Dell Technologies Inc. (DELL)

US — Technology Sector
Peers: NTES  MSTR  RBLX  CDNS  WDC  FI  MSI  INFY  STX  ADI 

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News

Dell shares climb 19% on earnings beat as company navigates rising memory costs
DELL
Published: February 27, 2026 by: CNBC
Sentiment: Positive

Dell stock soared as the company posted strong fourth-quarter earnings and bumped guidance. The company expects AI server revenue to double in 2027.

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image for news Dell shares climb 19% on earnings beat as company navigates rising memory costs
CRWV & ZS Sell Off After Earnings, DELL Rallies
CRWV, DELL
Published: February 27, 2026 by: Schwab Network
Sentiment: Negative

Dell Technologies (DELL) showcased strong AI demand in its earnings, the key reason George Tsilis attributes to the stock's strong rally Friday morning. One tech stock moving in the opposite direction: CoreWeave (CRWV), with shares selling off almost 20% soon after the opening bell.

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image for news CRWV & ZS Sell Off After Earnings, DELL Rallies
How Dell Stock is Defying the Tech Sector Selloff
DELL
Published: February 27, 2026 by: Schaeffers Research
Sentiment: Positive

Dell Technologies Inc (NYSE:DELL) stock is brushing off the market mayhem today, last seen up 17% to trade at $142.32.

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image for news How Dell Stock is Defying the Tech Sector Selloff
Dell shares jump on forecast it will double AI server revenue
DELL
Published: February 27, 2026 by: Reuters
Sentiment: Positive

Shares of Dell Technologies jumped in premarket trading on Friday after the company forecast revenue from its AI server business will double in fiscal 2027, underscoring surging demand for infrastructure catering to artificial intelligence.

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image for news Dell shares jump on forecast it will double AI server revenue
Dell Soars on Blowout Quarter While Intuit Stumbles Despite Beating on Both Lines
DELL, INTU
Published: February 27, 2026 by: 24/7 Wall Street
Sentiment: Positive

Two major tech earnings hit after the closing bell on Thursday. Dell Technologies (NYSE: DELL) delivered a blowout quarter and a stunning FY27 outlook, sending the stock sharply higher in premarket trading.

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image for news Dell Soars on Blowout Quarter While Intuit Stumbles Despite Beating on Both Lines
Dell hits record annual revenue as it cashes in on the AI data center boom, and predicts more gains ahead
DELL
Published: February 27, 2026 by: Business Insider
Sentiment: Positive

Dell reported record annual revenue of $113.5 billion in its latest financial year. Dell's server and storage business surged 40% and it projected that server sales would double in 2027.

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image for news Dell hits record annual revenue as it cashes in on the AI data center boom, and predicts more gains ahead
Live Earnings: Will Dell Technologies (DELL) Spike After Q4 Results
DELL
Published: February 26, 2026 by: 24/7 Wall Street
Sentiment: Neutral

We are updating this story in real time as new information breaks. Stay on this page for the latest developments, key quotes, numbers, and market reaction as they happen.

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image for news Live Earnings: Will Dell Technologies (DELL) Spike After Q4 Results
PC & AI Server Business Backs DELL Earnings, NVDA Partnership's Potential
DELL, NVDA
Published: February 26, 2026 by: Schwab Network
Sentiment: Positive

Ahead of Dell Technologies' (DELL) earnings after Thursday's close, Jim Kelleher explains the tailwinds and headwinds facing the legacy tech company into its report. The tailwinds: strong PC and AI server businesses.

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image for news PC & AI Server Business Backs DELL Earnings, NVDA Partnership's Potential
DELL Gears Up to Report Q4 Earnings: Buy, Sell, or Hold the Stock?
DELL
Published: February 24, 2026 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies Q4 performance is likely to have benefited from surging AI server demand and more than 30% growth forecasts amid PC weakness and competition.

