Dell Technologies (DELL) Expected to Post Quarterly Earnings on Tuesday

Dell Technologies (NYSE:DELL) is projected to issue its Q2 2027 results after the market closes on Tuesday, September 1st. Analysts expect Dell Technologies to post earnings of $4.91 per share and revenue of $44.9256 billion for the quarter. Parties are encouraged to explore the company’s upcoming Q2 2027 earning summary page for the latest details on the call scheduled for Tuesday, September 1, 2026 at 4:30 PM ET.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.96 by $1.90. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The firm had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. During the same quarter last year, the business earned $1.55 EPS. The business’s revenue was up 87.5% on a year-over-year basis. On average, analysts expect Dell Technologies to post $18 EPS for the current fiscal year and $22 EPS for the next fiscal year.

Dell Technologies Price Performance

Shares of NYSE:DELL opened at $455.22 on Friday. The firm has a market capitalization of $295.03 billion, a PE ratio of 36.16, a price-to-earnings-growth ratio of 0.95 and a beta of 1.33. The business has a 50 day simple moving average of $432.75 and a two-hundred day simple moving average of $296.29. Dell Technologies has a 1 year low of $110.22 and a 1 year high of $514.00.

Dell Technologies Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Tuesday, July 21st were paid a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Tuesday, July 21st. Dell Technologies’s dividend payout ratio (DPR) is currently 20.02%.

Key Stories Impacting Dell Technologies

Here are the key news stories impacting Dell Technologies this week:

• Positive Sentiment: AI demand is driving bullish expectations. Dell reportedly has a record $51.3 billion AI-server backlog, while continued data-center investment is supporting Infrastructure Solutions Group growth. Analysts expect roughly $44 billion-$45 billion in quarterly revenue and more than 100% year-over-year EPS growth. Dell AI Server Backlog
• Positive Sentiment: Recent execution supports investor optimism. Dell’s prior quarter substantially exceeded consensus estimates, and analysts see potential for another earnings beat and raised outlook. The stock has also shown relative strength and remains close to its recent high. Dell Prior Earnings Beat
• Neutral Sentiment: Large post-earnings volatility is expected. Options-market pricing indicates traders anticipate a meaningful move following the earnings release. This could benefit the stock if results exceed elevated expectations, but it also raises downside risk if guidance disappoints. Expected Dell Earnings Move
• Negative Sentiment: Tariff concerns are weighing on the shares. Possible semiconductor tariffs affecting servers and PCs have prompted caution because higher component costs could pressure demand and profitability. Dell Tariff Concerns
• Negative Sentiment: Capacity and margin risks remain. Dell may be unable to build AI servers quickly enough, while supply constraints, pricing pressure and the relatively low margins of high-volume server sales could limit the earnings benefit from strong demand. Dell Server Capacity Risks

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the company. Royal Bank Of Canada began coverage on Dell Technologies in a report on Friday, May 29th. They set an “outperform” rating for the company. Wolfe Research lowered Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research note on Friday, May 29th. Sanford C. Bernstein lifted their target price on Dell Technologies from $280.00 to $500.00 and gave the stock an “outperform” rating in a research report on Friday, May 29th. Mizuho boosted their target price on shares of Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a research note on Monday, June 1st. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Dell Technologies in a report on Wednesday, August 12th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $485.24.

Insider Buying and Selling at Dell Technologies

In other news, Director Spv-2 L.P. Sl sold 175,901 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $80,560,898.99. Following the transaction, the director owned 36,659 shares of the company’s stock, valued at approximately $16,789,455.41. This represents a 82.75% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the firm’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $457.99, for a total value of $86,928,791.95. Following the transaction, the director owned 24,287 shares in the company, valued at approximately $11,123,203.13. This represents a 88.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 3,436,780 shares of company stock worth $1,449,756,744 over the last 90 days. 41.50% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. State Street Corp raised its holdings in shares of Dell Technologies by 1.8% in the 4th quarter. State Street Corp now owns 14,715,998 shares of the technology company’s stock valued at $1,852,450,000 after purchasing an additional 265,740 shares in the last quarter. Invesco Ltd. boosted its stake in shares of Dell Technologies by 50.4% during the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock valued at $919,051,000 after purchasing an additional 2,445,854 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in Dell Technologies by 37.1% during the second quarter. Ameriprise Financial Inc. now owns 3,203,732 shares of the technology company’s stock valued at $392,802,000 after buying an additional 867,071 shares during the period. Wellington Management Group LLP increased its holdings in Dell Technologies by 4,279.1% during the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock valued at $426,129,000 after buying an additional 2,937,137 shares during the period. Finally, Northern Trust Corp raised its stake in Dell Technologies by 1.6% in the fourth quarter. Northern Trust Corp now owns 2,831,813 shares of the technology company’s stock worth $356,469,000 after buying an additional 45,348 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors.

About Dell Technologies

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.