You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
Dell Technologies Inc. announced that Richard Rothberg will retire as Executive Vice President, General Counsel and Secretary effective February 1, 2027, and Christopher Garcia will succeed him as chief legal officer on that date.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
The $60B FQ4 backlog is the cleanest demand signal in AI servers, but the lifted 15–17% gross-margin guide against a 10.1% Q3 FY2026 print, an active export-control board review, and 16.2% short interest leave the bear case as the heavier of the two trades heading into the August 11 print.
Sandisk re-rated on one quarter of contracted datacenter revenue: three fiscal Q3 contracts carry roughly $42 billion of minimum contractual revenue, five multi-year deals are backed by over $11 billion of guarantees, and the stock still sits 45.3% off its $2,335 52-week high at 14.1× EV/Revenue, the cheapest of the three storage names on that multiple.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Free cash flow non-GAAP | $986M | Three Months Ended July 31, 2026 filing | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Cash flow from operations $2.23B
-$1.24B Capital expenditures and capitalized software development costs, net
= Free cash flow $986M
|
|||
| Non-GAAP earnings per share — diluted non-GAAP | $7.04 | Three Months Ended July 31, 2026 filing | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Earnings per share — diluted $6.34
+$0.15 Amortization of intangibles
+$0.28 Stock-based compensation expense
+$0.39 Other corporate expenses
-$0.11 Fair value adjustments on equity investments
-$0.01 Aggregate adjustment for income taxes
= Non-GAAP earnings per share — diluted $7.04
|
|||
| Non-GAAP gross margin non-GAAP | $9.93B | Three Months Ended July 31, 2026 filing | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Gross margin 9.83B
+31M Amortization of intangibles
+43M Stock-based compensation expense
+25M Other corporate expenses
= Non-GAAP gross margin 9.93B
|
|||
| Non-GAAP gross margin percentage non-GAAP | 21.1% | Three Months Ended July 31, 2026 filing | — |
|
|
|||
| Non-GAAP net income non-GAAP | $4.59B | Three Months Ended July 31, 2026 filing | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Net income 4.13B
+96M Amortization of intangibles
+184M Stock-based compensation expense
+260M Other corporate expenses
-73M Fair value adjustments on equity investments
-9M Aggregate adjustment for income taxes
= Non-GAAP net income 4.59B
|
|||
| Non-GAAP operating expenses non-GAAP | $4B | Three Months Ended July 31, 2026 filing | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Operating expenses 4.45B
-65M Amortization of intangibles
-141M Stock-based compensation expense
-239M Other corporate expenses
= Non-GAAP operating expenses 4B
|
|||
| Non-GAAP operating income non-GAAP | $5.93B | Three Months Ended July 31, 2026 filing | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Operating income 5.39B
+96M Amortization of intangibles
+184M Stock-based compensation expense
+264M Other corporate expenses
= Non-GAAP operating income 5.93B
|
|||
| Non-GAAP operating income percentage non-GAAP | 12.6% | Three Months Ended July 31, 2026 filing | — |
|
|
|||
| Non-GAAP product gross margin non-GAAP | $7.18B | Three Months Ended July 31, 2026 filing | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Product gross margin 7.12B
+31M Amortization of intangibles
+20M Stock-based compensation expense
+3M Other corporate expenses
= Non-GAAP product gross margin 7.18B
|
|||
| Non-GAAP services gross margin non-GAAP | $2.75B | Three Months Ended July 31, 2026 filing | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Services gross margin 2.71B
+23M Stock-based compensation expense
+22M Other corporate expenses
= Non-GAAP services gross margin 2.75B
|
|||
| Adjusted free cash flow non-GAAP | 11.31B | Six Months Ended July 31, 2026 | — |
|
|
|||
| AI server backlog | 95B | Q2 FY2027 | — |
| AI server orders booked | 60.9B | Q2 FY2027 | — |
| AI-Optimized Servers revenue | 16.4B | Q2 FY2027 | — |
| Capital returned to shareholders | 4.3B | Q2 FY2027 | — |
| Client Solutions Group (CSG) operating income | 1.1B | Q2 FY2027 | — |
| Client Solutions Group (CSG) revenue | 15B | Q2 FY2027 | — |
| Commercial Client revenue | 13.2B | Q2 FY2027 | — |
| Infrastructure Solutions Group (ISG) operating income | 4.8B | Q2 FY2027 | — |
| Infrastructure Solutions Group (ISG) revenue | 31.8B | Q2 FY2027 | — |
| Storage revenue | 4.9B | Q2 FY2027 | — |
| DFS new financing originations | 2.8B | the first quarter of Fiscal 2027 filing | — |
| New financing originations | $2.8B | the three months ended May 1, 2026 filing | — |
| Principal charge-off rate for financing receivables portfolio | 0.3% | the three months ended May 1, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DELL
this stock
Dell Technologies Inc.
|
$236.75B | +151.8% | +18.8% | 21.7 | 1.9% |
|
ANET
Arista Networks, Inc.
|
$201.08B | +21.5% | +28.6% | 42.9 | 1.0% |
|
SNDK
Sandisk Corp
|
$121.25B | +239.7% | +175.3% | 6.8 | 3.3% |
|
STX
Seagate Technology Holdings plc
|
$107.98B | +69.4% | -36.7% | 24.7 | 3.4% |
|
WDC
Western Digital Corp
|
$100.18B | +55.4% | +35.7% | 10.4 | 5.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Dell Technologies Inc. announced that Richard Rothberg will retire as Executive Vice President, General Counsel and Secretary effective February 1, 2027, and Christopher Garcia will succeed him as chief legal officer on that date.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DELL | -33.4% | -44.8% | +31.0% | -25.3% | +151.8% |
| SPY | -4.7% | -5.3% | -0.8% | -3.0% | +7.5% |
| vs SPY | -28.6% | -39.6% | +31.8% | -22.3% | +144.3% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
