Dell Technologies (NYSE:DELL) Issues Q1 2026 Earnings Guidance

Dell Technologies (NYSE:DELL) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 1.650-1.650 for the period, compared to the consensus estimate of 1.830. The company issued revenue guidance of $22.5 billion-$23.5 billion, compared to the consensus revenue estimate of $23.7 billion. Dell Technologies also updated its FY 2026 guidance to 9.300-9.300 EPS.

Dell Technologies Price Performance

Shares of Dell Technologies stock opened at $102.85 on Friday. The stock has a market capitalization of $72.04 billion, a price-to-earnings ratio of 18.17, a price-to-earnings-growth ratio of 1.10 and a beta of 0.90. The business has a 50-day moving average of $112.57 and a 200 day moving average of $118.17. Dell Technologies has a 12 month low of $86.93 and a 12 month high of $179.70.

Dell Technologies (NYSE:DELL) last announced its earnings results on Tuesday, November 26th. The technology company reported $2.15 earnings per share for the quarter, topping the consensus estimate of $1.83 by $0.32. The firm had revenue of $24.37 billion for the quarter, compared to the consensus estimate of $24.67 billion. Dell Technologies had a net margin of 4.36% and a negative return on equity of 191.91%. The firm’s revenue for the quarter was up 9.5% on a year-over-year basis. During the same period in the prior year, the firm earned $1.62 EPS. Equities research analysts anticipate that Dell Technologies will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 2nd. Investors of record on Tuesday, April 22nd will be issued a $0.525 dividend. The ex-dividend date of this dividend is Tuesday, April 22nd. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.45. This represents a $2.10 dividend on an annualized basis and a yield of 2.04%. Dell Technologies’s dividend payout ratio (DPR) is 31.45%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on DELL shares. Evercore ISI reiterated an “outperform” rating and issued a $150.00 price objective on shares of Dell Technologies in a research note on Wednesday, November 20th. Mizuho lowered their price target on shares of Dell Technologies from $155.00 to $150.00 and set an “outperform” rating for the company in a report on Wednesday, November 27th. OTR Global upgraded shares of Dell Technologies from a “negative” rating to a “positive” rating in a report on Wednesday, February 12th. Citigroup lowered their target price on shares of Dell Technologies from $156.00 to $145.00 and set a “buy” rating for the company in a research note on Friday, February 21st. Finally, Morgan Stanley dropped their price objective on Dell Technologies from $154.00 to $128.00 and set an “overweight” rating on the stock in a report on Thursday, February 13th. Three equities research analysts have rated the stock with a hold rating and sixteen have assigned a buy rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $143.53.

Insider Buying and Selling

In other Dell Technologies news, Director Iv (Gp) L.L.C. Slta sold 499,045 shares of the business’s stock in a transaction on Wednesday, January 8th. The stock was sold at an average price of $119.73, for a total value of $59,750,657.85. Following the completion of the transaction, the director now directly owns 810,657 shares in the company, valued at approximately $97,059,962.61. The trade was a 38.10 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Yvonne Mcgill sold 8,000 shares of the firm’s stock in a transaction on Monday, December 2nd. The stock was sold at an average price of $125.82, for a total value of $1,006,560.00. Following the sale, the chief financial officer now owns 228,419 shares in the company, valued at $28,739,678.58. This trade represents a 3.38 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 937,407 shares of company stock worth $114,418,186 in the last ninety days. Insiders own 46.70% of the company’s stock.

About Dell Technologies

Dell Technologies Inc designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through two segments, Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG).