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

Dell Technologies (NYSE:DELL) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 1.650-1.650 for the period, compared to the consensus EPS 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 NYSE:DELL opened at $107.63 on Friday. Dell Technologies has a one year low of $86.93 and a one year high of $179.70. The firm has a market capitalization of $75.39 billion, a price-to-earnings ratio of 19.02, a PEG ratio of 1.10 and a beta of 0.90. The company’s fifty day moving average price is $112.83 and its 200-day moving average price is $118.12.

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

Dell Technologies Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the stock. Melius Research boosted their price objective on shares of Dell Technologies from $140.00 to $155.00 and gave the stock a “buy” rating in a report on Wednesday, November 27th. OTR Global upgraded shares of Dell Technologies from a “negative” rating to a “positive” rating in a research report on Wednesday, February 12th. Wells Fargo & Company raised their price objective on Dell Technologies from $140.00 to $160.00 and gave the company an “overweight” rating in a research note on Monday, November 18th. Bank of America dropped their target price on Dell Technologies from $155.00 to $150.00 and set a “buy” rating for the company in a report on Tuesday, February 18th. Finally, Morgan Stanley lowered their price objective on Dell Technologies from $154.00 to $128.00 and set an “overweight” rating for the company in a research report on Thursday, February 13th. Three investment analysts have rated the stock with a hold rating and sixteen have assigned a buy rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $145.00.

Insider Buying and Selling at Dell Technologies

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 shares were sold at an average price of $119.73, for a total transaction of $59,750,657.85. Following the completion of the sale, 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 filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director V (Gp) L.L.C. Slta sold 103,745 shares of Dell Technologies stock in a transaction on Friday, December 6th. The stock was sold at an average price of $125.28, for a total value of $12,997,173.60. Following the completion of the sale, the director now directly owns 777,347 shares of the company’s stock, valued at $97,386,032.16. The trade was a 11.77 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 937,407 shares of company stock worth $114,418,186. 46.70% of the stock is owned by corporate insiders.

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).