Wednesday, 14 October 2026European Markets
Source trace. Via News points to the documents behind its reporting and shows what we drew from each — so you can check any claim. How we source
Source document· May 26, 2026

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

View original at finance.yahoo.com
DELL Gears Up to Report Q1 Earnings: Should You Buy the Stock? Dell Technologies DELL is scheduled to report its first-quarter fiscal 2027 results on May 28, 2026…
Opening lines of the source · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • 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 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
  • 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
  • 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
  • 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
  • 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

Data points we hold from this source

Dell Technologies · eps2.90 USD
Dell Technologies · backlog34.1 USD
Dell Technologies · market share4000 enterprise_customers
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Clinical Catalyst Season: Big-Pharma Data Flow, Regulatory Milestones, and a Thin AI-Drug Fringe
October 2026 conferences (EASD, IGCS, NACFC, HFSA) are producing a dense run of late-stage readouts from Novo Nordisk, Lilly, Roche, Bayer, Vertex and Galderma. Regulatory milestones are scheduled behind them: the ivonescimab BLA PDUFA date on 2026-11-14, FDA acceptance of Roche's vamikibart BLA, and Scholar Rock's EMA resubmission. The AI-and-finance angle is peripheral. It consists of the AI-designed drug Rentosertib and QAIAx, a speculative microcap whose trial claims (the QIII pilot, anticipated 2027-01-01, and a patent update) are forecasts and filings rather than data, so they warrant skepticism.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
4,986
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,986 facts checked against source5,375 source documents archived
Query this data → isubstrate.com