DELL Gains From AI and Data Center Growth: A Sign for More Upside?
Dell Technologies' growth is driven by momentum in AI and data centers, with innovation and strong demand fueling its growth trajectory.
Dell's Hidden Value: Cheap Valuation, Solid Orders And Huge Shareholder Returns (Rating Upgrade)
Dell's post-earnings drop was driven by lower-than-expected gross margins and disappointing EPS, causing negative sentiment. Despite the correction, Dell's valuation is now more attractive, with lower P/E and P/S ratios compared to its more expensive AI peers. The dividend yield has risen above 1.5%, making Dell appealing. YoY orders increased by 75%, which is very optimistic for Dell's future.
DELL's ISG Sales Gain Momentum: Can Servers Keep Driving Growth?
Dell Technologies' record AI server shipments and soaring ISG revenues spotlight strong growth momentum despite fierce competition.
Dell Beats Expectations But Investors Still Undervalue Its True Potential For H2 FY2026
I remain bullish on Dell due to robust ISG growth, especially in AI-optimized servers, and strategic actions to address storage and CSG weaknesses. Dell's valuation is highly attractive, with traditional metrics and upward net income trends signaling significant undervaluation versus sector peers. Management's cost reductions and tactical product launches in CSG, plus catalysts like the Windows 10 Refresh, support long-term margin and revenue growth.
S&P 500 Gains & Losses Today: Dell, Ulta Shares Drop; Autodesk Stock Soars
Major U.S. equities indexes retreated from recent highs as investors digested fresh economic data ahead of the three-day Labor Day weekend.
DELL Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall
Dell Technologies' second-quarter fiscal 2026 results reflect strong AI-driven growth and an expanding backlog.
Dell's 8% FCF Yield Is Not A Value Trap (Q2 2026 Earnings Review)
Dell beat on revenue and EPS, yet the stock sold off, now trading at just 13x earnings with an 8% FCF yield. ISG revenues grew 69% y/y, surpassing PCs for the first time, as Dell's AI server backlog remains strong and PC refresh tailwinds build into 2026. AI and PC replacement cycles are in early stages, with catalysts like Windows 10 end-of-life and a large installed base fueling sustainable long-term growth.
EARNINGS ALERT: DELL, MRVL
Some A.I. companies and names tied to the A.I. theme rallied on the session on the back of Nvidia's (NVDA) earnings.
Options Corner: DELL
Dell Technologies (DELL) earnings are on the way after Thursday's close. Rick Ducat prepares investors and traders by taking a look at the technical setup on its chart.
Dell Earnings Preview: Fiscal Q2 2026
Dell Technologies Inc. will report fiscal Q2 2026 results on Thursday, August 28, 2025, after the market close. For fiscal Q2 2025, Dell guided to $28.5-29.5 billion in total revenue and diluted non-GAAP EPS of $2.25. The ISG segment revenue is projected to ship $7 billion in AI servers, and to generate $11.3 billion in revenue.
Dell Technologies Picks Up Steam In AI Server Sales
I recommend Dell Technologies Inc. as a Buy with a $153 price target, driven by strong AI server demand and commercial PC growth. Dell's Infrastructure Solutions Group is experiencing robust revenue growth, fueled by AI-optimized servers and a significant backlog from enterprise and Tier 2 CSP customers. Potential risks include margin pressure from AI servers and near-term stock volatility, but Dell's financial position.
Wall Street's Insights Into Key Metrics Ahead of Dell Technologies (DELL) Q2 Earnings
Besides Wall Street's top-and-bottom-line estimates for Dell Technologies (DELL), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2025.
