Latest news with #PowerEdgeXE9680L
Yahoo
26-06-2025
- Business
- Yahoo
Will Dell's ISG Segment Benefit From Cloud Infrastructure Expansion?
Dell Technologies DELL is expanding its cloud services through its infrastructure solutions and rich partner base that provides essential hardware and services that support cloud environments. Through its APEX platform, the company provides multi-cloud solutions and advanced AI infrastructure, which have become key highlights of its on the strength of these offerings, in the first quarter of fiscal 2026, Infrastructure Solutions Group (ISG) revenues, which include its cloud offerings, increased 12% year over year to $10.31 billion. The upside can be attributed to servers and networking revenues of $6.32 billion, which grew 16% year over year, with demand strength across AI and traditional servers. This momentum is further bolstered by Dell's expanding portfolio of solutions. In March 2025, Dell partnered with Singapore's Institute of Technical Education to launch a hybrid cloud VDI Centre powered by Dell VxRail, aimed at closing the AI skills gap and enhancing digital learning through accessible, flexible, and scalable AI prospects remain strong, with AI expanding from major cloud service providers to large-scale enterprise deployments and edge computing with PCs. The company is benefiting from the strong demand for AI servers, which are driven by ongoing digital transformation and heightened interest in generative AI applications. Its PowerEdge XE9680L AI-optimized server is very much in demand. Strong enterprise demand for AI-optimized servers is aiding Dell. Dell is facing stiff competition in the growing cloud market against the likes of Microsoft MSFT and Alphabet is benefiting from strong demand for cloud and AI offerings. Microsoft Cloud revenues reached $42.4 billion, growing 21% year over year and 22% in constant currency in the third quarter of fiscal 2025. Azure, in particular, had strong demand, especially for AI services, which contributed significantly to the cloud's performance. In the reported quarter, Azure and other cloud services revenues grew 33% (up 35% in cc), including 16 points from AI is riding on strong cloud growth. Google Cloud is benefiting from accelerated growth across AI infrastructure, enterprise AI platform Vertex and strong adoption of Generative AI solutions. In first-quarter 2025, Alphabet's Google Cloud revenues increased 28.1% year over year to $12.26 billion. Google's growing investments in infrastructure, security, data management, analytics and AI are positive. DELL's shares have gained 4.9% year to date, outperforming the broader Zacks Computer & Technology sector's return of 3.7%. Image Source: Zacks Investment Research DELL stock is trading at a premium, with a forward 12-month Price/Sales of 0.77X compared with the Computer & Technology sector's 6.45X. DELL has a Value Score of B. Image Source: Zacks Investment Research The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings is pegged at $2.26 per share, which has increased 7.1% in the past 30 days. This indicates a year-over-year increase of 19.58%. Dell Technologies Inc. price-consensus-chart | Dell Technologies Inc. Quote The consensus mark for 2025 earnings is pegged at $9.43 per share, which increased 2.6% in the past 30 days. This suggests 15.85% year-over-year currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT) : Free Stock Analysis Report Dell Technologies Inc. (DELL) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
20-06-2025
- Business
- Yahoo
Should You Buy, Sell or Hold Dell Technologies Stock at P/S of 0.77X?
