DELL Dell Technologies Inc. Loading... : Bullish and Bearish Analyst Opinions
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12:57
Sep 02
Sep 02
Author explains Dell's PC slowdown due to memory price pass-through and enterprise.
Author explains Dell's PC slowdown due to memory price pass-through and enterprise prioritization, but offers no personal position or forward call.
LOW
12:19
Sep 02
Sep 02
US pre-market movers show Dell and GitLab surging on strong earnings and guidance.
US pre-market movers show Dell and GitLab surging on strong earnings and guidance, Uber cutting jobs, SIRI upgraded, Nvidia near acquisition, and Palo Alto reversing lower despite a beat.
12:16
Sep 02
Sep 02
Dell AI demand boosts sales forecast.
Dell raised its annual sales forecast by $25 billion on strong AI services demand and record server backlog, driving shares higher.
HIGH
11:49
Sep 02
Sep 02
Premarket movers show mixed Mag 7 performance with notable declines in Credo, EyePoint.
Premarket movers show mixed Mag 7 performance with notable declines in Credo, EyePoint, FuelCell, G-III, MongoDB, and Sprinklr, while Dell and GitLab surge on raised guidance and Knife River is cut to underweight by JPMorgan.
11:39
Sep 02
Sep 02
Dell flags broad supply-chain shortages
Dell disclosed broad supply-chain shortages, a raised revenue target, a $95B backlog, and AI-server margin pressure; no directional view stated.
LOW
11:31
Sep 02
Sep 02
Dell has AI server upside, growing.
Dell's results included a large revenue upside of about $25 billion this year, roughly 10% ahead of consensus, likely to carry into FY27-28; Dell is a big Nvidia partner and its server sales in both AI and traditional inference servers confirm the broader AI server environment is still growing strongly.
HIGH
11:26
Sep 02
Sep 02
Dell benefits from AI inference server demand.
Dell is well positioned for the shift from AI training to inference, with strong demand for regular CPU-based servers, its historic core business; this was reflected in a strong revenue forecast.
MED
10:00
Sep 02
Sep 02
Dell is "ripping" on its AI thesis while other AI-related stocks are falling. Dell is showing relative strength in the AI hardware sector, capturing capital rotation out of other struggling AI names. Go long DELL as a momentum play based on its relative outperformance in the AI sector. The broader market could drag it down if the "bull trap" materializes and the AI bubble deflates further.
LOW
09:32
Sep 02
Sep 02
Cramer gives positive but non-committal commentary on several tech names without stating any.
Cramer gives positive but non-committal commentary on several tech names without stating any current positions or forward calls, so all are watch.
LOW
09:07
Sep 02
Sep 02
Dell AI demand forecasts cited
Dell earnings cited for inference and power-demand forecasts; no directional view on DELL shares.
LOW
09:02
Sep 02
Sep 02
Author argues inference demand growth makes IREN's current $25M/MW contracts potentially.
Author argues inference demand growth makes IREN's current $25M/MW contracts potentially underpriced, framing his own position as early and bullish on future power competition.
LOW
07:12
Sep 02
Sep 02
Author hasn't followed Dell closely but notes the stock doesn't look bad.
Author hasn't followed Dell closely but notes the stock doesn't look bad, offering no directional view.
LOW
06:39
Sep 02
Sep 02
Dell beats on AI server demand.
Dell delivered a significant beat versus expectations for the second half of its fiscal year, with $25 billion upside 10-15% above prior expectations, driven by AI servers using Nvidia chips and a much more important traditional server cycle.
HIGH
06:16
Sep 02
Sep 02
Author relays a friend's positive anecdote about DELL's stock rise but expresses no personal.
Author relays a friend's positive anecdote about DELL's stock rise but expresses no personal position or forward-looking view.
LOW
06:15
Sep 02
Sep 02
Tech and AI demand still strong.
He remains a believer in tech and AI demand. He positioned in CRM before strong earnings, sees Oracle likely to rally, and points to Dell's AI server optimization adding about $7 billion in revenue as evidence this is real demand rather than an AI bubble.
HIGH
05:47
Sep 02
Sep 02
The author highlights Dell's strong revenue and AI server backlog as a system integrator.
The author highlights Dell's strong revenue and AI server backlog as a system integrator opportunity, but frames it as research rather than a personal position.
