DELLDell Technologies
Price
+348%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality strong, nothing alarming, price roughly fair, growing in the filings, the market undecided.
Dell Technologies is a leader in the global technology industry focused on providing broad and innovative technology solutions for the data and artificial intelligence (“AI”) era. These solutions range from client devices and peripherals to infrastructure solutions across servers, networking, and storage to meet the evolving needs of our customers and drive better business outcomes. With our extensive portfolio and commitment to innovation, we design, deploy, and support secure, integrated solutions that extend from the edge to the core to the cloud.
In the company’s own words · 10-K filed Mar 16, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Dell Technologies (DELL) reported revenue of $47.0B in Q2 2027 (quarter ended Jul 31, 2026), up 58% from the same quarter a year earlier. That came with a gross margin of 21% and net income of $4.13B (8.8% of revenue). For the full year FY2026, revenue was $113.5B (+19% year on year) and net income $5.94B. Its largest product in Q1 2027 (quarter ended May 1, 2026) was AI Optimized Servers And Networking at $16.1B, 33% of the disclosed total, ahead of Commercial at 26%. The next results filing is expected around Nov 24, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 15, 2026On September 15, 2026, two wholly-owned subsidiaries of Dell Technologies Inc. (the “Company”), Dell International L.L.C. and EMC Corporation (together, the “Issuers”), completed a public offering (the “Offering”) of (i) $1,250,000,000 aggregate principal amount of 5.100% Senior Notes due 2029 (the “2029 Notes”), (ii) …Material agreement entered · Form 8-K
- Sep 10, 2026On September 9, 2026, Dell Technologies Inc. (the “Company”), Dell International L.L.C. (“Dell International”), EMC Corporation (together with Dell International, the “Issuers”) and the other Guarantors (as defined below) entered into an underwriting agreement (the “Underwriting Agreement”) with Barclays Capital Inc. …Other event · Form 8-K
- Sep 1, 2026Dell Technologies Delivers Second Quarter Fiscal 2027 Financial Results.Earnings release · press release
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q1 2027 · $49.35BThe company’s own SEC segment disclosure.
- AI Optimized Servers And Networking$16.13B33%
- Commercial$13.02B26%
- Traditional Servers And Networking$8.54B17%
- Service$5.74B12%
- Storage$4.33B9%
- Consumer$1.59B3%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
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