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Dell Q2: $51.3 Billion In Backlog; Now Show Me The Profits (NYSE:DELL)

Investors will watch whether Dell’s AI server revenue guidance helps lift margins after the company projected $165 billion to $169 billion in annual AI server sales.

Summary by Seeking Alpha
Neutral outlook ahead of earnings: AI backlog and orders are strong, but watch ISG margins and FY27 guidance. Click for more on DELL stock.

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Bias Distribution

  • 34% of the sources lean Left, 33% of the sources are Center, 33% of the sources lean Right
34% Left

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Finbold broke the news in London, United Kingdom on Sunday, August 30, 2026.
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