Dell Technologies

Dell Technologies, Inc. is a holding company, which engages in the provision of information technology hardware, software, and service solutions through its subsidiaries. It operates through the following segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment consists of sales to commercial and consumer customers of desktops, thin client products, and notebooks. The VMware segment provides compute, cloud management, networking and security, storage and availability, and other end-user computing offerings. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Earnings data Q1 2022

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Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Earnings data Q4 2025

Dell reports resilient Q1 performance and focuses on cloud growth

Dell's Q1 performance showcased resilience in the face of challenges, with strong revenue, gross margins, and cash flow. The company's focus on innovation and cost management positions it well for future growth, despite softness in certain segments. Dell remains optimistic about opportunities in cloud services and expects improvement in demand as the year progresses.

Dell reports strong Q2 earnings, raises FY '24 revenue expectations

The earnings call provided insights into Dell's performance, market dynamics, and strategic focus on AI, storage, and capital allocation. The company's growth opportunities were discussed, along with its pricing discipline and focus on core profit pools across the market.

Dell reports solid Q3 performance, eyes growth in fiscal '25

Dell's Q3 performance was solid, driven by strong cash flow and AI-optimized server demand. While facing challenges in CSG revenue and ISG margin rates, the company is focused on capital return and anticipates growth opportunities in fiscal year '25.

Dell reports record FY '23 revenue and EPS, anticipates challenging FY '24 start

Dell Technologies delivered strong financial performance in FY '23, with record revenue and EPS. While facing challenges in Q4 and expecting a tough start to FY '24, Dell remains confident in its long-term market health. The company is focused on cost controls, innovation, and gaining share in core business segments.

Dell Technologies Q1 earnings resilient amidst soft storage demand

Dell Technologies navigated a challenging demand environment with a focus on cost management and innovation. While facing margin pressure from soft storage demand, the company aims for sequential growth and margin improvement. Share repurchases exceeded targets, and leadership changes were announced.

Dell Technologies surpasses Q2 expectations, eyes AI growth opportunities

Dell Technologies exceeded Q2 expectations with strong financial performance driven by AI solutions and robust server demand. Despite market challenges, Dell remains optimistic about growth in premium PC segments and opportunities in AI innovation. The company's strategic focus on AI, cost efficiency, and pricing discipline positions it well for future success.

Dell Technologies reports solid Q3 earnings amidst AI growth

Dell Technologies delivered strong financial results in Q3, with revenue of $22.3 billion and a focus on profit and cash flow amidst operational challenges.
The company showcased strengths in margin management, product mix optimization, and growth in key segments like AI-optimized servers and data protection.
While facing challenges such as supply chain constraints and margin pressures, Dell is well-positioned to capitalize on opportunities in AI, networking, and storage markets.
With a strategic focus on profitable growth, capital returns to shareholders, and market expansion, Dell aims to return to growth in FY '25 above its long-term financial framework.

Dell Technologies reports strong Q4 earnings, eyes AI growth

Dell Technologies is well-positioned for growth, with a focus on operational excellence and profitability. The company anticipates growth in ISG fueled by AI and modest growth in traditional servers. Dell's commitment to returning value to shareholders and optimism for the future highlight a positive outlook.

Dell Technologies reports strong Q1 earnings, eyes AI growth

Dell Technologies delivered a solid performance in Q1 with revenue growth driven by servers and commercial PCs. The company showcased strength in AI innovation and storage solutions.
Challenges lie in margin pressure from inflationary costs and increased server mix. However, opportunities in AI growth, commercial clients, and storage revenue improvement are on the horizon.
Overall, Dell's financial position remains robust, with positive guidance for FY '25 revenue and a focus on accelerating AI adoption. The company's engineering expertise and innovation momentum are key strengths.

Dell reports robust Q2 earnings, eyes AI opportunities for growth

Dell Technologies delivered a strong Q2 performance with revenue up 9% to $25 billion, driven by record servers and networking business.
Despite challenges in gross margin and storage revenue, the company's focus on AI, customer-centric approach, and cost management present opportunities for future growth.
Optimism surrounds AI and IT hardware refresh cycle, positioning Dell to leverage strengths, drive innovation, and capitalize on emerging market trends.
Transition in Investor Relations leadership and financial stability underscore Dell's commitment to adaptability and growth amidst evolving market dynamics.

Dell reports robust Q3 earnings, eyes AI and storage growth

Dell Technologies delivered a strong Q3 performance with revenue growth, improved EPS, and strong cash flow, underpinned by AI server momentum and product innovation.
While facing challenges in consumer demand and financial services, Dell's resilient supply chain and sustained server growth position it well for future opportunities.
With a focus on AI, storage, and server segments, Dell is poised for continued growth in fiscal year 2026, leveraging market trends and technological advancements.

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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Major U.S. equities indexes lost ground on the last trading day before Thanksgiving.

S&P 500 Gains and Losses Today: Shares of PC Makers Fall as AI Adoption Stumbles

Dell Technologies (DELL) shares tumbled Wednesday in the wake of what JPMorgan called “admittedly messy” third-quarter results, but the bank's analysts said Dell could still be positioned to benefit long-term from the artificial intelligence (AI) boom.

Dell Could Be Poised to Benefit From AI Boom, Despite 'Messy' Results, Analysts Say

A slew of economic news and some tough posturing on trade put a damper on equities.

Stock Market Today: Stocks Stall on Tariff Talk, Inflation Data

Personal computer giants Dell Technologies and HP Inc. are forecasting lower-than-expected earnings for the current quarter, causing shares of both companies to decrease by around 12%, while pacing what would be HP's worst day in more than three years.

