DELL

Dell Technologies

PRICE + EARNINGS

DELL · daily price and volume
OFFICIAL CLOSE · Sep 3, 2026$516.39
SCHEDULED REPORTNov 24, 2026Tentative · As of Sep 3, 2026
EPS ESTIMATE$6.12
52-WEEK RANGE$110.22—$534.96
Sep 3, 2026 · $516.39 · 20.3M shares+289.7% over period
$110$215$321$426$531Q2 · $2.32 EPSQ3 · $2.59 EPSQ4 · $3.89 EPSQ1 · $4.86 EPSQ2 · $7.04 EPSSep 3, 2026$516.39 · 20.3MAug 27, 2025Sep 3, 2026

Q2 2027 · Sep 1, 2026

AI infrastructure defines Dell’s board.

Data centers, NVIDIA and AI Factory are the crowded trade. China, Trump and the Secure AI Alliance remain peripheral.

ADJUSTED EPS$7.04

$4.88 expected

EPS SURPRISE+$2.16

versus consensus

LOW-PRICED HIT17%

Dividend (3+ times)

CROWDED MISS30%

Headwind

Quarter questions

The earnings hurdle was fixed when this market opened; it can differ from the final analyst estimate.

Q2 2027

Adjusted EPS above $4.90

95%Sep 1, 2026
050100RESOLVED YESAug 21, 2026Sep 1, 2026

Public YES price history · observed Sep 4, 2026

EARNINGS WORDS

What the call was about

4:30 PM ET start
CONFIRMEDTailwind

46% before the call

4:36 PM ET · +7 min
Start+38 min+75 min

AI infrastructure

Systems

Outlook and capital

Policy and geography