For Immediate Releases
Chicago, IL – November 10, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Dell Technologies DELL, Super Micro Computer SMCI, NVIDIA NVDA and Microsoft MSFT.
Here are highlights from Monday’s Analyst Blog:
Dell at 14.87x P/E Is Trading Dirt Cheap: Time to Buy the Stock?
Dell Technologies stock is trading at a significant discount, as suggested by the Value Score of A. In terms of the forward 12-month Price/Earnings, DELL is trading at 14.87X, lower than the Zacks Computer & Technology sector’s 29.15X. DELL is also trading cheap compared to its closest peer, including Super Micro Computer, which currently trades at a forward 12-month Price/Earnings of 16.53X.
DELL Valuation
The company’s shares have gained 29.5% in the year-to-date period, outperforming the broader ZacksComputer and Technology sector’s growth of 27.2%. The Zacks Computer - Micro Computers industry has increased 8.4% in the same time frame.
The outperformance can be attributed to Dell Technologies’ strong demand for AI servers, driven by ongoing digital transformation and heightened interest in generative AI applications.
The robust demand is also helping DELL to fend off its competitors, like Super Micro Computer, which is also expanding its footprint in the server space. Super Micro Computer is often the first to market with the latest AI servers, including systems built on NVIDIA’s B200 and GB200 platforms, giving it a strong edge.
DELL Benefits from Surging Demand for AI Servers
Dell Technologies’ leadership in AI-optimized servers is a key driver of growth. The company shipped $8.2 billion in AI servers in the second quarter of fiscal 2026. The AI-optimized server momentum saw a $5.6 billion increase in orders. The company’s AI backlog of $11.7 billion exiting the second quarter of fiscal 2026 and a growing opportunity pipeline further underscore the sustained demand for its solutions.
The company has achieved significant growth in AI-optimized server shipments, delivering $10 billion worth of these servers in the first half of fiscal 2026 alone. The company projects $20 billion in AI server shipments for fiscal 2026, highlighting its strong momentum in the AI infrastructure space.
Expanding its portfolio has been noteworthy. In September 2025, Dell Technologies introduced the Dell PowerEdge XR8720t, the industry’s first single-server solution for Open RAN and Cloud RAN, offering up to 72 cores, enhanced connectivity and AI-driven capabilities to boost performance and lower costs for telecom and edge deployments.
Further expanding its portfolio, in October 2025, Dell Technologies announced significant improvements to its AI Data Platform. This upgrade boosts its capability to transform distributed, isolated data into actionable AI insights.
The platform works with the NVIDIA AI Data Platform and includes high-performance storage and data engines, built-in cyber protection and data management services. These features aim to speed up AI tasks such as training, fine-tuning, Retrieval-Augmented Generation, and inferencing with better scalability and efficiency.
DELL Benefits from Expanding Clientele
DELL is benefiting from an expanding partner base that includes NVIDIA, Microsoft, Meta Platforms, Advanced Micro Devices and Imbue.
DELL recently announced a partnership with IREN to supply racks of NVIDIA GB300 GPUs and data center equipment. This will also support IREN’s new collaboration with Microsoft. Under this agreement, IREN will give Microsoft access to NVIDIA GPUs for five years across four data centers in Texas. This move will strengthen Microsoft’s AI infrastructure and meet the growing demand for improved AI computing.
Dell Technologies Offers Positive Q3 FY26 Guidance
Dell Technologies’ innovative portfolio, expanding partner base, and growing AI footprint are significant growth drivers.
For the third quarter of fiscal 2026, revenues are expected to be between $26.5 billion and $27.5 billion, with the mid-point of $27 billion suggesting 11% year-over-year growth.
The Zacks Consensus Estimate for Dell Technologies’ third-quarter fiscal 2026 revenues is pegged at $27.15 billion, suggesting growth of 11.43% year over year.
Non-GAAP earnings are expected to be $2.45 per share (+/- 10 cents), at the midpoint, indicating 11% growth year over year. The Zacks Consensus Estimate for earnings is pegged at $2.47 per share, which has decreased by a penny over the past 30 days. This indicates year-over-year growth of 14.88%.
Dell Technologies Inc. price-consensus-chart | Dell Technologies Inc. Quote
What Should Investors Do With DELL Stock?
Dell Technologies benefits from rising demand for AI-optimized servers and an expanding partner network. The company’s innovation in AI infrastructure and positive earnings outlook support long-term strength.
DELL stock currently carries a Zacks Rank #2 (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 (Strong Buy) stocks here.
