Last results 1 Sept 2026
Dell Technologies Inc.
I · AI Analysis
The brief
Dell designs and sells enterprise infrastructure (servers, storage, networking) and client devices (laptops, desktops, workstations) to businesses, governments, and consumers [Yahoo Finance]. The company operates through two main divisions: Infrastructure Solutions Group focuses on data center hardware including AI-optimized servers, while Client Solutions Group handles PCs and peripherals [Yahoo Finance].
Dell Technologies is a major hardware company selling servers, storage systems, laptops, and desktops to enterprises and consumers worldwide [Yahoo Finance]. The company is experiencing surging demand for AI servers, with analysts raising profit forecasts ahead of its September 1 earnings release [Zacks]. However, major institutional investors including Silver Lake sold over $237M in shares during July, raising questions about whether current valuations can be sustained [SEC Form 4].
Dell shows strong growth and healthy margins, with trailing revenue reaching $134.0B [Yahoo Finance].
Sentinellis health
Financially healthy
8.4/10
7.5+ strong · 4.5–7.5 moderate · under 4.5 weak
Profitability
Returns on capital
Growth & momentum
Balance sheet
Cash generation
Value creation
Sentinellis calculation from the published statements — not a score reported by any data source. Each category is scored on the checks that had data; missing inputs are excluded rather than counted as failures.
Market capitalisation
$294.6B
Revenue (TTM)
$134.0B
Explainers
How we read these numbers
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ReadII · Recent news
What moved
3 stories · ranked by relevance
- Company2026-09-01
Zacks Investment Ideas feature highlights: Dell, Nvidia, Hewlett Packard, Super Micro Computer and Lenovo
Zacks
- Company2026-09-01
Can Dell’s AI Server Business Live Up to Wall Street’s Sky-High Expectations?
Barron's
- Sector2026-09-01
DELL, HPE Stocks Draw Focus Ahead Of Earnings This Week — And SMCI Bulls Are Watching Closely
Stocktwits
Premium · Free with any account
Dell reports earnings September 1, 2026, creating acute near-term volatility risk around whether results meet elevated Wall Street expectations [Yahoo Finance] [Stocktwits]
Risks
4
Opportunities
4
Red flags
3
Leadership
10
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