Analysts Boost Ratings and Targets as Dell's (DELL) AI Server Momentum Surges [Yahoo! Finance]
Dell Technologies Inc. Class C (DELL)
Last dell technologies inc. class c earnings: 2/27 04:25 pm
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Source: Yahoo! Finance
a $0.525 quarterly cash dividend payable on January 30, 2026, to shareholders of record as of January 20, 2026. Rose Carson/Shutterstock.com The company has increased its annual cash dividend by 18% in 2025 to $2.10, affirming its commitment to shareholder value. The dividend increase comes on the heels of the company's AI-optimized server revenue, which beat expectations, topping $5.6 billion. Analysts at Piper Sandler have already reiterated their Overweight rating amid stronger-than-expected momentum in AI servers. AI server orders have already totaled $12.3 billion, exceeding market expectations. Meanwhile, Mizuho raised its Dell price target to $175 from $170 on November 26, impressed by the company's increase in its fiscal 2026 AI server revenue forecast to $25 billion from $20 billion. Server revenue in January is expected to top $9.4 billion, above consensus estimates of between $5.3 billion and $6 billion. Dell's AI server pipeline is experiencing robust growth, with
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News
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- How the Narrative Surrounding Dell Has Shifted Amid AI Momentum and Margin Concerns [Yahoo! Finance]Yahoo! Finance
- Dell Technologies (NYSE:DELL) was downgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=DELL&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street MarketBeat
DELL
Earnings
- 11/25/25 - Beat
DELL
Sec Filings
- 12/11/25 - Form 4
- 12/9/25 - Form 144
- 12/9/25 - Form 10-Q
- DELL's page on the SEC website