DELL Gears Up to Report Q4 Earnings: Buy, Sell, or Hold the Stock?

Key Takeaways Dell Technologies expects Q4 revenues of $31B-$32B, up about 32% year over year. DELL booked $30B in AI server orders YTD, with $18.4B backlog and $25B FY26 shipments targeted. Dell Technologies faces PC demand weakness, supply-chain costs, and fierce AI competition. Dell Technologies (DELL) is scheduled to report its fourth-quarter fiscal 2026 results on Feb. 26, 2026.For the fourth quarter of fiscal 2026, revenues are expected to be between $31 billion and $32 billion, with the mid-point of ...