Dell Technologies (NYSE:DELL) Issues Q2 2026 Earnings Guidance

Dell Technologies (NYSE:DELL - Get Free Report) updated its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 2.250-2.25 for the period, compared to the consensus earnings per share estimate of 2.110. The company issued revenue guidance of $28.5 billion-$29.5 billion. Dell Technologies also updated its FY 2026 guidance to 9.400-9.40 EPS.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on DELL. OTR Global raised Dell Technologies from a "negative" rating to a "positive" rating in a research note on Wednesday, February 12th. Loop Capital reduced their target price on Dell Technologies from $185.00 to $130.00 and set a "buy" rating on the stock in a research note on Tuesday, March 4th. JPMorgan Chase & Co. boosted their target price on Dell Technologies from $111.00 to $125.00 and gave the company an "overweight" rating in a research note on Friday. UBS Group reduced their target price on Dell Technologies from $150.00 to $145.00 and set a "buy" rating on the stock in a research note on Friday. Finally, TD Cowen upped their price target on Dell Technologies from $120.00 to $125.00 and gave the stock a "hold" rating in a research note on Friday. Three analysts have rated the stock with a hold rating and sixteen have issued a buy rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $138.00.

Dell Technologies Trading Down 2.1%

Dell Technologies stock traded down $2.42 during mid-day trading on Friday, hitting $111.21. The company had a trading volume of 19,189,102 shares, compared to its average volume of 9,803,194. The stock's 50 day moving average price is $95.00 and its two-hundred day moving average price is $107.08. Dell Technologies has a 12 month low of $66.25 and a 12 month high of $161.52. The company has a market capitalization of $77.61 billion, a PE ratio of 19.65, a price-to-earnings-growth ratio of 1.10 and a beta of 0.99.

Dell Technologies (NYSE:DELL - Get Free Report) last announced its quarterly earnings results on Thursday, May 29th. The technology company reported $1.55 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.68 by ($0.13). The business had revenue of $23.38 billion for the quarter, compared to the consensus estimate of $23.17 billion. Dell Technologies had a net margin of 4.36% and a negative return on equity of 191.91%. The company's revenue for the quarter was up 5.1% compared to the same quarter last year. During the same period in the previous year, the company earned $1.27 earnings per share. Equities research analysts anticipate that Dell Technologies will post 6.93 EPS for the current year.

Insider Activity

In other Dell Technologies news, CFO Yvonne Mcgill sold 8,000 shares of the stock in a transaction dated Wednesday, May 14th. The stock was sold at an average price of $110.80, for a total value of $886,400.00. Following the transaction, the chief financial officer now owns 245,804 shares of the company's stock, valued at approximately $27,235,083.20. This represents a 3.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Brunilda Rios sold 926 shares of the stock in a transaction dated Friday, March 28th. The shares were sold at an average price of $93.29, for a total value of $86,386.54. Following the completion of the transaction, the chief accounting officer now directly owns 37,948 shares in the company, valued at approximately $3,540,168.92. This represents a 2.38% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 42.00% of the company's stock.

Institutional Inflows and Outflows

An institutional investor recently raised its position in Dell Technologies stock. Brighton Jones LLC raised its position in Dell Technologies Inc. (NYSE:DELL - Free Report) by 42.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,011 shares of the technology company's stock after acquiring an additional 901 shares during the quarter. Brighton Jones LLC's holdings in Dell Technologies were worth $347,000 at the end of the most recent quarter. 76.37% of the stock is owned by institutional investors and hedge funds.

Dell Technologies Company Profile

Dell Technologies Inc designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through two segments, Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG).