DELL Stock Recent News
DELL LATEST HEADLINES
Dell's AI server business is gaining momentum, with a $14.4B backlog and strong partnerships beyond hyperscalers, supporting its bullish AI thesis. Despite weak consumer revenue, Dell's commercial and ISG segments are growing, but AI isn't yet the main topline driver, potentially tempering valuation upside. Robust cash flow and disciplined capital allocation reassure investors, but low free cash flow margins may limit aggressive valuation re-rating near-term.
@verifiedinvesting's Gareth Soloway considers May's market rebound impressive. Moving forward, he expects investors to put more emphasis on economic data over tariff headlines.
U.S. stocks traded mixed toward the end of trading, with the Dow Jones index edging higher on Friday.
Dell Technologies Inc DELL reported mixed financial results for the first quarter on Thursday after the bell.
Dell Technologies' first-quarter fiscal 2026 results reflect strong AI-driven growth and an expanding backlog.
Ulta Beauty (ULTA) continued strong industry trends by beating earnings and raising guidance. Dell Technologies (DELL) didn't have as strong a showing in its earnings despite demand for its A.I.
I added Dell to my portfolio early last month and have already enjoyed a >50% return. Q1 results tell me there's probably more to come. Dell is set for a meaningful growth acceleration, driven by a large AI server backlog and pipeline, which has led to a strong Q2 FY26 revenue guidance beat. The company is well positioned to gain PC market share amid the Windows 11 refresh, due to its industry-leading position in AI PC offerings.
The Nasdaq Composite is only at about breakeven for the year, as of this writing, but it's made a powerful comeback in recent weeks. The tech-heavy index is now down less than 1% year to date, a massive improvement from the drop of more than 20% it recorded in early April.
Dell Technologies Inc (NASDAQ:DELL) gave investors something to cheer about this week despite falling short of quarterly profit expectations. The US computer giant's adjusted earnings per share for the first quarter came in at $1.55, below the $1.69 forecast by analysts.
Although the revenue and EPS for Dell Technologies (DELL) give a sense of how its business performed in the quarter ended April 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.