Here’s What Raymond James Thinks About Dell Technologies (DELL)

Here’s What Raymond James Thinks About Dell Technologies (DELL) Noor Ul Ain Rehman Mon, July 6, 2026 at 6:35 PM GMT+2 2 min read DELL RJF ARW Dell Technologies Inc. (NYSE: DELL ) is one of the best stocks on the rise to invest in .  Raymond James stated that a third-party report emerged about Dell Technologies Inc.

(NYSE:DELL) terminating its Enterprise Computing Distribution agreement with Arrow Electronics, adding that while "the termination itself is accurate," the firm believes the market is "overstating the financial implications based on an incorrect interpretation of the reported contract value. " The report referenced a $1. 4B agreement, but management clarified that this represents gross billings, not revenue, according to the firm, which believes the earnings impact on Arrow is "likely immaterial and should be more than offset by the company's current business momentum.

" Bank of America Highlights Growing AI Infrastructure Spend for Dell Technologies (DELL) For reference, in its financial results for fiscal Q4 2026 and full year fiscal 2026, Dell Technologies Inc. (NYSE:DELL) reported record full-year revenue of $113. 5 billion, up 19% year over year, record full-year diluted earnings per share (EPS) of $8.

68, up 36% year over year, and record full-year non-GAAP diluted EPS of $10. 30, up 27%. It also reported record full-year cash flow from operations of $11.

2 billion, and announced a cash dividend increase of 20% and a $10 billion increase in share repurchase authorization. Dell Technologies Inc. (NYSE:DELL) is a technology company that offers customers an innovative and broad solution portfolio to help customers address workforce transformation, modernize their information technology (IT) infrastructure, and offer critical solutions to keep organizations and people connected.

Its operations are divided into the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). While we acknowledge the potential of DELL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock .

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