DELL Gears Up to Report Q1 Earnings: Should You Buy the Stock?

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• Dell booked $34.1 billion in AI orders in Q4 FY2026, with an expanding clientele surpassing 4,000 including neoclouds, sovereigns, and enterprise customers

  60% confidence

• Non-GAAP earnings are expected to be $2.90 per share (+/- 10 cents) at the midpoint for Q1 FY2027, indicating 87% year-over-year growth

  60% confidence

• Zacks Consensus Estimate for Dell Q1 FY2027 revenues is $35.46 billion, suggesting 51.7% growth from the year-ago quarter

  60% confidence

• Dell anticipates 53% combined ISG+CSG growth at midpoint for Q1 FY2027, with ISG growing more than 100% on $13 billion of AI server revenue and CSG growing approximately 2%

  60% confidence

• Dell faces headwinds including weaker demand for traditional servers and storage in North America, slower federal spending, declining consumer PC revenue, supply-chain cost pressures, and competitive pressure in the AI market

  60% confidence

• Dell Technologies beat the Zacks Consensus Estimate in three of the trailing four quarters with an average earnings surprise of 1.22%

  60% confidence

• Q1 FY2027 revenues are expected to be between $34.7 billion and $35.7 billion, with the midpoint of $35.2 billion suggesting 51% year-over-year growth

  60% confidence

• Zacks consensus EPS estimate for Dell Q1 FY2027 is $3.04, up 2.4% over the past 30 days and implying 96.1% year-over-year growth

  60% confidence

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