Dell Technologies (DELL) shares dropped on Wednesday following third-quarter results described as “admittedly messy” by JPMorgan, although the bank's analysts believe Dell is still well-positioned to benefit from the long-term rise of artificial intelligence (AI). The company, known for its servers and personal computers, reported third-quarter revenue of $24. 4 billion, a 10% increase from the previous year. However, this was below the consensus from Visible Alpha analysts, and their fourth-quarter outlook was also underwhelming. As a result, Dell's stock fell more than 12% to close at $124. 38. Nevertheless, despite Wednesday's losses, the stock has risen over 62% since the beginning of the year. Growing AI Server Demand JPMorgan maintained its "overweight" rating and a $160 price target after Dell's earnings report.
The analysts highlighted that despite missing revenue expectations, “AI server demand momentum continues to build, ” citing Dell’s record quarterly backlog of $4. 5 billion. This strong backlog, along with nearly record-high AI server revenue, indicates that concerns about the results and guidance are likely exaggerated. Similarly, Morgan Stanley kept an "overweight" rating and a $154 price target. Their analysts noted, "DELL delivered where it needed to, " expressing strong confidence that Dell is gaining traction in a rapidly expanding market. They remain optimistic about the growth of AI server revenue into the next year.
Dell Shares Drop Despite AI Growth Potential
Startups in New Jersey now have access to advanced AI tools through an integrated solution developed by LeapEngine, a prominent local digital marketing agency.
AI Business-in-a-Box™ Now Assisting Over 15,000 Founders Worldwide with Back Office Tasks and E-Commerce Store Growth NEW YORK CITY, NEW YORK / ACCESS Newswire / October 30, 2025 / doola, the AI Business-in-a-Box™ designed for global e-commerce entrepreneurs, today announced the integration of an AI Co-Founder Action featuring four robust capabilities into its flagship AI Co-Founder product
Sony Electronics has announced the launch of what it calls the industry's first camera authenticity solution compatible with video and compliant with the C2PA (Coalition for Content Provenance and Authenticity) standard.
Creating impactful, on-brand content often demands a considerable investment of time, budget, and design expertise, which can pose a significant challenge for small to medium-sized businesses (SMBs).
Nvidia, a leading technology firm known for its advancements in graphics processing units (GPUs) and artificial intelligence (AI), is reportedly planning a major investment in the AI startup Poolside, according to a recent Bloomberg News report.
Google has recently introduced a new feature called AI Overviews, which provides AI-generated summaries prominently displayed at the top of search results.
Toronto, Ontario, Oct.
Launch your AI-powered team to automate Marketing, Sales & Growth
and get clients on autopilot — from social media and search engines. No ads needed
Begin getting your first leads today
Lorem ipsum dolor sit amet consectetur adipisicing elit. Fuga dolor minus maiores. Aut vero expedita dicta, dolorem odit excepturi odio doloremque voluptatem repellat aliquam? Dolores nemo eum id pariatur! Nobis!
Create your own avatar to work for you — completely free of charge!
Sign up with
Google
We've sent a confirmation email to
Please check your inbox and click the link to complete your registration
Didn’t receive it? Check your Spam or Promotions folder
and get clients without any advertising investment!
Create and publish viral social media content on autopilot
AI sales managers work 24/7, with no need for sleep, food, or breaks, and speak all languages.
You have unsubscribed from the mailing list recklessly but successfully.
We are not saying goodbye and look forward to seeing you again.