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- $170.9BMarket Cap
- 272.29%1-Year Change
- Computer HardwareIndustry
Dell Tech-C (DELL)
Key Performance
More- Earnings Score: 72
- Momentum Score: 88
- True Yield: 22
- Financial Health Score: 100
Latest Research & News
This Overlooked Vanguard ETF Could Be the Smartest Place to Park Your Money Right Now
The Vanguard U.S. Multifactor ETF (VFMF) is highlighted as an overlooked investment opportunity, having delivered strong performance with a 22% year-to-date return and 14.3% five-year annualized return. The ETF employs a quantitative strategy screening for volatile stocks and focusing on momentum, quality, and value factors across 650 stocks. With large-cap valuations near all-time highs and rising rates expected to create market volatility, the ETF's focus on cheap stocks with momentum from quality companies positions it well for uncertain market conditions ahead.
09/30/2026, 2:23 PM • The Motley Fool
Where Will Dell Technologies Be in 3 Years?
Dell Technologies stock has surged nearly 8x over three years, significantly outpacing the Nasdaq. The company benefits from two growth drivers: its Client Solutions Group (CSG) achieving 20% YoY revenue growth despite a declining PC market, and its Infrastructure Solutions Group (ISG) capitalizing on the AI data center boom with a $95 billion AI server backlog. Trading at 2.4x sales versus the Nasdaq's 5.3x multiple, Dell appears undervalued. Analysts project the company could reach a $1.37 trillion market cap by fiscal 2029, representing approximately 4x current valuation, making it a potential multibagger over the next three years.
09/30/2026, 8:16 AM • The Motley Fool
The global Edge Cloud Orchestration Market is projected to grow from USD 0.52 billion in 2025 to USD 4.80 billion by 2035 at a 24.92% CAGR, driven by AI, 5G, IoT, and cloud-native architectures. The U.S. market is expected to reach USD 1.20 billion by 2035 at 22.73% CAGR. Cloud deployment and services are the fastest-growing segments, while North America leads with 38.60% market share and Asia Pacific shows the highest growth potential at 28.47% CAGR.
09/23/2026, 2:30 AM • GlobeNewswire
Stock Market Today, Sept. 16: Stocks Slip as Fed Raises Rates
The Federal Reserve raised interest rates by 25 basis points to 3.50%-3.75%, marking the first hike in three years. Major indices declined with the S&P 500 falling 0.45%, Dow Jones dropping 1.21%, and Nasdaq slipping 0.01%. AI stocks recovered slightly with Dell, Intel, and Nvidia finishing in the green. Traders are pricing in potential further rate hikes, which typically pressure equities in the short term but historically lead to gains within a year.
09/16/2026, 5:15 PM • The Motley Fool
Dell Technologies Stock Hits a New All-Time High: Is It Too Late to Buy?
Dell Technologies stock has surged over 320% year-to-date, hitting an all-time high, driven by strong demand for AI servers. Despite the impressive gains, the stock's valuation remains reasonable with a trailing P/E of 31x and forward P/E of 21x (in line with S&P 500 average). The company reported 58% revenue growth and more than tripled net income in its most recent quarter. Analysts suggest the stock could continue rising as businesses invest heavily in AI infrastructure.
09/15/2026, 9:19 AM • The Motley Fool
Nike Is Being Deleted From the S&P 100. Is Its Seat in the Dow Jones Industrial Average in Jeopardy?
Nike has been removed from the S&P 100 effective September 21 as part of quarterly rebalancing, marking a significant decline for the company. With stock prices at 12-year lows, declining revenue and earnings, and operating margins plummeting, Nike is now the lowest-ranked component in the Dow Jones Industrial Average, putting its membership in jeopardy. The article suggests investors should wait for concrete signs of a sustained turnaround before buying the stock.
09/12/2026, 5:15 AM • The Motley Fool
Dell Stock Jumped 15% Last Week. Here's Why This Top AI Stock Is Still a Buy
Dell Technologies surged 15% following strong earnings driven by booming AI infrastructure demand. The company reported 58% revenue growth to $47 billion, with AI-optimized server sales doubling to $16.4 billion. Operating and net income soared 160% and 189% respectively. Dell raised full-year guidance, expecting 69% revenue growth and 148% earnings growth, with shares trading at 20x projected profits.
09/07/2026, 10:11 PM • The Motley Fool
Dell Technologies has emerged as a top AI infrastructure stock, surging 316% in 2026 by capitalizing on booming demand for AI servers. The company reported record quarterly revenue of $47 billion and received $60.9 billion in AI server orders with a $95 billion backlog. Dell expects AI server revenue to triple to $74 billion in fiscal 2027, positioning it to control 28% of the AI server market. Trading at 28x forward earnings, analysts project the stock could double to $1,037 by fiscal 2029.
