Dell Technologies Inc (DELL)

Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) segments. The ISG segment provides modern and traditional storage solutions, including all-flash, purpose-built, hyper-converged infrastructure, software-defined storage, and general-purpose and AI-optimized servers. This segment also offers networking products and services comprising wide area network infrastructure, data center and edge networking switches, and cables and optics that help its business customers to transform and modernize their infrastructure and complementing its server and storage solutions; and software, peripherals, and services, including consulting and support, and deployment. The CSG segment provides notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, webcam and audio devices, and third-party software and peripherals; and configuration, and extended warranties services. The company is involved in originating, collecting, and servicing customer financing arrangements and offers payment and consumption solutions and services, such utility, subscription, as-a-service, leases, and loans, as well as fixed-term leases and loans. It serves enterprises, governmental agencies and other public institutions, educational institutions, healthcare organizations, small and medium-sized businesses, and consumers. The company has a strategic alliance with Rafay Systems for the development of AI infrastructure solutions. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in March 2013. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.

• 年次報告書（10-K）

  事業内容、財務実績、リスクをまとめた年次の概要。

  提出日: 2026-03-16

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• 四半期報告書（10-Q）

  直近3か月間の業績に関する最新情報。

  提出日: 2026-09-08

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• 臨時報告書（8-K）

  経営陣の交代や重要な発表など、大きな出来事に関するお知らせ。

  提出日: 2026-09-15

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• 15d agoPOSITIVE
  Perché il titolo Dell Technologies guadagna il 5% oggi?

  Dell Technologies Inc. shares surged over 5% on Wednesday following a significant upgrade to global server market forecasts by Goldman Sachs. The investment bank now projects the total server market to reach $1.5 trillion by 2030, with a 39% CAGR from 2025-2030. Crucially, the AI server segment is expected to hit $1.3 trillion by 2030, boasting a 46% CAGR. This optimistic outlook, driven by persistent demand for AI infrastructure, positions Dell favorably given its expanding market share in servers. Investors are reacting positively to the potential for accelerated growth fueled by the AI revolution.

• 17d agoNEGATIVE
  Le azioni Dell scendono per i timori sulla sicurezza dell'IA: è finita la corsa rialzista?

  Dell Technologies shares experienced a pre-market decline, falling to $550 from Friday's close of $567. This downturn is attributed to broader investor concerns surrounding Artificial Intelligence (AI) security, leading to a sell-off in tech stocks. Dell's performance mirrored that of other AI-focused companies, with Nvidia down 2.77% and Micron and SanDisk dropping over 5% in pre-market trading. Investors are reportedly taking profits, and persistent AI-related worries are impacting the sector. Despite some potential short-term catalysts, the current sentiment suggests a cautious outlook for Dell.

• 20d agoPOSITIVE
  Why Dell and HPE were the S&P 500’s top-performing stocks today

  Dell Technologies Inc. was among the top performers on the S&P 500 today, with its stock price surging. This positive momentum appears to be influenced by Oracle's recent earnings report, which provided an optimistic outlook for hardware suppliers. Investors are likely interpreting this as a signal of robust demand and potential for increased sales in the sector. However, the broader market sentiment and future performance may also be significantly shaped by the Federal Reserve's upcoming decisions on interest rates, introducing an element of caution for sustained gains.

• 22d agoPOSITIVE
  Il boom dei server per l'AI incorona Michael Dell: è la seconda fortuna del pianeta

  Michael Dell's net worth has surged, driven by the booming AI server market. His fortune increased by 2% in a single trading session, highlighting the significant financial gains associated with companies powering the artificial intelligence revolution. This surge underscores the market's strong demand for AI infrastructure and the substantial returns being generated for key players in the sector. Investors are closely watching the AI hardware space for continued growth opportunities.

• 22d agoPOSITIVE
  Azioni Dell a 52 settimane: l'IA spinge la crescita

  Dell Technologies Inc. shares surged 4.3% to a new 52-week high of $562.99 on Wednesday morning, driven by investor anticipation of CEO Michael Dell's appearance at the Goldman Sachs Communacopia + Technology Conference. This follows Dell's record second-quarter earnings and an upward revision of its full-year forecast, underscoring the market's focus on its burgeoning AI infrastructure business. The company reported Q2 FY2027 revenue of $46.97 billion, a substantial 58% year-over-year increase, with $60.9 billion in AI-related orders also noted. This performance highlights Dell's strategic positioning in the AI boom, attracting significant investor interest.

• 23d agoPOSITIVE
  Dell’s latest reinvention is here — and it reveals the AI boom happening ‘on-premise.’ The markets missed it 

  Dell Technologies reported another blowout quarter, signaling a significant AI boom occurring 'on-premise' that the market may have overlooked. This marks the company's latest reinvention, highlighting its adaptability and strategic positioning in the evolving tech landscape. The strong performance underscores Dell's ability to capitalize on emerging trends, particularly in AI infrastructure, suggesting robust future growth potential for investors. The company's resilience and innovative approach continue to drive value, reinforcing its market position.

• 29d agoPOSITIVE
  Le azioni Dell sembrano più forti che mai, ma una voce finanziaria va controtendenza

  Dell Technologies reported a stellar fiscal first quarter, with revenues surging 58% year-over-year to $47 billion and net income skyrocketing 255% to $4.13 billion. AI server revenue doubled to $16.4 billion, supported by $60.9 billion in orders and a $95 billion backlog. The company also raised its annual revenue guidance by $25 billion to $192 billion. While conventional free cash flow saw a 47% decline to $986 million, the overwhelming strength in revenue and AI-driven demand signals robust growth prospects, likely outweighing the cash flow dip for investors.

• 9/2/2026POSITIVE
  Dell shares rise as demand jumps for AI servers — here’s what Wall Street analysts are saying happens next

  Dell Technologies Inc. saw its shares climb following a surge in demand for its AI servers. Major financial institutions, including Morgan Stanley, Goldman Sachs, and Citigroup, have responded by increasing their price targets for the technology company. This positive analyst sentiment, coupled with strong demand for AI infrastructure, suggests a favorable outlook for Dell's future performance and market position. Investors are likely to view this as a strong indicator of continued growth and profitability in the high-demand AI sector.