Dell Technologies is expected to report revenue of approximately $31.65 billion and earnings of $3.32 per share, with the stock currently trading around $119.78 against an average analyst target of $160.37. Investors are primarily focused on the company's AI server shipments, which are projected to reach $9.4 billion this quarter as enterprise demand for generative AI infrastructure remains robust.
This growth comes amid a broader recovery in the Client Solutions Group, where a looming PC refresh cycle and Windows 11 transitions are expected to bolster commercial demand. However, analysts will also be scrutinizing gross margins, which have faced pressure from rising component costs and a competitive pricing environment in the AI hardware space.