Dell Technologies Inc (DELL) — the earnings record
As of the 2026-09-01 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -20.1% to +37.3% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries Window closed 4 September: +23.3% — a third straight payment and the card’s second-widest window, from an entry the market had marked down 6.9% before the print. Next print late November. into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| Sep 26 | 2026-09-01 | ✓ beat | ✓ beat |
| May 26 | 2026-05-28 | ✓ beat | ✓ beat |
| Feb 26 | 2026-02-26 | ✓ beat | ✓ beat |
| Nov 25 | 2025-11-25 | ✓ beat | ✗ miss |
| Aug 25 | 2025-08-28 | ✓ beat | ✓ beat |
| May 25 | 2025-05-29 | ✗ miss | ✓ beat |
| Feb 25 | 2025-02-27 | ✓ beat | ✗ miss |
| Nov 24 | 2024-11-26 | ✓ beat | ✗ miss |
| Aug 24 | 2024-08-29 | ✓ beat | ✓ beat |
| May 24 | 2024-05-30 | ✓ beat | ✓ beat |
| Feb 24 | 2024-02-29 | ✓ beat | ✓ beat |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full DELL print-record card — free registration.
FAQ · from the current data · as of 2026-09-01
Quick answers
How often does Dell Technologies Inc beat earnings estimates?
Across the last 11 covered prints (as of the 2026-09-01 card), Dell Technologies Inc beat EPS estimates 10 of 11 times and revenue estimates 8 of 11 times, with 7 double beats.
How does DELL stock react to earnings?
Measured close-of-print-day to the close three sessions later: 5 of the last 11 prints resolved up (beyond +3%), 2 flat, 4 down — reactions spanning -20.1% to +37.3%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was DELL's biggest earnings reaction?
+37.3% over the three sessions after the May 26 print (2026-05-28).
When does Dell Technologies Inc report earnings next?
2026-11-24 (Window closed 4 September: +23.3% — a third straight payment and the card’s second-widest window, from an entry the market had marked down 6.9% before the print. Next print late November.). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelook
Where DELL appears in the diary — 10 pieces, newest first. Every link is our own writing.
Long reads
- Agentic Infrastructure Software: The Orchestration Layer
Pure Storage (PSTG) · Elastic (ESTC) · MongoDB (MDB) · Snowflake (SNOW) · Databricks · Pinecone · Weaviate · NetApp (NTAP) · Dell (DELL) Orchestration & Workflow Layer 3 — The Control Plane Two converging problems define this layer: how…
101 and glossary
- Sovereign AI: The National Compute Arms Race and Its Investment Map
Key Companies NVDA NVIDIA DGX Cloud for sovereign AI — new revenue category NBIS Nebius European sovereign AI cloud (ex-Yandex) DELL Dell On-premises AI infrastructure for governments HPE HPE Sovereign AI hardware — air-gapped deployments
Dailies
- AI trade — the labs ask for a slowdown: Kospi −3.3%, SoftBank −11%, Nasdaq futures −1.2%, oil back above $106
- Chips jump 3% while software falls 2% — the hot jobs report has split the tech trade in two
- Samsara jumps 15%, Zscaler beats and goes nowhere, bitcoin tops $81,000 — Wall Street’s best day in a month lands the night before the jobs report
- Snowflake jumps 20%, Broadcom stalls, Dell soars 16% — the market is paying for faster growth, not for beats
- Software's day: Snowflake soars 20%, ServiceNow jumps 6% and the software ETF turns positive for the year
DELL adds about 6.5% and trades within 1% of its 52-week high, extending the post-earnings surge from this morning's read.
- Great numbers, falling stocks — the market has stopped rewarding even record earnings
- Software and semis sell off together at midday — the green sits outside tech
- Old-Tech Hardware — The New Value Stocks Traditional Value Investors Overlook
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