As Dell Technologies Inc. (NYSE:DELL) approaches its fiscal 2026 third-quarter earnings, investors face a classic good news, bad news scenario. The headline narrative is undeniable growth fueled by an insatiable appetite for AI infrastructure, but the fine print reveals a precarious battle to protect profitability against rising component costs.Check out DELL’s stock price here.The Revenue Engine: Firing On All CylindersManagement has set the bar high, guiding for third-quarter revenue between $26.5 billion ...

Shares of Dell Technologies (DELL 3.62%) have underperformed the broader market in the past year, losing 20% of their value while the tech-laden Nasdaq-100 Composite index recorded 14% gains during the same period. However, Dell's poor returns in the past year mean that it is trading at a very attractive valuation right now. Throw in the fact that the company is witnessing a gradual uptick in growth due to a recovery in the personal computer (PC) market and a sharp increase in the demand for its artificial ...