Dell Technologies, Inc. (NYSE:DELL) shares surged in Thursday's extended trading after the company released its fourth-quarter earnings report, beating estimates across the board. Here's a look at the details from the report   DELL stock is moving. Watch the price action here.The Details: Dell reported quarterly earnings of $3.89 per share, which beat the consensus estimate of $3.53 by more than 10%.Quarterly revenue clocked in at $33.38 billion, which beat the Street estimate of $31.73 billion and was up f ...

Core Insights - Dell forecasts fiscal 2027 revenue to be between $138 billion and $142 billion, exceeding Wall Street's average estimate of $125.54 billion, driven by increasing demand for AI-optimized servers [4][5] - The company anticipates AI server revenue to grow by 103% to approximately $50 billion in fiscal 2027 [3][7] - Dell's shares rose about 6% in extended trading following the revenue forecast announcement [1] Financial Performance - Dell reported record revenue of $33.4 billion in the fourth quarter, surpassing estimates of $31.73 billion [6] - The adjusted earnings per share (EPS) for the fourth quarter was $3.89, exceeding the expected $3.53 [6] - Revenue from the infrastructure solutions group, which includes storage, software, and server offerings, increased by 73% to $19.60 billion, while the client solutions group revenue rose by 14% to $13.49 billion [6] Market Dynamics - Major tech firms, including Alphabet, Microsoft, Amazon, and Meta, are projected to invest at least $630 billion in AI infrastructure this year, which will enhance demand for vendors like Dell [2] - Rising memory chip costs and U.S. trade regulations have led Dell and HP to implement price increases to mitigate cost pressures [3] - Dell has over 4,000 AI server customers, including notable companies like Elon Musk's xAI and CoreWeave [4][7]

Exhibit 99.1 "FY26 was a defining year in our company's history, with record full-year revenue of $113.5 billion, record EPS, and record cash generation," said Jeff Clarke, vice chairman and chief operating officer, Dell Technologies. "The AI opportunity is transforming our company. We closed more than $64 billion in AI- optimized server orders, shipped more than $25 billion throughout the year, and are entering FY27 with record backlog of $43 billion — powerful proof that our engineering leadership and dif ...

Welcome back to Market on Close. Looking at Dell ahead of postmarket earnings, investors expecting adjusted EPS of $3.54% and fourth quarter revenue of nearly $ 32 billion. Dell's stock has struggled since peaking at $168 in November, falling more than 25% from that peak, although it has bounced back recently, rallying 7% this month.Dow, of course, the focus of Options Corner today. joining us now Rick Dat our lead market technician here to take a closer look at Dell its technical setup and some of the opti ...

7,472,300+$15.12+7.90%$206.62[GoDaddy][GDDY]• Vol: 3,849,474+$5.67+7.17%$84.79## Top Losing Stocks[Universal Health Services][UHS]• Vol: 1,118,971-$25.4811.04%$205.25[Corning][GLW]• Vol: 14,527,219-$10.706.67%$149.74[Albemarle][ALB]• Vol: 1,735,540-$11.415.82%$184.47[First Solar] [FSLR]• Vol: 3,751,568-$12.115.76%$198.01[NVIDIA][NVDA]• Vol: Overall Grade: B+ - Synopsys beat on both revenue and earnings, with the Ansys…]## HP Inc. Earnings Preview: What Wall Street Is Watching[Joel South | Feb 24, 2026 at 1: ...

Core Viewpoint - Dell is set to report earnings, with analysts expecting adjusted EPS of $3.54 and revenue of nearly $32 billion for the quarter, while shares have declined over 25% from their 52-week high [1][3]. Business Segments - Dell's business is divided into two main parts: the infrastructure segment, which is experiencing strong demand for AI servers and has a growing backlog, and the PC segment, which is facing challenges due to rising costs for data storage and memory [3][5]. - The infrastructure business is performing well, particularly due to partnerships with Nvidia, which target customers in the AI server space [3][9]. Cost Challenges - The cost of memory is expected to double sequentially, significantly impacting the bill of materials for PC production, which poses a challenge for Dell and other PC manufacturers [6][4]. - Dell will need to work closely with suppliers and implement cost-cutting measures to mitigate these challenges, while also considering price adjustments [5][6]. Market Position - Dell is the third-largest PC maker globally and the second-largest in the U.S., but it faces competition from other major players like Lenovo and HP, who are also dealing with increased costs [3][4]. - Despite the challenges in the PC market, Dell's integrated offerings in AI servers and storage solutions position it well for future growth [8][9]. Investment Outlook - Analysts maintain a buy rating on Dell with a price target of $200, citing the company's strong infrastructure business as a buffer against the downturn in the PC segment [7][8]. - The stock is currently trading at a lower price-to-earnings ratio compared to historical averages, suggesting potential for recovery as the company navigates its challenges [11].

