Dell Technologies (NYSE:DELL) Updates FY 2027 Earnings Guidance

Posted by Brian Himes on May 28th, 2026

Dell Technologies logo Dell Technologies (NYSE:DELL – Get Free Report) issued an update on its FY 2027 earnings guidance on Thursday morning. The company provided earnings per share guidance of 17.900-17.900 for the period, compared to the consensus earnings per share estimate of 12.900. The company issued revenue guidance of $165.0 billion-$169.0 billion, compared to the consensus revenue estimate of $143.4 billion. Dell Technologies also updated its Q2 2027 guidance to 4.800-4.800 EPS.

Dell Technologies Stock Up 4.2%

DELL stock traded up $12.90 during trading on Thursday, hitting $318.22. 21,478,584 shares of the company’s stock traded hands, compared to its average volume of 8,128,556. Dell Technologies has a 52 week low of $106.38 and a 52 week high of $327.73. The stock has a fifty day moving average price of $211.39 and a two-hundred day moving average price of $157.54. The stock has a market capitalization of $205.49 billion, a price-to-earnings ratio of 36.49, a price-to-earnings-growth ratio of 1.12 and a beta of 0.99.

Dell Technologies (NYSE:DELL – Get Free Report) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating the consensus estimate of $2.96 by $1.90. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The firm had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. As a group, equities research analysts expect that Dell Technologies will post 12.21 EPS for the current fiscal year.

Wall Street Analyst Weigh In

DELL has been the topic of a number of research reports. Truist Financial initiated coverage on Dell Technologies in a research report on Tuesday, March 31st. They set a “hold” rating and a $170.00 price target on the stock. Bank of America increased their price target on Dell Technologies from $246.00 to $280.00 and gave the stock a “buy” rating in a research report on Monday, May 18th. Weiss Ratings upgraded shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 15th. UBS Group lowered shares of Dell Technologies from a “buy” rating to a “neutral” rating and upped their price target for the stock from $167.00 to $243.00 in a research report on Sunday, May 10th. Finally, Daiwa Securities Group upped their price target on shares of Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $211.32.

View Our Latest Report on Dell Technologies

Insider Buying and Selling

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 382,000 shares of the company’s stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $176.81, for a total value of $67,541,420.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Jeffrey W. Clarke sold 116,000 shares of the company’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $182.48, for a total transaction of $21,167,680.00. Following the completion of the sale, the chief operating officer directly owned 1,687,414 shares of the company’s stock, valued at $307,919,306.72. The trade was a 6.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 3,571,688 shares of company stock worth $576,654,105 in the last ninety days. Insiders own 41.50% of the company’s stock.

Dell Technologies News Roundup

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

Positive Sentiment: Dell reported fiscal Q1 revenue of $43.8 billion and adjusted EPS of $4.86, both well ahead of estimates, signaling stronger-than-expected demand and profitability. Dell Technologies Delivers First Quarter Fiscal 2027 Financial Results
Positive Sentiment: AI momentum was the standout: Infrastructure Solutions Group revenue jumped, AI-optimized server sales surged, and Dell said it booked $24.4 billion in AI orders, reinforcing the view that it is a key beneficiary of data-center spending. Dell raises annual forecasts as AI data center buildout fuels demand
Positive Sentiment: Management raised its full-year revenue outlook to $165 billion-$169 billion and lifted its AI-optimized server revenue expectation, suggesting the current growth rate could persist longer than investors expected. Dell Raises Fiscal Year Outlook After Sales Soar 88%

Hedge Funds Weigh In On Dell Technologies

A number of large investors have recently made changes to their positions in the business. Invesco Ltd. increased its holdings in shares of Dell Technologies by 50.4% in the 4th 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 during the period. Axxcess Wealth Management LLC boosted its position in Dell Technologies by 3.1% during the fourth quarter. Axxcess Wealth Management LLC now owns 5,094 shares of the technology company’s stock worth $641,000 after purchasing an additional 152 shares during the period. Corient Private Wealth LLC boosted its position in Dell Technologies by 100.2% during the fourth quarter. Corient Private Wealth LLC now owns 222,352 shares of the technology company’s stock worth $27,990,000 after purchasing an additional 111,291 shares during the period. Strive Financial Group LLC bought a new stake in Dell Technologies during the fourth quarter worth approximately $58,000. Finally, Ameriflex Group Inc. boosted its position in shares of Dell Technologies by 42,450.0% in the fourth quarter. Ameriflex Group Inc. now owns 851 shares of the technology company’s stock valued at $107,000 after acquiring an additional 849 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies Company Profile

(Get Free Report)

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.

Earnings History and Estimates for Dell Technologies (NYSE:DELL)

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