LOW
05:23
Sep 02
Sep 02
Dell AI server demand is strong.
Anthony Stevens says Dell's guidance increase of about $25 billion is spectacular, driven by AI server demand, with expenses as a percentage of sales dropping and growth re-accelerating. He argues the pure AI hardware story still looks great and is increasingly about better margins, reassuring Asian AI server supply chain players.
HIGH
05:11
Sep 02
Sep 02
The author quotes Dell's COO emphasizing persistent DRAM and NAND shortages.
The author quotes Dell's COO emphasizing persistent DRAM and NAND shortages, a factual supply constraint report without an explicit position or trade call.
LOW
03:26
Sep 02
Sep 02
Dell strength positive for server peers
Dell's strong earnings and after-hours surge are positive for server/hardware peers such as Supermicro and HP, but Park warns the read-across is too narrow to lift the entire semiconductor complex.
MED
03:00
Sep 02
Sep 02
Dell's record results confirm AI infrastructure demand.
Dell Technologies reported record earnings and jumped after hours because it is now making money from AI server rack assembly, not just PCs; the record result shows AI server rack demand and infrastructure investment are expanding even while macro fears pressure semiconductor shares.
HIGH
02:17
Sep 02
Sep 02
AI server makers have leveraged upside.
AI server demand is strong while memory supply is tight, leaving server and rack makers with large order backlogs. Companies at the tail end of the AI supply chain, including Dell, HP, Supermicro, and Lenovo, have bullwhip-effect leverage to the AI capex cycle, so their earnings and stock volatility are amplified. As long as the AI industry trend is not damaged, their uptrend should continue, though supply-chain changes are a key risk.
HIGH
02:16
Sep 02
Sep 02
Dell reports AI order growth and revenue.
Dell reports revenue up 58% and EPS up 203%, with $60.9B in AI server orders this quarter; management cites accelerating AI demand and supply constraints.
MED
01:37
Sep 02
Sep 02
Author cites Dell's AI demand as evidence for NBIS upside but hedges on macro timing.
Author cites Dell's AI demand as evidence for NBIS upside but hedges on macro timing, so it is a watch not a position.
LOW
00:33
Sep 02
Sep 02
Dell highlights supply shortages, author skeptical
Author sarcastically notes Dell's commentary about supply shortages, implying potential pricing/margin implications, but no explicit directional position is taken.
LOW
00:03
Sep 02
Sep 02
Author notes a correlation where Dell's success benefits SMCI.
Author notes a correlation where Dell's success benefits SMCI, but frames it as an FYI observation rather than a personal position or explicit trade call.
LOW
23:47
Sep 01
Sep 01
Dell's AI infrastructure demand is accelerating.
Dell reported a blowout quarter with 58% revenue growth and huge EPS upside; AI server demand is massive and broad-based, traditional server and storage are accelerating beyond GPUs, and the company is taking share while raising full-year guidance dramatically.
HIGH
23:40
Sep 01
Sep 01
Dell quarter strong but macro caps.
Dell reported one of the best quarters Cramer has seen and it should change people's minds about Dell, but macro may prevent it from igniting the whole market or the AI trade, so he is watching whether the positive reaction lasts through the day.
HIGH
23:25
Sep 01
Sep 01
Dell raises its annual sales forecast by $25 billion.
Dell raises its annual sales forecast by $25 billion, exceeding analyst estimates amid strong demand for AI servers.
22:48
Sep 01
Sep 01
DELL raises outlook on server surge
Dell raised FY guidance by $25B driven by surging server revenue. Factual fundamental event, no explicit directional stance from the speaker.
MED
22:44
Sep 01
Sep 01
Dell COO Jeff Clarke reports strong pipeline growth and projects AI inference tokens to grow.
Dell COO Jeff Clarke reports strong pipeline growth and projects AI inference tokens to grow 87x by 2030 with a trillion-dollar opportunity ahead.
About DELL Analyst Coverage
Buzzberg tracks DELL (Dell Technologies Inc.) across 98 sources. 136 bullish vs 5 bearish calls from 157 analysts. Sentiment: predominantly bullish (25%). 527 total trade ideas tracked. Past 7 days: 27 bullish, 1 bearish, 74 watch. Latest voices: finnstockinger, Newsquawk, Alice French.