Dell Technologies (DELL)
NYSEInformation TechnologyComputer HardwareSnapshot 2026-07-08
$432.00+3.53%
Close 2026-07-08 · 1-day change
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Track DELL free→Dell is growing revenue fast, driven by AI-optimized servers. Revenue rose from $23.4B in 2025-Q1 to $43.8B in 2026-Q2. EPS jumped from $1.37 to $5.24 in the same period. The company is on track to meet its $167B revenue and $17.31 EPS guidance for FY27.
Dell faces risks from rising debt and volatile management. Increased debt may pressure growth. If AI demand slows, revenue growth could stall.
The market prices in about 25% revenue growth and values Dell near our fair value of $416. We see upside as Dell’s growth and EPS targets remain on track, above Street median estimates.
Breaks if: AI server demand declines significantly next year
Dell aims to achieve significant revenue growth, with a focus on AI-optimized servers and infrastructure solutions.
Stated in 4 of last 4 quarters. Revenue grew from $23.4 billion in 2025-Q1 to $43.8 billion in 2026-Q2, reflecting a strong growth trajectory. The company has consistently raised its revenue outlook, indicating delivering on its growth priority.
Breaks if: Debt levels rise sharply or capital allocation harms growth
Breaks if: EPS falls below $12.9 in FY27
Dell is focused on increasing its non-GAAP EPS, with significant year-over-year growth expected.
Stated in 4 of last 4 quarters. EPS increased from $1.37 in 2025-Q1 to $5.24 in 2026-Q2, demonstrating substantial growth. The company has consistently reported record EPS, indicating strong delivery on this priority.
Breaks if: revenue falls below $140B in FY27
Dell aims to achieve significant revenue growth, with a focus on AI-optimized servers and infrastructure solutions.
Stated in 4 of last 4 quarters. Revenue grew from $23.4 billion in 2025-Q1 to $43.8 billion in 2026-Q2, reflecting a strong growth trajectory. The company has consistently raised its revenue outlook, indicating delivering on its growth priority.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: 'We entered FY27 with clear momentum, raising our full-year revenue outlook to $167 billion at the midpoint, up nearly 50% year over year.'”
“CEO: 'Record revenue of $33.4 billion, up 39% year over year.'”
“CEO: 'Full-year revenue of $113.5 billion, up 19% year over year.'”
“CEO: 'Record third-quarter revenue of $27.0 billion, up 11% year over year.'”
“CFO: 'Record diluted earnings per share (EPS) of $5.24, up 282% year over year.'”
“CFO: 'Record fourth-quarter diluted EPS of $3.37, up 57% year over year.'”
“CFO: 'Record full-year diluted earnings per share (EPS) of $8.68, up 36% year over year.'”
“CFO: 'Diluted earnings per share (EPS) of $2.28, up 39% year over year.'”
“CEO: 'We entered FY27 with clear momentum, raising our full-year revenue outlook to $167 billion at the midpoint, up nearly 50% year over year.'”
“CEO: 'Record revenue of $33.4 billion, up 39% year over year.'”
“CEO: 'Full-year revenue of $113.5 billion, up 19% year over year.'”
“CEO: 'Record third-quarter revenue of $27.0 billion, up 11% year over year.'”
Dell aims to boost its first-quarter revenue significantly, reflecting strong demand and execution.
Stated in 2 of last 4 quarters. First-quarter revenue increased from $23.4 billion in 2025-Q1 to $43.8 billion in 2026-Q2, reflecting strong execution. The company has consistently reported record revenue, indicating progress on this priority.
“CEO: 'Record revenue of $43.8 billion, up 88% year over year.'”
“CEO: 'Record revenue of $33.4 billion, up 39% year over year.'”