I maintain my STRONG BUY rating on Dell, driven by robust AI server demand, strong order backlog, and disciplined cost controls supporting future growth. Dell's partnerships with NVIDIA, AMD, and Google, plus innovative server and storage solutions, position it as a key AI infrastructure provider. Financials are solid: Q1 FY26 revenue up 5% YoY, ISG segment up 12%, strong free cash flow, and management committed to shareholder returns.
DELL and HPQ are well-known players in the PC Market. Let's find out which one is a better investment option.
Dell Technologies Inc. (NYSE:DELL ) Bank of America Global Technology Conference June 3, 2025 12:20 PM ET Company Participants Arthur Lewis - President of ISG Conference Call Participants Wamsi Mohan - BofA Securities Wamsi Mohan Good morning, everyone. Welcome to Day 1 of Bank of America's Global Tech Conference.
![]() 12DA 10 months ago | Other | €0.45 Per Share |
![]() 12DA 22 Apr 2024 | Other | €0.45 Per Share |
![]() 12DA 22 Jan 2024 | Other | €0.37 Per Share |
![]() 12DA 23 Oct 2023 | Other | €0.37 Per Share |
![]() 12DA 24 Jul 2023 | Other | €0.37 Per Share |
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![]() 12DA 10 months ago | Other | €0.45 Per Share |
![]() 12DA 22 Apr 2024 | Other | €0.45 Per Share |
![]() 12DA 22 Jan 2024 | Other | €0.37 Per Share |
![]() 12DA 23 Oct 2023 | Other | €0.37 Per Share |
![]() 12DA 24 Jul 2023 | Other | €0.37 Per Share |
28 Aug 2025 (81 Days) Date | | - Cons. EPS | - EPS |
27 Aug 2025 (80 Days) Date | | - Cons. EPS | - EPS |
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Computer Hardware Industry | Technology Sector | Mr. Michael Saul Dell CEO | XSTU Exchange | US24703L2025 ISIN |
US Country | 108,000 Employees | - Last Dividend | 2 Nov 2021 Last Split | 22 Jun 1988 IPO Date |
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.
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.