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…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q 2026 Apr 2026 | $43.84B | — | $3.44B | $5.24 | — | 17.8% | 8.6% |
| Q 2026 Jan 2026 | $33.38B | — | $2.26B | $3.37 | — | 20.2% | 9.4% |
| Q 2025 Oct 2025 | $27.01B | — | $1.55B | $2.28 | — | 20.7% | 8.0% |
| Q 2025 Jul 2025 | $29.78B | — | $1.16B | $1.70 | — | 18.3% | 6.0% |
| Q 2025 Apr 2025 | $23.38B | — | $965.0M | $1.37 | — | 21.1% | 5.3% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Has Dell’s AI-fueled rally finally outrun reality, or is this downgrade creating the next entry point for investors? Maik Kemper Editor in Chief Dell’s valuation multiple now exceeds…