Dell And HP Shares Drop 12% After Worse-Than-Expected Forecasts

Dell Technologies Inc. DELL reported better-than-expected earnings for its third quarter, while sales missed estimates.

These Analysts Revise Their Forecasts On Dell After Q3 Results

Dell Technologies (DELL -11.45%) stock tumbled 11% through 10:05 a.m. ET Wednesday after the company reported mixed earnings last night.

Why Dell Technologies Stock Crashed 11% Today

Urban Outfitters

The S&P 500 and the Nasdaq Composite extended losses on Wednesday as investors digested an in-line inflation report.  The personal consumption expenditure index (PCE) rose in October but was above the US Federal Reserve's preferred inflation target.

S&P 500 and Nasdaq extend losses as markets assess US PCE data; HP, Dell slide while Urban Outfitters surges

Here are a few key calls from Wall Street that are moving stocks in today's market: Crowdstrike (Nasdaq: CRWD): Had its price target raised to $400 from $365 at Bank of America, with the bank maintaining a ‘buy' rating on the stock.

Stock Market Today: Dell Earnings Crash the Nasdaq Composite

Dell Technologies Inc.'s infrastructure segment grew 34% YoY, driven by AI and cloud demand, with exceptional growth in servers and promising storage business. Despite a 12% stock drop post-Q3 earnings, I see a massive overreaction and added to my position, targeting $140. Dell's market leadership in AI infrastructure and storage, combined with margin expansion, positions it for significant growth in a $300B market by 2030.

Dell Q3 Earnings: A Rare Dip-Buy Opportunity

Analysts say Dell's revenue will improve once Nvidia Blackwell supply picks up and note the company isn't pricing AI servers as aggressively as peers are.

As Dell's stock slides, here's why bulls are keeping the faith

Dell Technologies' third-quarter fiscal 2025 results reflect strong demand for AI-optimized servers.

DELL Beats Q3 Earnings Estimates: Can Strong FY25 View Lift Shares?

In today's video, I discuss recent updates impacting Dell Technologies (DELL -10.55%). To learn more, check out the short video, consider subscribing, and click the special offer link below.

Dell Stock Drops Over 10% After Reporting Setbacks in the AI Market

US stocks steady as traders eye PCE inflation data, a key Fed gauge. Dell's AI-driven growth contrasts with weaker Q4 guidance, shaking tech sentiment.

S&P500 Forecast: PCE Inflation Report Looms as Dell's AI Prospects Face Uncertainty

CrowdStrike

3D Systems

U.S. stock futures were lower this morning, with the Dow futures falling around 50 points on Wednesday.

Dell, HP, CrowdStrike, 3D Systems And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session

There may be an opportunity to buy the dip in shares of PC maker Dell, according to Melius Research.

Dell Stock Holds On to Buy Ratings After Post-Earnings Slump

NVIDIA

Shares are down almost 7% over the past five days even though they rose slightly on Tuesday.

Nvidia Stock Heads Into the Holidays Falling. Tariff Talk, Dell Earnings Haven't Helped.

Dell reported $24.4 billion in revenue for its third quarter — a 10% year-on-year increase. Revenues jumped 34% in Dell's ISG division, which includes the company's AI operations.

Dell's AI business is booming, but shares plunged after it cut its revenue outlook

Shares of Dell and HP fell on Wednesday after the personal computer makers issued forecasts that cast doubt on a market recovery driven by artificial intelligence-enabled PCs.

HP, Dell's weak forecasts spark share selloff, doubts over PC market recovery

Dell's (NYSE: DELL) share price is spiraling downward as investors digest the company's third-quarter earnings and future forecasts.

Why Dell stock is crashing

Dell Technologies' 11% post-earnings sell-off is an overreaction, presenting a strong buying opportunity. The company's ISG segment is thriving, driven by AI server demand, with a 34% revenue increase and 41% operating income growth. Dell's forward P/E ratio and DCF model indicate significant undervaluation, with a fair share price 24% higher than the current market price.

Dell: Market Overreacts To Q3 Earnings

Dell Technologies Inc's (NASDAQ:DELL) shares were brutalised after hours after the laptop maker lowered its revenue expectations for the fourth quarter. Dell now projects revenue between $24 billion and $25 billion, below analysts' estimates of $25.57 billion, despite reporting third-quarter earnings that exceeded expectations.

Dell down 11% after hours after laptop maker downgrades outlook

I reiterate a 'Strong Buy' rating on Dell with a one-year target price of $210 per share, driven by robust AI server growth. DELL reported 9.5% revenue growth and 14% adjusted EPS growth, primarily fueled by record-high AI server orders and strong enterprise customer traction. Despite weaker Consumer PC business growth, Dell's new AI server products and partnerships with Nvidia, AMD, and Intel position it well for future growth.

Dell Q3: Rapid AI Server Growth Offset Weak Consumer PC Sales, Remain 'Strong Buy'

Dell (DELL) shares tumbled in extended trading Tuesday after the server and personal computer maker reported fiscal 2025 third-quarter revenue that came in below Wall Street expectations.

Watch These Dell Stock Price Levels After Post-Earnings Plunge

Dell Technologies Inc.'s recent AI boost was derailed slightly on Tuesday, as the computer maker's weaker outlook — due to a double whammy of AI product transitions in both servers and PCs — disappointed investors.

Dell's AI boost derailed slightly by Blackwell transition and slower move to AI PCs

Ambarella

Nordstrom

The Dow and the S&P 500 both registered new all-time closes today, +0.28% and +0.57%, respectively.

News for Dell Technologies Stock (DELL)