Dell's revenue growth has accelerated to 57.7% year-over-year in Q2 FY2027, driven by a structural shift toward AI server infrastructure, but this top-line expansion is actively compressing gross margins from a peak of 23.0% to 20.9% due to lower-margin produc...
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Revenue growth has accelerated to 57.7% year-over-year in Q2 FY2027, but gross margin has compressed to 20.9% from a 23.0% peak, suggesting the AI server mix is diluting profitability despite strong operating leverage.
Dell is transitioning into an AI infrastructure pure-play, with $64.1B in AI server orders and strong fiscal performance driven by AI-driven server growth.
Quarterly revenues reached $43.8 billion, with EPS growth and profits increasing by nearly 75% in FY2024, highlighting strong financial performance.
Bull case scenarios suggest significant upside driven by faster backlog conversion and margin expansion, with a target of $537 (+27% upside).
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 1, 2026 | $7.04+43.4% vs $4.91 | $47.0B+4.6% vs $44.9B |
Q2 2026 May 28, 2026 | $4.86+64.2% vs $2.96 | $43.8B+22.7% vs $35.7B |
Q1 2026 Feb 26, 2026 | $3.89+10.2% vs $3.53 | $33.4B+5.4% vs $31.7B |
Q4 2025 Nov 25, 2025 | $2.59+4.9% vs $2.47 | $27.0B-0.6% vs $27.2B |
The First Trust Large Cap Growth AlphaDEX ETF (FTC) was launched on 05/08/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Growth category of the market.
Dell Technologies' AI customer base tops 6,500 as enterprise, sovereign and Neocloud demand fuels record orders and a $95B backlog amid tough competition.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is leading the AI server names higher Monday morning, and the size of that lead is the story.
Dell Technologies (DELL) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Benchmark DELL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Dell Technologies Inc. (DELL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $549.02 | $364.69B | 63.25 | 18.8% | 5.23% | — | 0.39% | |
| $32.04 | $29.3B | 12.09 | 3.24% | 4.14% | — | — | |
| $61.04 | $80.83B | -1368.61 | 14.06% | 6.57% | 10.85% | — | |
| $192.91 | $38.21B | 30.33 | 5.37% | 19.19% | 113.67% | — | |
| $86.22 | $28.49B | 183.45 | — | 5.89% | 17.22% | — | |
| $919.84 | $206.25B | 66.18 | 34.06% | 26.11% | 348.17% | — |
Dell Technologies Inc. (DELL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Dell Technologies Inc. (DELL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 10, 2026·SEC
Sep 1, 2026·SEC
May 28, 2026·SEC
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Dell Technologies Inc. (DELL) stock FAQ — growth, dividends, profitability & financials explained
Dell Technologies Inc. (DELL) reported $151.20B in revenue for fiscal year 2026. This represents a 168% increase from $56.38B in 2014.
Dell Technologies Inc. (DELL) grew revenue by 18.8% over the past year. This is strong growth.
Yes, Dell Technologies Inc. (DELL) is profitable, generating $11.38B in net income for fiscal year 2026 (5.2% net margin).
Yes, Dell Technologies Inc. (DELL) pays a dividend with a yield of 0.39%. This makes it attractive for income-focused investors.
Dell Technologies Inc. (DELL) generated $8.56B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