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image for news DELL Gears Up to Report Q4 Earnings: Buy, Sell, or Hold the Stock?
Dell Technologies Q4 Earnings Preview: Sustaining Growth With AI Momentum
DELL
Published: February 20, 2026 by: Seeking Alpha
Sentiment: Positive

Dell Technologies is positioned to benefit from AI infrastructure growth, with the ISG segment driving double-digit revenue and order momentum. Despite muted stock performance, DELL's Q3 2026 saw record $27B revenue, 24% ISG growth, and robust AI server backlog, supporting a bullish outlook. Management guides for Q4 2026 revenue of $31–32B and EPS of $3.5, aligning with consensus and signaling sustained top- and bottom-line strength.

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image for news Dell Technologies Q4 Earnings Preview: Sustaining Growth With AI Momentum
Stop Reading Dell's Margin Story Wrong, The Math Says 50% Upside
DELL
Published: February 19, 2026 by: Seeking Alpha
Sentiment: Positive

Dell is transforming from a traditional hardware provider to a leading AI-infrastructure supplier, capturing significant market share in data-center AI-optimized servers. The ISG segment now drives growth, with servers and networking up 43% YoY, but current AI server sales are margin-dilutive due to high GPU costs. I expect a J-curve profitability scenario as Dell's installed base expands, shifting revenue mix toward high-margin services and recurring income.

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image for news Stop Reading Dell's Margin Story Wrong, The Math Says 50% Upside
Dell Technologies (DELL) Earnings Expected to Grow: Should You Buy?
DELL
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Neutral

Dell Technologies (DELL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Dell Technologies (DELL) Earnings Expected to Grow: Should You Buy?
Wall Street Bulls Look Optimistic About Dell Technologies (DELL): Should You Buy?
DELL
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Neutral

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

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image for news Wall Street Bulls Look Optimistic About Dell Technologies (DELL): Should You Buy?
DELL vs. SMCI: Which AI-Server Stock Offers Better Growth Opportunity?
DELL, SMCI
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Positive

Super Micro Computer's AI-driven revenue surge, rack-scale expansion and lower valuation stack up against Dell's margin pressures in the AI server race.

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image for news DELL vs. SMCI: Which AI-Server Stock Offers Better Growth Opportunity?
1 Reason to Buy Dell Technologies Stock Like There's No Tomorrow
DELL
Published: February 12, 2026 by: The Motley Fool
Sentiment: Positive

The hyperscalers intend to spend billions of dollars on servers in 2026. Dell is a leader in AI servers, and investors may not be appreciating its full potential.

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image for news 1 Reason to Buy Dell Technologies Stock Like There's No Tomorrow
DELL's Low P/S Valuation: An Opportunity or Risk Ahead for the Stock?
DELL
Published: February 11, 2026 by: Zacks Investment Research
Sentiment: Negative

Dell trades at a steep discount, but weak consumer PCs, thin AI server margins and stock underperformance signal bigger risks.

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image for news DELL's Low P/S Valuation: An Opportunity or Risk Ahead for the Stock?
Is Trending Stock Dell Technologies Inc. (DELL) a Buy Now?
DELL
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.

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image for news Is Trending Stock Dell Technologies Inc. (DELL) a Buy Now?
Best Tech Stocks To Buy On The Earnings Week Dip
DAKT, DELL, LITE, NVDA, TSM
Published: February 06, 2026 by: Seeking Alpha
Sentiment: Positive

This earnings season has reminded investors that technology is no longer a single trade, and 2026 is shaping up to be a stock picker's market. Weakness in software and the broader tech tumble in QQQ reflect shorter-term nerves, yet the underlying buildout of AI, connectivity, and digital infrastructure continues. These stocks share a common trait: They're essential building blocks rather than speculative applications, giving them growth visibility in 2026.

