Dell Technologies (DELL) News Today

Dell Technologies Inc. (NYSE:DELL) shares are trading lower today after the company reported a strong fiscal Q2 beat—driven by booming AI server sales—but warned of tighter near-term profit margins amid high manufacturing and supply-chain costs. While management raised full-year guidance and several analysts lifted their price targets, mixed current-quarter profit projections, margin pressure and a notable analyst downgrade have weighed on the stock.

• Positive Sentiment: Q2 earnings of $2.32 per share topped consensus by $0.03, with revenue up 19% year-over-year on record AI-server demand. DELL Q2 Earnings Beat
• Positive Sentiment: Dell lifted its full-year 2026 guidance—raising EPS to 9.55 and revenue outlook above Street estimates—citing an AI server sales boom. Dell Lifts Annual Forecasts
• Positive Sentiment: Bank of America bumped its DELL price target from $165 to $167 and maintained a Buy rating, implying roughly 37% upside. Bank of America Price Target
• Positive Sentiment: Wall Street continues to applaud Dell’s AI momentum, viewing its infrastructure solutions group growth as a key long-term catalyst. Dell's AI Momentum
• Neutral Sentiment: TD Cowen reiterated a Hold rating while lifting its price target to $130, signaling modest upside from current levels. TD Cowen Rating
• Neutral Sentiment: Dell offers a 1.58% dividend yield ($2.10 annually), attracting income-focused investors amid earnings volatility. Dividend Article
• Negative Sentiment: Shares tumbled roughly 10% after Dell warned that high AI server manufacturing costs and supply-chain pressures will squeeze Q3 margins. AI Server Costs Crush Margins
• Negative Sentiment: Bloomberg Intelligence flagged tightening margins as Dell’s growing AI leadership cuts into profitability. Bloomberg: Tightening Margins
• Negative Sentiment: Fox Advisors downgraded Dell from Overweight to Equal Weight, reflecting concerns over margin headwinds. Fox Advisors Downgrade
• Negative Sentiment: In pre-market trading, DELL slid nearly 6% after issuing a softer Q3 profit forecast that overshadowed upbeat full-year estimates. Reuters: Dell Slides