Dell Technologies Inc.’s stock price soars to $133.26, marking a significant 5.83% increase

Dell Technologies Inc. (DELL)

133.26 USD +7.34 (+5.83%) Volume: 16.25M

Dell Technologies Inc.’s stock price soars to 133.26 USD, witnessing a significant trading session surge of +5.83% and a remarkable YTD increase of +9.27%, underpinned by a robust trading volume of 16.25M, showcasing the tech giant’s strong market performance.

Latest developments on Dell Technologies Inc.

Dell Technologies is making strategic moves in the AI server market, forecasting higher growth as its net income rises by 32% to $1.54 billion in Q3 FY 2026. Despite a recent downgrade to a ‘Hold’ rating by Aletheia Capital, Dell’s stock price is climbing after beating earnings estimates and reporting record revenue. The company’s focus on AI server demand has led to a surge in stock prices, with analysts predicting further growth in the coming year. Dell’s strong outlook and increasing AI server revenue have impressed investors, driving the stock price up and positioning the company for continued success in the tech market.

Dell Technologies Inc. on Smartkarma

Analysts on Smartkarma are bullish on Dell Technologies, with research reports highlighting the company’s strategic transformation towards AI infrastructure. Vincent Fernando, CFA, believes that Dell’s server business indicates a multi-year investment cycle in AI factory build-outs, recommending a long position on Dell. Similarly, Baptista Research points out Dell’s aggressive scaling of AI-optimized infrastructure, projecting significant growth in AI server sales. The company’s Infrastructure Solutions Group (ISG) saw a 44% revenue surge in Q2 FY2026, driven by soaring demand for AI servers.

In another report, Value Investors Club (VIC) notes that Dell’s ISG rebounded with a 29% revenue increase to $43.6 billion in FY2025, fueled by demand for AI-optimized servers and storage solutions. This growth trajectory aligns with Dell’s long-term outlook, with a focus on AI infrastructure driving revenue and EPS growth. Baptista Research also highlights Dell’s positive performance in the first quarter of fiscal year 2026, with revenue growth driven by robust performance in core markets like ISG and Client Solutions Group (CSG). Analysts remain optimistic about Dell’s position in the AI revolution and its potential for future growth.

A look at Dell Technologies Inc. Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

According to Smartkarma Smart Scores, Dell Technologies has a positive long-term outlook. With high scores in Dividend, Resilience, and Momentum, the company is positioned well for the future. The high Dividend score indicates that Dell is a strong contender for investors looking for stable returns. Additionally, the Resilience and Momentum scores suggest that the company is capable of weathering market uncertainties and maintaining a steady growth trajectory.

Dell Technologies Inc. is a provider of computer products such as laptops, desktops, tablets, servers, and networking products. With a strong presence in the market, the company’s overall outlook remains promising. The Growth score may not be as high as other factors, but the company’s diverse product offerings and global customer base position it well for continued success in the long term.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.

💡 Before it’s here, it’s on Smartkarma