Dell Technologies(US:DELL) The Motley Fool·2025-11-26 16:28Core Insights - Dell Technologies provided positive guidance, alleviating investor concerns regarding the AI sector [1] - The stock price increased significantly following the earnings announcement, despite a slight revenue miss [2] Financial Performance - Dell reported earnings per share (EPS) of $2.59, surpassing expectations of $2.47 [4] - The company forecasts a non-GAAP EPS of $3.50 for the current quarter at the midpoint of guidance [4] AI Business Outlook - Dell increased its AI server shipment guidance by $5 billion to $25 billion for fiscal 2026 [5] - The COO emphasized Dell's competitive edge in providing tailored high-performance AI solutions [5] Market Reaction - Following the earnings report, Dell's stock rose by 5.8%, although it remains nearly 20% below its recent high [2][3] - The market capitalization of Dell is currently $85 billion, with a gross margin of 20.96% [6]