Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in shares of Dell Technologies Inc. (NYSE: DELL) by 34.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 82,158 shares of the technology company's stock after purchasing an additional

Dell Technologies is positioned to benefit from AI infrastructure growth, with the ISG segment driving double-digit revenue and order momentum. Despite muted stock performance, DELL's Q3 2026 saw record $27B revenue, 24% ISG growth, and robust AI server backlog, supporting a bullish outlook. Management guides for Q4 2026 revenue of $31–32B and EPS of $3.5, aligning with consensus and signaling sustained top- and bottom-line strength.

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Dell is transforming from a traditional hardware provider to a leading AI-infrastructure supplier, capturing significant market share in data-center AI-optimized servers. The ISG segment now drives growth, with servers and networking up 43% YoY, but current AI server sales are margin-dilutive due to high GPU costs. I expect a J-curve profitability scenario as Dell's installed base expands, shifting revenue mix toward high-margin services and recurring income.

Dell Technologies (DELL) shares rose about 2% on Thursday morning after Evercore added the tech giant to its Tactical Outperform list ahead of its next quarterl

Dell Technologies (DELL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

PNC Financial Services Group Inc. raised its holdings in shares of Dell Technologies Inc. (NYSE: DELL) by 8.1% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 77,849 shares of the technology company's stock after acquiring an additional 5,847 shares during

ROUND ROCK, Texas--(BUSINESS WIRE)--Dell Technologies (NYSE: DELL) announces that David Kennedy, chief financial officer, will present in a fireside chat at the following conference: Morgan Stanley Technology, Media & Telecom Conference – San Francisco, CA Wednesday, March 4, 2026 2:35 p.m. PT / 5:35 p.m. ET A live webcast and a replay of all conference webcasts will be available on Dell Technologies' Investor Relations page at investors.delltechnologies.com. About Dell Technologies Dell Te.

Super Micro Computer's AI-driven revenue surge, rack-scale expansion and lower valuation stack up against Dell's margin pressures in the AI server race.