Can Dell (DELL) Leverage New AI Partnerships to Strengthen Its Enterprise Data Advantage?

• Earlier in August 2025, Dell Technologies introduced significant updates to its AI Data Platform, boosting enterprise AI capabilities through enhanced unstructured data processing and a new collaboration with Elastic, and also announced an executive transition as Richard Troy Sharp was appointed Chief Accounting Officer.
• The enhancement of Dell’s AI offerings, alongside deepening partnerships with Nvidia and Elastic, positions the company to better address the growing demand for real-time, enterprise-grade AI solutions.
• We'll explore how the Dell AI Data Platform's evolution and new technology partnerships influence the company’s investment outlook.

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Dell Technologies Investment Narrative Recap

Being a Dell Technologies shareholder means believing in the company's ability to leverage its leadership in data infrastructure, AI, and enterprise solutions for future growth, despite intense competition and cyclical demand in its PC and server businesses. Recent executive changes, such as the appointment of Richard Troy Sharp as Chief Accounting Officer, are not expected to materially affect key short-term catalysts like the upcoming PC refresh cycle, but competitive pressure in the Client Solutions Group remains the biggest risk in the near term.

The latest expansion of Dell’s AI Data Platform stands out, especially as it enhances unstructured data processing for enterprise AI. This is directly relevant to Dell's push to capture AI-driven revenue growth, positioning the company to potentially benefit from rising demand for real-time AI applications while supporting the catalyst of increasing AI server shipments.

Still, while there is optimism around these developments, investors should also be aware that, unlike recent product momentum, the risk of ongoing margin pressure in the Client Solutions Group could impact results if...

Read the full narrative on Dell Technologies (it's free!)

Dell Technologies' outlook envisions $117.3 billion in revenue and $7.1 billion in earnings by 2028. This scenario relies on 6.7% annual revenue growth and a $2.5 billion increase in earnings from the current $4.6 billion.

Uncover how Dell Technologies' forecasts yield a $142.33 fair value, a 9% upside to its current price.

Exploring Other Perspectives

Twenty members of the Simply Wall St Community estimate Dell’s fair value between US$106.91 and US$167.61, revealing wide-ranging outlooks. While many see upside, the risk of margin compression in the PC segment may temper future gains, so exploring these differing views is important for anyone considering their own outlook.

Explore 20 other fair value estimates on Dell Technologies - why the stock might be worth as much as 28% more than the current price!

Build Your Own Dell Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Dell Technologies research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Dell Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Dell Technologies' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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