Dell Technologies Inc. (DELL) Q2 2026 Earnings Call Transcript

Dell Technologies Inc. (NYSE:DELL ) Q2 2026 Earnings Conference Call August 28, 2025 4:30 PM ET Company Participants Jeffrey W. Clarke - COO & Vice Chairman Paul Frantz - Vice President of Investor...

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Computer hardware stock Dell Technologies (DELL) has been consistently climbing since its early April lows, sporting a 14.8% year-to-date lead. The rally has taken a pause over the last week, howev...

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Dell Technologies (DELL) closed the most recent trading day at $130.23, moving +2.29% from the previous trading session.

Dell: Positioned To Capture AI Server Market

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Dell No. 2 Jeff Clarke is taking control of its stuttering PC business. Read the memo he sent to staff.

Dell is shaking up leadership in its PC division amid stuttering growth since the pandemic. COO and vice chair Jeff Clarke will take on day-to-day leadership, he said in a memo seen by BI.

Dell Technologies (DELL) Moves 5.9% Higher: Will This Strength Last?

Dell Technologies (DELL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be mor...

Dell's employee satisfaction rate plummets as workers express frustration with policies: report

The employee satisfaction score at Dell has fallen to 32 from 63 two years ago, with staff citing layoffs, return-to-office mandates, AI implementation and culture shifts.

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Dell, HPE Named Top AI Server Plays As Analyst Cites $14 Billion Backlog

BofA Securities analyst Wamsi Mohan observed that from 2006 to 2024, server market revenues grew at a 9% compound annual rate, while unit volumes rose by 4% annually. Looking ahead, he expects arti...

AI Growth Makes Dell A Steal (Rating Upgrade)

Dell is experiencing rapid growth in its core server infrastructure business, driven by surging AI-related CapEx spending. EPS estimates for Dell are rising, with a strong trend of upward revisions...

Dell's AI Orders Are Surging - Thanks To Nvidia

Dell's AI server order backlog surged to $14.4B in Q1 alone, nearly eclipsing last year's total and driving a record $49B consolidated backlog. Despite a rare EPS miss, robust AI server demand and ...

Coreweave Gets First Nvidia GB300 AI Servers From Dell

Dell delivers the first Nvidia GB300 AI to Coreweave in a boost to the company's AI infrastructure. Bloomberg's Mandeep Singh joins Ed Ludlow on "Bloomberg Tech" to discuss.

Best Growth Stocks to Buy for July 3rd

EWCZ, DELL and GLDD made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 3, 2025.

5 Must-Buy High-Flying Stocks With AI Frenzy Set to Dominate H2 2025

AI stocks like JBL, TWLO, PATH, INTU and DELL are gaining momentum as infrastructure investments surge in H2 2025.


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