Dell Technologies Inc. (DELL)
DELL Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall
Dell Technologies' second-quarter fiscal 2026 results reflect strong AI-driven growth and an expanding backlog.
Dell's 8% FCF Yield Is Not A Value Trap (Q2 2026 Earnings Review)
Dell beat on revenue and EPS, yet the stock sold off, now trading at just 13x earnings with an 8% FCF yield. ISG revenues grew 69% y/y, surpassing PCs for the first time, as Dell's AI server backlog remains strong and PC refresh tailwinds build into 2026. AI and PC replacement cycles are in early stages, with catalysts like Windows 10 end-of-life and a large installed base fueling sustainable long-term growth.
EARNINGS ALERT: DELL, MRVL
Some A.I. companies and names tied to the A.I. theme rallied on the session on the back of Nvidia's (NVDA) earnings.
Options Corner: DELL
Dell Technologies (DELL) earnings are on the way after Thursday's close. Rick Ducat prepares investors and traders by taking a look at the technical setup on its chart.
Dell Earnings Preview: Fiscal Q2 2026
Dell Technologies Inc. will report fiscal Q2 2026 results on Thursday, August 28, 2025, after the market close. For fiscal Q2 2025, Dell guided to $28.5-29.5 billion in total revenue and diluted non-GAAP EPS of $2.25. The ISG segment revenue is projected to ship $7 billion in AI servers, and to generate $11.3 billion in revenue.
Dell Technologies Picks Up Steam In AI Server Sales
I recommend Dell Technologies Inc. as a Buy with a $153 price target, driven by strong AI server demand and commercial PC growth. Dell's Infrastructure Solutions Group is experiencing robust revenue growth, fueled by AI-optimized servers and a significant backlog from enterprise and Tier 2 CSP customers. Potential risks include margin pressure from AI servers and near-term stock volatility, but Dell's financial position.
Wall Street's Insights Into Key Metrics Ahead of Dell Technologies (DELL) Q2 Earnings
Besides Wall Street's top-and-bottom-line estimates for Dell Technologies (DELL), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2025.
Dell Technologies vs. Apple: Which PC Maker Stock is a Better Buy?
Dell Technologies DELL and Apple AAPL are leading personal computer (PC) makers in a market that is now expected to see year-over-year shipment growth of 4.1% in 2025, per IDC. Global PC shipment volume is expected to hit 274 million in 2025, driven by growing demand for artificial intelligence (AI)-powered PCs and the transition to Microsoft Windows 11.
Dell Technologies (DELL) Earnings Expected to Grow: Should You Buy?
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.
Here's Why Dell Technologies (DELL) is a Strong Momentum Stock
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Brokers Suggest Investing in Dell Technologies (DELL): Read This Before Placing a Bet
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Buy 3 AI-Driven Storage Devices Stocks to Boost Your Portfolio Returns
AI-fueled demand is boosting storage leaders WDC, NTAP and DELL, with rising revenues, strong orders and expanding AI ecosystems.
