Dell Technologies (DELL) to Release Earnings on Thursday

Dell Technologies (NYSE:DELL) is expected to be announcing its Q4 2026 results after the market closes on Thursday, February 26th. Analysts expect Dell Technologies to post earnings of $3.53 per share and revenue of $31.5971 billion for the quarter. Dell Technologies has set its FY 2026 guidance at 9.920-9.920 EPS and its Q4 2026 guidance at 3.500-3.500 EPS. Interested persons can find conference call details on the company’s upcoming Q4 2026 earning report page for the latest details on the call scheduled for Thursday, February 26, 2026 at 4:30 PM ET.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Tuesday, November 25th. The technology company reported $2.59 EPS for the quarter, beating the consensus estimate of $2.47 by $0.12. The firm had revenue of $27.01 billion for the quarter, compared to analyst estimates of $27.26 billion. Dell Technologies had a net margin of 5.01% and a negative return on equity of 234.84%. The business’s revenue for the quarter was up 10.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.15 EPS. On average, analysts expect Dell Technologies to post $7 EPS for the current fiscal year and $8 EPS for the next fiscal year.

Dell Technologies Stock Up 0.6%

DELL stock opened at $116.81 on Thursday. Dell Technologies has a 52-week low of $66.25 and a 52-week high of $168.08. The stock has a market cap of $77.41 billion, a price-to-earnings ratio of 15.57, a price-to-earnings-growth ratio of 0.67 and a beta of 1.03. The business has a fifty day moving average of $121.90 and a two-hundred day moving average of $132.39.

Dell Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, January 30th. Shareholders of record on Tuesday, January 20th were given a $0.525 dividend. The ex-dividend date of this dividend was Tuesday, January 20th. This represents a $2.10 dividend on an annualized basis and a yield of 1.8%. Dell Technologies’s dividend payout ratio is presently 28.00%.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on DELL shares. Morgan Stanley reduced their price target on shares of Dell Technologies from $111.00 to $101.00 and set an “underweight” rating on the stock in a research note on Wednesday. Raymond James Financial raised their price target on Dell Technologies from $161.00 to $166.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 26th. Zacks Research lowered Dell Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. The Goldman Sachs Group assumed coverage on shares of Dell Technologies in a research note on Tuesday, January 13th. They set a “buy” rating and a $165.00 price target on the stock. Finally, Mizuho lifted their price objective on shares of Dell Technologies from $170.00 to $175.00 and gave the company an “outperform” rating in a report on Wednesday, November 26th. Seventeen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $160.37.

Trending Headlines about Dell Technologies

Here are the key news stories impacting Dell Technologies this week:

• Positive Sentiment: Dell and Ooredoo announced a collaboration to advance AI innovation and deepen cooperation across cloud/edge offerings — a strategic partnership that can drive regional sales and services adoption. Dell Technologies and Ooredoo collaborate
• Positive Sentiment: Reports highlight strong AI-driven sales and “jaw-dropping” dividend news, signaling management confidence in cash flow and shareholder returns as AI demand accelerates. Dividend and AI sales coverage
• Positive Sentiment: Dell is planning an ~$8M upgrade to its Round Rock campus — modest capex but a sign of ongoing investment in infrastructure and employee-facing operations. Round Rock campus upgrade
• Positive Sentiment: McLaren Racing extended its relationship with Dell, reinforcing brand visibility and performance use-cases for Dell’s infrastructure and edge solutions. McLaren partnership
• Positive Sentiment: Independent testing (Principled Technologies) found a Dell Pro 14 outperforming HP and Lenovo AI PCs in real-world AI tasks — supports product competitiveness in AI endpoints. Principled Technologies report
• Positive Sentiment: 6WIND announced a VSR appliance built on Dell PowerEdge servers (Intel Xeon 6) — another OEM/ISV endorsement that may support server demand. 6WIND on PowerEdge
• Positive Sentiment: Dell’s CFO will present at the Morgan Stanley TMT conference in early March — provides management access to investors to discuss AI traction, margin outlook and capital allocation. Investor conference presentation
• Neutral Sentiment: Analyst and media pieces are re-assessing Dell’s valuation after recent share weakness — useful context for investors but not news-driving by itself. Valuation assessment
• Neutral Sentiment: A Zacks comparison of Dell vs. Super Micro highlights growth trade-offs: SMCI’s faster AI-driven revenue growth versus Dell’s scale and margin pressure — frames competitive dynamics. DELL vs SMCI analysis
• Negative Sentiment: Morgan Stanley cut its price target on DELL to $101 and kept an “underweight” rating — a substantive near-term headwind that could pressure sentiment and weigh on the stock. Morgan Stanley price target cut
• Negative Sentiment: Market coverage noted recent intraday weakness with the stock underperforming some market moves — a reminder investors remain sensitive to guidance, margins and analyst positioning. DELL stock sinks coverage

Insider Buying and Selling at Dell Technologies

In related news, Director Egon Durban sold 71,000 shares of the stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $138.12, for a total value of $9,806,520.00. Following the transaction, the director owned 1,172,428 shares of the company’s stock, valued at $161,935,755.36. This represents a 5.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Insiders own 42.00% of the company’s stock.

Institutional Investors Weigh In On Dell Technologies

Institutional investors have recently added to or reduced their stakes in the business. Rossby Financial LCC boosted its stake in shares of Dell Technologies by 968.4% during the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after buying an additional 184 shares during the period. Kemnay Advisory Services Inc. acquired a new stake in Dell Technologies during the 4th quarter worth approximately $29,000. WealthCollab LLC increased its holdings in shares of Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after purchasing an additional 114 shares during the period. State of Wyoming purchased a new stake in shares of Dell Technologies during the second quarter worth approximately $33,000. Finally, Elkhorn Partners Limited Partnership lifted its holdings in shares of Dell Technologies by 50.0% during the fourth quarter. Elkhorn Partners Limited Partnership now owns 300 shares of the technology company’s stock worth $38,000 after purchasing an additional 100 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.

About Dell Technologies

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.