Dell Stock Surges On Q4 Earnings Beat : What To Know - Dell Technologies ( NYSE : DELL )

<p>Dell Technologies, Inc. <a href="https://www.benzinga.com/quote/DELL">(NYSE:</a><a href="https://www.benzinga.com/quote/DELL">DELL</a>) shares surged in Thursday's extended trading after the company released its fourth-quarter earnings report, beating estimates <a href="https://www.benzinga.com/pressreleases/26/02/b50909029/dell-technologies-delivers-fourth-quarter-and-full-year-fiscal-2026-results">across the board. </a></p>
<p>Here's a look at the details from the report</p>
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<li>DELL stock is moving. <a href="https://www.benzinga.com/quote/DELL">Watch the price action here.</a></li>
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<p>The Details: Dell reported <a href="https://www.benzinga.com/crypto/cryptocurrency/26/02/50894573/dell-earnings-prediction-market-preview-what-will-michael-dell-say">quarterly earnings </a>of $3.89 per share, which beat the consensus estimate of $3.53 by more than 10%.</p>
<p>Quarterly revenue clocked in at $33.38 billion, which beat the Street estimate of $31.73 billion and was up from $23.93 billion in the same period last year.</p>
<p>Dell reported the following fiscal 2026 highlights:</p>
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<li>Record full-year revenue of $113.5 billion, up 19% year-over-year.</li>
<li>Record full-year diluted earnings per share (EPS) of $8.68, up 36% year-over-year, and record full-year non-GAAP diluted EPS of $10.30, up 27%</li>
<li>Record full-year cash flow from operations of $11.2 billion</li>
<li>Announced a cash dividend increase of 20% and $10 billion increase in share repurchase authorization</li>
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<p>“FY26 was a defining year in our company’s history, with record full-year revenue of $113.5 billion, record EPS and record cash generation,” said Jeff Clarke, COO of Dell Technologies.</p>
<p>“The AI opportunity is transforming our company. We closed more than $64 billion in AI-optimized server orders, shipped more than $25 billion throughout the year and are entering FY27 with a record backlog of $43 billion — powerful proof that our engineering leadership and differentiated AI solutions are winning,” Clarke added.</p>
<p>Outlook: Dell expects fiscal 2027 adjusted EPS of $12.90, compared to the $11.59 analyst estimate, and revenue in a range of $138 billion to $142 billion, versus the $125.54 billion estimate.</p>
<p>DELL Stock Price: According to data from<a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw"> Benzinga Pro</a>, Dell Technologies stock climbed 10.98% to $134.79 in Thursday's extended trading.  </p>
<p>Photo: Shutterstock</p>
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