Loading...
01/09 23:15
Loading...
Dell Technologies Inc (DELL) is set to release its FY2026Q3 earnings performance on 11/25 05:00:00 in After Hours trading. Consensus forecasts predict a revenue of 27.30B and an earnings per share (EPS) of 2.48 for the FY2026Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
Dell is expected to beat earnings estimates due to strong AI infrastructure growth and effective cost management.
The Fact Data reveals strong momentum in Dell’s AI infrastructure business, offsetting near-term margin concerns and storage softness:
AI-Driven Revenue Upside: Large-scale partnerships (NVIDIA, Iren, Hive) and a $ 5.8B GPU deal with Iren signal robust demand for AI servers. These contracts likely accelerated shipments in Q3, directly addressing the core question of AI-driven revenue growth.
Margin Resilience: While DRAM/NAND cost increases pose headwinds, analysts highlight Dell’s pricing power and opex discipline (e.g., JPMorgan notes "margin resilience"). The company’s raised long-term EPS growth target (15%+) and reaffirmed guidance suggest confidence in offsetting cost pressures.
Storage Weakness: Storage remains a drag, but AI server growth (~$20B segment) likely overshadows this.
Rationale: AI catalysts dominate, but memory cost risks warrant downside protection.
Dell's earnings call presents a positive outlook with increased revenue and EPS guidance, strong cash flow, and substantial capital returns to shareholders. The Q&A highlighted proactive strategies to manage rising costs and leverage AI growth, despite some uncertainties. The raised AI revenue forecast and improved margins indicate potential stock price growth over the next two weeks.
Dell's earnings call highlights strong demand for AI-optimized servers, positive revenue guidance, and strategic partnerships with NVIDIA and Google. Despite some challenges in traditional server demand, Dell's innovation in AI and IP storage is expected to drive growth. The Q&A reveals optimism about margin improvements and profitability, supported by strategic initiatives like the Dell Automation Platform. Overall, the positive guidance, strategic advancements, and strong partnerships suggest a positive stock price movement over the next two weeks.
Dell Technologies Inc (DELL) is scheduled to release its FY2026Q3 earnings report onNov 25, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
Analysts' consensus predicts 27.30B in revenue and an EPS of 2.48 for Dell Technologies Inc's FY2026Q3.
Intellectia's exclusive AI algorithms forecast a Beat forDell Technologies Inc's FY2026Q3 earnings, with a prediction date of Nov 25, 2025. Dell Technologies Inc Dell is expected to beat earnings estimates due to strong AI infrastructure growth and effective cost management.
Leverage Intellectia's AI forecast to position trades ahead of theNov 25, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
Each prediction includes a detailed rationale, key indicator forecasts, and scenario probabilities to guide your trades. For a *Beat*, consider buying call options or shares; for a *Miss*, explore puts or hedging strategies. The prediction card provides actionable suggestions, like specific option strikes or hedging tips, tailored to your risk tolerance. Trade smart and turn insights into profits!
