Dell Technologies Stock News

AI-optimized server demand is fueling Dell's revenue growth, with Infrastructure Solutions Group segment revenues soaring 44% year-over-year in Q2'26. Dell beat EPS and revenue expectations for the second-quarter, driven by higher AI server shipments and robust Data Center industry demand. Accelerating CapEx spending in Data Center remains a top growth catalyst for Dell going forward.

Dell Technologies said on Monday its Chief Financial Officer Yvonne McGill would resign effective September 9.

ROUND ROCK, Texas--(BUSINESS WIRE)--Dell Technologies (NYSE: DELL) today announces that Chief Financial Officer Yvonne McGill will step down from her role after a successful career at Dell that spanned nearly 30 years, effective Sept. 9, 2025. Dell has named David Kennedy, senior vice president, Dell Global Business Operations, Finance, and former senior vice president and COO of Dell Global Sa...

The healthy spending on artificial intelligence (AI) infrastructure and devices has been a tailwind for Dell Technologies (DELL -1.37%) in recent quarters, but shares of the company have struggled to gain any momentum on the market despite an improving growth profile.

Dell's post-earnings drop was driven by lower-than-expected gross margins and disappointing EPS, causing negative sentiment. Despite the correction, Dell's valuation is now more attractive, with lower P/E and P/S ratios compared to its more expensive AI peers. The dividend yield has risen above 1.5%, making Dell appealing. YoY orders increased by 75%, which is very optimistic for Dell's future.

ROUND ROCK, Texas--(BUSINESS WIRE)--Dell Technologies (NYSE: DELL) announces that its board of directors has declared a quarterly cash dividend of $0.525 per common share, which will be payable on Oct. 31 to shareholders of record as of Oct. 21. Dell increased its annual cash dividend by 18% to $2.10 per common share following board approval in February of this year. About Dell Technologies Del...

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Investors analyzing the market often find that perception and reality can diverge. On August 28, 2025, Dell Technologies NYSE: DELL delivered what appeared to be a solid second-quarter report, posting record revenue and beating profit expectations.