Dell Technologies Inc. DELL

Dell Technologies Inc. es un proveedor de soluciones de tecnología de la información. La empresa opera a través de segmentos, como el Grupo de Soluciones de Infraestructura (ISG) y el Grupo de Soluciones para Clientes (CSG). El segmento ISG permite la transformación digital de sus clientes a través de sus soluciones de multi-nube y big data, que se basan en una infraestructura de centro de datos. Las soluciones ISG están diseñadas para entornos de multi-nube y se mejoran para ejecutar cargas de trabajo nativas de la nube tanto en nubes públicas como privadas, así como cargas de trabajo tradicionales en las instalaciones. El segmento CSG incluye hardware y periféricos, así como software y periféricos de terceros. CSG también ofrece software, periféricos y servicios adjuntos, incluidos servicios de soporte y implementación, configuración y servicios de garantía extendida. Sus otros negocios consisten en productos y servicios que incluyen Secureworks, Virtustream y Boomi.

Con 2 acciones de DELL (USD 1.130,66) habrías recibido USD 3,58 en dividendos en los últimos 12 meses.

DELL separó parte de su negocio en una nueva empresa (spin-off) el 2 de noviembre de 2021. Sus accionistas recibieron acciones de la nueva compañía, y por eso el precio histórico de DELL está ajustado.

• Zacks Investment Research 2 oct

  This Top Computer and Technology Stock is a #1 (Strong Buy): Why It Should Be on Your Radar

  Dell Technologies (DELL) has been added to the Zacks Rank #1 (Strong Buy) list as of September 4, 2026. Nine analysts revised earnings estimates upward in the last 60 days, with the consensus estimate increasing to $26.09 per share. The company is expected to see 153.3% earnings growth and 72.4% revenue growth for the current fiscal year, with an average earnings surprise of 29%. DELL has outperformed the S&P 500 with a 4.9% gain over the past four weeks.

  

• Zacks Investment Research 1 oct

  Why Is Dell Technologies (DELL) Up 9.3% Since Last Earnings Report?

  Dell Technologies reported strong Q2 fiscal 2027 earnings, beating estimates with non-GAAP EPS of $7.04 and revenues surging 58% to $46.97 billion. AI server orders reached a record $60.9 billion with an AI backlog of $95 billion. The company raised its fiscal 2027 revenue guidance to $192 billion and EPS guidance to $25.50, with AI server revenues expected to reach $74 billion. Dell received a Zacks Rank #1 (Strong Buy) rating with upward estimate revisions.

  

• Zacks Investment Research 1 oct

  Penguin Solutions' AI Backlog Grows: Is Future Sales Taking Shape?

  Penguin Solutions (PENG) enters Q4 FY26 with strong AI-driven backlog as customer demand outpaces sales. Integrated Memory revenues surged 111% YoY to $275M, and the company raised FY26 net sales growth outlook to 22%. However, PENG faces intensifying competition from Super Micro Computer and Dell Technologies, both building substantial AI revenue visibility with record backlogs.

  

• Zacks Investment Research 1 oct

  Buy 3 AI-Powered Momentum Stocks for October After a Mixed September

  Three AI infrastructure companies—Dell Technologies, Quanta Services, and Forgent Power Solutions—are positioned for continued momentum in October following strong September performance. Dell reported 53% revenue growth with AI server revenue doubling to $16.4 billion and a $95 billion backlog. Quanta Services' backlog surged 49% year-over-year to $53.4 billion driven by AI data center demand. Forgent Power Solutions posted record bookings of $1.5 billion and a 3.3X book-to-bill ratio, with new AI lab and hyperscaler wins.

  

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