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

Dell Technologies (NYSE:DELL) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.650-1.650 for the period, compared to the consensus earnings per share 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 Trading Down 6.9 %

DELL traded down $8.02 on Thursday, reaching $107.63. The stock had a trading volume of 14,305,331 shares, compared to its average volume of 8,377,493. The company has a market cap of $75.39 billion, a P/E ratio of 19.02, a price-to-earnings-growth ratio of 1.10 and a beta of 0.90. The business’s 50-day moving average price is $112.91 and its two-hundred day moving average price is $118.19. Dell Technologies has a 12-month low of $86.93 and a 12-month high of $179.70.

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

Dell Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 31st. Investors of record on Wednesday, January 22nd were paid a dividend of $0.445 per share. The ex-dividend date was Wednesday, January 22nd. This represents a $1.78 annualized dividend and a yield of 1.65%. Dell Technologies’s dividend payout ratio is presently 31.45%.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on DELL. Deutsche Bank Aktiengesellschaft decreased their target price on shares of Dell Technologies from $144.00 to $142.00 and set a “buy” rating on the stock in a report on Monday, December 2nd. Citigroup decreased their target price on shares of Dell Technologies from $156.00 to $145.00 and set a “buy” rating on the stock in a report on Friday, February 21st. Morgan Stanley decreased their target price on shares of Dell Technologies from $154.00 to $128.00 and set an “overweight” rating on the stock in a report on Thursday, February 13th. OTR Global upgraded shares of Dell Technologies from a “negative” rating to a “positive” rating in a report on Wednesday, February 12th. Finally, Evercore ISI restated an “outperform” rating and issued a $150.00 price objective on shares of Dell Technologies in a report on Wednesday, November 20th. Three analysts have rated the stock with a hold rating and sixteen have assigned a buy rating to the company. According to MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus target price of $145.00.

Insider Activity at Dell Technologies

In other Dell Technologies news, CFO Yvonne Mcgill sold 8,000 shares of Dell Technologies stock in a transaction on Monday, December 2nd. The shares were sold at an average price of $125.82, for a total value of $1,006,560.00. Following the transaction, the chief financial officer now directly owns 228,419 shares in the company, valued at approximately $28,739,678.58. The trade was a 3.38 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Radakovich Lynn Vojvodich sold 725 shares of Dell Technologies stock in a transaction on Wednesday, January 22nd. The shares were sold at an average price of $120.00, for a total transaction of $87,000.00. Following the completion of the transaction, the director now owns 23,680 shares in the company, valued at approximately $2,841,600. This represents a 2.97 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 937,407 shares of company stock valued at $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).