Dell Technologies: AI Demand Is Real, Margin Payoff Comes Later [Seeking Alpha]
Dell Technologies Inc. Class C (DELL)
Last dell technologies inc. class c earnings: 2/27 04:25 pm
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US:NASDAQ Investor Relations:
investors.delltechnologies.com/investor-overview
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Source: Seeking Alpha
DELL's AI server demand is robust, with a $12.3B order record and an $18.4B backlog, but shipment growth hinges on customer readiness. AI margins are currently mid-single digit and cyclical, with meaningful expansion likely delayed 2-3 quarters; adjacent storage and services should lift blended margins. Traditional server and PC segments provide revenue stability, while Dell's direct model and pricing flexibility help manage input cost inflation risks. ridvan_celik/E+ via Getty Images I have covered Dell Technologies ( DELL ) in May 2025 and October 2025 with varying degrees of success. My May thesis was around AI server exposure-led upside; I saw supportive valuations and also preempted an enterprise spending rebound. That call saw a This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself,
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DELL
News
- Stock Market Today, Jan. 16: Super Micro Computer Jumps on AI Server Demand After Taiwan Semiconductor Results [Yahoo! Finance]Yahoo! Finance
- ICMSP Could Drive Additional 100EB Of AI Storage [Forbes]Forbes
- DELL vs. CSCO: Which AI Infrastructure Stock Is the Better Buy Now? [Yahoo! Finance]Yahoo! Finance
- Dell Technologies (DELL) Is Considered a Good Investment by Brokers: Is That True? [Yahoo! Finance]Yahoo! Finance
- Dell Technologies (NYSE:DELL) was upgraded by analysts at Barclays PLC from a "mixed" rating to an "overweight" rating.MarketBeat
DELL
Earnings
- 11/25/25 - Beat
DELL
Sec Filings
- 1/16/26 - Form 4
- 12/11/25 - Form 4
- 12/9/25 - Form 144
- DELL's page on the SEC website