DELL

Dell Technologies Inc (DELL) | Rumor.io

Dell Technologies

DELL

Attention (50-day avg)0.34%

Attention rank (50-day avg)#46

Bullish sentiment (50-day avg)86%

Price to earnings ratio31.7

Market capitalization345.5B

Earnings per share17.2

Dividend yield (TTM)0.46%

Revenue (annual)113.5B

Net income (annual)5.9B

Social

What share of all stock conversation is about DELL?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.11% +0.08	0.1% -0.07	0.46% +0.28	0.15% +0.09

Sep 29

Dell Technologies raised its full year revenue guidance by $25 billion, with its AI server backlog reaching $95 billion, and analysts are optimistic about the company's growth prospects, with some even raising their price targets.
Despite the recent surge, some analysts and investors are cautioning that the stock's price may be overvalued, and that the company's growth is not yet sustainable, with risks including rising costs and customer concentration.
The AI server backlog is a key driver of Dell's growth, but some analysts are warning that the company's ability to deliver on these orders may be impacted by supply chain constraints and other factors.

Generated by AI

Sentiment

Of the messages about DELL that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	99.84% +10.95	94.18% +8.71	86.34% +5.77	87.17% +29.43
Bearish	0.16% -10.95	5.82% -8.71	13.66% -5.77	12.83% -29.43

Bullish· Sep 29

Dell Technologies is expected to see a significant increase in its second-half orders, which could offer context on the company's upside potential for 2027 AI forecasts.
The company's AI server backlog has reached $95 billion, and its second-half orders could be influenced by the growing demand for AI CPUs and the potential for higher margins.
Analysts have raised the price target for Dell Technologies to $550 from $500, citing the company's strong backlog and potential for higher margins, but also noting risks such as memory constraints.

Bearish· Sep 25

The bearish sentiment is fueled by the belief that the asset is overvalued due to excessive debt and a lack of underlying assets to support its value.
The market's current state is seen as unsustainable, with a high likelihood of a crash or significant downturn, particularly if liquidity dries up.
The company's future is predicted to be bleak, with a "rude awakening" or "hard times" on the horizon, likely due to the actions of its management or the broader market conditions.

Generated by AI

Topics

Of the messages about DELL that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	28.27%	11.8%	44.9%	19.75%
Macro	28.17%	28.76%	25.28%	41.33%
Technical Analysis	14.96%	32.04%	4.79%	5.58%
Announcements	0.38%	1.69%	0.93%	17.59%
Analysts	28.22%	25.7%	24.09%	11.64%
Controversies	0%	0%	0%	4.1%

Earnings· Sep 3

Dell's Q2 revenue surged 58% year-over-year to $47B, with AI server revenue doubling to $16.4B, and the company raised its FY27 revenue guidance to $192B.
The stock rose 15.8% to $492.20 after the earnings report, with analysts praising the company's strong results and guidance.
Dell's earnings and profit margins are improving, with a record $47B quarter and a $95B AI-server backlog, despite concerns about free cash flow falling 47% to $986m.

Analysts· Sep 11

Dell Technologies stock rose 10% after RBC Capital Markets initiated coverage with an outperform rating and a price target of $640.
The stock's price surge is driven by an AI infrastructure spending boom, with a record-breaking $95 billion backlog and a fresh $640 price target from Wall Street.
RBC analysts believe Dell is well-positioned as a primary beneficiary of the global IT spending environment, with AI infrastructure demand driving accelerated growth, and expect the stock to have 25% upside.

Announcements· Sep 2

Dell Technologies delivered a strong Q2 performance, with revenue and adjusted EPS beating estimates as demand for AI servers accelerated, driven by record $60.9B AI server orders and a massive $95B backlog.
The company raised its fiscal 2027 outlook, projecting $192B in revenue, up from $167B, with adjusted EPS expected at $25.50, and expects AI to account for 75% of data-center demand by the end of the decade, representing a potential $1 trillion opportunity.
Major brokerages have raised their price targets for Dell Technologies, including BofA, Piper Sandler, Barclays, and Mizuho, citing strong demand for AI infrastructure and Dell's ability to outpace supply, creating a solid pricing environment.

Controversies· Mar 20

The US authorities filed criminal charges against Super Micro Computer co-founder Yih-Shyan "Wally" Liaw for illegally diverting Nvidia-powered servers to China in violation of export controls.
Prosecutors allege that Liaw and associates routed AI technology through a Southeast Asian company, knowing it would ultimately be shipped to China, potentially benefiting Dell in the long term.
Super Micro shares dropped over 25% premarket following the announcement, while Dell Technologies rose Friday, as the reputational damage to Super Micro could heighten long-term market share risks.

