DELL Earnings

DELL reported its earnings on 2026-05-28, showcasing a revenue of against an estimate of 35.46B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 2.74 by 0%. The stock experienced a 32.76% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following DELL's earnings announcement on 2026-05-28, the stock price moved by 32.76% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, DELL's stock price tends to shift by an average of -3.11% in the 10 days leading up to earnings and 3.77% in the 10 days following, providing insight into potential market.

For 2027/Q2, analysts estimate DELL's annual revenue to reach 30.90B, while the EPS is projected at 2.69. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between DELL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, DELL's stock price typically moves by -3.11% in the 10 days before its earnings and 3.77% in the 10 days after. For the upcoming 2027/Q2 earnings, analysts expect an EPS of 2.69 and revenue of 30.90B.

The earnings call summary and Q&A indicate strong financial performance, with record cash flow and substantial shareholder returns. The raised AI server guidance and increased revenue projection, despite supply constraints, suggest optimism. Strong EPS growth, improved gross margins, and a positive outlook for high-margin products like PowerStore and PowerMax further support a positive sentiment. While supply chain issues exist, demand continues to outpace supply, and Dell is taking market share in key segments. The market strategy and shareholder return plan are well-received, leading to a positive prediction for stock price movement.