Dell Technologies (DELL) to Post Earnings on Tuesday

Key Points

• Dell is scheduled to report fiscal Q2 2027 earnings after Tuesday’s market close. Analysts expect $4.90 in EPS and $44.86 billion in revenue, compared with $4.86 EPS and $43.84 billion in revenue in the prior quarter.
• AI infrastructure demand remains the main growth driver. Dell’s servers, networking, rack-scale systems and cooling products are benefiting from data-center investment, helping shares rise about 235% this year.
• Investors face elevated valuation and execution risks. The stock has a consensus “Moderate Buy” rating with a $496.90 target, but significant insider selling and broader concerns over AI-server export compliance have added caution ahead of the earnings report.

Dell Technologies (NYSE:DELL - Get Free Report) is expected to post its Q2 2027 results after the market closes on Tuesday, September 1st. Analysts expect the company to post earnings of $4.90 per share and revenue of $44.8558 billion for the quarter. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. Interested persons may visit the the company's upcoming Q2 2027 earning report for the latest details on the call scheduled for Tuesday, September 1, 2026 at 4:30 PM ET.

Dell Technologies (NYSE:DELL - Get Free Report) last announced its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.96 by $1.90. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The company had revenue of $43.84 billion during the quarter, compared to analysts' expectations of $35.74 billion. During the same quarter in the prior year, the company posted $1.55 EPS. The business's revenue was up 87.5% on a year-over-year basis. On average, analysts expect Dell Technologies to post $18 EPS for the current fiscal year and $22 EPS for the next fiscal year.

Dell Technologies Stock Performance

Shares of Dell Technologies stock opened at $432.58 on Tuesday. The firm has a market cap of $280.36 billion, a P/E ratio of 34.36, a price-to-earnings-growth ratio of 0.92 and a beta of 1.33. The firm's 50-day simple moving average is $428.79 and its 200-day simple moving average is $287.92. Dell Technologies has a twelve month low of $110.22 and a twelve month high of $514.00.

Dell Technologies Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st were paid a dividend of $0.63 per share. The ex-dividend date was Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. Dell Technologies's dividend payout ratio (DPR) is currently 20.02%.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Analysts believe Dell’s upcoming earnings report could exceed already-high expectations. The company’s shares have risen about 235% this year, reflecting strong demand for AI servers and data-center equipment, with some analysts still seeing potential for further gains. Dell’s stock is up 235% this year — and earnings could propel it even higher, analysts say
• Positive Sentiment: Dell is being identified as a major beneficiary of the AI data-center spending boom. Its servers, rack-scale systems, networking products and cooling solutions position the company to capture continued infrastructure investment. Buy These 3 Pure-Play Server Stocks to Benefit From AI Data Center Boom
• Positive Sentiment: Dell’s expanded five-year partnership between its Alienware brand and esports organization Team Liquid may strengthen the company’s AI and high-performance-computing narrative. The collaboration provides real-world testing, product-development and content opportunities across gaming and training facilities. Is Dell Using Esports To Quietly Reposition Its AI Infrastructure Narrative?
• Neutral Sentiment: Recent commentary points to growing revenue from customers building data centers, a favorable mix shift for Dell. However, investors are awaiting a significant update, leaving the stock particularly sensitive to its earnings outlook and execution. Should You Buy Dell Stock Before the Huge Investor Update?
• Neutral Sentiment: Zacks characterizes Dell as a strong momentum stock and notes bullish Wall Street views, but these assessments largely reinforce existing sentiment rather than provide a new fundamental catalyst. Here's Why Dell Technologies Is a Strong Momentum Stock
• Negative Sentiment: News that Taiwanese prosecutors indicted employees linked to alleged illegal AI-server exports to China pressured AI-server stocks, including Dell. Although the allegations involve Super Micro Computer rather than Dell, the episode raises broader concerns about supply-chain controls, export compliance and regulatory risk across the sector. Super Micro Sinks 7% as Taiwan Indicts Employees Over Illegal AI Server Exports to China, Dell Slips

Insider Activity

In related news, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of the stock in a transaction that occurred on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $31,160,919.24. Following the sale, the director directly owned 67,990 shares in the company, valued at $30,836,184.60. This represents a 50.26% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Lake Group L.L.C. Silver sold 16,679 shares of the firm's stock in a transaction on Friday, June 26th. The shares were sold at an average price of $396.37, for a total value of $6,611,055.23. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 3,434,758 shares of company stock worth $1,448,870,683. Corporate insiders own 41.50% of the company's stock.

Institutional Trading of Dell Technologies

Several large investors have recently made changes to their positions in DELL. Sivia Capital Partners LLC acquired a new position in Dell Technologies during the 2nd quarter worth about $328,000. Brighton Jones LLC raised its stake in shares of Dell Technologies by 42.7% in the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company's stock worth $347,000 after acquiring an additional 901 shares during the last quarter. DV Equities LLC acquired a new position in shares of Dell Technologies during the fourth quarter worth approximately $53,000. Resources Management Corp CT ADV lifted its position in shares of Dell Technologies by 364.3% during the fourth quarter. Resources Management Corp CT ADV now owns 650 shares of the technology company's stock worth $82,000 after purchasing an additional 510 shares in the last quarter. Finally, Johnson Financial Group Inc. grew its stake in shares of Dell Technologies by 51.4% during the fourth quarter. Johnson Financial Group Inc. now owns 424 shares of the technology company's stock valued at $53,000 after purchasing an additional 144 shares during the last quarter. Institutional investors own 76.37% of the company's stock.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on DELL. Barclays downgraded Dell Technologies from an "overweight" rating to a "reduce" rating in a report on Friday, May 29th. Weiss Ratings restated a "buy (b)" rating on shares of Dell Technologies in a research report on Wednesday, August 12th. Guggenheim raised Dell Technologies to a "buy" rating in a research note on Monday, June 1st. Piper Sandler upped their price target on Dell Technologies from $167.00 to $497.00 and gave the company an "overweight" rating in a research report on Friday, May 29th. Finally, TD Cowen increased their price objective on Dell Technologies from $150.00 to $450.00 and gave the stock a "hold" rating in a research note on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $496.90.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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