Dell Reports Earnings Today. The AI Server Maker's Guidance Might Disappoint.
Dell Technologies will report its latest quarterly earnings after the market close Thursday.
How Will DELL Stock React To Its Upcoming Earnings?
Dell Technologies (NYSE:DELL) is scheduled to report its earnings on Thursday, May 29, 2025. For event-driven traders, understanding how the company's stock has historically reacted to earnings announcements can be a valuable tool.
Dell: Rightsizing Operations To Defend Margins (Earnings Preview)
AI server sales are set to drive top-line growth, with Dell benefiting from partnerships like xAI and the ongoing enterprise adoption of AI infrastructure. Client Solutions Group may remain flat as consumer PC sales lag due to inflation and tariffs stretching out discretionary spend, but commercial refreshes may provide some offset. Dell's valuation is attractive relative to its infrastructure peers. I rate Dell Technologies a BUY with a $119 price target, expecting a strong earnings surprise, driven by AI server growth.
Dell Shifts Its Business Model And The Future Growth Looks More Promising
Dell seems to be developing a new business model focusing on the infrastructure (ISG) segment, which is more profitable. Dell operates in the data center industry with a CAGR of 26.8%, data storage industry with CAGR of 17.2% and hardware with CAGR of 7.26%. Momentum in the hardware (CSG) segment seems to be emerging and the revenue from this segment will get a boost.
DELL Set to Report Q1 Earnings: Buy, Sell or Hold the Stock?
Dell Technologies' first-quarter fiscal 2026 earnings are expected to benefit from strong AI server demand, but trade risks and a weak PC market could limit upside.
Cramer's week ahead: Earnings from Nvidia, Dell, Costco and Salesforce
CNBC's Jim Cramer on Friday guided investors through next week on Wall Street, saying quarterly reports from Nvidia, Costco, Dell and Salesforce have the potential to move their respective sectors and the rest of the market. He also warned that stocks' performance can depend on action from President Donald Trump.
Curious about Dell Technologies (DELL) Q1 Performance? Explore Wall Street Estimates for Key Metrics
Evaluate the expected performance of Dell Technologies (DELL) for the quarter ended April 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Dell Technologies: Q1 Should Change The Game
Dell Technologies Inc.'s upcoming Q1 FY2026 earnings are poised as a significant catalyst, expected to build on Q4's robust ISG performance and a rapidly expanding AI server backlog. Despite recent CSG consumer softness, a strong PC refresh cycle driven by an aging installed base, Windows 10 end-of-life, and Dell's leadership in AI PCs should drive growth in 2026. Management's guidance for "at least $15 billion" in AI server shipments for FY2026 and a 25% YoY EPS increase for Q1 FY2026 ($1.65 midpoint) sets a positive tone.
Dell Technologies (DELL) Reports Next Week: Wall Street Expects Earnings Growth
Dell Technologies (DELL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
DELL Surges 37% in a Month: Should You Buy the Stock Now or Wait?
Dell Technologies stock benefits from an expanding portfolio and rich partner base, but near-term PC market weakness and stiff competition pose risk.
Dell Continues to Innovate the AI Factory
Arthur Lewis, president of Dell's Infrastructure Solutions Group, discusses how the company continues to innovate on the AI Factory and its partnership with Nvidia. Lewis speaks with Bloomberg's Ed Ludlow at Dell Technologies World.
Dell Technologies Reports After Close And Options Expire The Next Day
According to NextEarningsDate.com, the Dell Technologies next earnings date is projected to be 5/29 after the close, with earnings estimates of $1.67/share on $23.15 Billion of revenue. Looking back, the recent Dell Technologies earnings history looks like this:
