Dell Beats Q4 Estimates, Guides to $12.90 EPS and $138–142B Revenue
Dell reported Q4 EPS of $3.89 beating estimates of $3.53, with revenue up 39.5% year-on-year to $33.38 billion versus a $31.73 billion estimate. The company forecasts fiscal 2027 adjusted EPS of $12.90 and revenue of $138–142 billion, well above consensus.
1. Strong Fourth-Quarter Performance
Dell delivered Q4 non-GAAP EPS of $3.89, surpassing consensus of $3.53, while revenue rose 39.5% year-on-year to $33.38 billion, topping the $31.73 billion forecast. Growth was driven by robust demand across client solutions and infrastructure solutions groups.
2. Bullish Fiscal 2027 Outlook
The company projected fiscal 2027 adjusted EPS of $12.90 versus analyst estimates of $11.59 and set revenue guidance between $138 billion and $142 billion, well above the $125.54 billion consensus. Management cited continued strength in AI-powered offerings and enterprise spending as key drivers.
3. Market Reaction
Shares jumped approximately 11.5% in after-hours trading following the results and outlook, reflecting investor confidence in Dell's profitability and growth trajectory. The stock’s 52-week range spans $66.25 to $168.08, highlighting renewed upward momentum.