Dell Technologies (NYSE:DELL) Poised for Record Earnings Amidst AI Boom

Font: Financial Modeling Prep  • Sep 01, 2026

• Dell Technologies is a leading player in the information technology industry, experiencing significant growth driven by its crucial role in providing AI infrastructure and AI-optimized servers.
• The company is projected to report strong second-quarter earnings, with consensus estimates for EPS at $4.91 and revenue around $44.89 billion, potentially setting a new quarterly record.
• Dell Technologies' stock has shown exceptional performance, rising over 260% year-to-date, reflecting investor optimism and a P/E ratio of 35.73.

Dell Technologies (NYSE:DELL) is a multinational technology company known for its personal computers, servers, and data storage solutions. The company is a key player in the information technology industry. It is gaining significant attention for its growing role in providing the infrastructure needed for artificial intelligence (AI), particularly through its AI-optimized servers.

Dell Technologies is scheduled to report its second-quarter earnings on September 1, 2026. Wall Street analysts are watching closely, with consensus estimates projecting an earnings per share (EPS) of $4.91. EPS represents the portion of a company's profit allocated to each outstanding share of common stock, indicating profitability.

Revenue expectations for the quarter are approximately $44.89 billion. As highlighted by Benzinga, this would be a large increase from the $29.78 billion reported in the same quarter last year. This figure would also set a new quarterly record for the company, surpassing the previous high of $43.84 billion from the first quarter.

Analyst expectations vary slightly but remain optimistic. The Zacks Consensus Estimate, as noted by Shaun Pruitt of Zacks Investment Research, projects a higher EPS of $4.95 and revenue of $45.34 billion. This growth is largely driven by strong demand for Dell Technologies' AI servers, a point also emphasized in a recent Seeking Alpha article.

The company's stock has performed strongly, rising over 260% year-to-date. Based on recent data, Dell Technologies has a price-to-earnings (P/E) ratio of 35.73. The P/E ratio is a valuation metric that compares a company's current share price to its per-share earnings, helping investors gauge its market value.