π February 2025 Dell Stock Forecast
- Starting price: $104
- Maximum price: $140
- Minimum price: $98
- Average price: $117
- Closing price: $126
- Monthly change: +21.2%
π February 2029 Dell Stock Forecast
- Starting price: $642
- Maximum price: $686
- Minimum price: $584
- Average price: $637
- Closing price: $635
- Monthly change: -1.1%
3 Factors Sending Dell & HPE Stocks Higher in 2025
Dell and Hewlett Packard Enterprise (HPE) stocks have been rising due to three key factors fueling growth.
1οΈβ£ The Great PC Refresh Cycle
- π Aging Devices from the Pandemic Boom
- π» Windows 11 Transition
- π€ AI-Enabled PCs (AIPCs)
2οΈβ£ The AI-Powered Server Boom
π₯ Record AI Server Demand - Dell reported $3.6 billion in AI server orders.
- π Data Security - Businesses prefer on-premise AI for sensitive data.
- π Performance Benefits - Faster AI processing with local servers.
- π― Custom AI Training - Companies need AI models trained on their own data.
3οΈβ£ The Semiconductor Shift & Competition
AI-powered chips are reshaping the PC market.
- π Qualcomm - Snapdragon AI PC chips.
- π Intel & AMD - Launched Co-Pilot+ AI chips.
- π NVIDIA - Expected to enter AI PC market at CES 2025.
What Does This Mean for Dell & HPE Stocks?
Despite short-term volatility, these three factorsβthe PC refresh cycle, AI-driven server growth, and the semiconductor shiftβare long-term tailwinds for both Dell and HPE.
- π Dell: A leader in AI-powered servers, positioning itself for strong 2025 growth.
- π HP: Will benefit from the PC refresh cycle but faces competition in AI infrastructure.
With business spending rising and AI becoming essential, both companies are likely to see strong demand.