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Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
https://www.zacks.com
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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The Zacks Analyst Blog Dell, Super Micro Computer, NVIDIA and Microsoft
For Immediate Releases
Chicago, IL – November 10, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Dell Technologies DELL, Super Micro Computer SMCI, NVIDIA NVDA and Microsoft MSFT.
Here are highlights from Monday’s Analyst Blog:
Dell at 14.87x P/E Is Trading Dirt Cheap: Time to Buy the Stock?
Dell Technologies stock is trading at a significant discount, as suggested by the Value Score of A. In terms of the forward 12-month Price/Earnings, DELL is trading at 14.87X, lower than the Zacks Computer & Technology sector’s 29.15X. DELL is also trading cheap compared to its closest peer, including Super Micro Computer, which currently trades at a forward 12-month Price/Earnings of 16.53X.
DELL Valuation
The company’s shares have gained 29.5% in the year-to-date period, outperforming the broader ZacksComputer and Technology sector’s growth of 27.2%. The Zacks Computer - Micro Computers industry has increased 8.4% in the same time frame.
The outperformance can be attributed to Dell Technologies’ strong demand for AI servers, driven by ongoing digital transformation and heightened interest in generative AI applications.
The robust demand is also helping DELL to fend off its competitors, like Super Micro Computer, which is also expanding its footprint in the server space. Super Micro Computer is often the first to market with the latest AI servers, including systems built on NVIDIA’s B200 and GB200 platforms, giving it a strong edge.
DELL Benefits from Surging Demand for AI Servers
Dell Technologies’ leadership in AI-optimized servers is a key driver of growth. The company shipped $8.2 billion in AI servers in the second quarter of fiscal 2026. The AI-optimized server momentum saw a $5.6 billion increase in orders. The company’s AI backlog of $11.7 billion exiting the second quarter of fiscal 2026 and a growing opportunity pipeline further underscore the sustained demand for its solutions.
The company has achieved significant growth in AI-optimized server shipments, delivering $10 billion worth of these servers in the first half of fiscal 2026 alone. The company projects $20 billion in AI server shipments for fiscal 2026, highlighting its strong momentum in the AI infrastructure space.
Expanding its portfolio has been noteworthy. In September 2025, Dell Technologies introduced the Dell PowerEdge XR8720t, the industry’s first single-server solution for Open RAN and Cloud RAN, offering up to 72 cores, enhanced connectivity and AI-driven capabilities to boost performance and lower costs for telecom and edge deployments.
Further expanding its portfolio, in October 2025, Dell Technologies announced significant improvements to its AI Data Platform. This upgrade boosts its capability to transform distributed, isolated data into actionable AI insights.
The platform works with the NVIDIA AI Data Platform and includes high-performance storage and data engines, built-in cyber protection and data management services. These features aim to speed up AI tasks such as training, fine-tuning, Retrieval-Augmented Generation, and inferencing with better scalability and efficiency.
DELL Benefits from Expanding Clientele
DELL is benefiting from an expanding partner base that includes NVIDIA, Microsoft, Meta Platforms, Advanced Micro Devices and Imbue.
DELL recently announced a partnership with IREN to supply racks of NVIDIA GB300 GPUs and data center equipment. This will also support IREN’s new collaboration with Microsoft. Under this agreement, IREN will give Microsoft access to NVIDIA GPUs for five years across four data centers in Texas. This move will strengthen Microsoft’s AI infrastructure and meet the growing demand for improved AI computing.
Dell Technologies Offers Positive Q3 FY26 Guidance
Dell Technologies’ innovative portfolio, expanding partner base, and growing AI footprint are significant growth drivers.
For the third quarter of fiscal 2026, revenues are expected to be between $26.5 billion and $27.5 billion, with the mid-point of $27 billion suggesting 11% year-over-year growth.
The Zacks Consensus Estimate for Dell Technologies’ third-quarter fiscal 2026 revenues is pegged at $27.15 billion, suggesting growth of 11.43% year over year.
Non-GAAP earnings are expected to be $2.45 per share (+/- 10 cents), at the midpoint, indicating 11% growth year over year. The Zacks Consensus Estimate for earnings is pegged at $2.47 per share, which has decreased by a penny over the past 30 days. This indicates year-over-year growth of 14.88%.
Dell Technologies Inc. price-consensus-chart | Dell Technologies Inc. Quote
What Should Investors Do With DELL Stock?
Dell Technologies benefits from rising demand for AI-optimized servers and an expanding partner network. The company’s innovation in AI infrastructure and positive earnings outlook support long-term strength.
DELL stock currently carries a Zacks Rank #2 (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 (Strong Buy) stocks here.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
https://www.zacks.com
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.