Dell Technologies DELL shares are cheap, as suggested by a Value Score of stock is trading at a significant discount with a forward 12-month P/S of 0.77X compared with the Computer and Technology sector's 6.36X. Image Source: Zacks Investment Research However, DELL's shares have risen 1.2% in the year-to-date period, underperforming the Zacks Computer and Technology sector's appreciation of 1.6%. The underperformance can be attributed to a challenging macroeconomic environment, along with stiff competition in the PC market from companies like HP and Lenovo. The broader PC market recovery is slower than expected, with customers delaying purchases to evaluate AI-enabled PCs and prepare for the Windows 10 end-of-life. A competitive pricing environment, especially in the CSG segment, has affected profitability. Additionally, investor sentiment has also soured amid rising trade tension, with additional tariffs raising fears of escalating costs. However, Dell Technologies' shares have outperformed the Zacks Computer - Micro Computers industry's decline of 20.9%. The outperformance can be attributed to DELL's expanding portfolio and rich partner base. Image Source: Zacks Investment Research DELL is benefiting from an expanding partner base that includes Lowe's Companies LOW, NVIDIA NVDA, Worley WOR, Microsoft, Meta Platforms, Advanced Micro Devices and Imbue. Dell Technologies recently partnered with Lowe's to enhance customer and associate experiences through advanced AI and PC technology. Using the Dell AI Factory with NVIDIA, Lowe's is optimizing inventory, improving asset protection, and enriching in-store service. Dell Technologies' advanced infrastructure and high-performance PCs support innovation, efficiency, and long-term growth across Lowe's more than 1,700 stores and May 2025, Dell Technologies announced major advancements across the Dell AI Factory with NVIDIA to accelerate enterprise AI adoption. These include next-generation PowerEdge servers, enhanced AI data platforms, integrated software solutions, and new managed services for streamlined AI March 2025, Dell Technologies and Worley announced a collaboration to develop secure AI solutions using the Dell AI Factory with NVIDIA. This partnership with Worley aims to enhance project delivery and innovation while ensuring data privacy and intellectual property protection. Dell Technologies' expanding portfolio has been a key catalyst. The company is benefiting from the strong demand for AI servers, which are driven by ongoing digital transformation and heightened interest in generative AI applications. Its PowerEdge XE9680L AI-optimized server is very much in demand. Strong enterprise demand for AI-optimized servers is aiding the fiscal first quarter of 2026, Dell Technologies' AI-optimized server momentum saw an increase of $12.1 billion in orders. The flagship PowerEdge XE9680 experienced strong demand, contributing to the momentum in the AI space. The company shipped $1.8 billion worth of AI servers in the fiscal first quarter, and the AI server backlog remained healthy at $14.4 PowerEdge supports the NVIDIA Blackwell Ultra platform, including the upcoming NVIDIA HGX B300 NVL16, NVIDIA GB300 NVL72 and NVIDIA RTX PRO 6000 Blackwell Server Edition. The new Dell PowerEdge XE8712 server features the GB200 NVL4 platform and supports up to 144 NVIDIA B200 GPUs per Dell IR7000 rack. These liquid-cooled systems are tailored for AI model training and complex HPC simulations. Dell Technologies' innovative portfolio, expanding partner base and growing AI footprint are major growth drivers. For the second quarter of fiscal 2026, revenues are expected to be between $28.5 billion and $29.5 billion, with the mid-point of $29 billion suggesting 16% year-over-year Zacks Consensus Estimate for Dell Technologies' second-quarter fiscal 2026 revenues is pegged at $29.09 billion, suggesting growth of 16.23% year over earnings are expected to be $2.25 per share (+/- 10 cents), indicating 15% growth at the mid-point. The Zacks Consensus Estimate for earnings is pegged at $2.26 per share, which has increased by 5.1% in the past 30 days. This indicates year-over-year growth of 19.58%. Dell Technologies Inc. price-consensus-chart | Dell Technologies Inc. Quote Dell Technologies benefits from rising demand for AI-optimized servers and an expanding partner network. Despite PC market challenges and macroeconomic headwinds, its innovation in AI infrastructure and positive earnings outlook support long-term stock currently sports a Zacks Rank #1 (Strong Buy) and has a Growth Score of B, a favorable combination that offers a strong investment opportunity, per the Zacks Proprietary methodology. You can see the complete list of today's Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Worthington Enterprises, Inc. (WOR) : Free Stock Analysis Report Lowe's Companies, Inc. (LOW) : Free Stock Analysis Report Dell Technologies Inc. (DELL) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
16-06-2025
- Business
- Yahoo
Is DELL's AI Server Strategy the Key to ISG Revenue Acceleration?
