1 week ago
9
Trey Thoelcke
Tue, March 17, 2026 astatine 6:45 AM CDT 4 min read
-
Dell Technologies (DELL) generated astir $10B successful AI server gross successful FY2025 with absorption guidance for astatine slightest $15B successful FY2026, portion HP (HPQ) saw printing conception diminution 2% twelvemonth implicit twelvemonth and faces a $0.30 EPS headwind from rising representation costs successful FY2026; Dell’s FY2025 gross deed $95.6B (+8%) with net maturation of 45.4% twelvemonth implicit twelvemonth versus HP’s operating income falling 16.87% twelvemonth implicit year.
-
Dell is capitalizing connected endeavor information halfway AI infrastructure request with a $9B backlog, portion HP is constrained by structural diminution successful its printing concern and rising constituent costs that are compressing profitability.
-
A caller survey identified 1 azygous wont that doubled Americans’ status savings and moved status from dream, to reality. Read much here.
Dell Technologies (NYSE: DELL) and HP (NYSE: HPQ) are 2 bequest tech names that status investors person held for decades. Right now, they are not the aforesaid bet. One is riding the AI infrastructure wave; the different is warring borderline compression successful a declining people market. Here is however they comparison crossed the dimensions that substance most.
Dell's AI server concern generated astir $10 cardinal successful gross successful FY2025. Management has guided for astatine slightest $15 cardinal successful AI server shipments successful FY2026, a people CEO Jeff Clarke stated the institution had already locked successful arsenic of time 27 of the fiscal year. The AI backlog stood astatine astir $9 cardinal arsenic of February. Total FY2025 gross came successful astatine $95.6 billion, up 8%, with quarterly net maturation of 45.4% twelvemonth implicit twelvemonth and quarterly gross maturation of 39.5% twelvemonth implicit year.
HP's communicative is much complicated. Personal Systems gross grew 11% twelvemonth implicit twelvemonth successful Q1 FY2026, driven by AI PC momentum, with AI PCs present representing astir 35% of shipments. But the printing conception (which accounts for a meaningful stock of HP's revenue) declined 2% twelvemonth implicit twelvemonth successful the astir caller 4th and has been contracting for respective consecutive quarters. Full-year FY2025 operating income fell 16.87% twelvemonth implicit year.
Read: Data Shows One Habit Doubles American’s Savings And Boosts Retirement
Most Americans drastically underestimate however overmuch they request to discontinue and overestimate however prepared they are. But information shows that people with 1 habit person much than treble the savings of those who don’t.
Winner: Dell.
On the surface, HP trades astatine a trailing P/E of conscionable 7x with a guardant P/E of 7x, compared to Dell's trailing P/E of 17x and guardant P/E of 12x. HP's price-to-sales ratio is conscionable 0.31x versus Dell's 0.90x.
English (CA) · 
English (US) · 
Spanish (MX) ·