Dell’s Selloff Opens The Door For A Buying Opportunity


  • Dell Technologies reported mixed results with strength in AI server revenue and servers shipped, but flat growth in storage and decline in consumer PC sales.
  • The company is well-positioned for a strengthened end of FY25 and continued strength in FY26 as enterprise customers transition to bringing AI models into production.
  • I anticipate that storage, networking equipment, and endpoints will realize significant growth as AI/ML models are brought into production.
DellEmc headquarters located in Santa Clara, Silicon Valley

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Dell Technologies (NYSE:DELL) reported a relatively mixed Q1’25 with significant strength in AI server revenue, servers shipped, and strength in their growing backlog. Despite this elevated level of demand, other segments remained challenged as storage reported a flat quarter with 3% growth in commercial

Analyst’s Disclosure: I/we have a beneficial long position in the shares of DELL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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