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Texas-based Dell Technologies Inc. (DELL) is a leading global provider of technology solutions, offering a wide range of products and services, including personal computers, servers, storage devices, and cloud solutions. Valued at a market cap of $79.9 billion, the company serves businesses, government agencies, and individual consumers, focusing on innovation, scalability, and customer-centric solutions. DELL is expected to announce its Q4 earnings after the market closes on Wednesday, Feb. 26.
Ahead of the event, analysts expect Dell Technologies to report a profit of $2.30 per share, up 16.8% from $1.97 per share reported in the year-ago quarter. The company has consistently surpassed Wall Street’s EPS estimates in the past four quarters.
For fiscal year 2025, analysts expect Dell Technologies to report an EPS of $6.92, up 12.7% from $6.14 in the fiscal year 2024.
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DELL stock has climbed 23.3% over the past 52 weeks, outperforming the S&P 500 Index’s ($SPX) 22.9% gains and the Technology Select Sector SPDR Fund’s (XLK) 12.8% returns over the same time frame.
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Dell Technologies outperformed the broader market over the past year due to its strong focus on artificial intelligence (AI) and AI-optimized servers. Strategic partnerships with major tech players like NVIDIA Corporation (NVDA) and QUALCOMM Incorporated (QCOM) further solidified Dell’s leadership in AI infrastructure, enabling it to capitalize on surging demand in the AI market.
Dell Technologies unveiled its Q3 earnings report on November 26, triggering a sharp decline of over 12% in its stock during the subsequent trading session. Despite achieving a 10% year-over-year revenue growth to $24.4 billion, the figure fell shy of Wall Street’s projection of $24.6 billion. On a brighter note, the company delivered a 14% increase in profit per share to $2.15, outpacing analysts’ expectations of $2.06. The company reported significant revenue growth in its Infrastructure Solutions Group, driven by robust demand for AI servers, including a 34% increase, reaching record orders of $3.6 billion.
The consensus opinion on Dell Technologies stock is strongly bullish, with a “Strong Buy” rating overall. Out of the 20 analysts covering the stock, 15 recommend a “Strong Buy,” two advise a “Moderate Buy,” and three analysts are playing it safe with a “Hold.”
DELL’s mean price target of $149.42 indicates an upswing of 43.9% from the prevailing price levels.
On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.