Dell Stock Jumps As Computer Maker Trounces Estimates

Dell Technologies reports strong Q4 results, sending stock higher

Published on Feb. 26, 2026

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Computer maker Dell Technologies reported fiscal fourth-quarter earnings and revenue that easily topped Wall Street's expectations, sending the company's stock higher in late trading. Dell earned an adjusted $3.89 per share on sales of $33.38 billion in the quarter ended January 30, surpassing analyst forecasts.

Why it matters

Dell's robust financial performance underscores the continued strong demand for personal computers and enterprise technology products, even as the broader economy shows signs of slowing. The results indicate Dell is successfully navigating supply chain challenges and inflationary pressures.

The details

Dell reported adjusted earnings of $3.89 per share, well above the $3.53 per share that analysts had projected. Revenue came in at $33.38 billion, also exceeding expectations. The company cited strong demand across its client solutions and infrastructure solutions business units.

  • Dell reported its fiscal Q4 2026 results on February 26, 2026.

The players

Dell Technologies

A multinational computer technology company that develops, sells, repairs, and supports computers and related products and services.

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The takeaway

Dell's robust financial performance in the face of economic headwinds underscores the company's ability to execute and meet customer demand for its products and services. The results reinforce Dell's position as a leading provider of personal computers and enterprise technology solutions.