Dell Technologies Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
38.4%projected annual EPS growth
Analyst Coverage
23analysts covering
FY Revenue (est.)
$172.1Bnext fiscal year
FY EPS (est.)
$18.62next fiscal year
Monitoring Framework
Key Performance Indicators
AI-Optimized Server Revenue Quarterly16.1B
AI Server Backlog Quarterly51.3B
Infrastructure Solutions Group (ISG) Revenue Quarterly29B
Watch Items
- Gross Margin Compression due to AI Server Mix ShiftTrigger: GAAP Gross Margin below 17.5%Action: Evaluate pricing power, component cost pass-through mechanisms, and high-margin storage/services attach rates.
- Memory and GPU Supply ConstraintsTrigger: Backlog conversion cycle lengthening beyond 5 quartersAction: Assess supply chain allocation agreements with key foundry and memory partners.
Research as of 2 Sep 2026