Key Takeaways DELL beat Q3 earnings estimates with 11% revenue growth driven by record AI server shipments. DELL's ISG sales jumped 24% as servers and networking rose 37% on broad AI and traditional demand. DELL expects strong Q4 and FY26 growth with AI server shipments projected to reach about $25B. Dell Technologies (DELL) reported non-GAAP earnings of $2.59 per share in the third quarter of fiscal 2026, beating the Zacks Consensus Estimate by 4.44%. The bottom line increased 17% year over year.Revenues i ...

Dell Technologies (DELL) reported $27.01 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 10.8%. EPS of $2.59 for the same period compares to $2.15 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $27.27 billion, representing a surprise of -0.98%. The company delivered an EPS surprise of +4.44%, with the consensus EPS estimate being $2.48.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...