Dell Shares Jump 21.4% After Q4 Beat, Q1 Guidance at $35.2B
Dell’s Q4 2025 revenue rose 39.5% year over year to $33.38 billion, beating estimates by 5.2%, while adjusted EPS of $3.89 topped consensus by 10.4% and free cash flow reached $3.95 billion. The company guided Q1 revenue of $35.2 billion, 21.4% above analyst forecasts.
1. Q4 2025 Results Exceed Expectations
Dell reported Q4 2025 revenue of $33.38 billion, up 39.5% year over year and 5.2% above estimates. Adjusted EPS reached $3.89, 10.4% ahead of consensus, and free cash flow rose to $3.95 billion for the quarter.
2. First-Quarter 2026 Revenue Guidance
The company set Q1 2026 revenue guidance around $35.2 billion, 21.4% above analyst forecasts, reflecting sustained demand for its hardware, software and services offerings.
3. Stock Reaction and Performance Trends
Shares rallied 21.4% in the afternoon session, marking one of Dell’s largest single-day moves in over a year. The stock is up 15.6% year to date but remains 10.4% below its 52-week high.