How the Narrative Surrounding Dell Has Shifted Amid AI Momentum and Margin Concerns [Yahoo! Finance]
Dell Technologies Inc. Class C (DELL)
Last dell technologies inc. class c earnings: 2/27 04:25 pm
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investors.delltechnologies.com/investor-overview
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Source: Yahoo! Finance
While the discount rate has shifted only marginally and revenue growth projections remain close to 9.93%, the debate on how durable AI led momentum will be, and how it offsets rising component costs, is increasingly shaping the stock's narrative. Read on to see how you can track these evolving assumptions and stay ahead of future updates to Dell's story. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Dell Technologies. ?? Bullish Takeaways Most recent changes still skew positive, with UBS and BofA both retaining Buy ratings despite trimming targets to $167 and $160, respectively, signaling continued conviction that Dell can monetize AI infrastructure demand and manage memory cost pressures over time. Evercore ISI, Wells Fargo, Citi, Mizuho, Bernstein and Argus have all raised targets into the $170 to $200 range and keep Outperform, Overweight or Buy ratings, pointing to Dell's AI led growth, strong free cash
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DELL
News
- Will “Trump Accounts” Be Capitalism's Santa Claus? [Forbes]Forbes
- Why companies use Dell and Cohere to fast-track AI implementation [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- 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 increasing prices on surging demand for memory units, Business Insider says [Yahoo! Finance]Yahoo! Finance
- US TikTok investors in limbo as deal set to be delayed again [Yahoo! Finance]Yahoo! Finance
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