US · Technology · Computer Hardware
EPS came in at 6.76 against a street estimate of 4.72 — a beat of 43.2%.
Analysts rate Dell Technologies Inc a buy (19 buy, 8 hold, 0 sell out of 27) with an average price target of $570.48.
CONFIDENT Dell posted record Q2 revenue of $47B (+58% YoY) and EPS of $7.04 (+203%), driven by $60.9B in AI server bookings and 122% traditional server growth. Full-year guidance raised to $192B revenue and $25.50 EPS. Q2 FY27 Commercial revenue grew across all regions and verticals with double-digit growth noted. No region-specific breakouts provided. Analysts pressed on sustainability of non-AI growth (pricing vs. real demand) and whether Dell could grow faster than NVIDIA. Management emphasized durability through installed base refresh cycles, security-driven modernization, emerging agentic workloads, and a multi-trillion-dollar long-term opportunity. Management demonstrated confidence by raising full-year guidance significantly. 2026-09-01…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 3.87% |
| Vanguard Capital Management, LLC | 3.04% |
| Bank of America Corp | 2.25% |
| State Street Corp | 2.24% |
| Amvescap Plc. | 1.39% |
| Vanguard Portfolio Management, LLC | 1.25% |
| Geode Capital Management, LLC | 1.21% |
| Morgan Stanley - Brokerage Accounts | 1.04% |
| Document | Date |
|---|---|
| Material agreement · Q3 FY2027 DELL TECHNOLOGIES INC. — 8-K SUMMARY HEADLINE NUMBERS • Dell Technologies completed a public debt offering on September 15, 2026, raising $5 billion | 2026-09-15 |
| Company announcement · Q3 FY2027 DELL TECHNOLOGIES INC. - 8-K SUMMARY HEADLINE NUMBERS • Dell Technologies is issuing $5 billion in senior notes across four separate tranches with a | 2026-09-10 |
| Quarterly report · Q2 FY2027 DELL TECHNOLOGIES INC. — Q2 FISCAL 2027 SUMMARY For Period Ended July 31, 2026 --- HEADLINE NUMBERS • Total net revenue: $46.971 billion (Q2); $90. | 2026-09-08 |
| Results announced · Q3 FY2027 DELL TECHNOLOGIES Q2 FY2027 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 Revenue: $47.0 billion, up 58% year over year (record) • Q2 Diluted EPS: $6.34, u | 2026-09-01 |
| Charter / bylaws change · Q2 FY2027 DELL TECHNOLOGIES INC. - 8-K SUMMARY HEADLINE NUMBERS • Report Date: July 2, 2026 • Company: Dell Technologies Inc. (Ticker: DELL, NYSE) • Filing Ty | 2026-07-06 |
| Shareholder vote results · Q2 FY2027 DELL TECHNOLOGIES INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Total outstanding shares as of record date: 649,568,287 shares - Class A common stock | 2026-07-01 |
| Current report · Q2 FY2027 DELL TECHNOLOGIES INC. – FORM 8-K SUMMARY (JUNE 11, 2026) HEADLINE NUMBERS • Silver Lake Partners converted 3,438,364 shares of Class B common stock | 2026-06-17 |
| Quarterly report · Q2 FY2027 DELL TECHNOLOGIES INC. – Q1 FY2027 FINANCIAL SUMMARY HEADLINE NUMBERS • Total net revenue: $43.8 billion (Q1 FY2027) vs. $23.4 billion (Q1 FY2026) – | 2026-06-09 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.63 / share ex-date Oct 20, 2026 · pay Oct 30, 2026 | 2026-10-20 |
| Dividend | $0.63 / share ex-date Jul 21, 2026 · pay Jul 31, 2026 | 2026-07-21 |
| Dividend | $0.63 / share ex-date Apr 21, 2026 · pay May 1, 2026 | 2026-04-21 |
| Dividend | $0.53 / share ex-date Jan 20, 2026 · pay Jan 30, 2026 | 2026-01-20 |
| Dividend | $0.53 / share ex-date Oct 21, 2025 · pay Oct 31, 2025 | 2025-10-21 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Dell Technologies Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.