Macro· Sep 3

Dell Technologies reported record Q2 FY2027 earnings, with revenue reaching $46,971m, up 58% year over year, and non-GAAP EPS $7.04, up 203%.
The company's AI server business is driving its growth, with a record $60.9 billion in AI-server orders and a $95 billion AI backlog, which is roughly 84% of last year's total company revenue.
Nvidia's stock rose 3.2% after Dell's earnings report, as the results support Nvidia's expectations for stronger non-hyperscaler growth and ease concerns that a small group of cloud giants is driving most AI hardware demand.

Technical Analysis· Sep 12

$DELL has broken out from a bull flag pattern, retesting and ascending above the previous high to make a new ATH, with a strong technical analysis suggesting a bullish trend.
The stock's 1-hour chart shows a clean bullish setup, with aligned EMA structure, room for RSI to rise before overbought, positive MACD, and untested Bollinger bands, with caution flags being a bearish divergence and a potential double top.
$DELL is sitting at a decision point, with risk/reward dependent on the trend of AI server demand, and the stock's reaction to this point will determine the direction of the trend, with downside tied to margin pressure and upside tied to the enterprise refresh cycle.

Generated by AI

Community

Of the messages about DELL, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	34.9%	33.57%	40.11%	28.2%
Newcomers	65.1%	66.43%	59.89%	71.8%

Regulars· Sep 29

The regulars are expecting $DELL to reach $600-$610, with some considering $700 a stretch, and believe AI backlog and buybacks will help the stock.
The recent price target raise to $550 from $500 by TD Cowen analyst Krish Sankar is seen as a positive, but the firm also notes 2027 memory constraints as a risk.
The regulars are focused on the AI server backlog as a promise of future quarters, and some are questioning the assumption that the backlog will convert on its own schedule.

Newcomers· Sep 28

Many newcomers are discussing the significant price surge of Dell stock, with some mentioning a 346% increase since Trump's public endorsement.
Some users are speculating about the potential for further price growth, with one user asking if they should hold onto their Dell stock.
Others are discussing the potential for insider trading or corruption, with one user suggesting that Trump's purchase of Dell stock may have been an attempt to influence the market.

Generated by AI

News

What Does Dell Technologies (DELL) XPS Googlebook Launch Mean For Its AI Push?

11h agoYahoo Finance

Dell in focus as Susquehanna says inferencing can be a 'tailwind' for server revenue (DELL:NYSE)

Dell (DELL) gets a boost as Susquehanna says AI inferencing will lift traditional server revenue into FY29.

19h agoSeeking Alpha

Dell's Rally Isn't Over Yet (NYSE:DELL)

20h agoSeeking Alpha

TD Cowen raises Dell stock price target to $550 on AI server backlog

21h agoInvesting.com

Dell’s $95B AI Server Backlog Puts 2027 Upside In Focus — TD Cowen Flags Memory Constraints Risk

The firm sees a richer mix of AI central processing unit racks as positive for margins.

22h agoYahoo Finance

Michael Dell jumped past Zuckerberg and Brin to No. 4 richest: his fortune rose more than $11 billion in a day to $276.4 billion as Dell Technologies stock climbed 6% to $570.72 on a $95 billion AI server backlog

23h agothestreet.com

Also Discussed

Investors talking about DELL also mention

#	Name	Attention
1	Hewlett Packard Enterprise CompanyHPE	0.03%-0.03
2	VMW - VMware, Inc.	——
3	Super Micro Computer Inc.SMCI	0.1%+0
4	HP Inc.HPQ	0%-0.01
5	NetApp Inc.NTAP	0.03%+0.03
6	MongoDB, Inc. Class A Common StockMDB	0.04%-0.32
7	International Business Machines CorporationIBM	0%-0.01
8	Cisco Systems, Inc.CSCO	0.02%-0.02
9	Taiwan Semiconductor Manufacturing Co. Ltd. ADRTSM	0.15%-0.09
10	Micron Technology Inc.MU	17.5%+10.14

Dell Technologies Inc

Technology
Computer Hardware

Dell Technologies Inc. Class C Common Stock represents ownership in Dell Technologies, a global technology company focused on personal computing and enterprise IT infrastructure. The company designs, manufactures, and sells a broad range of products and services for consumers, businesses, and public-sector organizations. Its offerings include notebooks, desktops, workstations, monitors, and peripherals, alongside servers, storage systems, networking equipment, and related software. Dell Technologies also provides infrastructure solutions, IT services, deployment support, and financing options that help customers manage and modernize their technology environments. The company serves a wide mix of industries, including commercial, government, education, and data-center markets, making it an important participant in the global hardware and enterprise solutions landscape.

