Dell Technologies (DELL) is scheduled to announce Q4 earnings results on Thursday, February 26th, after market close.
Wall Street, on average, expects the global technology company to post a quarterly EPS of $3.53 (+31.7% Y/Y) on revenue of $31.68B (+32.4% Y/Y).
Dell reported mixed results for the fiscal third-quarter and raised its full-year sales forecast, aided in part by artificial intelligence servers. For fiscal 2026, Dell expects revenue to be between $111.2B and $112.2B
“Given concerns around memory inflation, expect DELL to have benefited from a demand pull-in across PCs and traditional servers as customers will have looked to get ahead of ASP increases,” Evercore analyst wrote in a note. “While memory-driven elasticity, particularly at the low end of PCs, remains a wildcard, we expect share gains, higher ASPs and commercial mix to support revenue growth even in a down unit environment.”
“Dell Technologies is positioned to benefit from AI infrastructure growth, with the ISG segment driving double-digit revenue and order momentum,” pointed out a recent Seeking Alpha analysis.
Over the last 2 years, DELL has beaten EPS estimates 75% of the time and has beaten revenue estimates 63% of the time.
Over the last 3 months, EPS estimates have seen 21 upward revisions and 0 downward. Revenue estimates have seen 19 upward revisions and 0 downward.
Seeking Alpha’s Quant recommended the stock as a Strong Buy while the Wall Street analysts see the company as a Buy.