Dell Technologies (DELL)
Dell Technologies is a global giant that builds the computers, servers, and storage systems that power our digital lives and the latest AI infrastructure.
Is Dell Technologies a good stock for a UK beginner?
The honest version: Dell Technologies is a global giant that builds the computers, servers, and storage systems that power our digital lives and the latest AI infrastructure.
Over about 2 years to 2026-07-31. This is the share price only - reinvesting the dividends would add to it. And it's the USD return - as a UK investor your actual £ return also moves with the exchange rate. Past performance is not a guide to the future, and it could just as easily have fallen.
Based on beta - how much the price swings versus the whole market. Bumpier isn't bad; it just means a rougher ride, which matters more the sooner you might need the money.
Prices move on results, news and the mood of the whole market - no single headline explains a day, and a quiet week is usually just noise, not a signal.
Dell becomes the primary hardware provider for the AI revolution.
Technological shifts make their current hardware offerings less relevant.
What does Dell Technologies do?
Dell is a household name for laptops and desktop PCs, but a huge part of their business now involves selling high-powered servers to companies building artificial intelligence. Sales of that hardware straight to businesses and consumers, plus the software and support that keep the systems running, are what pay the bills. Keep tabs on demand for their AI-ready servers, which has been a massive engine behind their recent growth.
On our factor screen it looks strongest on growth and momentum, and weakest on quality.
- ✓Pays a dividend - about 0.6% a year
- ✓Growing - revenue up about 88% over the year
- !High P/E of 32 - big growth is already priced in
- Growth screens high (95/100)
- Momentum screens high (86/100)
- Strong brand recognition in both consumer and business markets
- Significant recent growth in the high-demand AI server sector
- Established global supply chain and distribution network
- Quality screens low (22/100)
- Intense competition from other major technology hardware providers
- Potential for supply chain disruptions affecting production
- Rapid changes in technology making existing products obsolete
What do Dell Technologies's numbers mean?
How much money does Dell Technologies make?
Revenue and profit by quarter, and how much of each sale turns into profit.
Does Dell Technologies pay a dividend?
Yes - Dell Technologies currently pays a dividend of about 0.6% a year (the yearly payout as a share of the price). A dividend is a slice of profit handed to shareholders; the yield moves as the price moves, and a company can cut or stop it.
When does Dell Technologies report earnings, and how did recent quarters go?
Dell Technologies is next scheduled to report on about 2026-09-03 - dates can move, and we don't predict results; this just tells you when to look.
Each quarter a company reports its results against what analysts expected. ‘Beating’ or ‘missing’ is about that expectation, not whether the business is doing well in absolute terms.
| Reported | Expected EPS: The earnings per share analysts expected for the quarter - the average of their forecasts. 'Beating' or 'missing' is measured against this number. | Actual EPS | vs expected |
|---|---|---|---|
| 2026-05-28 | $2.96 | $4.86 | Beat +64% |
| 2026-02-26 | $3.51 | $3.89 | Beat +11% |
| 2025-11-25 | $2.48 | $2.59 | Beat +5% |
| 2025-08-28 | $2.29 | $2.32 | Beat +1% |
| 2025-05-29 | $1.69 | $1.55 | Missed -8% |
| 2025-02-27 | $2.52 | $2.68 | Beat +6% |
Across the last 6 quarters here, Dell Technologies came in ahead of what analysts expected 5 times. One quarter is noise, not a trend.
See who else reports over the next two weeks →
Reported vs expected earnings per share (EPS) from published results; the expectation is the analyst consensus, not our view. Report dates are estimates that can move.
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NetApp, Inc.What are the scenarios for Dell Technologies?
An illustrative range for the year ahead, with the assumption behind each case — not a prediction or a price target.
What are the pros and cons of Dell Technologies?
How many points the write-up makes each way — a balance check, not a score or verdict.
- Strong brand recognition in both consumer and business markets
- Significant recent growth in the high-demand AI server sector
- Established global supply chain and distribution network
- Hardware businesses often have thin profit margins
- The PC market can be cyclical and sensitive to economic downturns
- High share price volatility compared to the broader market
- Intense competition from other major technology hardware providers
- Potential for supply chain disruptions affecting production
- Rapid changes in technology making existing products obsolete
The write-up's own warning lights — if these start happening, the case above changes.
- A sustained decline in corporate spending on AI infrastructure
- A significant drop in profit margins due to price wars with competitors
Built from public filings & market prices, checked for an education-only tone, and never a price target. How we make these →
This plain-English summary was auto-generated on 2026-08-01 from public data and checked for an education-only, no-advice tone (the figures above carry their own, usually fresher, 'as of' date). It's information, never a recommendation.