Latest news with #PowerEdge
Yahoo
2 days ago
- 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
6 days ago
- 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
Techday NZ
27-05-2025
- Business
- Techday NZ
Exclusive: How Dell's infrastructure promises simplified data centres
Dell Technologies is championing a brand new era of data centre architecture built on disaggregated infrastructure, a strategy designed to offer enterprises the best of both flexibility and simplicity as they navigate ever more complex IT environments. For years, organisations have faced a trade-off between flexible, modular systems and the simplified management of consolidated, hyper-converged infrastructure. Alyson Langon, Director of Product Marketing for Multicloud and as-a-Service at Dell, says the industry is now seeing "a convergence of the two approaches." "Historically, three-tier architecture gave a lot of flexibility, you could mix and match storage, compute and networking, and scale resources independently. But it came with complexity, requiring different teams and lots of management overhead," she explained during an interview at Dell Technologies World in Las Vegas. The alternative, hyper-converged infrastructure (HCI), bundled everything into a single platform. "There's a ton of simplicity in that, especially with lifecycle management and automation built in," Langon said. However, this simplicity comes at the cost of vendor lock-in and limited flexibility. "You can't scale resources independently and you're locked into a single software stack," she added. A hybrid approach emerges Now, spurred by the dual drivers of artificial intelligence workloads and shifts in the hypervisor market, disaggregated infrastructure has come to the fore. "Disaggregated infrastructure is about combining the best of both worlds - flexibility meets simplicity," Langon explained. "It allows you to scale resources independently, as in traditional three-tier, but with added automation and simplicity via software. We're building more automation and observability into infrastructure over time." Dell's strategy is centred around its recently announced Dell Private Cloud and the Dell Automation Platform. These allow organisations to use Dell's flagship storage and compute technologies - such as PowerStore storage and PowerEdge servers, while benefiting from advanced software automation. "What differentiates us is the intrinsic security, deduplication, compression and software-driven automation built into both the hardware and software. The Dell Automation Platform takes this a step further, delivering full stack lifecycle management that traditionally wasn't available in a three-tier setup," Langon said. The result is an infrastructure stack that is easier to manage and more efficient to deploy. "We're automating a lot of tasks, so managing the stack is much more simplified," she added. Flexible procurement and customer choice Crucially, Dell's private cloud offering is designed to be flexible not just in its architecture, but also in how it is consumed. Langon noted, "Apex is about flexible consumption, pay-as-you-go and managed services delivered as an OPEX model. With Dell Private Cloud, the underlying infrastructure can be consumed as a service through an Apex subscription, but it can also be purchased as CAPEX. You have that flexibility in how you procure the underlying hardware." This flexibility extends to software choices as well. Enterprises are increasingly seeking a multi-hypervisor strategy, particularly in light of industry shifts and the need for investment protection. "One of the key benefits of Dell Private Cloud, in addition to the simplicity and automation, is the freedom to bring your own cloud OS licences and choose your software stack," Langon said. "You're not locked in. We'll have blueprints for VMware, Red Hat OpenShift, Nutanix AHV and more, so customers can choose their preferred hypervisors." That also means underlying hardware can be reused or repurposed as business needs change. "If you want to deploy VMs today and then move to containers with Red Hat tomorrow, you can use the same hardware. Decommission and redeploy a new software blueprint—it's investment protection for customers wanting the flexibility to change their virtualisation strategy," she said. Automation and security at the core The push towards software-driven automation is a key pillar of Dell's disaggregated infrastructure. The company claims that with its automation platform, provisioning a private cloud stack now takes 90% fewer steps than manual processes, with clusters deployable in just two and a half hours. Alongside this, Dell is continuing to invest in cyber resilience and data protection, with enhancements to storage platforms and automated ransomware detection now featuring as part of its modern data centre portfolio. Langon sees this as a response to a rapidly changing landscape. "There's an increase in customers looking for multi-hypervisor strategies, but also a need for modern automation and security. We're responding by making these capabilities intrinsic to our infrastructure, not just bolt-ons," she said. A platform for innovation While Langon does not directly oversee Dell's AI solutions, she recognises the role that disaggregated infrastructure plays in enabling next-generation workloads. "We are looking to extend the capabilities of our automation platform to be able to do more with AI solutions, to help organisations scale and simplify, and build more automation in how they stand up those types of things," she explained. She is optimistic about what lies ahead, both for Dell and the broader industry. "We're at a really interesting time right now. There's so much opportunity with AI, and it's going to start permeating everything that we do. Looking forward, I'm excited to see how we continue to simplify things for customers and help them take on these new challenges," she said.
