Dell Technologies (DELL) Touted as Long-Term AI Winner With Earnings Upside [Yahoo! Finance]
Dell Technologies Inc. Class C (DELL)
Last dell technologies inc. class c earnings: 2/27 04:25 pm
Check Earnings Report
US:NASDAQ Investor Relations:
investors.delltechnologies.com/investor-overview
Company Research
Source: Yahoo! Finance
Apple, Dell, and HP Enterprise were all in focus on Tuesday as Bernstein noted that artificial intelligence should provide long-term benefits to the sector. “Although near-term concerns of an AI-bubble persist, we see significant upside in the long-term for IT hardware,” analysts at the firm wrote. “While there is a huge range of outcomes, we land at $1.3T for enterprise inference in the 2030 base case (67% 25-30E CAGR). We see model improvement as the key leading indicator, and caution hyperscale capex may be a lagging indicator. In addition to being positive on the long-term outlook, we believe the early-signs look healthy in the near-term, and net out positive on the theme.” Particularly for Dell, the firm noted that Dell is likely a long-term beneficiary from AI. AI servers should drive “significant” earnings and free cash flow growth. “We see Dell (O) as well positioned to drive significant EPS and FCF growth from AI servers…” Dell Technologies Inc. (NYSE:DELL) provides
Show less
Read more
Impact Snapshot
Event Time:
DELL
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
DELL alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
DELL alerts
High impacting Dell Technologies Inc. Class C news events
Weekly update
A roundup of the hottest topics
DELL
News
- Black Masterbatches Market Valuation to Surpass US$ 4,865.2 Million By 2035 | Astute Analytica [Yahoo! Finance]Yahoo! Finance
- Jim Cramer Says “Dell Can Fall” and Sees a Buying Opportunity [Yahoo! Finance]Yahoo! Finance
- Analysis-How AI boom is pressuring videogame console industry in race for memory chips [Yahoo! Finance]Yahoo! Finance
- Has Dell's AI Infrastructure Push Left Further Upside for Investors in 2025? [Yahoo! Finance]Yahoo! Finance
- Do it for Trump: Treasury pushes businesses, wealthy people to contribute to 'Trump Accounts' [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