The setup into Dell Technologies‘ (NYSE:DELL | DELL Price Prediction) fiscal second-quarter results is unusually bullish, and the stock is falling anyway. That gap between an unusually strong setup and a red stock is the story.
Dell reports quarterly results this evening, and virtually every indicator we track is pointed in the same direction.
Dell Technologies DELL shares fell over 4% on Tuesday ahead of the company's quarterly earnings report, as broader market weakness and rising bond yields weighed on technology stocks. Inflation concerns and elevated oil prices have pushed yields higher in the US and overseas, raising questions about whether the Federal Reserve could tighten monetary policy later this month.
Stock futures are pointing to a lower open to kick off September as the Iran war and inflation fears weigh on markets; President Trump said yesterday the U.S. would hit Iran back over its latest retaliatory strikes, driving oil prices higher again; the 10-year Treasury yield is at a new highest point since January 2025; and PC and server maker Dell reports earnings after the bell today, as does cybersecurity company Palo Alto Networks. Here's what you need to know today.
Some high-profile deals within the artificial-intelligence landscape could mean an even bigger rally for shares of Dell Technologies, according to an analyst.
Dell Technologies (DELL) is set to report Q2 results after-market hours on Tuesday, Sept. 1, with expectations running high following explosive growth in its AI infrastructure business.
Dell and Palo Alto both report the same evening after doubling in price this year, but only one of these crowded trades holds up for a retirement portfolio when the numbers on valuation, volatility, and earnings history are stacked side
With $51.3 billion of AI backlog and $24.4 billion of quarterly AI orders, I think the market has moved beyond the demand question. I want to see whether that growth can lift profits as lower-margin AI servers become a bigger part of the mix. Management raised FY27 revenue guidance by $27 billion at the midpoint last quarter. Some analysts expect another raise in Q2. I wouldn't be surprised to see one.
Dell Technologies (NYSE: DELL) heads into its fiscal second-quarter 2027 earnings report on September 1, with Wall Street maintaining a bullish outlook despite a recent pullback from highs above $500.
After a big week for tech earnings headlined by Nvidia's quarterly update, the main focus for investors may turn back to economy data in the coming days.
Dell Technologies is set to release its latest quarterly earnings after the closing bell Tuesday, with the computer and server maker's stock seen nearing its recent highs.
Dell Technologies' record $51.3B AI backlog and rising server demand fuel ISG growth, but supply constraints and pricing pressure remain key risks.