DELL Exceeds Q3 Earnings Expectations, Year-over-Year Revenue Growth, Stock Prices Increase
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 26 2025
0mins
Should l Buy AEIS?
Source: NASDAQ.COM
Dell Technologies Q3 Performance: Dell reported non-GAAP earnings of $2.59 per share for Q3 fiscal 2026, exceeding estimates by 4.44%, with revenues of $27.01 billion, an 11% year-over-year increase, driven by strong AI server demand.
Segment Revenue Insights: The Infrastructure Solutions Group (ISG) saw a 24% revenue increase to $14.10 billion, while services revenues declined by 5% to $5.75 billion. AI server shipments reached $5.6 billion in the quarter, with a healthy backlog of $18.4 billion.
Future Projections: For Q4 fiscal 2026, Dell anticipates revenues between $31 billion and $32 billion, indicating a 32% year-over-year growth, and expects full-year revenues of approximately $111.7 billion, reflecting a 17% increase.
Market Position and Comparisons: Dell holds a Zacks Rank #3 (Hold), while competitors like Advanced Energy Industries, Allot, and Amphenol are rated #1 (Strong Buy), showcasing significant year-to-date stock gains and promising earnings growth.
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Analyst Views on AEIS
Wall Street analysts forecast AEIS stock price to fall
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 312.950
Low
190.00
Averages
234.38
High
300.00
Current: 312.950
Low
190.00
Averages
234.38
High
300.00
About AEIS
Advanced Energy Industries, Inc. provides engineered, critical, precision power conversion, measurement, and control solutions to its customers. The Company designs, manufactures, sells, and supports precision power products that transform, refine, and modify the raw electrical power coming from either the utility or the building facility and convert it into various types of controllable, usable power that is predictable, repeatable, and customizable to meet the necessary requirements for powering a range of complex equipment. The Company's precision power products and solutions are designed to enable new process technologies, improve productivity, and provide critical power capabilities for its customers. Its support services include warranty and non-warranty repair services, calibration, upgrades, and refurbishments of its products. The Company’s products are sold in the Semiconductor Equipment, Industrial and Medical, Data Center Computing, and Telecom and Networking markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Stock Surge: Diodes shares jumped 31.8% to $81.32 on Wednesday, reflecting a positive market reaction to its earnings report, which may attract more investor interest.
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See More
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- Strong Sales Performance: The company achieved quarterly sales of $489.4 million, surpassing the analyst estimate of $473.079 million, reflecting its competitive position and sustained demand for its products.
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See More
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- Virtual Conference Participation: The company will also attend the Susquehanna Technology Conference in New York on February 27, 2026, leveraging a virtual platform to expand its investor base and enhance market visibility.
- Tech and Media Conference: On March 4, 2026, Advanced Energy will present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco, further demonstrating its innovative capabilities in mission-critical applications.
- Live Streaming and Replay: The company will present at the Cantor Global Technology & Industrial Growth Conference on March 10, 2026, with the event streamed live and available for replay on its website, enhancing interaction and transparency with investors.
See More
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- Record Gross Margin: The gross margin for Q4 reached 39.7%, up 60 basis points sequentially, while the operating margin stood at 17.8%, marking the company's best performance in five years, which is expected to further enhance future profitability.
- Data Center Business Thrives: Data center computing revenue surged 107% year-over-year to $587 million, with projections for over 30% growth in 2026, reflecting robust demand in AI and high-performance computing sectors.
- Strategic Investment and Expansion: The company's operational expansions in the Philippines and Mexico, along with the fit-up of the Thailand factory, are expected to generate over $1 billion in annual revenue capacity, further solidifying its market position and supporting future growth.
See More
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- Significant Revenue Growth: The quarter's revenue reached $489 million, up 17.7% year-over-year, surpassing market expectations by $15.07 million, reflecting the company's increasing competitiveness and potential for future returns.
- Strong Data Center Performance: Data center computing revenue surged 107% to a record level, showcasing the company's strong performance in the rapidly growing data center market, which may lay the groundwork for future expansion.
- Record Cash Flow: Cash flow from continuing operations hit a record $235 million, demonstrating significant improvements in operational efficiency and profitability, providing ample funding for future investments and growth initiatives.
See More
