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Nov 24, 2025 12:00 PM

Dell Q3 Earnings: A Massive AI Pipeline And Big Q3 Guidance — But Is The Company Quietly Bracing For A Margin Squeeze?

As Dell Technologies Inc. (NYSE:DELL) approaches its fiscal 2026 third-quarter earnings, investors face a classic good news, bad news scenario. The headline narrative is undeniable growth fueled by an insatiable appetite for AI infrastructure, but the fine print reveals a precarious battle to protect profitability against rising component costs.

Check out DELL’s stock price here.

The Revenue Engine: Firing On All Cylinders

Management has set the bar high, guiding for third-quarter ...