Dell Technologies Stock Price, News & Analysis

Dell Technologies (NYSE:DELL) reported exceptional second-quarter fiscal 2026 results, achieving record revenue of $29.8 billion, up 19% year over year. The company's performance was driven by strong AI solutions demand, with $10 billion in AI shipments in the first half of FY26.

The Infrastructure Solutions Group (ISG) delivered record revenue of $16.8 billion, up 44%, with Servers and Networking revenue surging 69% to $12.9 billion. Client Solutions Group revenue reached $12.5 billion, up 1%. Operating income grew 27% to $1.8 billion, while diluted EPS increased 38% to $1.70.

Dell raised its FY26 AI server shipment guidance to $20 billion and expects full-year revenue between $105.0-109.0 billion. The company returned $1.3 billion to shareholders through dividends and share repurchases.

Dell Technologies (NYSE:DELL) has scheduled a conference call for Thursday, August 28, 2025, at 3:30 p.m. CST to discuss its fiscal 2026 second quarter financial results. The company will release its financial results, including prepared remarks and presentation materials with financial guidance, prior to the call.

The conference call will be accessible to the public as a live, audio-only webcast through Dell Technologies' investor relations website. An archived version of the call will also be made available on the same platform for later access.

Dell Technologies (NYSE:DELL), the leading AI infrastructure provider, has announced significant updates to its Dell AI Data Platform. The platform enhancements focus on improving support for the complete AI lifecycle, from data ingestion to inferencing, through a new collaboration with Elastic for advanced vector search capabilities.

Key announcements include the Dell PowerEdge R7725 server, which will be the first 2U server platform to deliver the NVIDIA AI Data Platform reference architecture, featuring NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. The new hardware offers up to 6x token throughput for LLM inference and 2x capacity for engineering simulation performance compared to previous generations.

The platform's new unstructured data engine, developed in collaboration with Elastic, will provide real-time secure access to large-scale unstructured datasets, featuring advanced vector search and semantic retrieval capabilities. These improvements aim to help organizations better handle massive, growing unstructured data for generative AI applications.

Dell Technologies (DELL) has announced a quarterly cash dividend of $0.525 per common share, payable on August 1, 2025, to shareholders of record as of July 22, 2025. This dividend is part of the company's previously announced 18% increase in annual cash dividend to $2.10 per common share, which was approved by the board in February 2025. The dividend announcement demonstrates Dell's commitment to returning value to shareholders through regular cash distributions.

Dell Technologies reported strong Q1 FY2026 results with revenue reaching $23.4 billion, up 5% year over year. The company achieved record first-quarter servers and networking revenue of $6.3 billion and generated $12.1 billion in AI orders. Infrastructure Solutions Group revenue grew 12% to $10.3 billion, while Client Solutions Group revenue increased 5% to $12.5 billion. Dell returned a record $2.4 billion to shareholders through dividends and share repurchases. The company's outlook remains positive, with FY2026 revenue expected between $101.0-105.0 billion and Q2 FY26 revenue projected at $28.5-29.5 billion. Operating income rose 21% to $1.2 billion, and non-GAAP EPS grew 17% to $1.55.

Dell Technologies (DELL) unveils major innovations for modern data center infrastructure, focusing on disaggregated architecture and enhanced software capabilities. The company introduces PowerProtect Data Domain All-Flash appliances offering up to 4x faster data restores and 2x faster replication, while reducing rack space by 40% and power consumption by 80% compared to HDD systems. Dell's PowerScale software improvements enhance object storage and cyber resilience, while PowerStore adds Advanced Ransomware Detection using AI analytics. The company's Dell Private Cloud solution reduces cloud deployment steps by 90%, enabling cluster setup in 2.5 hours with zero manual effort. Additionally, Dell NativeEdge introduces new features for managing virtualized workloads at the edge, including policy-based load balancing and VM management capabilities.

Dell Technologies (NYSE: DELL) has announced that Arthur Lewis, president of Infrastructure Solutions Group, will participate in a fireside chat at the Bank of America Global Technology Conference in San Francisco, CA. The presentation is scheduled for Tuesday, June 3, 2025, at 9:20 a.m. PT / 12:20 p.m. ET. Investors and interested parties can access both the live webcast and replay of the presentation through Dell Technologies' Investor Relations page at investors.delltechnologies.com.

Dell Technologies (DELL) announces major enhancements to its Dell AI Factory with NVIDIA, introducing next-generation enterprise AI solutions. Key highlights include: new PowerEdge servers supporting up to 256 NVIDIA Blackwell Ultra GPUs, delivering 4x faster LLM training; the PowerEdge XE9712 offering 50x more AI reasoning inference output; and PowerEdge XE7745 server with NVIDIA RTX Pro 6000 Blackwell GPUs. The company also unveiled networking improvements with Dell PowerSwitch solutions offering 800Gbps throughput, enhanced Dell AI Data Platform with up to 230% higher throughput, and new managed services for 24/7 monitoring and support. The collaboration aims to accelerate enterprise AI adoption through improved infrastructure, full-stack solutions, and streamlined operations.

Dell Technologies (NYSE: DELL), the leading AI infrastructure provider, announces major advancements to its Dell AI Factory. Key highlights include: The world's first enterprise-grade discrete NPU in a mobile workstation with the Dell Pro Max Plus laptop, featuring Qualcomm AI 100 PC Inference Card with 32 AI-cores and 64GB memory. The company introduced the PowerCool Enclosed Rear Door Heat Exchanger (eRDHx), reducing cooling energy costs by up to 60%. New PowerEdge servers with AMD Instinct MI350 GPUs offer 288GB of HBM3E memory per GPU and 35x greater inferencing performance. Dell also unveiled Project Lightning, the world's fastest parallel file system, and expanded partnerships with Cohere, Glean, Google, Meta, and Mistral AI for enhanced AI solutions. These innovations aim to simplify AI deployments while reducing costs, with the Dell AI Factory approach being 62% more cost-effective for LLM inferencing on-premises versus public cloud.