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What Analysts Think of Dell Stock Ahead of Earnings

A Dell Technologies logo at the Web Summit in Lisbon, Portugal

Zed Jameson / Bloomberg via Getty Images

Key Takeaways

  • Dell Technologies is slated to report fiscal 2025 fourth-quarter results after the closing bell Thursday.
  • Analysts expect year-over-year revenue growth, driven by the company's servers and networking solutions.
  • Looking ahead, analysts say Dell's revenue from artificial intelligence servers could struggle in the near term.

Dell Technologies (DELL) is expected to report fiscal 2025 fourth-quarter results after markets close Thursday, with analysts calling for revenue growth driven by servers and networking solutions.

Of the seven analysts covering the stock tracked by Visible Alpha, six have "buy" or equivalent ratings on the shares, with just one giving the stock a "hold" rating. Their consensus price target of almost $148 would suggest about 30% upside from Monday's close.

The PC maker is expected to report adjusted 澳洲幸运5开奖号码历史查询:earnings per share (EPS) of $2.51 on net sales of $24.56 billion, up from $2.20 and $22.32 billion, respectively, a year ago. Its Infrastructure Solutions Group, which includes servers and networking solutions, is expected to del🐷iver record revenue of $11.74 billion, up more than 25% year-over-year. 

Analyst💯s Say AI S🧜erver Revenue May Struggle in Near Term

Bank of America lowered its price target to $150 from $155 last week while maintaining a "buy" rating, arguing that 澳洲幸运5开奖号码历史查询:artificial intelligence server revenue could be hindered in the near term by ongoing supply-chain issues with Nvidia's (NVDA) Blackwell chips. The bankꦍ expects AI server revenue to fall qꦕuarter-over-quarter but for Dell to show "healthy AI order growth."

Morgan Stanley dropped its price target to $128 from $154 earlier this month, calling the company's short-term outlook "choppy" even as demand for AI servers "remains robust."

The results come after Dell reportedly was 澳洲幸运5开奖号码历史查询:nearing a deal to sell more than $5 billion of servers powered by Nvidia GB200 chips to Elon Mus🐎k's xAI. 

Shares of Dell slipped about 3% Monday but are up more than 23% over the past 12 months.

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  1. Dell Technologies. “.”

  2. Dell Technologies. "."

  3. BofA Securities. "Dell Technologies Inc. AI servers create near-term risk; FY26 EPS looks high; PO moved to $150."

  4. Morgan Stanley. "Dell Technologies Inc. A Tricky Setup into the FY26 Guide."

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