DELL's CSG Revenues Rise: Is an Improving PC Market the Catalyst?
Dell Technologies DELL AI prospects remain strong, with AI expanding from major cloud service providers to large-scale enterprise deployments and edge computing with PCs.
Dell Technologies is a prominent PC maker and is expected to benefit from the recovering demand driven by the PC-refresh cycle. The company is benefiting from the Windows 11 PC refresh cycle as many enterprise customers upgrade to new AI-capable Windows 11 devices, driving strong demand in the commercial segment. In the first quarter of fiscal 2026, CSG revenues were $12.50 billion, up 5% year over year.
DELL is also benefiting from an expanding partner base that includes NVIDIA, Microsoft, Meta Platforms and Imbue. In March, Dell Technologies and NVIDIA expanded their AI Factory collaboration, introducing new AI PCs, infrastructure, software, and services to accelerate enterprise AI adoption across various scales.
Dell Technologies recently partnered with Lowe's to enhance customer and associate experiences by deploying advanced AI and PC technologies. Using Dell AI Factory with NVIDIA and high-performance Dell devices, Lowe's is optimizing inventory, improving asset protection, and streamlining store operations across its network.
In March 2025, Dell Technologies and NVIDIA also expanded their AI Factory collaboration, introducing new AI PCs, infrastructure, software, and services to accelerate enterprise AI adoption across various scales.
DELL Faces Stiff Competition in the PC Market
Dell Technologies suffers from stiff competition in the PC market from the likes of HP HPQ and Apple AAPL.
HPQ is benefiting from a sustained focus on launching new and innovative products. The growing interest in generative artificial intelligence-enabled PCs, along with Windows 11 upgrades and a probable PC refreshment cycle, is likely to drive fresh demand for PCs in 2025.
The growing interest in generative AI-enabled PCs might give a fresh boost to HP's PC demand in the years ahead. The company forecasted that 40-60% of all PCs will be AI PCs in the next three years. To make the most of the growing opportunities in this category, HP has launched several AI PCs this year and plans to continue to expand its AI PC portfolio.
Apple's Mac business is benefiting from strong demand for M4, M4 Pro, and M4 Max chips. In March 2025, Apple expanded its Mac portfolio with the new MacBook Air powered by the M4 chip with up to 18 hours of battery life and a new 12MP Center Stage camera.
DELL's Share Price Performance, Valuation and Estimates
DELL's shares have risen 1.1% year to date, underperforming the broader Zacks Computer & Technology sector's return of 1.6%.
DELL Stock Performance
Image Source: Zacks Investment Research
DELL stock is trading at a premium, with a forward 12-month Price/Sales of 0.77X compared with the Computer & Technology sector's 6.36X. DELL has a Value Score of A.
DELL Valuation
The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings is pegged at $2.26 per share, which has increased 11.5% in the past 30 days. This indicates a year-over-year increase of 19.58%.
The consensus mark for fiscal 2026 earnings is pegged at $9.43 per share, which increased 6.91% in the past 30 days. This suggests 15.85% year-over-year growth.
DELL currently flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here.
Zacks Names #1 Semiconductor Stock
It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.
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Inquire Before Buying@ Top Companies in the Indoor Location Market The major vendors covered in the indoor location market include Zebra Technologies (US), Cisco (US), Google (US), Microsoft (US), HPE (US), Apple (US), Esri (US), Acuity Brands (US), Inpixon (US), HERE Technologies (US), HID Global (US), CenTrak (US), Sonitor (Norway), Ubisense (UK), infsoft (Germany), Polaris Wireless (US), Quuppa (Finland), Securitas Healthcare (US), Navigine (US), Blueiot (China), (US), AiRISTA (US), InnerSpace (Canada), Syook (India), Oriient (Israel), Navenio (England), Situm (Spain), Pozyx (Belgium), Azitek (Portugal), and Mapxus (China). Zebra Technologies (US): Market Share: A significant player with a strong market presence, particularly in asset tracking and industrial applications. (Exact market share data varies by research source) Key Offerings: Zebra offers a comprehensive suite of indoor location solutions using RFID, Wi-Fi, and BLE technologies. Their solutions focus on real-time asset tracking, personnel location, and data collection for industries like manufacturing, healthcare, and retail. Cisco (US): Market Share: Holds a respectable market share, leveraging its existing network infrastructure for location services. (Exact market share data varies by research source) Key Offerings: Cisco Meraki access points and Catalyst switches provide real-time asset tracking and location-based services. This makes them a strong choice for businesses already invested in Cisco's networking solutions. Google (US): Market Share: Doesn't hold a dominant market share but plays a role through smartphone technology and developer tools. (Exact market share data varies by research source) Key Offerings: Google's contributions include Android platform features that enable indoor positioning and their cloud platform offerings that can support indoor location solutions. Additionally, Google Maps plays a role in indoor navigation for some businesses. Microsoft (US): Market Share: Similar to Google, Microsoft doesn't hold a dominant share but contributes through developer tools and Azure cloud services. (Exact market share data varies by research source) Key Offerings: Microsoft Azure cloud platform can be used to develop and deploy indoor location solutions. Additionally, Windows Location APIs provide tools for developers to integrate indoor location features into their applications. HPE (US) - Aruba Networks: Market Share: Holds a mid-tier market share with strong offerings leveraging existing Wi-Fi infrastructure. (Exact market share data varies by research source) Key Offerings: Aruba, a Hewlett Packard Enterprise company, offers indoor location services that utilize existing Wi-Fi networks for asset tracking, wayfinding, and space optimization, catering to various industries. Apple (US): Market Share: Doesn't hold a dominant market share but offers unique technology with a focus on consumer devices. (Exact market share data varies by research source) Key Offerings: Apple's contribution lies in iBeacon micro-location beacons, which utilize Ultra-Wideband (UWB) technology for precise indoor location tracking. This caters to businesses seeking high-accuracy solutions for various applications.
