Dell Technologies Inc. (NYSE:DELL) Earnings Preview: Key Insights

Core Insights - Dell Technologies Inc. is expected to report earnings on November 25, 2025, with an anticipated EPS of $2.48 and revenue of approximately $27.29 billion [1][6] Financial Performance - The expected revenue range for Dell in the third quarter is between $26.5 billion and $27.5 billion, with a midpoint of $27 billion, reflecting an 11% increase from the previous year [3] - The Zacks Consensus Estimate aligns with Wall Street's projections, suggesting revenue of $27.27 billion and an EPS of $2.48, indicating a growth of 11.93% from the same quarter last year [3] - Dell's market valuation includes a price-to-earnings (P/E) ratio of 17.68, a price-to-sales ratio of 0.81, and an enterprise value to sales ratio of 1.02 [5] - The enterprise value to operating cash flow ratio is 13.76, while the debt-to-equity ratio is notably negative at -10.37, indicating a higher level of debt compared to equity [5][6] - The current ratio of 0.83 suggests that Dell's current assets are not sufficient to cover its current liabilities [5] Market Dynamics - Dell's performance is expected to be driven by strong demand for AI-optimized servers and robust expectations for its Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) [4][6] - The company is benefiting from an expanding partner base and advancements in AI platforms, which are anticipated to enhance its momentum in the third quarter [4]