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 Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 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.

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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.

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The Nasdaq 100 closed higher by around 0.5% during Friday's session. Investors, meanwhile, focused on some notable insider trades.

Netflix, Dell And 2 Other Stocks Executives Are Selling

The strong demand for AI chips helped Nvidia raise its quarterly dividend by 150%. Investors can cash in on surging demand for AI servers with Dell stock, which also pays an above-average dividend yield of 1.68%.

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Though Nvidia's stock price has retreated from its recent highs, its valuation remains pricey. Dell has been generating strong results of late, and its growth rate could accelerate in the near future.

Forget Nvidia: This Could Be a Better Artificial Intelligence Stock to Buy Right Now

Dell Technologies Inc. remains a strong investment due to its positioning in the growing AI market and upcoming PC refresh cycle. Positive news and analyst ratings, coupled with Dell's focus on AI and efficiency, suggest significant undervaluation and potential for growth. Dell's Q3 and Q4 outlooks are promising, with expected revenue growth driven by AI server demand and potential Nvidia Blackwell shipments.

Dell Technologies Stock Is A Buy Despite Margin Concerns

Dell plans further workforce cuts and limits external hiring through February 2025. Dell is taking measures to minimize spending and to adapt to an AI world.

Dell's job cuts aren't over yet

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The Nasdaq 100 closed higher by over 150 points during Tuesday's session. Investors, meanwhile, focused on some notable insider trades.

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Dell Technologies Inc. (NYSE:DELL ) Goldman Sachs Communacopia + Technology Conference September 10, 2024 6:45 PM ET Company Participants Jeff Clarke - Vice Chairman and Chief Operating Officer Conference Call Participants Mike Ng - Goldman Sachs Mike Ng Great. Thank you, everybody, for joining the session.

Dell Technologies Inc. (DELL) Goldman Sachs Communacopia + Technology Conference (Transcript)

Dell Technologies' stock has rebounded from its recent low, driven by strong earnings and AI enterprise growth, making it a solid investment. Dell's re-entry into the S&P 500 and robust sales growth position it for multiple expansion and a higher stock price. Dell's forward P/E ratio is undervalued at below 12, with the potential to reach 15-17, implying a stock price of $150-$170.

Dell: Excellent Earnings - Remains A Strong Buy

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Shares of Palantir Technologies (NYSE: PLTR) and Dell Technologies (NYSE: DELL) are rallying on news they'll be joining the S&P 500 later this month. S&P Global, which runs the index, says the tech giants, along with insurance provider Erie Indemnity (NASD: ERIE), will be added before the start of trading on September 23.

PLTR, DELL rally on news of replacing American Airlines, Etsy in S&P 500: Here's how the index makes its calls

Tech stocks were in focus Monday on news Palantir and Dell are two of the S&P 500's newest members.

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The S&P 500 is getting three new members this month but investors need to do their own due diligence.

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Although DELL's cheap valuation is attractive, contracting gross margin and weakness in consumer PC shipment are near-term headwinds.

Is DELL Stock's 11.43X PE Still Worth It? Buy, Sell, or Hold?

Dell Inc. (NASDAQ:DELL) shares added almost 5% on Monday after it was revealed the technology company will be added to the S&P 500 as part of its quarterly rebalance.  Also being added are Palantir Technologies Inc (NYSE:PLTR), which surged almost 13% on the news, and Erie Indemnity, replacing American Airlines Group Inc (NASDAQ:AAL, ETR:A1G), Etsy Inc (NASDAQ:ETSY, ETR:3E2), and Bio-Rad Laboratories Inc (NYSE:BIO).

Dell shares climb on S&P 500 inclusion, analysts see more upside ahead

Shares of Palantir Technologies (PLTR), Dell Technologies (DELL), and Erie Indemnity (ERIE) all gained Monday morning after it was announced they were being added to the S&P 500 Index.

Palantir and Dell Will Join S&P 500—What You Need To Know

The computer manufacturer's addition to the index, effective Sept. 23, represents a return to the market benchmark, which it exited in 2013.

Dell Stock Rises on S&P 500 News. Why Wall Street Thinks More Gains Will Follow.

Two tech stocks are making moves on the charts today.

Dell, Palantir Stocks Pop After S&P 500 Nod

In a major show of confidence, personal computer manufacturer Dell (NYSE: DELL) is anticipated to see its stock benefit after its inclusion in the S&P 500 index.

Wall Street sets Dell stock price for next 12 months

S&P 500 futures rise as Palantir, Dell rally after joining the index. Investors await CPI and PPI data, crucial for shaping Fed's next rate move.

S&P500 Gains: Dell and Palantir Stocks Rally Following Benchmark Inclusion

After the index change takes hold, “large-cap funds that are benchmarked against the S&P 500 will be forced to look at” Dell, one analyst says.

Palantir, Dell shares rise on S&P 500 nods — and here's what might come next

Dell Technologies is accelerating revenue in its server business, preparing for a rebound in the personal computer business, and poised to benefit from AI's rising effectiveness.

Dell Stock Investors: Here's Something You Should Know

Dell has strong tailwinds due to massive data center builds. Meanwhile, the competition faces challenges.

Dell Is Laser Focused on AI: Is It The Next Winner No One Talks About?

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DELL and HPE are a good play on the AI server market. Should you have DELL in your portfolio or HPE?

DELL vs. HPE: Which offers better investment in AI servers?

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NEW YORK , Sept. 6, 2024 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices effective prior to the open of trading on Monday, September 23, to coincide with the quarterly rebalance.

News for Dell Technologies Stock (DELL)