Yahoo
21-05-2025
- Business
- Yahoo
DELL Surges 37% in a Month: Should You Buy the Stock Now or Wait?
Dell Technologies DELL shares have surged 36.6% over the past month, outperforming the Zacks Computer and Technology sector's appreciation of 18.8% and the Zacks Computer - Micro Computers industry's growth of 4.3%. The outperformance can be attributed to DELL's expanding portfolio and rich partner base. The company, through its infrastructure solutions, provides essential hardware and services that support cloud environments. DELL is transforming modern data centers with disaggregated infrastructure solutions that integrate storage, cyber resilience, software, and the evolving demands of on-premises, cloud, and edge environments, DELL empowers organizations to efficiently manage and secure workloads with advanced storage systems like Power Protect Data Domain and PowerScale, enhanced by AI-driven ransomware detection. Its automated Private Cloud and NativeEdge offerings streamline deployment and management, enabling faster provisioning and consistent control across diverse infrastructures. DELL's comprehensive approach ensures modern data centers are agile, secure, and ready for future challenges. Image Source: Zacks Investment Research Dell Technologies' expanding portfolio has been a key catalyst. The company has added major upgrades to its AI Factory, introducing energy-efficient infrastructure and advanced cooling solutions. These updates aim to simplify and accelerate enterprise AI deployments across edge, data center, and cloud Technologies is benefiting from strong demand for AI servers, driven by ongoing digital transformation and heightened interest in generative AI applications. In the fourth quarter of fiscal 2025, DELL's AI-optimized server momentum saw an increase of $1.7 billion in orders. The company shipped $2.1 billion worth of AI servers in the fiscal fourth quarter, and the AI server backlog remained healthy at $4.1 PowerEdge supports the NVIDIA NVDA Blackwell Ultra platform, including the upcoming NVIDIA HGX B300 NVL16, NVIDIA GB300 NVL72 and NVIDIA RTX PRO 6000 Blackwell Server Edition. DELL is benefiting from an expanding partner base that includes NVIDIA, Worley, Microsoft, Meta Platforms META, Advanced Micro Devices AMD and Imbue. In 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 Technologies collaborated with Meta Platforms to make it easy for its customers to deploy Meta Platforms' Llama 2 models on-premises with Dell Technologies' AI-optimized February 2025, Dell Technologies expanded its AI for Telecom program through a collaboration with Advanced Micro Devices to develop AI solutions that enhance real-time telecom network monitoring and management using Dell PowerEdge XE7745 servers powered by Advanced Micro Devices EPYC processors. Dell Technologies' innovative portfolio, expanding partner base and growing AI footprint are major growth drivers. For the first quarter of fiscal 2026, revenues are expected to be between $22.5 billion and $23.5 billion, with the mid-point of $23 billion suggesting 3% year-over-year Zacks Consensus Estimate for Dell Technologies' first-quarter fiscal 2026 revenues is pegged at $23.1 billion, suggesting growth of 3.85% year over earnings are expected to be $1.65 per share (+/- 10 cents), indicating 25% growth at the midpoint. The Zacks Consensus Estimate for earnings is pegged at $1.48 per share, which has increased by a penny in the past 30 days. This indicates year-over-year growth of 42.12%. Dell Technologies Inc. price-consensus-chart | Dell Technologies Inc. Quote Dell Technologies shares are cheap, as suggested by a Value Score of stock is trading at a significant discount with a forward 12-month P/E of 0.77X compared with the Computer and Technology sector's 6.14X. Image Source: Zacks Investment Research Despite DELL's robust portfolio and expanding partner base 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. Cautious spending by enterprises and large customers on PCs and storage IT has been a concern for DELL's competition in the AI data center market, along with a higher mix of AI-optimized servers, is expected to hurt gross margin expansion in the near term. Additionally, investor sentiment has also soured amid rising trade tension, with additional tariffs raising fears of escalating costs. DELL currently has a Zacks Rank #3 (Hold), suggesting that it may be wise to wait for a more favorable entry point in the stock. 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 Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report Dell Technologies Inc. (DELL) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Meta Platforms, Inc. (META) : 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
