Dell/$DELL

Dell jumps after raising long-term revenue and EPS growth targets amid surging demand for AI-capable servers.
16 hours agoLightyear AI
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About Dell

Dell Technologies is a broad information technology vendor, primarily supplying hardware to enterprises. It focuses on premium and commercial personal computers, as well as enterprise on-premises data center hardware. It holds top-three market shares in its core markets of personal computers, peripheral displays, mainstream servers, and external storage. Dell has a robust ecosystem of component and assembly partners, and also relies heavily on channel partners to fulfill its sales.

Ticker

$DELL

Sector

Digital Hardware

Primary listing

NYSE

Employees

108,000

Dell Metrics

BasicAdvanced
$110B
23.95
$6.87
1.13
$1.94
1.28%

What the Analysts think about Dell

Analyst ratings (Buy, Hold, Sell) for Dell stock.

Bulls say / Bears say

Dell raised its long-term compound annual revenue growth forecast to 7%–9% and its adjusted EPS growth to at least 15%, driven by strong demand for AI-capable servers and maintained its short-term guidance, aided by a wave of PC upgrades (Reuters).
Dell increased its full-year profit outlook to $9.40 per share on May 29, reflecting strong demand for AI-optimized servers, with shares gaining about 2% in extended trading (Reuters).
In Q1, Dell reported $12.1 billion in AI server orders—which already exceeds projected shipments for all of fiscal 2025—and has a backlog of $14.4 billion, highlighting accelerating strength in its AI infrastructure business (Reuters).
Dell’s adjusted gross margin rate for Q2 fell to 18.7% compared to the 19.6% expected by analysts, as high costs to build AI servers and strong competition pressured profit, sending shares down nearly 6% in premarket trading (Reuters).
Although revenue is rising, competitive pressure and higher production costs for AI servers are squeezing Dell’s profit margins, raising concerns among investors about sustained profitability (Reuters).
President Trump’s proposed 10% baseline tariffs on all imports could raise Dell’s component costs by up to 25%, increasing supply chain uncertainty and possibly pressuring margins further. Dell shares fell about 17% when tariffs were first announced (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 9 Oct 2025.

Dell Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Dell Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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