Summary
0A7D Chart
Powered By Dell, The Future Of AI
Dell's transformation from a PC giant to an AI infrastructure leader positions it as a key beneficiary of the AI revolution. The Infrastructure Solutions Group is driving growth, outpacing the slower, cash-cow PC division, despite razor-thin margins. Dell's record server revenue and focus on AI factories support an 8-10% stock price increase over the next 12 months.
Dell: AI Growth Still Severely Under-Rated
Dell's AI server business is gaining momentum, with a $14.4B backlog and strong partnerships beyond hyperscalers, supporting its bullish AI thesis. Despite weak consumer revenue, Dell's commercial and ISG segments are growing, but AI isn't yet the main topline driver, potentially tempering valuation upside. Robust cash flow and disciplined capital allocation reassure investors, but low free cash flow margins may limit aggressive valuation re-rating near-term.
DELL Q1 Earnings Miss Estimates, Revenues Up Y/Y, Shares Fall
Dell Technologies' first-quarter fiscal 2026 results reflect strong AI-driven growth and an expanding backlog.
Dell Technologies Inc. Dividends
 DELL 4 months ago Paid | Quarterly | $0.45 Per Share |
| DELL 7 months ago Paid | Quarterly | $0.45 Per Share |
| DELL 10 months ago Paid | Quarterly | $0.45 Per Share |
| DELL 22 Apr 2024 Paid | Quarterly | $0.45 Per Share |
| DELL 22 Jan 2024 Paid | Quarterly | $0.37 Per Share |
Dell Technologies Inc. Earnings
| 29 May 2025 Date | | 1.69 Cons. EPS | 1.55 EPS |
| 28 May 2025 Date | | - Cons. EPS | - EPS |
| 27 Feb 2025 Date | | 2.64 Cons. EPS | 2.68 EPS |
| 26 Nov 2024 Date | | 2.07 Cons. EPS | 2.15 EPS |
| 25 Nov 2024 Date | | - Cons. EPS | - EPS |
| DELL 4 months ago Paid | Quarterly | $0.45 Per Share |
| DELL 7 months ago Paid | Quarterly | $0.45 Per Share |
| DELL 10 months ago Paid | Quarterly | $0.45 Per Share |
| DELL 22 Apr 2024 Paid | Quarterly | $0.45 Per Share |
| DELL 22 Jan 2024 Paid | Quarterly | $0.37 Per Share |
| 29 May 2025 Date | | 1.69 Cons. EPS | 1.55 EPS |
| 28 May 2025 Date | | - Cons. EPS | - EPS |
| 27 Feb 2025 Date | | 2.64 Cons. EPS | 2.68 EPS |
| 26 Nov 2024 Date | | 2.07 Cons. EPS | 2.15 EPS |
| 25 Nov 2024 Date | | - Cons. EPS | - EPS |
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Dell Technologies Inc. Profile
| Computer Hardware Industry | Technology Sector | Mr. Michael Saul Dell CEO | LSE Exchange | US24703L2025 ISIN |
| US Country | 108,000 Employees | - Last Dividend | 2 Nov 2021 Last Split | 22 Jun 1988 IPO Date |
Overview
Dell Technologies Inc. is a global leader in the design, development, manufacture, marketing, sale, and support of a wide range of integrated solutions, products, and services. The company's operations span across the Americas, Europe, the Middle East, Asia, and other international markets. Dell Technologies operates through two primary segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). Originally known as Denali Holding Inc., the company underwent a name change to Dell Technologies Inc. in August 2016. Since its establishment in 1984, Dell Technologies has been headquartered in Round Rock, Texas, and has committed itself to serving enterprises, public institutions, and small and medium-sized businesses. The company reaches its diverse customer base through direct sales channels, value-added resellers, system integrators, distributors, and retailers.
Products and Services
Infrastructure Solutions Group (ISG): This segment delivers both modern and traditional storage solutions, including all-flash arrays, scale-out file and object platforms, hyper-converged infrastructure, and software-defined storage. Additionally, it provides general-purpose servers optimized for AI applications, and a range of networking products and services. These include wide area network infrastructure, data center and edge networking switches, and cables and optics. The segment's goal is to help businesses transform and modernize their infrastructure, enrich end-user experiences, and accelerate applications and processes. Beyond hardware, ISG offers software, peripherals, consulting, support, and deployment services.
Client Solutions Group (CSG): This segment specializes in personal computing solutions and peripherals. Dell's offerings include desktops, workstations, notebooks, along with displays, docking stations, keyboards, mice, webcams, and audio devices. CSG also deals in third-party software and peripherals, extending its services to configuration, support and deployment, and extended warranty services. The focus here is on enhancing the personal computing experience through high-quality, reliable products and customer support.
Cybersecurity and Financing Solutions: Beyond core IT infrastructure and personal computing, Dell Technologies is engaged in providing cutting-edge cybersecurity solutions. These are designed to prevent security breaches, detect malicious activities, and respond swiftly to security incidents while also identifying emerging threats. The company also manages customer financing arrangements, encompassing the origination, collection, and servicing of these agreements. Additionally, Dell resells VMware products and services, broadening its product portfolio and leveraging synergies within its business ecosystem.
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