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

28 May 2026, 18:38 by Teresa Graham · The Cerbat Gem

Dell Technologies (NYSE:DELL – Get Free Report) issued an update on its FY 2027 earnings guidance on Thursday morning. The company provided EPS guidance of 17.900-17.900 for the period, compared to the consensus EPS 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 Performance

Shares of NYSE DELL traded up $12.90 during trading hours on Thursday, reaching $318.22. 21,478,584 shares of the stock were exchanged, compared to its average volume of 8,128,556. The firm has a market capitalization of $205.49 billion, a price-to-earnings ratio of 36.49, a P/E/G ratio of 1.12 and a beta of 0.99. Dell Technologies has a 52 week low of $106.38 and a 52 week high of $327.73. The stock’s fifty day simple moving average is $208.08 and its 200 day simple moving average is $156.33.

Dell Technologies (NYSE:DELL – Get Free Report) last announced its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The company had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.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. Research analysts predict that Dell Technologies will post 12.21 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

DELL has been the topic of a number of recent research reports. Bank of America increased their target price on Dell Technologies from $246.00 to $280.00 and gave the stock a “buy” rating in a research note on Monday, May 18th. JPMorgan Chase & Co. increased their price target on Dell Technologies from $205.00 to $280.00 and gave the stock an “overweight” rating in a research report on Friday, May 15th. Truist Financial began 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. Mizuho increased their price target on Dell Technologies from $215.00 to $260.00 and gave the stock an “outperform” rating in a research report on Wednesday, May 6th. Finally, Sanford C. Bernstein reissued an “outperform” rating and set a $280.00 price target on shares of Dell Technologies in a research report on Wednesday, May 20th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $211.32.

View Our Latest Analysis on Dell Technologies

Insider Transactions at Dell Technologies

In other news, Director V (Gp) L.L.C. Slta sold 382,000 shares of Dell Technologies stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $176.81, for a total value of $67,541,420.00. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO David Alan Kennedy sold 19,500 shares of Dell Technologies stock in a transaction on Thursday, April 9th. The shares were sold at an average price of $182.53, for a total value of $3,559,335.00. Following the completion of the transaction, the chief financial officer owned 183,097 shares in the company, valued at approximately $33,420,695.41. The trade was a 9.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 3,571,688 shares of company stock worth $576,654,105. 41.50% of the stock is owned by insiders.

Trending Headlines about Dell Technologies

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

Several hedge funds and other institutional investors have recently modified their holdings of the business. Ancora Advisors LLC increased its stake in shares of Dell Technologies by 18.6% in the 3rd quarter. Ancora Advisors LLC now owns 556 shares of the technology company’s stock valued at $79,000 after purchasing an additional 87 shares during the last quarter. Bradley Foster & Sargent Inc. CT boosted its holdings in shares of Dell Technologies by 3.6% during the 4th quarter. Bradley Foster & Sargent Inc. CT now owns 2,843 shares of the technology company’s stock valued at $358,000 after acquiring an additional 99 shares in the last quarter. Elkhorn Partners Limited Partnership boosted its holdings in shares of Dell Technologies by 50.0% during the 4th quarter. Elkhorn Partners Limited Partnership now owns 300 shares of the technology company’s stock valued at $38,000 after acquiring an additional 100 shares in the last quarter. Wilmington Savings Fund Society FSB boosted its holdings in shares of Dell Technologies by 17.6% during the 4th quarter. Wilmington Savings Fund Society FSB now owns 668 shares of the technology company’s stock valued at $84,000 after acquiring an additional 100 shares in the last quarter. Finally, Geneos Wealth Management Inc. boosted its holdings in shares of Dell Technologies by 0.8% during the 2nd quarter. Geneos Wealth Management Inc. now owns 12,638 shares of the technology company’s stock valued at $1,549,000 after acquiring an additional 103 shares in the last quarter. Institutional investors 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.