Dell Technologies Inc.

(New York Stock Exchange)
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Very Bullish +85

What You Need to Know Ahead of Dell Technologies’ Earnings Release

AI infrastructure Earnings report New features AI-generated analysis

📈 DELL is set to report Q3 earnings with analysts expecting diluted EPS of $6.41, a massive 172.8% increase from the previous year.

🚀 The company has surpassed Wall Street's EPS estimates in each of the past four quarters, signaling consistent execution.

📅 Long-term forecasts project fiscal 2027 EPS at $25.13 and fiscal 2028 EPS at $29.27, indicating sustained growth momentum.

📊 DELL shares have surged 209.5% over the past 52 weeks, significantly outperforming the S&P 500 and XLK ETF.

💻 Recent stock gains followed the launch of new AI-powered PCs and expanded cybersecurity offerings for AI environments.

🤝 Dell's collaboration with NVIDIA Corporation (NVDA) is strengthening its position in the high-demand AI server market.

🛡️ New services aim to help enterprises identify security risks and recover identity systems following cyberattacks.

📈 Analyst consensus rating is 'Moderate Buy' with 17 out of 28 analysts recommending a 'Strong Buy' for the stock.

💰 The average analyst price target of $599.65 suggests a potential upside of 19.5% from current share prices.

Bullish Signals
  • Analysts expect Q3 diluted EPS to reach $6.41, marking a 172.8% year-over-year increase.
  • The company has beaten Wall Street's EPS estimates for four consecutive quarters.
  • Shares have surged 209.5% over the past 52 weeks, vastly outperforming major benchmarks like the S&P 500.
  • Recent stock price appreciation was driven by the expansion of cybersecurity and resilience offerings for AI environments.
  • The introduction of new AI-powered PCs has bolstered Dell's position in enterprise AI infrastructure.
  • Stronger collaboration with NVIDIA Corporation (NVDA) reinforces optimism regarding continued investment in AI infrastructure.
  • Analysts project fiscal 2027 EPS to reach $25.13, representing a 171.7% increase from fiscal 2026.
  • The average price target of $599.65 implies a potential upside of 19.5% from the current share price.
Full Analysis
Dell Technologies Inc. (DELL) is preparing to release its Q3 earnings, with analysts projecting a significant jump in diluted EPS to $6.41, representing a 172.8% increase from the year-ago quarter. The company has successfully beaten Wall Street's EPS estimates for four consecutive quarters, demonstrating consistent performance ahead of the official report. Looking further into the future, analysts forecast DELL's fiscal 2027 EPS to reach $25.13, a 171.7% rise from fiscal 2026 levels, with expectations for another 16.5% growth in fiscal 2028. This trajectory suggests strong long-term revenue potential and market confidence in the company's strategic direction. DELL shares have experienced a remarkable surge of 209.5% over the past 52 weeks, vastly outperforming the S&P 500 and the Technology Select Sector SPDR ETF. Recent stock gains were driven by the expansion of cybersecurity and resilience offerings for AI environments, alongside the introduction of new AI-powered PCs that aim to secure enterprise identity systems. The positive market sentiment surrounding DELL is reinforced by its strengthened collaboration with NVIDIA Corporation (NVDA) amidst growing demand for AI server infrastructure. With a consensus 'Moderate Buy' rating from 28 analysts and an average price target of $599.65 implying nearly 20% upside, investors remain optimistic about the company's position in enterprise AI.