TECHx
20-05-2025
- Business
- TECHx
Dell Technologies Unveils New AI Factory Upgrades
Home » Tech Value Chain » Global Brands » Dell Technologies Unveils New AI Factory Upgrades Dell Technologies has announced new innovations across its Dell AI Factory in partnership with NVIDIA. These updates aim to help enterprises accelerate AI adoption and reduce time to value. The company reported that demand for accessible AI skills and technologies is growing rapidly as enterprises shift from experimentation to implementation. To meet this demand, Dell and NVIDIA have introduced enhanced AI infrastructure, solutions, and services. These updates are designed to streamline deployment and improve scalability, efficiency, and performance. Dell revealed its latest PowerEdge servers that support NVIDIA's new Blackwell GPUs: The air-cooled Dell PowerEdge XE9780 and XE9785 simplify integration in existing data centers. The liquid-cooled XE9780L and XE9785L accelerate rack-scale deployment and support up to 256 NVIDIA Blackwell Ultra GPUs per IR7000 rack. These servers are successors to Dell's fastest ramping solution, the PowerEdge XE9680. They enable up to 4x faster large language model training with the 8-way NVIDIA HGX B300. Dell also introduced the PowerEdge XE9712 with NVIDIA GB300 NVL72. This server offers up to 50x more inference output and 5x better throughput. It includes Dell PowerCool technology to enhance power efficiency. By July 2025, the PowerEdge XE7745 will support NVIDIA RTX Pro 6000 Blackwell Server Edition GPUs. This platform meets the needs of physical and agentic AI applications, including robotics, digital twins, and multi-modal AI. Dell plans to support the NVIDIA Vera CPU and the NVIDIA Vera Rubin platform through a new PowerEdge XE server, built for Dell Integrated Rack Scalable Systems. For networking, Dell expanded its portfolio with PowerSwitch SN5600 and SN2201 Ethernet, part of the NVIDIA Spectrum-X platform. These are joined by NVIDIA Quantum-X800 InfiniBand switches, which offer up to 800 Gbps throughput. Dell ProSupport and Deployment Services will assist customers at every stage of deployment. The company confirmed that Dell AI Factory with NVIDIA now supports the NVIDIA Enterprise AI Factory validated design. This includes Dell and NVIDIA compute, networking, storage, and AI Enterprise software for a complete AI solution. Dell Technologies also revealed updates to its AI Data Platform. The platform now provides AI apps with constant access to high-quality data. New features include: Dell ObjectScale with NVIDIA BlueField-3 and Spectrum-4 integration for better scalability. A new solution combining PowerScale, Project Lightning, and PowerEdge XE servers with KV cache and NVIDIA's NIXL Libraries, ideal for distributed inference. Dell Object Scale will support S3 over RDMA. This delivers 230% higher throughput, 80% lower latency, and 98% reduced CPU load. The company also introduced an integrated solution using the NVIDIA AI Data Platform. It is designed to accelerate insights and support agentic AI tools. On the software side, Dell announced that the NVIDIA AI Enterprise platform is now available directly. It includes NVIDIA NIM, NeMo microservices, Blueprints, NeMo Retriever for RAG, and Llama Nemotron reasoning models. Additionally, Red Hat OpenShift is now available on the Dell AI Factory with NVIDIA, offering flexibility and security for business-critical AI deployments. Dell has also launched new Managed Services for the AI Factory. These services cover the entire NVIDIA AI stack, including 24/7 monitoring, updates, and proactive support. Michael Dell, Chairman and CEO, said the goal is to make AI more accessible. 'With the Dell AI Factory with NVIDIA, enterprises can manage the entire AI lifecycle at any scale,' he stated. Jensen Huang, CEO of NVIDIA, added, 'AI factories are the infrastructure of modern industry. With Dell Technologies, we're offering the broadest line of Blackwell AI systems for use in the cloud, enterprise, and edge.'
