Dell Technologies (DELL) beat expectations in Q1 FY2027 on revenue of $43.8B versus the $35.7B estimate (+87.5% YoY) and EPS of $4.86. The next Dell Technologies (DELL) earnings date is Sep 3, 2026. Below is the full Dell Technologies earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
$43.8B (vs $35.7B est · +22.7% surprise · +87.5% YoY)
EPS
$4.86 (vs $2.96 est · +64.2% surprise · +281.3% YoY)
Share price
$394.29 (-7.3%)
Market cap
$261.9B
Dell Technologies (DELL) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q2 2026
$43.8B vs $35.7B est
$4.86 vs $2.96 est
+64.2%
+37.9%
Beat
Q1 2026
$33.4B vs $31.7B est
$3.89 vs $3.53 est
+10.2%
+19.9%
Beat
Q4 2025
$27.0B vs $27.2B est
$2.59 vs $2.47 est
+4.9%
+4.7%
Mixed
Q3 2025
$29.8B vs $29.0B est
$2.32 vs $2.29 est
+1.3%
-7.8%
Mixed
Q2 2025
$23.4B vs $23.2B est
$1.55 vs $1.70 est
-8.8%
-2.2%
Mixed
Q1 2025
$23.9B vs $24.6B est
$2.68 vs $2.52 est
+6.3%
-11.1%
Mixed
Q4 2024
$24.4B vs $24.7B est
$2.15 vs $2.04 est
+5.4%
-13.7%
Mixed
Q3 2024
$25.0B vs $24.1B est
$1.89 vs $1.70 est
+11.2%
+3.6%
Beat
What you'll find
Next Dell Technologies (DELL) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Dell Technologies reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Dell Technologies (DELL)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Dell Technologies's next earnings date?
Dell Technologies's (DELL) next scheduled earnings date is Sep 3, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Dell Technologies (DELL) beat or miss earnings?
In Q1 FY2027, Dell Technologies (DELL) posted beat results — revenue of $43.8B versus the $35.7B estimate (+22.7% surprise) and EPS of $4.86 versus $2.96 expected (+64.2% surprise). Magnisto decodes every Dell Technologies (DELL) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Dell Technologies beat earnings estimates?
Over its last 8 reported quarters, Dell Technologies (DELL) beat Wall Street EPS estimates 6 times, most recently a beat result in Q2 2026. Magnisto tracks every Dell Technologies (DELL) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Dell Technologies stock move after earnings?
Over its last 8 quarterly reports, Dell Technologies (DELL) moved an average of ±12.6% the day after earnings — ranging from -13.7% (Q4 2024) to +37.9% (Q2 2026). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Sep 3, 2026, options-implied volatility is pricing in a move of roughly ±26.1% (derived). Magnisto tracks the realized post-earnings move for every Dell Technologies (DELL) quarter alongside the beat/miss verdict — past moves don't predict the next one.
What is the forecast for Dell Technologies (DELL) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Dell Technologies (DELL), anchored to the current $394.29 share price, so you can weigh the bull, base and bear cases for Dell Technologies side by side.
Is Dell Technologies (DELL) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Dell Technologies fits your own thesis and risk profile. This is research, not investment advice.