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

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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.

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Palantir Technologies

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.

Stock Market Today: Dow Gains 484 Points in Broad-Market Bounce

Erie Indemnity

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

Are Palantir and Dell Buys on Being Added to the S&P 500?

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?

Hewlett Packard

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.

Palantir Technologies, Dell Technologies, and Erie Indemnity Set to Join S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600

Palantir, Dell Stocks Jump on S&P 500 Addition

The S&P Dow Jones Indices said on Friday server maker Dell Technologies , data analytics firm Palantir Technologies and property and casualty insurer Erie Indemnity will join the benchmark S&P 500 before the market opens on Sept. 23.

Dell, Palantir and Erie Indemnity to join S&P 500

There has been buzz about Palantir, a notable AI software play, joining the S&P 500 throughout 2024.

Palantir, Dell Will Join The S&P 500. The AI Stocks Are Jumping.

American Airlines and Etsy slide to smaller-cap indexes, making room for the two IT giants.

Palantir, Dell to join S&P 500

Dell and Palantir shares both surged in extended trading on Friday after S&P Global announced that the two technology companies would join the S&P 500 U.S. stock index.

Dell and Palantir to join S&P 500; shares of both jump

Dell's recent performance improvements and a lower stock price led to an upgrade.

What's Going on With Dell Stock?

Super Micro's recent troubles increased bearish sentiment around the stock, but investors have an alternative to capitalize on the AI server market's growth. Dell Technologies' recent results make it clear that the company's growth rate is set to improve.

Worried About Super Micro Computer? Here Is a Solid Artificial Intelligence (AI) Stock to Buy Hand Over Fist Instead.

Dell's stock has declined since my last write-up due to margin concerns on AI servers, but recent performance shows strong growth in AI infrastructure and server revenue. Dell's AI-optimized server revenue surged, contributing to record server and networking revenue, highlighting their ability to capitalize on AI demand despite margin compression. Dell's valuation is significantly below the sector median, presenting a strong buy opportunity given their robust growth potential and market position in AI servers.

Dell: Blockbuster AI Growth, Don't Worry About Margins

Dell is benefiting from increasing investments in AI data centers.

Dell Stock Analysis: Upgrade Alert!

Despite Dell's stock price decline since my initial recommendation, the investment thesis remains solid. Its potential upside is driven by an upcycle in PCs, enterprise servers, and AI adoption. Its recent report showed sequential growth in AI server orders and shipments, revenue and earnings beating analysts' expectations, and management raising full-year guidance. The company returns substantial value to investors through share buybacks, dividends, and debt reduction.

News for Dell Technologies Stock (DELL)