Here's What to Expect From Dell Technologies' Next Earnings Report

Core Viewpoint - Dell Technologies Inc. is positioned as a significant player in the global technology market, with a strong focus on integrated solutions and a promising outlook for earnings growth in the upcoming fiscal quarters [1][2][3]. Financial Performance - Dell is expected to announce its fiscal Q4 2026 results soon, with analysts forecasting an EPS of $3.29, representing a growth of nearly 36% from $2.42 in the same quarter last year [2]. - For the entire fiscal 2026, analysts predict an EPS of $9.10, which is a surge of 21.7% from $7.48 in fiscal 2025 [3]. Stock Performance - Over the past 52 weeks, Dell's shares have declined slightly, underperforming compared to the S&P 500 Index's 12.8% rise and the State Street Technology Select Sector SPDR ETF's 20.9% return [4]. - Following the Q3 2026 results announcement, Dell's shares increased by 5.8%, with revenue reported at $27 billion and adjusted EPS reaching a record $2.59 [5]. AI Momentum - Dell has demonstrated strong momentum in the AI sector, with record AI server orders of $12.3 billion in Q3 and total AI orders year-to-date reaching $30 billion. The company has raised its full-year AI shipment guidance to $25 billion, reflecting an increase of over 150% [5]. Analyst Ratings - The consensus view among analysts on Dell's stock is cautiously optimistic, with a "Moderate Buy" rating overall. Out of 23 analysts, 15 recommend a "Strong Buy," two a "Moderate Buy," five "Holds," and one "Strong Sell" [6]. - The average analyst price target for Dell Technologies is $164.43, indicating a potential upside of 47.1% from current levels [6].