DELL Dell Technologies Inc

$127.93

*Only the 1D chart reflects 15-min delayed quotes during market hours. Other timeframes update after market close.

Reporting for fiscal period ending
Expected on
Report Time: Unknown Release Time
The Whisper Number
Consensus Estimate:
Revenue Estimate:

Latest Earnings Insight

Dell Technologies is poised to capitalize on its strategic focus on AI-driven solutions, as evidenced by its impressive $14 billion AI backlog and projected $7 billion in AI server shipments this quarter. This momentum is expected to bolster Dell's upcoming earnings report, with analysts forecasting an EPS of $2.49 and revenue of $27.35 billion. However, the whisper number of $2.84 suggests that market expectations are even higher, reflecting confidence in Dell's ability to exceed these estimates. Despite recent challenges in the PC market, Dell's robust performance in AI-optimized servers and disciplined expense management have positioned it well for continued growth. With a market cap nearing $90 billion, Dell's strategic investments in AI and partnerships with industry leaders like Nvidia are likely to drive future revenue streams, mitigating concerns about lower margin mixes. As the company prepares to announce its earnings on November 25, investors will be keenly watching to see if Dell can sustain its growth trajectory and meet the heightened expectations set by the whisper number.

Updated On 1/6/2026

About Dell Technologies Inc

Dell Technologies Inc. designs, develops, manufactures, markets, sells and supports information technology solutions, products and services worldwide. The company is headquartered in Round Rock, Texas.

Website: https://www.dell.com

Sector
TECHNOLOGY
Industry
ELECTRONIC COMPUTERS
Exchange
NYSE
Country
USA
Currency
USD
Fiscal Year End
January
CIK
1571996
Address
ONE DELL WAY, ROUND ROCK, TX, US
Valuation
Market Cap
$59.18B
P/E Ratio
13.29
PEG Ratio
0.65
Price to Book
4.39
Performance
EPS
$6.38
Dividend Yield
2.48%
Profit Margin
4.80%
ROE
44.30%
Technicals
50D MA
$97.44
200D MA
$113.79
52W High
$177.73
52W Low
$66.25
Fundamentals
Shares Outstanding
359M
Target Price
$127.06
Beta
1.01

