrastructure demand. The company raised its fiscal 2027 revenue forecast to $192B and adjusted EPS to $25.50. Dell's market cap is $334B, and it trades at 25.6x forward earnings. Hewlett Packard (HPE) also reported strong results, with revenue up 33.7% and adjusted EPS up 152%. Both companies are benefiting from the AI infrastructure boom.
3 min readDell Technologies reported record revenues of $31.8B in Q2 2027, up 89% YoY, driven by AI-optimized servers and strong demand across its infrastructure portfolio. AI-optimized server revenue reached $16.4B, up 100% YoY. The company raised its full-year revenue guidance to $192B and EPS guidance to $25.50. Dell's Q2 non-GAAP EPS was $7.04, up 203% YoY.
2 min readTyson Foods fell 7% after cutting fiscal 2026 guidance. Meta rose 3% on AI model launch. Dell gained 5% post-earnings. Crypto-related stocks climbed with bitcoin. Robinhood jumped 15% on Deutsche Bank's report. Ciena dropped 9% despite beating estimates. Tesla advanced 6% ahead of Cybercab event. Snowflake surged 22% on strong earnings. HPE slipped 4% with lower-than-expected growth forecast. Broadcom lost 3% on weak revenue outlook. Campbell's fell 9% on lagging guidance. Ultragenyx plunged 44%
3 min readSnowflake (SNOW) and Dell Technologies (DELL) shares rose after strong Q2 results and raised forecasts. SNOW reported $1.49B revenue, beating estimates, and raised FY product revenue guidance to $6.07B. DELL reported $47B revenue, also beating estimates, and raised FY27 revenue forecast to $192B. Analysts cited AI-driven demand and raised price targets for both companies.
2 min readAWS's open-source tool Cedar is gaining traction for AI access control, used by Cloudflare, MongoDB, and Stacklok. JFrog faces another vulnerability in Artifactory. Broadcom reports $29.6B quarterly revenue, up 221% in chip sales. Dell's Q2 revenue surges 58% to $47B, raising full-year guidance by $25B. Anthropic adjusts data-retention policy for Claude Fable 5.1. METR admits a $600K AI model account breach. Matt Clifford's dual role at Anthropic and ARIA raises conflict concerns. Executive move
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