Dell's Expanding AI Server Backlog and Upgraded Outlook Could Be A Game Changer For Dell Technologies (DELL) [Yahoo! Finance]
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: Yahoo! Finance
At the same time, insider stock sales, a stricter return-to-office mandate, and options market signals around the next earnings report underline both confidence and uncertainty surrounding Dell's evolving AI-focused business model. We'll now examine how Dell's expanding AI server backlog and upgraded long-term revenue outlook may influence its existing investment narrative. This technology could replace computers: discover 28 stocks that are working to make quantum computing a reality To own Dell Technologies, you need to believe its shift from legacy PCs to AI infrastructure and enterprise solutions can support the recently raised 7–9% long term revenue growth outlook. The latest news on AI server backlogs and options-implied volatility reinforces that the key near term catalyst remains execution in AI servers, while the biggest risk is still margin pressure from hardware-heavy growth, and this news does not materially change that balance. Among recent developments, Dell's s
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News
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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