DELL EPS Estimates vs Actual

Estimated
Actual

DELL News & Sentiment

Dec 31, 2025 • MarketBeat NEUTRAL
Oak Harvest Investment Services Has $488,000 Stock Position in Deere & Company $DE
Oak Harvest Investment Services significantly reduced its stake in Deere & Company, selling 95.2% of its holdings and owning 1,067 shares valued at $488,000. Other institutional investors showed varied activity, with some initiating new positions and others increasing holdings. Analyst ratings for Deere & Company are predominantly "Buy" or "Hold," with a consensus price target of $522.70, while an insider transaction saw CEO John C. May II sell over 11,000 shares.
Dec 31, 2025 • AD HOC NEWS SOMEWHAT-BULLISH
HP Inc. Is Quietly Going Off: Is This Boring Tech Stock Your Next Power Play?
HP Inc. (HPQ) is highlighted as a potentially undervalued "boring" tech stock with significant upside, driven by steady profits, substantial share buybacks, and a strong dividend. The article also points to HP's strategic entry into AI-powered PCs and creator-focused laptops, positioning it as a quiet backbone of the AI hardware world. Despite not being a viral "meme stock," HPQ is presented as a solid investment for long-term thinkers focused on compounding returns and value.
Dec 31, 2025 • MarketBeat NEUTRAL
Calamos Advisors LLC Sells 22,310 Shares of Deere & Company $DE
Calamos Advisors LLC recently reduced its stake in Deere & Company by 29.8% in Q3, selling 22,310 shares and now holding 52,598 shares valued at approximately $24.05 million. This comes as CEO John C. May II also sold 11,106 shares, reducing his ownership by 8.99%. Deere's latest quarterly earnings saw EPS of $3.93, missing estimates, but revenue reached $12.39 billion, exceeding expectations and representing a 14.1% year-over-year increase.
Dec 31, 2025 • AD HOC NEWS NEUTRAL
The Truth About HP Inc: Viral Hype, Price Drops, And Whether You Should Actually Buy In
HP Inc is gaining viral attention on platforms like TikTok due to significant price drops and solid performance, making its products appealing for students, remote workers, and casual gamers. While not suitable for high-end professional use in its entry-level machines, HP is firmly positioned as a strong contender in the value-for-money tech market, competing closely with Lenovo and Dell. From a stock perspective, HPQ is considered a stable, cash-flow tech company rather than a high-growth "meme stock," making it suitable for long-term investors seeking dividend-friendly options.
Dec 31, 2025 • AD HOC NEWS SOMEWHAT-BULLISH
Is HP Inc Really a Game-Changer or Just Old-School Tech in a New Hoodie?
This article evaluates whether HP Inc. is a groundbreaking tech company or simply an established brand with a refreshed image, analyzing its current market performance and product lines. It examines HP's presence in student, creator, and gaming markets, comparing it to competitors like Lenovo and Apple, and discusses the implications for investors in HPQ stock. The author concludes that HP offers practical, reliable, and often underpriced tech, making it a "cop" rather than a "drop" for many consumers and a "steady grind" stock for investors.
Dec 31, 2025 • 36Kr SOMEWHAT-BULLISH
Wall Street's "Shadow Army": Family Offices Enter the Fray, Competing with Blackstone and KKR for Territory
Family offices, managing trillions of dollars, are transforming from low-key wealth managers into aggressive investors directly competing with major private equity firms like Blackstone and KKR. These entities, often led by billionaires, are increasingly engaging in direct investments, mergers, and acquisitions, leveraging "permanent capital" and operating with fewer regulatory constraints. This shift signifies a major power dynamic change on Wall Street, as family offices form investment "clubs" and seek strategic long-term holdings across various industries, from AI to luxury goods.
Sentiment Snapshot

Average Sentiment Score:

0.113
50 articles with scored sentiment

Overall Sentiment:

Neutral

DELL Reported Earnings

Aug 28, 2025
Jul 31, 2025 (Post market)
0.03 Surprise
  • Reported EPS: $2.32
  • Estimate: $2.29
  • Whisper:
  • Surprise %: 1.3%
May 29, 2025
Apr 30, 2025 (Post market)
-0.14 Surprise
  • Reported EPS: $1.55
  • Estimate: $1.69
  • Whisper:
  • Surprise %: -8.3%
Feb 27, 2025
Jan 31, 2025 (Post market)
0.16 Surprise
  • Reported EPS: $2.68
  • Estimate: $2.52
  • Whisper:
  • Surprise %: 6.3%
Nov 26, 2024
Oct 31, 2024 (Post market)
0.08 Surprise
  • Reported EPS: $2.15
  • Estimate: $2.07
  • Whisper:
  • Surprise %: 3.9%
Aug 29, 2024
Jul 31, 2024 (Post market)
0.18 Surprise
  • Reported EPS: $1.89
  • Estimate: $1.71
  • Whisper:
  • Surprise %: 10.5%
May 30, 2024
Apr 30, 2024 (Post market)
0.01 Surprise
  • Reported EPS: $1.27
  • Estimate: $1.26
  • Whisper:
  • Surprise %: 0.8%
Feb 29, 2024
Jan 31, 2024 (Post market)
0.47 Surprise
  • Reported EPS: $2.20
  • Estimate: $1.73
  • Whisper:
  • Surprise %: 27.2%
Nov 30, 2023
Oct 31, 2023 (Post market)
0.41 Surprise
  • Reported EPS: $1.88
  • Estimate: $1.47
  • Whisper:
  • Surprise %: 27.9%
Aug 31, 2023
Jul 31, 2023 (Post market)
0.6 Surprise
  • Reported EPS: $1.74
  • Estimate: $1.14
  • Whisper:
  • Surprise %: 52.6%

Financials