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Dell Technologies (DELL) will report its third-quarter fiscal 2026 results on November 25, 2025. Revenues are projected between $26.5 billion and $27.5 billion, indicating an expected year-over-year growth of 11%. The Zacks Consensus Estimate for quarterly revenues is $27.27 billion, suggesting 11.93% growth compared to the previous year.
For non-GAAP earnings, the forecast is $2.45 per share (+/- 10 cents), reflecting an 11% increase year-over-year, while the consensus estimate for earnings stands at $2.48 per share, implying a rise of 15.35%. Dell expects growth in its Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) to be 22% and 4.3% year-over-year, respectively.
Despite this optimism, Dell faces challenges, including weakened demand for traditional servers in North America, slower federal spending, and intense competition in the tech sector. Year to date, Dell shares have gained only 3.6%, underperforming the Zacks Computer & Technology sector, which has risen 21.6%.
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