Dell Technologies DELL is benefiting from the strong demand for AI servers, which are driven by ongoing digital transformation and heightened interest in generative AI applications. Its PowerEdge XE9680L AI-optimized server is very much in demand. Strong enterprise demand for AI-optimized servers is aiding surge in AI server demand is clearly reflected in the company's financial performance. In the first quarter of fiscal 2026, Infrastructure Solutions Group (ISG) revenues increased 12% year over year to $10.31 billion. The upside can be attributed to servers and networking revenues of $6.32 billion, which grew 16% year over year, with demand strength across AI and traditional servers. In the fiscal first quarter of 2026, Dell Technologies' AI-optimized server momentum saw an increase of $12.1 billion in orders. The flagship PowerEdge XE9680 experienced strong demand, contributing to the momentum in the AI PowerEdge supports the NVIDIA Blackwell Ultra platform, including the upcoming NVIDIA HGX B300 NVL16, NVIDIA GB300 NVL72 and NVIDIA RTX PRO 6000 Blackwell Server Edition. The new Dell PowerEdge XE8712 server features the GB200 NVL4 platform and supports up to 144 NVIDIA B200 GPUs per Dell IR7000 rack. These liquid-cooled systems are tailored for AI model training and complex HPC company shipped $1.8 billion worth of AI servers in the fiscal first quarter, and the AI server backlog remained healthy at $14.4 billion. DELL is facing stiff competition in the server space against the likes of Hewlett Packard HPE and Super Micro Computer Packard is benefiting from robust demand for its AI-optimized servers, leading to significant revenue growth in its server segment. In the second quarter of fiscal 2025, Hewlett Packard server business grew 6% year over year, reaching $4.06 billion, mainly due to strong demand for its AI servers as well as growth in server systems. Super Micro Computer recently announced new air-cooled and liquid-cooled GPU solutions featuring AMD Instinct MI350 series GPUs, optimized for AI, cloud, and HPC workloads. These high-performance servers, built on Super Micro Computer's H14 platform with AMD EPYC 9005 CPUs, offer enhanced scalability, energy efficiency, and up to 288GB HBM3e per GPU. DELL's shares have lost 4.9% year to date, underperforming the broader Zacks Computer & Technology sector's return of 1.2%. Image Source: Zacks Investment Research DELL's stock is trading cheap, with a forward 12-month Price/Sales of 0.72X compared with the Computer & Technology sector's 6.33X. DELL has a Value Score of A. Image Source: Zacks Investment Research The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings is pegged at $2.26 per share, which has increased 11.5% in the past 30 days. This indicates a year-over-year increase of 19.58%. Dell Technologies Inc. price-consensus-chart | Dell Technologies Inc. Quote The consensus mark for 2025 earnings is pegged at $9.43 per share, which increased 6.91% in the past 30 days. This suggests 15.85% year-over-year currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dell Technologies Inc. (DELL) : Free Stock Analysis Report Super Micro Computer, Inc. (SMCI) : Free Stock Analysis Report Hewlett Packard Enterprise Company (HPE) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
13-05-2025
- Business
- Yahoo
Dell vs. Microsoft: Which Cloud Stock Is the Better Buy Now?
