Citi sees Dell stock recovery tied to robust AI pipeline and server ...

1 day ago  · The company expects the robust AI pipeline, momentum in server recovery, and storage, as well as an anticipated PC market recovery, to contribute to its growth.


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Dell Sees AI-server Boom Gain More Steam, But Overall Revenue …

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1 day ago  · Dell's pipeline for AI servers was up by 50% in the period, the company said. "AI is a robust opportunity for us with no signs of slowing down," Jeff Clarke, the company's vice …

morningstar.com

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Dell Shares Rise As AI Server Demand Boosts Results, Forecasts

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Aug 30, 2024  · (Reuters) — Shares of Dell Technologies rose 4% on Friday, after robust demand for its artificial intelligence-powered servers prompted the company to raise its full-year …

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Dell's Stock Gets A Boost As Earnings Show Huge Growth In AI …

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Aug 30, 2024  · See also: Why Apple's stock is now Citi's top AI pick - above Nvidia Dell's outlook calls for $2.00 in adjusted earnings per share in the fiscal third quarter, plus or minus 10 cents. …

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Dell Technologies Inc. (DELL) Q3 2025 Earnings Call Transcript

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We shipped $2.9 billion of AI servers in Q3, resulting in AI server backlog of $4.5 billion. Our five quarter pipeline grew more than 50% sequentially with growth across all customer types.

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Dell's Big Quarter, Fueled By Surge In AI-server Demand, Sends …

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Mar 1, 2024  · AI-server demand and a rebound in PC sales in late 2024 should lead to growth of 3% to 5% in fiscal 2025, Dell executives said. They forecast fiscal 2025 annual sales of $91 …

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Dell Technologies Price Target Lowered To $156 From $160 At Citi

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1 day ago  · However, the firm says Dell remains confident in continued growth drivers across all segments with a robust AI pipeline, mainstream server recovery gaining momentum coupled …

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Dell Technologies Inc. (DELL): Citi Lowers Price Target To $156 …

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However, Citi says Dell remains confident in continued growth drivers across all segments with a robust AI pipeline, mainstream server recovery gaining momentum, and a PC recovery taking …

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Dell Stock Sinks After Company Warns AI Spending 'will Not Be Linear'

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19 hours ago  · Dell Technologies stock sank as much as 12% early Wednesday after the company took a cautious approach to its forecast for investors while warning that AI growth …

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Dell Rallies On S&P 500, Citi Sees More Catalysts Ahead - Yahoo …

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Sep 9, 2024  · Shares of Dell Technologies (NYSE:DELL) jumped to 6.1% in pre-open trading on Monday, after the company announced its re-inclusion in the S&P 500 index, beginning …

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Earnings Call: Dell Sees Robust Growth In AI Server Market In Q3

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The 5-quarter AI pipeline has seen a sequential growth of over 50%, indicating a robust demand. Dell's strategic positioning focuses on its end-to-end AI solutions, which range from large-scale ...

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FAQs about Citi sees Dell stock recovery tied to robust AI pipeline and server ... Coupon?

Why did Dell stocks rise 6% in premarket trading?

REUTERS/Brendan McDermid/File Photo (Reuters) - Shares of Dell Technologies rose 6% in premarket trading on Friday, after robust demand for its artificial intelligence-powered servers propelled the company to raise its full-year earnings and revenue forecasts. ...

Why did Dell stock rise 4% on Friday?

(Reuters) — Shares of Dell Technologies (DELL) rose 4% on Friday, after robust demand for its artificial intelligence-powered servers prompted the company to raise its full-year earnings and revenue forecasts. ...

Is Dell a good company to invest in AI?

Dell’s earnings per share (EPS) and revenue both exceeded consensus by a significant margin, with AI servers as the standout sector. The company’s AI server orders surpassed expectations, and its pipeline for AI-related business appears to be robust, having increased substantially from the previous quarter. ...

Why is Dell reinvesting in critical infrastructure?

One of the key factors supporting this optimism is the anticipated recovery in general infrastructure demand, particularly for Dell’s enterprise hardware products. The company’s server and storage businesses are positioned to benefit as businesses start to reinvest in critical infrastructure. ...

Is Dell a good AI stock to buy?

However, Citi says Dell remains confident in continued growth drivers across all segments with a robust AI pipeline, mainstream server recovery gaining momentum, and a PC recovery taking hold. Overall DELL ranks 10th on our list of the AI stocks that you should not ignore. ...

Is Dell's AI pipeline a better representation of demand?

Sankar added that Dell's rising backlog and orders of AI servers worth an estimated $8 billion for the third quarter "are a better representation of actual demand," noting Dell's AI pipeline "now stands slightly below $20B." ...

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