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Dell Technologies Sees AI Boom Building as $95B Server Backlog Signals Demand

Michael Dell, CEO and founder of Dell Technologies (NYSE:DELL), said enterprises are in the early stages of adopting artificial intelligence infrastructure, with companies increasingly viewing technology spending as a means of creating value rather than as a traditional IT budget expense. Speaking

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marketbeat.comStai leggendo20 h fa

Dell Technologies Sees AI Boom Building as $95B Server Backlog Signals Demand

Dell builds $95B AI server backlog from $130B orders as shortage-conscious customers defer price focus. Early AI adoption (10-15% strategic grasp) demands hybrid infrastructure; 85% local data drives sustained server, storage, networking investment growth.

originale

thestreet.com2 g fa

Evercore ISI revamps Dell stock price target to $650

Evercore ISI alza il target di Dell a $650 con backlog AI $95 miliardi. Dell diventa collo di bottiglia dell'infrastruttura AI globale con margini protetti da supply constraint. Per i manager IT: gli AI server margano mid-single-digit, sotto storage. Il bull case richiede che Dell quadruplichi gli EPS in due anni mantenendo valuation premium.

Timeline cronologica

venerdì 11 settembre 2026·thestreet.com
Evercore ISI revamps Dell stock price target to $650
Dell’s $95 billion AI server backlog is fueling the next leg of the stock’s rally.
venerdì 11 settembre 2026·247wallst.com
Prediction: DELL Could Be Ready for Another Rally. Here’s Our Price Target
Dell has surged over 300% this year on the back of a $95 billion AI backlog, but profit takers just hit the brakes hard. Whether the next leg up reaches a bold new price target…

Dell Technologies Sees AI Boom Building as $95B Server Backlog Signals Demand

Evercore ISI revamps Dell stock price target to $650

Timeline cronologica

Evercore ISI revamps Dell stock price target to $650

Prediction: DELL Could Be Ready for Another Rally. Here’s Our Price Target

Prediction: DELL Could Be Ready for Another Rally. Here’s Our Price Target

Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens

Dell Technologies Sees AI Boom Building as $95B Server Backlog Signals Demand