Website

Location

One Dell Way

Round Rock, TX, 78682

United States

Social

What share of all stock conversation is about DELL?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.11% +0.08	0.1% -0.07	0.46% +0.28	0.15% +0.09

Sep 29

Dell Technologies raised its full year revenue guidance by $25 billion, with its AI server backlog reaching $95 billion, and analysts are optimistic about the company's growth prospects, with some even raising their price targets.
Despite the recent surge, some analysts and investors are cautioning that the stock's price may be overvalued, and that the company's growth is not yet sustainable, with risks including rising costs and customer concentration.
The AI server backlog is a key driver of Dell's growth, but some analysts are warning that the company's ability to deliver on these orders may be impacted by supply chain constraints and other factors.

Generated by AI

Sentiment

Of the messages about DELL that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	99.84% +10.95	94.18% +8.71	86.34% +5.77	87.17% +29.43
Bearish	0.16% -10.95	5.82% -8.71	13.66% -5.77	12.83% -29.43

Bullish· Sep 29

Dell Technologies is expected to see a significant increase in its second-half orders, which could offer context on the company's upside potential for 2027 AI forecasts.
The company's AI server backlog has reached $95 billion, and its second-half orders could be influenced by the growing demand for AI CPUs and the potential for higher margins.
Analysts have raised the price target for Dell Technologies to $550 from $500, citing the company's strong backlog and potential for higher margins, but also noting risks such as memory constraints.

Bearish· Sep 25

The bearish sentiment is fueled by the belief that the asset is overvalued due to excessive debt and a lack of underlying assets to support its value.
The market's current state is seen as unsustainable, with a high likelihood of a crash or significant downturn, particularly if liquidity dries up.
The company's future is predicted to be bleak, with a "rude awakening" or "hard times" on the horizon, likely due to the actions of its management or the broader market conditions.

Generated by AI

Topics

Of the messages about DELL that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	28.27%	11.8%	44.9%	19.75%
Macro	28.17%	28.76%	25.28%	41.33%
Technical Analysis	14.96%	32.04%	4.79%	5.58%
Announcements	0.38%	1.69%	0.93%	17.59%
Analysts	28.22%	25.7%	24.09%	11.64%
Controversies	0%	0%	0%	4.1%

Earnings· Sep 3

Dell's Q2 revenue surged 58% year-over-year to $47B, with AI server revenue doubling to $16.4B, and the company raised its FY27 revenue guidance to $192B.
The stock rose 15.8% to $492.20 after the earnings report, with analysts praising the company's strong results and guidance.
Dell's earnings and profit margins are improving, with a record $47B quarter and a $95B AI-server backlog, despite concerns about free cash flow falling 47% to $986m.

Analysts· Sep 11

Dell Technologies stock rose 10% after RBC Capital Markets initiated coverage with an outperform rating and a price target of $640.
The stock's price surge is driven by an AI infrastructure spending boom, with a record-breaking $95 billion backlog and a fresh $640 price target from Wall Street.
RBC analysts believe Dell is well-positioned as a primary beneficiary of the global IT spending environment, with AI infrastructure demand driving accelerated growth, and expect the stock to have 25% upside.

Announcements· Sep 2

Dell Technologies delivered a strong Q2 performance, with revenue and adjusted EPS beating estimates as demand for AI servers accelerated, driven by record $60.9B AI server orders and a massive $95B backlog.
The company raised its fiscal 2027 outlook, projecting $192B in revenue, up from $167B, with adjusted EPS expected at $25.50, and expects AI to account for 75% of data-center demand by the end of the decade, representing a potential $1 trillion opportunity.
Major brokerages have raised their price targets for Dell Technologies, including BofA, Piper Sandler, Barclays, and Mizuho, citing strong demand for AI infrastructure and Dell's ability to outpace supply, creating a solid pricing environment.

Controversies· Mar 20

The US authorities filed criminal charges against Super Micro Computer co-founder Yih-Shyan "Wally" Liaw for illegally diverting Nvidia-powered servers to China in violation of export controls.
Prosecutors allege that Liaw and associates routed AI technology through a Southeast Asian company, knowing it would ultimately be shipped to China, potentially benefiting Dell in the long term.
Super Micro shares dropped over 25% premarket following the announcement, while Dell Technologies rose Friday, as the reputational damage to Super Micro could heighten long-term market share risks.

