Dell Technologies Outperforms Computer and Technology Peers in 2023

Dell Technologies (DELL) is outperforming its Computer and Technology peers this year, with a 17.3% return compared to the sector’s 11.8% average. The company’s Zacks Rank is #2 (Buy) and its full-year earnings estimate has increased 3.4% over the past three months. KDDI Corporation Unsponsored ADR (KDDIY) is also outperforming the sector, with a 12.2% return and a Zacks Rank of #2 (Buy).

Dell Technologies (DELL) has demonstrated robust performance this year, outpacing its Computer and Technology sector peers. As of July 2, 2025, DELL’s stock has returned 17.3% compared to the sector’s average of 11.8% [1]. This performance is particularly notable given the company’s focus on artificial intelligence (AI) and its expanding portfolio.

The company’s Zacks Rank has improved to #2 (Buy), indicating a positive outlook from analysts. Additionally, DELL’s full-year earnings estimate has increased by 3.4% over the past three months, reflecting growing optimism about the company’s future performance [1].

DELL’s recent transactions involving Director William D. Green have also sparked investor interest. On August 11, 2025, Green purchased 50,000 shares at $13.60 per share and sold them later the same day at $140 per share, resulting in a substantial profit [2]. This transaction underscores the company’s strong stock performance and growing AI capabilities.

DELL’s AI-related business has been a key driver of its growth. The company’s stock has gained 23% year to date, outperforming the broader Zacks Computer and Technology sector’s increase of 14.6% [2]. DELL’s expanding partner base, including Lowe’s Companies, NVIDIA, Microsoft, and Meta Platforms, has contributed to its success in the AI market [2].

The company’s recent updates to its AI Data Platform, in collaboration with NVIDIA and Elastic, have further solidified its position in the AI market. These updates include a new unstructured data engine built with Elastic, which can quickly search and retrieve information from large amounts of text, images, and other unstructured data [2].

Despite facing stiff competition in the server space, DELL’s innovative portfolio, expanding partner base, and growing AI footprint continue to drive its growth. The company’s recent announcements and strong performance suggest that it is well-positioned to continue outperforming its sector peers in the coming months.

References:
[1] https://finance.yahoo.com/news/heres-why-dell-technologies-dell-214504333.html
[2]