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Dell Technologies Inc.

DELL · NYSE

Dell reported fiscal 2026 revenue of $113.5 billion and nine-month FY2026 revenue of $80.2 billion. The thesis turns on AI server demand, infrastructure margin quality, PC cyclicality, working capital and debt reduction.

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Latest ReportMay 19, 2026Dell: the AI server boom still has to become durable cash flowView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

Dell: the AI server boom still has to become durable cash flow

Dell reported fiscal 2026 revenue of $113.5 billion and nine-month FY2026 revenue of $80.2 billion. The thesis turns on AI server demand, infrastructure margin quality, PC cyclicality, working capital and debt reduction.

May 19, 2026Research reportSlides available
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Dell Technologies Inc.the AI server boom still has to become durable cash flowMay 19, 2026
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Dell: the AI server boom still has to become durable cash flowDell reported fiscal 2026 revenue of $113.5 billion and nine-month FY2026 revenue of $80.2 billion. The thesis turns on AI server demand, infrastructure margin quality, PC cyclicality, working capital and debt reduction.NYSEMay 19, 2026Research reportReadSlides