Dell Technologies Inc. (DELL)
Dell shares surge after record Q4 earnings
Dell Technologies Inc (NASDAQ:DELL) shares jumped more than 9% in after-hours trading Thursday following a blockbuster fourth-quarter earnings report, fueled by soaring demand for AI-optimized servers. For the quarter ending February 1, Dell reported revenue of $31.8 billion, up 32% year over year, and non-GAAP diluted earnings per share of $3.53, also up 32%.
Live Earnings: Will Dell Technologies (DELL) Spike After Q4 Results
We are updating this story in real time as new information breaks. Stay on this page for the latest developments, key quotes, numbers, and market reaction as they happen.
DELL Gears Up to Report Q4 Earnings: Buy, Sell, or Hold the Stock?
Dell Technologies Q4 performance is likely to have benefited from surging AI server demand and more than 30% growth forecasts amid PC weakness and competition.
Unveiling Dell Technologies (DELL) Q4 Outlook: Wall Street Estimates for Key Metrics
Evaluate the expected performance of Dell Technologies (DELL) for the quarter ended January 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Dell Technologies Q4 Earnings Preview: Sustaining Growth With AI Momentum
Dell Technologies is positioned to benefit from AI infrastructure growth, with the ISG segment driving double-digit revenue and order momentum. Despite muted stock performance, DELL's Q3 2026 saw record $27B revenue, 24% ISG growth, and robust AI server backlog, supporting a bullish outlook. Management guides for Q4 2026 revenue of $31–32B and EPS of $3.5, aligning with consensus and signaling sustained top- and bottom-line strength.
Stop Reading Dell's Margin Story Wrong, The Math Says 50% Upside
Dell is transforming from a traditional hardware provider to a leading AI-infrastructure supplier, capturing significant market share in data-center AI-optimized servers. The ISG segment now drives growth, with servers and networking up 43% YoY, but current AI server sales are margin-dilutive due to high GPU costs. I expect a J-curve profitability scenario as Dell's installed base expands, shifting revenue mix toward high-margin services and recurring income.
Dell Technologies (DELL) Earnings Expected to Grow: Should You Buy?
Dell Technologies (DELL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Wall Street Bulls Look Optimistic About Dell Technologies (DELL): Should You Buy?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
DELL vs. SMCI: Which AI-Server Stock Offers Better Growth Opportunity?
Super Micro Computer's AI-driven revenue surge, rack-scale expansion and lower valuation stack up against Dell's margin pressures in the AI server race.
Dell Technologies (DELL) Stock Sinks As Market Gains: Here's Why
Dell Technologies (DELL) closed at $116.09 in the latest trading session, marking a -1.19% move from the prior day.
Dell Technologies (DELL) Registers a Bigger Fall Than the Market: Important Facts to Note
Dell Technologies (DELL) reached $124.16 at the closing of the latest trading day, reflecting a -1.47% change compared to its last close.
DELL's Low P/S Valuation: An Opportunity or Risk Ahead for the Stock?
Dell trades at a steep discount, but weak consumer PCs, thin AI server margins and stock underperformance signal bigger risks.
