Dell stock fell 4% ahead of its fiscal Q2 earnings report despite a 266% rally year-to-date, signaling investor caution. The market expects strong growth driven by Dell's AI-optimized servers, with consensus earnings up 113% and revenue up 52% year-over-year. However, the stock's decline suggests traders want more than just a beat, focusing on October-quarter guidance and full-year outlook. Dell's peers, Super Micro and Hewlett Packard Enterprise, also slipped but less sharply, highlighting company-specific risks. Investors should watch for Dell's Infrastructure Solutions Group operating income and management's updated guidance for clues on future performance.
Dell Technologies reported quarterly revenue of $46.97 billion and earnings per share of $7.04, both surpassing analyst expectations. The company's growth is fueled by strong demand in its AI server business, supported by a substantial $51 billion or...
Dell Technologies reported quarterly revenue of $46.97 billion, surpassing analyst estimates and growing 58% year-over-year. The company raised its full-year forecast, now expecting $192 billion in revenue and $25.50 in adjusted earnings per share, d...
Dell Technologies is expected to report record second-quarter earnings with EPS around $4.91 and revenue near $44.89 billion, fueled by high demand for its AI-optimized servers. This would mark a significant increase from last year's $29.78 billion a...
Yorkville America Equities has launched the Yorkville America MANGOS Plus Index ETF (FRUT), a unique fund combining leading AI platform companies like Meta, NVIDIA, and Alphabet with key AI infrastructure hardware firms such as Intel and AMD. This ru...
Dell Technologies and Palo Alto Networks both report earnings on September 1, 2026, after doubling in price this year. Analysts favor Palo Alto with stronger buy ratings, but its stock trades slightly above price targets, showing limited upside. Dell...
