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Sep 01, 2019
Dell (DELL, $51.53) beats Q2 estimates, on strong enterprise demand for its PCs

Dell (DELL, $51.53) beats Q2 estimates, on strong enterprise demand for its PCs

Dell Technologies Inc.’s second quarter earnings came in higher than expected.

The maker of computers and software reported second quarter non-GAAP earnings of $2.15 a share, surpassing analysts’ expectations of $1.47 a share.

Revenue rose +2% year-over-year to reach $23.4 billion in the quarter, also beating the Street estimate of $23.27 billion.

Vice chairman Jeff Clarke emphasized that IT spending remained healthy.

The quarter saw exceptionally strong performance in Dell’s PC segment. Revenue from its PC unit surged +6% from the year-ago quarter to $11.7 billion. Commercial/enterprise revenue soared +12% year-over-year to $9.1 billion in the second quarter. Consumer revenue fell -12%, but that was cushioned by enterprise market – since the latter makes up the larger  part of the company’s total PC business.

However, Dell’s storage revenue was flat, while servers and networking sales declined -12%. 

 

Related Ticker: DELL

DELL in downward trend: price expected to drop as it breaks its higher Bollinger Band on May 29, 2026

DELL broke above its upper Bollinger Band on May 29, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options. The A.I.dvisor looked at 55 similar instances where the stock broke above the upper band. In of the 55 cases the stock fell afterwards. This puts the odds of success at .

Price Prediction Chart

Technical Analysis (Indicators)

Bearish Trend Analysis

The 10-day RSI Indicator for DELL moved out of overbought territory on June 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 46 similar instances where the indicator moved out of overbought territory. In of the 46 cases, the stock moved lower in the following days. This puts the odds of a move lower at .

The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In of 69 cases where DELL's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are .

The Moving Average Convergence Divergence Histogram (MACD) for DELL turned negative on June 10, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 54 similar instances when the indicator turned negative. In of the 54 cases the stock turned lower in the days that followed. This puts the odds of success at .

Following a 3-day decline, the stock is projected to fall further. Considering past instances where DELL declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on June 22, 2026. You may want to consider a long position or call options on DELL as a result. In of 85 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where DELL advanced for three days, in of 310 cases, the price rose further within the following month. The odds of a continued upward trend are .

The Aroon Indicator entered an Uptrend today. In of 337 cases where DELL Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .

Fundamental Analysis (Ratings)

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 84, placing this stock better than average.

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. DELL’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (0.000) is normal, around the industry mean (13.240). P/E Ratio (33.363) is within average values for comparable stocks, (47.925). Projected Growth (PEG Ratio) (0.687) is also within normal values, averaging (3.865). Dividend Yield (0.005) settles around the average of (0.020) among similar stocks. P/S Ratio (2.101) is also within normal values, averaging (101.823).

Notable companies

The most notable companies in this group are Dell Technologies (NYSE:DELL), Seagate Technology Holdings PLC (NASDAQ:STX), Western Digital Corp (NASDAQ:WDC), Arista Networks Inc (NYSE:ANET), HP (NYSE:HPQ), 3D Systems Corp (NYSE:DDD).

Industry description

Computer Processing Hardware industry produces central processing unit, monitor, keyboard, computer data storage devices, and graphics card. Business activity and economic growth are potential drivers of this industry – if more businesses are growing or flourishing, so would their investments in computer equipment. Dell Technologies, Inc, Hewlett Packard Enterprise Co., NCR Corporation are key producers of computer processing hardware.

Market Cap

The average market capitalization across the Computer Processing Hardware Industry is 25.87B. The market cap for tickers in the group ranges from -0.18 to 258.13B. DELL holds the highest valuation in this group at 258.13B. The lowest valued company is HAUP at -0.18.

High and low price notable news

The average weekly price growth across all stocks in the Computer Processing Hardware Industry was -11%. For the same Industry, the average monthly price growth was -9%, and the average quarterly price growth was 47%. YIBO experienced the highest price growth at 19%, while VELO experienced the biggest fall at -44%.

Volume

The average weekly volume growth across all stocks in the Computer Processing Hardware Industry was -18%. For the same stocks of the Industry, the average monthly volume growth was -13% and the average quarterly volume growth was 84%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 46
P/E Growth Rating: 66
Price Growth Rating: 53
SMR Rating: 78
Profit Risk Rating: 83
Seasonality Score: 4 (-100 ... +100)
Related Portfolios: Computer Stocks
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a developer of computers and related products and services

Industry ComputerProcessingHardware

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Computer Processing Hardware
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One Dell Way
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+1 800 289-3355
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