What will happen to Dell stock on Wednesday? – Dell Technologies (NYSE:DELL)

Dell Technologies Inc. DELL shares are trading lower after the company reported worse-than-expected 2025 fiscal year third-quarter sales results Tuesday after the clock.

The details: Dell stock fell about 6.5% after the earnings report on Tuesday and continues to fall on Wednesday morning. The earnings report included sales of $24.37 billion, missing analysts’ estimates of $24.65 billion but representing a 10% year-over-year increase.

The company broke down its sales further, reporting $11.4 billion from its Infrastructure Solutions Group (ISG) and $12.1 billion from its Client Services Group (CSG). In addition, the company reported an adjusted earnings per a share of $2.15, beating analyst estimates of $2.05.

“We continued to build on our AI leadership and momentum, delivering combined ISG and CSG revenue of $23.5 billion, up 13% year over year,” said Yvonne McGillCFO at Dell.

“Our continued focus on profitability resulted in EPS growth outpacing revenue growth and we again delivered strong cash performance.”

Goldman Sachs remained bullish on Dell’s long-term outlook, citing strong AI server demand and opportunities from a delayed PC refresh cycle expected to materialize in 2025. Goldman highlighted strong AI orders of $3.6 billion. AI servers.

However, Goldman Sachs acknowledged some near-term challenges, including weaker demand for PCs and a delayed recovery in the PC refresh cycle. The firm also noted that while demand for AI servers remains strong, Blackwell server shipments may face headwinds from component availability, potentially impacting next quarter’s results.

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DELL price action: At the time of publication, Dell stock was trading 12.9% lower at $123.48, according to data from Benzinga Pro.

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