Dell/$DELL

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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
$88B
18.98
$6.87
1.08
$1.94
1.61%

What the Analysts think about Dell

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

Bulls say / Bears say

Dell exceeded second-quarter forecasts with revenue of $29.78 billion against the expected $29.17 billion and reported adjusted EPS of $2.32, above the $2.30 estimate, reflecting strong demand momentum (Reuters).
Dell secured $5.6 billion in AI server orders and delivered $8.2 billion in shipments during the quarter, creating a backlog of $11.7 billion that supports its higher AI server revenue guidance (Reuters).
Management raised the FY26 revenue outlook to $105–109 billion from $101–105 billion and boosted the adjusted EPS projection to $9.55 from $9.40, reinforcing their confidence in Dell’s growth prospects (Reuters).
Dell’s adjusted gross margin dropped to 18.7%, missing the estimated 19.6%, indicating pressure on margins from costly AI server manufacturing and competitive pricing strategies (Reuters).
Dell’s third-quarter adjusted EPS guidance of $2.45 per share was below the analysts’ consensus of $2.55, leading to a share price drop despite increased full-year targets (Reuters).
The Client Solutions Group, which includes PCs, saw only 1% growth year-over-year, underscoring ongoing weakness in Dell’s primary PC segment (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 7 Sept 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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