Dell Technologies is set to report its third-quarter fiscal 2026 results on Nov. 25, 2025. Revenue is expected to be between $26.5 billion and $27.5 billion, with a mid-point of $27 billion suggesting 11% year-over-year growth. Non-GAAP earnings are expected to be $2.45 per share, at the midpoint, indicating 11% growth year over year.

Dell Technologies’ earnings have beaten the Zacks Consensus Estimate in three of the last four quarters, with an average earnings surprise of 0.21%. The company’s fiscal third-quarter results are expected to benefit from strong demand for AI-optimized servers.

In the fiscal third quarter, Dell Technologies anticipates 13% growth at the midpoint for the combined ISG and CSG, with ISG growing in the low-twenties and CSG growing in the mid-single digits. The company’s AI-optimized server momentum and growing opportunity pipeline are expected to drive demand.

Dell Technologies’ shares have underperformed the Computer & Technology sector this year, but have outperformed its peer, Hewlett-Packard (HPE). Dell’s stock is trading cheaply, with a forward 12-month P/S ratio of 0.71X compared to the sector’s 6.55X.

Dell Technologies benefits from an expanding partner network, including NVIDIA, Microsoft, and more. Recent partnerships and advancements in AI infrastructure are expected to drive growth. Investors may want to wait for a more favorable entry point to accumulate DELL stock.

Analysts have identified Dell Technologies as a top stock with significant growth potential. The company’s innovation in AI infrastructure and positive earnings outlook make it a strong choice for long-term investment. Dell currently holds a Zacks Rank #3 (Hold), suggesting cautious optimism for investors.

Read more at Nasdaq: DELL Gears Up to Report Q3 Earnings: Buy, Sell or Hold the Stock?