DELL Dell Technologies
AI servers for enterprise and neoclouds
Fundamentals from public market data, refreshed daily (2026-11-12 22:21 UTC). Figures in reporting currency.
DELL · price with what management and the data said
Timeline: management commentary, data & earnings
9 events-
9
2026-10-20Taiwan Ministry of FinanceData release
Taiwan September exports a record $87.2B (+60.9%); shipments to the US +106% to $27.5B on AI servers. Export orders a record $114.2B (+62.4%). Source ↗
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8
2026-09-01EarningsBeat / raise
Reported EPS 7.04 vs 4.92 expected (+43.1% surprise).
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7
2026-05-28EarningsBeat / raise
Reported EPS 4.86 vs 2.97 expected (+63.8% surprise).
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6
2026-02-26EarningsBeat / raise
Reported EPS 3.89 vs 3.51 expected (+10.7% surprise).
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5
2025-11-25EarningsBeat / raise
Reported EPS 2.59 vs 2.48 expected (+4.5% surprise).
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4
2025-08-28EarningsBeat / raise
Reported EPS 2.32 vs 2.29 expected (+1.2% surprise).
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3
2025-05-29EarningsMiss / cut
Reported EPS 1.55 vs 1.69 expected (-8.4% surprise).
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2
2025-02-27EarningsBeat / raise
Reported EPS 2.68 vs 2.52 expected (+6.4% surprise).
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1
2024-11-26EarningsBeat / raise
Reported EPS 2.15 vs 2.06 expected (+4.2% surprise).
Latest headlines
Auto-updated daily- Super Micro Slides 7% Despite Gartner’s $957 Billion AI Server Forecast; Dell Falls 4%, Hewlett Packard Enterprise Dips2026-11-12
- Was The Run In Dell Stock Hiding In Plain Sight?2026-11-12
- The AI Summit New York 2026 Announces Keynote and Featured Speaker Lineup with Leaders from Google, L’Oréal and Dell Technologies2026-11-12
- Is Dell Stock Priced Right Against Its Peers?2026-11-11
- Dell Stocks Jump 11.42% as CoreWeave's Bigger Spending Plan Revives AI Server Bets2026-11-11
Alternative data that moves DELL
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-09-01 | 4.92 | 7.04 | +43.1% |
| 2026-05-28 | 2.97 | 4.86 | +63.8% |
| 2026-02-26 | 3.51 | 3.89 | +10.7% |
| 2025-11-25 | 2.48 | 2.59 | +4.5% |
| 2025-08-28 | 2.29 | 2.32 | +1.2% |
| 2025-05-29 | 1.69 | 1.55 | −8.4% |
| 2025-02-27 | 2.52 | 2.68 | +6.4% |
| 2024-11-26 | 2.06 | 2.15 | +4.2% |
| 2024-08-29 | 1.71 | 1.89 | +10.2% |
| 2024-05-30 | 1.29 | 1.27 | −1.9% |
| 2024-02-29 | 1.72 | 2.2 | +27.9% |
| 2023-11-30 | 1.46 | 1.88 | +29.2% |
| 2023-08-31 | 1.14 | 1.74 | +53.1% |
| 2023-06-01 | 0.85 | 1.31 | +53.7% |
| 2023-03-02 | 1.64 | 1.8 | +9.9% |
| 2022-11-21 | 1.61 | 2.3 | +43.1% |
| 2022-08-25 | 1.64 | 1.68 | +2.6% |
| 2022-05-26 | 1.4 | 1.84 | +31.2% |
| 2022-02-24 | 1.95 | 1.72 | −11.9% |
| 2021-11-23 | 2.3 | 2.37 | +3.0% |
| 2021-08-26 | 2.04 | 2.24 | +9.8% |
| 2021-05-27 | 1.62 | 2.13 | +31.5% |
| 2021-02-25 | 2.14 | 2.7 | +26.1% |
| 2020-11-24 | 1.42 | 2.03 | +42.9% |
About Dell Technologies
Website ↗Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) segments. The ISG segment provides modern and traditional storage solutions, including all-flash, purpose-built, hyper-converged infrastructure, software-defined storage, and general-purpose and AI-optimized servers. This segment also offers networking products and services comprising wide area network infrastructure, data center and edge networking switches, and cables and optics that help its business customers to transform and modernize their infrastructure and complementing its server and storage solutions; and software, peripherals, and services, including consulti…
Rack-scale systems are integrated by a few Taiwanese ODMs. Execution and liquid-cooling readiness matter more than raw capacity.
What would prove us wrong. Strengthens if rack-scale integration slips and becomes the reason accelerators sit in warehouses.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| 2317.TW Hon Hai (Foxconn) | Largest AI rack integrator | NT$240.0 | −0.83% | 0.0% | +7.2% | |
| 2382.TW Quanta Computer | Hyperscaler server ODM | NT$278.5 | −6.54% | −13.8% | +6.8% | |
| 3231.TW Wistron | GPU baseboard and server ODM | NT$170.0 | −2.58% | −9.1% | +17.1% | |
| SMCI Super Micro Computer | Rack-scale AI servers and liquid cooling | $26.99 | −11.30% | −24.6% | −7.8% | |
| CLS Celestica | Hyperscaler networking and compute EMS | $254.0 | +4.57% | −21.4% | −14.1% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.