Dell Technologies DELL and Microsoft MSFT are major players in the cloud computing domain, offering infrastructure, software, and services to enterprise clients. DELL, through its infrastructure solutions and rich partner base, provides essential hardware and services that support cloud environments. Microsoft, with its Azure platform, offers a comprehensive suite of cloud services that includes AI and machine learning to the Grandview Research report, the global cloud computing market size was valued at $752.44 billion in 2024 and is expected to witness a CAGR of 20.4% from 2025 to 2030. Both DELL and MSFT are likely to gain from the massive growth opportunity highlighted by the growth DELL or MSFT — Which of these cloud stocks has the greater upside potential? Let's find out. DELL is expanding its cloud services through its APEX platform, offering multi-cloud solutions and AI the fourth quarter of fiscal 2025, Infrastructure Solutions Group (ISG) revenues, which include its cloud offerings, increased 22% year over year to $11.35 billion. The upside can be attributed to servers and networking revenues of $6.63 billion, which grew 37% year over year, driven by demand strength across both AI and traditional servers. Dell's AI prospects remain strong, with AI expanding from major cloud service providers to large-scale enterprise deployments and edge computing with PCs. Dell is benefiting from the strong demand for AI servers, which are driven by ongoing digital transformation and heightened interest in generative AI applications. Its PowerEdge XE9680L AI-optimized server is in high demand. Strong demand from enterprises for AI-optimized servers is driving growth for company's expanding portfolio has been noteworthy. In March 2025, Dell partnered with Singapore's Institute of Technical Education to launch a hybrid cloud VDI Centre powered by Dell VxRail, aimed at closing the AI skills gap and enhancing digital learning through accessible, flexible, and scalable infrastructure. Microsoft is benefiting from strong demand for cloud and AI offerings. Microsoft Cloud revenues reached $42.4 billion, growing 21% year over year and 22% in constant currency, in the third quarter of fiscal 2025. Azure, in particular, experienced strong demand, especially for AI services, which significantly contributed to the cloud's performance. In the fiscal third quarter, Azure and other cloud services revenues grew 33% (up 35% in cc), including 16 points from AI increasing demand across industries, with major customers like Abercrombie & Fitch, Coca-Cola, and ServiceNow expanding their use of Azure, has been a key catalyst. Microsoft remains the cloud of choice for customers' mission-critical VMware, SAP, and Oracle workloads, with more regional availability than any other company also expanded its footprint in its cloud offerings, including scaling data centers, optimizing hardware, and reducing costs in AI workloads. Key AI capabilities, including the Foundry platform, GitHub Copilot, and M365 Copilot, have driven increasing customer adoption, contributing to Microsoft's cloud and AI-driven growth. Year to Date, Dell Technologies shares have lost 11.4%, while Microsoft shares have gained 6.5%. The decline in Dell Technologies' shares is attributed to higher U.S. tariffs, particularly those imposed on China, and the associated risk of a recession. This factor has negatively impacted the company's outperformance of Microsoft can be attributed to the strength of its AI business and the adoption of Copilot, backed by accelerating growth in its Azure cloud infrastructure unit. Image Source: Zacks Investment Research Valuation-wise, DELL and MSFT's shares are currently overvalued, as suggested by a Value Score of C and D, terms of forward 12-month Price/Sales, DELL's shares are trading at 0.7X, lower than MSFT's 10.82X. Image Source: Zacks Investment Research The Zacks Consensus Estimate for DELL's fiscal 2026 earnings is pegged at $8.90 per share, which has declined 0.7% over the past 30 days. This indicates a 9.34% increase year over year. Dell Technologies Inc. price-consensus-chart | Dell Technologies Inc. Quote However, the Zacks Consensus Estimate for MSFT's fiscal 2025 earnings is pegged at $13.30 per share, which has increased 1.83% over the past 30 days. This indicates a 12.71% increase year over year. Microsoft Corporation price-consensus-chart | Microsoft Corporation Quote DELL and MSFT's earnings beat the Zacks Consensus Estimate in all the trailing four quarters. However, DELL's average surprise of 5.13% is lower than MSFT's surprise of 5.21%. While both Dell Technologies and Microsoft are well-positioned to benefit from the robust growth of the cloud computing market, Microsoft stands out as the stronger investment offers greater upside potential due to its strong AI-driven cloud growth with Azure, consistent earnings momentum, and expanding enterprise adoption. While Dell is making strides in AI infrastructure, its performance and growth prospects lag behind Microsoft in the cloud computing Microsoft has a Zacks Rank #2 (Buy), making the stock a stronger pick than Dell Technologies, which has a Zacks Rank #5 (Strong Sell).You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT) : Free Stock Analysis Report Dell Technologies Inc. (DELL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
