Dell Technologies Inc. · Computer Hardware

DELLDell Technologies Inc.

Reports 2026-09-01 After close · TueReaction day 09-02reported · reaction settled

Before the print · expectationsfrozen at T-1

Expected move (options)—from the event straddle

Actual vs expected, last 8Q—Lite and up

Short interest—Lite and up

Lean—Lite and up

Lean, evidence and peer references — Lite

The calendar is free. From the entry plan up you also get, for every ≥$1B reporter: the model lean with the evidence behind it, the peers that have already reported and how they traded, and the stock's own earnings history.

Lean and confidence, with the evidence rows that produced it
Per-peer reference table: each peer's own print, move and guidance
Expected-move band and the stock's last eight prints

The print · 8-K and call2026-09-01 · After close

Revenue$46.97B

est. $45.85B · +2.4%

EPS$7.04

est. $5.01 · +40.5%

Guidance · Next Q revenue$49.00Bno comparable consensus

Key figures, management quotes, the sector read and the grade come with Lite.

Reactionday-5 settled

After-hours move, 18:00+7.3%

Open / day close+8.7% / +15.8%

5 days later+25.9%

Lean, stance and evidence on this page are model outputs, not investment advice. Trade at your own risk. Disclaimer →

Dell earnings review: what the record says

Dell (DELL) reported earnings on Sep 1, 2026, after the close. The company posted EPS of $7.04 against $5.01 expected (a 40.5% beat) and revenue of $46.97B against $45.85B expected. The stock opened +8.7% and closed the first session +15.8%. Five sessions later it was +25.9%.

Across its last 8 reports, DELL beat the EPS consensus 7 times out of 8 with a figure on file, and the stock moved an average of 11.5% on the first trading day, closing higher 4 of 8 times. That first-day move was larger than the options-implied move in 4 of 8 reports. Measured over five sessions, the average move was 12.6%.

NextPick tracks DELL in its Data Center Infra basket alongside CSCO, ANET, VRT and HPE, whose prints read through to this one.

Figures come from NextPick's earnings-reaction ledger and the options market. Not investment advice.

DELL earnings: key questions

How did DELL stock react to earnings?

After the Sep 1, 2026 report, DELL closed the first session +15.8%.

How much does DELL stock move after earnings?

Over its last 8 reports, DELL moved an average of 11.5% on the first trading day after earnings. The move was larger than the options-implied move in 4 of 8 reports.

Does DELL usually beat earnings estimates?

DELL beat the EPS consensus in 7 of its last 8 reports with a surprise on file and missed in 1.