Dell Technologies Inc. (DELL)
Dell Technologies: Only One Issue Keeps The Stock From Taking Off (Earnings Review)
Dell just posted record revenue, EPS and AI backlog — but one issue is still holding the stock back, preventing it from trading at AI-winner multiples. AI server demand is exploding, ASPs are rising, and a huge upgrade cycle is underway. Yet margins keep lagging. I dig into Q3 to understand if this gap is temporary. Right now, Dell looks too cheap for its growth. In this article, I lay out the real risks, the catalysts and what investors should expect next.
The Zacks Analyst Blog Urban Outfitters, Dell and Hewlett
Urban Outfitters beats earnings estimates, Dell raises guidance on AI strength, while HP misses revenue in Q3 reports.
Dell dials up its AI bet, and investors seem buy it
After hours on Tuesday, Dell Technologies Inc (NASDAQ:DELL) gave Wall Street a clearer picture of what the AI hardware boom looks like from inside a very traditional PC-and-servers company, and the market liked what it saw. And investors and analysts liked what they saw with the shares jumping 4.6% after hours.
Dell Technologies Inc. (DELL) Q3 2026 Earnings Call Transcript
Dell Technologies Inc. ( DELL ) Q3 2026 Earnings Call November 25, 2025 4:30 PM EST Company Participants Paul Frantz - Vice President of Investor Relations Jeffrey Clarke - COO & Vice Chairman David Kennedy - Interim CFO & Senior VP of Global Business Operations and Finance Conference Call Participants Samik Chatterjee - JPMorgan Chase & Co, Research Division Mark Newman - Sanford C. Bernstein & Co., LLC.
Rate Cuts Back On? Markets Trade Like They Are
News on a prospective new Fed Chair is giving market participants permission to price in multiple rate cuts once again, perhaps starting next month.
Dell Technologies (DELL) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Dell Technologies (DELL) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Dell Technologies (DELL) Surpasses Q3 Earnings Estimates
Dell Technologies (DELL) came out with quarterly earnings of $2.59 per share, beating the Zacks Consensus Estimate of $2.48 per share. This compares to earnings of $2.15 per share a year ago.
Dell rides a boom in AI servers to deliver an upbeat forecast
The server maker says it's broadening its AI business to include more from neocloud, sovereign and enterprise customers
Dell Technologies Raises Outlook as AI Shipments Increase
The Round Rock, Texas, technology company said it expects full-year revenue to be $111.2 billion to $112.2 billion, up from a prior range of $105 billion to $109 billion.
Dell forecasts upbeat growth targets on strength in AI server sales
Dell forecast fourth-quarter revenue and profit above Wall Street estimates on Tuesday, as increasing investments in data centers to support artificial intelligence applications boost demand for its servers.
Dell misses on revenue, offers strong forecast driven by AI sales
Dell reported fiscal third-quarter earnings on Tuesday that missed Wall Street expectations for revenue. But the company said it would have a big fourth quarter driven by $9.4 billion in AI sales.
Markets Rebound On Fed Signals But Volatility Looms Ahead Of Key Data
Key Takeaways
