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-...
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.
Dell Technologies Inc. (NYSE:DELL ) Q1 2026 Earnings Conference Call May 29, 2025 4:30 PM ET Company Participants Paul Frantz - Head of IR Jeff Clarke - Vice Chairman and COO Yvonne McGill - CFO Tyler Johnson - SVP and Treasurer Conference Call Participants Amit Daryanani - Evercore Ben Reitzes - Melius Research Erik Woodring - Morgan Stanley Wamsi Mohan - Bank of America Michael Ng - Goldman S...
Dell Technologies Inc (NASDAQ:DELL) reported mixed earnings for the first quarter but raised its full-year profit outlook amid strong demand for its AI-related systems, sending its share higher afterhours. For the full year, adjusted earnings per share (EPS) are expected to be $9.40 at the midpoint, up 15%.
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