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image for news Best Tech Stocks To Buy On The Earnings Week Dip
Wall Street Analysts Think Dell Technologies (DELL) Is a Good Investment: Is It?
DELL
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

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image for news Wall Street Analysts Think Dell Technologies (DELL) Is a Good Investment: Is It?
Will Dell Technologies (DELL) Beat Estimates Again in Its Next Earnings Report?
DELL
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies (DELL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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image for news Will Dell Technologies (DELL) Beat Estimates Again in Its Next Earnings Report?
Is Most-Watched Stock Dell Technologies Inc. (DELL) Worth Betting on Now?
DELL
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Dell Technologies (DELL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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image for news Is Most-Watched Stock Dell Technologies Inc. (DELL) Worth Betting on Now?
Here's Why Dell Technologies (DELL) is a Strong Value Stock
DELL
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

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image for news Here's Why Dell Technologies (DELL) is a Strong Value Stock
Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
DELL, NXPI
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

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image for news Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
Michael Dell loves the idea of Trump accounts.
DELL
Published: January 28, 2026 by: Yahoo Finance
Sentiment: Neutral

About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance

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image for news Michael Dell loves the idea of Trump accounts.
Michael Dell wants Trump Accounts to teach financial literacy. 💰💵
DELL
Published: January 28, 2026 by: Yahoo Finance
Sentiment: Neutral

About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance

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image for news Michael Dell wants Trump Accounts to teach financial literacy. 💰💵
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
DELL, NVDA
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Positive

The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

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image for news These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Dell CEO: Europe's business leaders secretly happy U.S. policies pressuring European competitiveness
DELL
Published: January 22, 2026 by: CNBC Television
Sentiment: Positive

Michael Dell told CNBC on Thursday that European business leaders are "secretly kind of happy" that U.S. pro-growth and deregulation policies are sparking more competition, and hope their own governments follow suit.

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image for news Dell CEO: Europe's business leaders secretly happy U.S. policies pressuring European competitiveness
Michael Dell: AI demand is in excess of supply
DELL
Published: January 22, 2026 by: CNBC Television
Sentiment: Positive

Michael Dell, founder and CEO of Dell, joins 'Squawk on the Street' to discuss the impacts of artificial intelligence, geopolitics, and more.

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image for news Michael Dell: AI demand is in excess of supply
DELL's Strong Partner Network Drives Up ISG Growth: What's Ahead?
DELL
Published: January 21, 2026 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies partner network powers record ISG revenue, surging AI server orders and backlog, with Q4 revenue outlook signaling strong growth.

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image for news DELL's Strong Partner Network Drives Up ISG Growth: What's Ahead?
DELL vs. CSCO: Which AI Infrastructure Stock Is the Better Buy Now?
CSCO, DELL
Published: January 16, 2026 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies leads in AI server demand, but Cisco Systems' networking strength and earnings momentum position it as the stronger AI infrastructure stock.

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image for news DELL vs. CSCO: Which AI Infrastructure Stock Is the Better Buy Now?

About Dell Technologies Inc. (DELL)

  • IPO Date 2016-08-17
  • Website http://www.dell.com
  • Industry Computer Hardware
  • CEO Michael Saul Dell
  • Employees 108000

Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports information technology (IT) solutions, products, and services worldwide. The company operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment provides traditional and next-generation storage solutions; and rack, blade, tower, and hyperscale servers. This segment also offers networking products and services that help its business customers to transform and modernize their infrastructure, mobilize and enrich end-user experiences, and accelerate business applications and processes; attached software and peripherals; and support and deployment, configuration, and extended warranty services. The CSG segment provides desktops, workstations, and notebooks; displays and projectors; attached and third-party software and peripherals, as well as support and deployment, configuration, and extended warranty services. The VMware segment supports customers in the areas of hybrid and multi-cloud, modern applications, networking, security, and digital workspaces, helping customers to manage IT resource across private clouds and complex multi-cloud, multi-device environments. Dell Technologies Inc. also provides information security; and cloud software and infrastructure-as-a-service solutions that enable customers to migrate, run, and manage mission-critical applications in cloud-based IT environments. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in August 2016. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.