Coverage summary
Aardvark Labs Capital Research has covered Dell Technologies (DELL) since May 30, 2025. The company is in the Technology sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q2 FY27 Earnings Recap, published September 3, 2026. The current rating is Outperform, the same in every report since coverage began.
Translations: 6 in Chinese.
The Excel model for DELL holds 18 quarters and 4 fiscal years of history and 10 quarters and 5 fiscal years of projections. It was last updated October 19, 2026.
All DELL reports
Recap: Q2 FY27
The Memory-Margin Bear Case Died on Contact: ISG at 15%, a $95B Backlog, and a Back Half That Flipped From Ceiling to Ramp
Recap: Q1 FY27
Supply, Not Demand, Is the Only Ceiling: A Record $43.8B Quarter and a $27B Guide Raise — But the Stock Has Already Doubled
Recap: Q4 FY26
Q4 FY26 + FY27 Guide Recap: $34.1B AI Orders Record, $43B Backlog, $50B FY27 AI Revenue Guide, Dividend +20% — Maintaining Outperform with HIGH Conviction
Recap: Q3 FY26
Q3 FY26 Recap: AI Orders Rebound to Record $12.3B, ISG Margin Recovers +360bps, Q4 Guide Beats — Maintaining Outperform
Recap: Q2 FY26
Q2 FY26 Recap: Record $8.2B AI Shipments, FY26 Guide Raised on Revenue + EPS + AI — Maintaining Outperform
Recap: Q1 FY26
Q1 FY26 Recap: $12.1B AI Orders in One Quarter Eclipse All of FY25 Shipments — Initiating at Outperform