Dell: It's Not Too Late To Buy
I added Dell to my portfolio early last month and have already enjoyed a >50% return. Q1 results tell me there's probably more to come. Dell is set for a meaningful growth acceleration, driven by a large AI server backlog and pipeline, which has led to a strong Q2 FY26 revenue guidance beat. The company is well positioned to gain PC market share amid the Windows 11 refresh, due to its industry-leading position in AI PC offerings.
Explained: Dell's AI bet lifts outlook despite earnings miss
Dell Technologies Inc (NASDAQ:DELL) gave investors something to cheer about this week despite falling short of quarterly profit expectations. The US computer giant's adjusted earnings per share for the first quarter came in at $1.55, below the $1.69 forecast by analysts.
Compared to Estimates, Dell Technologies (DELL) Q1 Earnings: A Look at Key Metrics
Although the revenue and EPS for Dell Technologies (DELL) give a sense of how its business performed in the quarter ended April 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Dell Technologies Inc. (DELL) Q1 2026 Earnings Conference Call Transcript
Dell Technologies Inc. (NYSE:DELL ) Q1 2026 Earnings Conference Call May 29, 2025 4:30 PM ET Company Participants Paul Frantz - Head of IR Jeff Clarke - Vice Chairman and COO Yvonne McGill - CFO Tyler Johnson - SVP and Treasurer Conference Call Participants Amit Daryanani - Evercore Ben Reitzes - Melius Research Erik Woodring - Morgan Stanley Wamsi Mohan - Bank of America Michael Ng - Goldman Sachs Samik Chatterjee - JPMorgan Asiya Merchant - Citigroup Krish Sankar - TD Cowen David Vogt - UBS Simon Leopold - Raymond James Mehdi Hosseini - SIG Matt Niknam - Deutsche Bank Operator Good afternoon, and welcome to the Fiscal Year 2026 First Quarter Financial Results Conference Call for Dell Technologies, Inc. I'd like to inform all participants this call is being recorded at the request of Dell Technologies. This broadcast is the copyrighted property of Dell Technologies, Inc. Any rebroadcast of this information in whole or part without the prior written permission of Dell Technologies is prohibited.
Dell Technologies (DELL) Q1 Earnings Miss Estimates
Dell Technologies (DELL) came out with quarterly earnings of $1.55 per share, missing the Zacks Consensus Estimate of $1.72 per share. This compares to earnings of $1.27 per share a year ago.
Dell Stock Climbs as 'Unprecedented Demand' for AI Servers Powers Revenue Growth
Dell (DELL) reported fiscal first-quarter revenue that topped analysts' expectations, driven by growth in artificial intelligence server sales.
Dell raises full-year profit outlook amid soaring demand for AI-optimized servers
Dell Technologies Inc (NASDAQ:DELL) reported mixed earnings for the first quarter but raised its full-year profit outlook amid strong demand for its AI-related systems, sending its share higher afterhours. For the full year, adjusted earnings per share (EPS) are expected to be $9.40 at the midpoint, up 15%.
Nvidia, Dell partner with Trump admin to make next-gen supercomputer
Nvidia and Dell announced a partnership on the AI-powered Doudna supercomputer at the Berkeley National Laboratory, which will advance research on fusion energy and more.
Dell shares climb after company raises full-year profit outlook on AI demand
Dell Technologies reported fiscal first-quarter earnings that missed Wall Street expectations, but the company beat on revenue and offered a stronger-than-expected forecast for the current quarter. Dell said it expects $2.25 in adjusted earnings per share for the current quarter, with between $28.5 billion and $29.5 billion in revenue.
Will Dell's stock price go up after earnings? Here's what history tells us
Dell Technologies (NYSE: DELL) reports its quarterly earnings after the market closes today, May 29, 2025. Based on options pricing, traders are anticipating a move of approximately 9% in either direction.
Dell Earnings Preview - Will AI Impact Sales?
Dell Technologies is scheduled to report earnings after Thursday's close. The stock hit a record high near $179.70/share in 2024 and, as of this writing, it is currently trading near $113.
Dell: Still Too Cheap To Ignore
Dell stock has rebounded sharply from its lows, yet remains attractively valued at around 10x forward earnings, offering significant upside potential. Strong growth in Dell's data center server AI segment underpins my bullish outlook, with EPS estimates likely to exceed consensus and drive further gains. If Dell achieves $11 EPS and a higher P/E multiple, the stock could reach $165, representing about 50% upside from current levels.
