Why Dell Is My Latest Big AI Buy - Seeking Alpha

Sep 2, 2024 · Why Dell Is My Latest Big AI Buy. Sep. 02, 2024 5:00 PM ET Dell Technologies Inc. (DELL) Stock SMCI 14 Comments 5 Likes. Bradley Guichard. 9.79K Followers. ... Seeking …

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Why Dell Is The Stock To Own For The AI Computer Era

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Mar 29, 2024 · Dell’s management team reported shipping $1.5 billion of AI servers in the last two quarters and noted strong interest in AI servers. Beyond the AI servers, Dell is also launching …

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Dell Stock Jumps Nearly 20% On Revenue Beat Driven By AI …

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Feb 29, 2024 · The company's fourth-quarter revenue at $22.3 billion topped analysts' estimates, while net income at $1.16 billion was slightly below estimates compiled by Visible Alpha. Dell's …

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Dell Is Laser Focused On AI: Is It The Next Winner No One Talks …

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Sep 9, 2024 · Dell's latest results (for the second quarter of fiscal 2025, ended Aug. 2) saw $3.2 billion in revenue for AI-optimized servers, up 23% from the prior quarter.

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VRT, DELL, PLD: Which AI-Flavored Stock Is Best?

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May 14, 2024 · Dell stock is a Strong Buy, according to analysts, with 11 Buys, one Hold, and one Sell assigned in the past three months. The average DELL stock price target of $122.25 …

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FAQs about Why Dell Is My Latest Big AI Buy - Seeking Alpha Coupon?

Why is Dell a must-own stock for the AI computer era?

The post Why Dell Is the Stock to Own for the AI Computer Era appeared first on InvestorPlace. Dell Technologies (NYSE:DELL) stock is a must-own as sales of personal computers rebound and we enter the new age of computers driven by artificial intelligence. ...

Is Dell a good company to invest in artificial intelligence?

While Dell is in the early innings of the global PC sales recovery, the company is benefiting from huge demand for another part of its business, its artificial intelligence servers. The company announced in its latest earnings that its net income swelled 89% from the previous quarter to $1.16 billion, driven almost entirely by its AI server unit. ...

Will Dell gain share in the AI market?

Further adding to the AI hopes for Dell, Citi announced its bullish view on Dell’s potential to gain share in the AI market, and raised its price target from $125 to $170. According to the news, Citi said: ...

Is Dell's server/AI Business a good buy?

The potential of Dell's server/AI business could be far greater than the market anticipates. Dell's substantial growth prospects, profitability potential, discounted stock price, low valuation, and other factors have created a solid and secure long-term buying opportunity in Dell's stock. ...

Will Dell's AI sales continue to grow?

This suggests that Dell's AI sales have the potential to continue increasing, growing into a significant revenue stream in the future. This year's EPS should be around $7.75, and next year's consensus estimate is for EPS of about $9-10. Moreover, higher-end estimates range up to $10-12. ...

Why does Dell have a problem with AI?

The most immediate concern centers on supply chain dynamics, particularly regarding AI component availability. Dell's Q3 results highlighted this challenge as the company's AI server revenue of $2.9 billion was constrained by component supply, despite robust demand evidenced by their $4.5 billion backlog. ...