Key Stats for Dell Technologies Stock
- Pre-market Price Change for Dell stock: 4%
- $DELL Share Price as of Nov. 25: $126
- 52-Week High: $168
- $DELL Stock Price Target: $161
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What Happened?
Dell (DELL) stock surged in pre-market trading after it delivered a strong third-quarter earnings beat and raised its full-year guidance significantly.
The PC and server maker reported earnings per share of $2.59, beating Wall Street’s $2.48 estimate, while revenue came in at $27.01 billion, below estimates of $27.30 billion.
Dell expects fourth-quarter earnings of $3.50 per share at the midpoint, well above the $3.21 analysts anticipated.
More importantly, Dell raised its full-year revenue outlook to $111.7 billion at the midpoint, up from prior expectations of $107.86 billion.
Dell’s AI server business continues to drive growth, with the company booking a record $12.3 billion in AI server orders during the quarter.
This brings year-to-date AI server orders to $30 billion, with shipments expected to reach approximately $25 billion for the full year—representing 150% growth year-over-year.
The company’s backlog now stands at a record $18.4 billion, with CEO Jeff Clarke noting that Dell can get AI racks operational within 24 to 36 hours of delivery, with uptimes exceeding 99%.
This rapid deployment capability remains a key competitive advantage as customers race to build out AI infrastructure.
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What the Market Is Telling Us About Dell Stock
The positive reaction to Dell stock reflects investor confidence that the company can navigate rising component costs while maintaining profitability.
During the earnings call, management addressed concerns about memory chip cost inflation, noting they have “extraordinary actions in place” to mitigate impacts on margins.
Dell’s direct sales model gives it the flexibility to adjust pricing and product configurations more quickly than competitors.
The company expects to recover more than the typical two-thirds of cost increases within 90 days, thanks to lessons learned during the COVID-era supply chain challenges.
Traditional server demand also improved, growing in double digits, while the PC refresh cycle continues, with approximately 500 million Windows 11-capable devices still not upgraded.
Management expects the PC market to remain flat year-over-year in fiscal 2026 while Dell aims to gain share.
With Dell stock trading up strongly on raised guidance and record AI server momentum, investors appear willing to look past near-term commodity headwinds in favor of the company’s long-term positioning in AI infrastructure buildout.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