09/07/2026, 12:03 PM • The Motley Fool
Why Intel Stock Climbed This Week
Intel stock rose over 7% this week following an analyst report highlighting the chipmaker's AI growth potential. As AI workloads shift from GPU-based model training to CPU-intensive agentic AI tasks, analyst Trip Chowdhry projects Intel's EPS could grow more than tenfold to $20 by 2031. Dell's recent earnings showing 122% revenue growth in its server segment, which relies on Intel CPUs, provides evidence this trend is already underway.
09/05/2026, 6:20 PM • The Motley Fool
Why Sandisk Stock Rallied Today
Sandisk stock surged 8.35% following Nvidia's $12.9 billion acquisition of Hugging Face, an open-source AI platform with 18 million users. The rally reflects investor confidence that Nvidia's expanded AI capabilities will drive demand for Sandisk's NAND flash memory chips, which are critical components in AI data centers. Dell's recent comments about memory constraints further supporting the outlook for memory chip demand.
09/04/2026, 11:16 AM • The Motley Fool
The global Data Center Solutions Market is projected to grow from USD 535.45 billion in 2026 to USD 1,336.55 billion by 2031, with a CAGR of 20.1%. Growth is driven by increasing demand for AI infrastructure, high-density computing, intelligent power systems, advanced cooling, and software-defined infrastructure. The software segment is the fastest-growing component at 24.7% CAGR, while Asia Pacific is the fastest-growing region.
09/03/2026, 10:00 AM • GlobeNewswire
Stock Market Midday, Sept. 1: Stocks Slide on Global Bond Sell-Off
U.S. stock markets declined midday on September 1, 2026, as a global bond sell-off pressured equities amid geopolitical tensions, rising oil prices, and inflation concerns. The S&P 500 fell 0.42%, the Nasdaq Composite dropped 0.69%, and the Dow Jones declined 0.42%. Rising Treasury yields and the prospect of a Federal Reserve rate hike weighed on investor sentiment, particularly impacting technology stocks. Communication and consumer defensive stocks led gains, while Apple rose on CEO succession news.
09/01/2026, 12:24 PM • The Motley Fool
Dell's Next Earnings Report on September 1 Could Send the Stock Soaring. Here's Why.
Dell Technologies is set to report fiscal 2027 Q2 earnings on September 1, with potential for significant stock movement. The company benefits from strong AI demand, evidenced by Nvidia's exceptional guidance and Super Micro Computer's raised revenue outlook. Bank of America analysts expect Dell to raise full-year AI server revenue guidance to $65 billion. However, the stock trades at elevated valuations and remains vulnerable to any signs of slowing AI demand.
08/31/2026, 10:32 AM • The Motley Fool
Prediction: Dell Technologies Stock Could Go Parabolic After Sept. 1. Here's Why.
Dell Technologies is positioned for strong earnings growth driven by surging AI infrastructure demand. The company achieved record Q1 revenue of $43.8 billion (88% YoY growth) and holds a record $51.3 billion AI server backlog. With hyperscalers like Meta and Microsoft spending heavily on data centers, Dell's Q2 earnings announcement on Sept. 1 could exceed guidance, potentially driving the stock higher.
08/27/2026, 11:15 AM • The Motley Fool
Why Super Micro Computer Rallied Today
Super Micro Computer's stock rallied 9.4% after Cisco announced a partnership to include Super Micro's liquid-cooled AI servers in its Secure AI Factory portfolio. This validation helps offset recent governance concerns and server-smuggling indictments involving Super Micro employees. The company trades at a significant discount to peers despite strong earnings and guidance.
08/25/2026, 4:11 PM • The Motley Fool
Peers
Statistics
MoreInformation as of 10/01/2026
Company Profile
Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) segments. The ISG segment provides modern and traditional storage solutions, including all-flash, purpose-built, hyper-converged infrastructure, software-defined storage, and general-purpose and AI-optimized servers. This segment also offers networking products and services comprising wide area network infrastructure, data center and edge networking switches, and cables and optics that help its business customers to transform and modernize their infrastructure and complementing its server and storage solutions; and software, peripherals, and services, including consulting and support, and deployment. The CSG segment provides notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, webcam and audio devices, and third-party software and peripherals; and configuration, and extended warranties services. The company is involved in originating, collecting, and servicing customer financing arrangements and offers payment and consumption solutions and services, such utility, subscription, as-a-service, leases, and loans, as well as fixed-term leases and loans. It serves enterprises, governmental agencies and other public institutions, educational institutions, healthcare organizations, small and medium-sized businesses, and consumers. The company has a strategic alliance with Rafay Systems for the development of AI infrastructure solutions. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in March 2013. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.
Key Executives
- Jeffrey W. Clarke
- Michael Saul Dell
- William F. Scannell
- Geraldine Tunnell
- Richard J. Rothberg
Current Ownership Distribution
- Mutual Funds10.3B (70.35%)
- Institutions4.2B (28.86%)
- Insiders114.8M (0.78%)
- Other0 (0.00%)