Macro· Sep 3

Dell Technologies reported record Q2 FY2027 earnings, with revenue reaching $46,971m, up 58% year over year, and non-GAAP EPS $7.04, up 203%.
The company's AI server business is driving its growth, with a record $60.9 billion in AI-server orders and a $95 billion AI backlog, which is roughly 84% of last year's total company revenue.
Nvidia's stock rose 3.2% after Dell's earnings report, as the results support Nvidia's expectations for stronger non-hyperscaler growth and ease concerns that a small group of cloud giants is driving most AI hardware demand.

Technical Analysis· Sep 12

$DELL has broken out from a bull flag pattern, retesting and ascending above the previous high to make a new ATH, with a strong technical analysis suggesting a bullish trend.
The stock's 1-hour chart shows a clean bullish setup, with aligned EMA structure, room for RSI to rise before overbought, positive MACD, and untested Bollinger bands, with caution flags being a bearish divergence and a potential double top.
$DELL is sitting at a decision point, with risk/reward dependent on the trend of AI server demand, and the stock's reaction to this point will determine the direction of the trend, with downside tied to margin pressure and upside tied to the enterprise refresh cycle.

Generated by AI

Community

Of the messages about DELL, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	34.9%	33.57%	40.11%	28.2%
Newcomers	65.1%	66.43%	59.89%	71.8%

Regulars· Sep 29

The regulars are expecting $DELL to reach $600-$610, with some considering $700 a stretch, and believe AI backlog and buybacks will help the stock.
The recent price target raise to $550 from $500 by TD Cowen analyst Krish Sankar is seen as a positive, but the firm also notes 2027 memory constraints as a risk.
The regulars are focused on the AI server backlog as a promise of future quarters, and some are questioning the assumption that the backlog will convert on its own schedule.

Newcomers· Sep 28

Many newcomers are discussing the significant price surge of Dell stock, with some mentioning a 346% increase since Trump's public endorsement.
Some users are speculating about the potential for further price growth, with one user asking if they should hold onto their Dell stock.
Others are discussing the potential for insider trading or corruption, with one user suggesting that Trump's purchase of Dell stock may have been an attempt to influence the market.

Generated by AI

Dell Technologies

Social

Sep 29

Bullish· Sep 29

Bearish· Sep 25

Earnings· Sep 3

Analysts· Sep 11

Announcements· Sep 2

Controversies· Mar 20

Macro· Sep 3

Technical Analysis· Sep 12

Regulars· Sep 29

Newcomers· Sep 28

What Does Dell Technologies (DELL) XPS Googlebook Launch Mean For Its AI Push?

Dell in focus as Susquehanna says inferencing can be a 'tailwind' for server revenue (DELL:NYSE)

Dell's Rally Isn't Over Yet (NYSE:DELL)

TD Cowen raises Dell stock price target to $550 on AI server backlog

Dell’s $95B AI Server Backlog Puts 2027 Upside In Focus — TD Cowen Flags Memory Constraints Risk

Michael Dell jumped past Zuckerberg and Brin to No. 4 richest: his fortune rose more than $11 billion in a day to $276.4 billion as Dell Technologies stock climbed 6% to $570.72 on a $95 billion AI server backlog

Also Discussed

Dell Technologies Inc

Company Information

Location

What Does Dell Technologies (DELL) XPS Googlebook Launch Mean For Its AI Push?

Dell in focus as Susquehanna says inferencing can be a 'tailwind' for server revenue (DELL:NYSE)

Dell's Rally Isn't Over Yet (NYSE:DELL)

TD Cowen raises Dell stock price target to $550 on AI server backlog

Dell’s $95B AI Server Backlog Puts 2027 Upside In Focus — TD Cowen Flags Memory Constraints Risk

Michael Dell jumped past Zuckerberg and Brin to No. 4 richest: his fortune rose more than $11 billion in a day to $276.4 billion as Dell Technologies stock climbed 6% to $570.72 on a $95 billion AI server backlog

Also Discussed

Social

Sep 29

Bullish· Sep 29

Bearish· Sep 25

Earnings· Sep 3

Analysts· Sep 11

Announcements· Sep 2

Controversies· Mar 20

Macro· Sep 3

Technical Analysis· Sep 12

Regulars· Sep 29

Newcomers· Sep 28