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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 automation.
Addressing 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.
One Month Performance
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DELL’s Expanding Portfolio Aids Prospect
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 environments.
Dell 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 billion.
Dell 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 Benefits From Expanding Clientele
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 deployment.
Dell 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 portfolio.
In 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.