Dell's 8% FCF Yield Is Not A Value Trap (Q2 2026 Earnings Review)

Dell Technologies Inc. (NYSE: DELL ) reported earnings yesterday, and we now have a clearer picture of the AI infrastructure build-out process. In January 2024, I considered Dell one of the top three picks for the year, and II’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and ...