Core Insights - Nvidia Corp exceeded Q4 earnings expectations and guided Q1 revenue to $78 billion, surpassing the $72 billion estimate [1] - Dell Technologies is set to report fiscal Q4 with a record $18.4 billion AI server backlog, with Wall Street expecting $31.7 billion in revenue and $3.52 in adjusted EPS [1][2] Dell's Earnings Call Expectations - The earnings call is scheduled for 3:30 p.m. CST, with Polymarket indicating a 92% chance of Dell beating the $3.52 EPS consensus [2] - The focus will be on insights from Michael Dell and COO Jeff Clarke regarding future strategies [2] Market Sentiment and Trading Insights - Traders on Kalshi have placed $56,000 in volume betting on specific phrases from Dell's team, with "EPS Growth" leading at 86% and "Nvidia" at 77% [3] - There is speculation that Dell may downplay its GPU dependency and emphasize its own intellectual property [3] Analyst Ratings and Market Position - Morgan Stanley has an Underweight rating on Dell with a $110 target, citing rising memory costs as a margin pressure [4] - Evercore ISI added Dell to its Tactical Outperform list, while Barclays upgraded to Overweight at $148, indicating mixed market sentiment [8] Financial Metrics and Stock Performance - Dell returned $1.6 billion to shareholders last quarter, indicating a focus on capital return rather than growth [5] - The stock is currently around $123, down over 4% in 2026, with a P/E of 15.52 compared to the industry average of 35.22 [8] Product Developments - Dell announced the PowerEdge XR9700, a rugged liquid-cooled server designed for edge AI and telecom workloads, highlighting its commitment to innovation [5] China Market Exposure - Dell has significant consumer and commercial PC exposure in China, but lacks a strong AI server narrative like Nvidia [6] - Any mention of China in the earnings call is expected to focus on retail demand or supply chain issues rather than export controls [6]

Dell Technologies Inc. (NYSE:DELL) will release earnings results for its fourth quarter, after the closing bell on Thursday, Feb. 26.Analysts expect the Round Rock, Texas-based company to report quarterly earnings at $3.53 per share, up from $2.68 per share in the year-ago period. The consensus estimate for Dell's quarterly revenue is $31.75 billion, versus $23.93 billion a year earlier, according to data from Benzinga Pro.On Wednesday, Dell introduced the Dell PowerEdge XR9700, a rugged, liquid-cooled serv ...

US stock market crashes today: Wall Street turned sharply lower today as the US stock market crash narrative gained traction across trading desks. The The sell-off is broad but not uniform. AI heavyweights like NVIDIA Corporation fell 3.50% to $188.71 on heavy volume of 91 million shares. Meanwhile, speculative names such as Eos Energy Enterprises plunged nearly 40%. At the same time, surged 22%, showing that traders are rotating rather than fully exiting risk.Even as President Trump's "Drill, baby, drill" ...

The S&P 500 closed Wednesday at 6,946.13 — a clean 0.81% gain and the second green day in a row. Then Nvidia Corp (NASDAQ:NVDA) reported its fourth-quarter results. The stock popped 3.5% after hours. Then it faded. By the time most traders called it a day, Nvidia was below $200 again. That sell-the-news wobble is likely the reason a bet on Polymarket opened at 60% “Down,” 40% “Up,” with $42,660 in volume already placed against a simple question: “S&P 500 (SPX) Opens Up or Down on February 26?”Why That Numbe ...