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

    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
  • 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
  • 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
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What we're seeing
Enterprise AI Agents Go Mainstream, But Trustworthy Data Access Lags Adoption
A wave of enterprise AI agent activity — fresh funding (Latitude's $35M Series A), a run of CB Insights CEO interviews spotlighting fintech- and healthcare-focused agent startups (Covecta, Penguin AI, Maisa AI), and major platform partnerships (Microsoft-Mistral, Manulife-Microsoft AI governance, Siemens-NVIDIA agentic EDA, Box's agent security controls) — signals agentic AI moving from pilot to production across financial and enterprise workflows. Yet Google Cloud's own research shows adoption is outrunning data readiness (companies average AI access to only 45% of their data, with 'data laggards' capped near 30%), while insider selling at incumbent C3.ai hints at mixed investor conviction even as the broader ecosystem accelerates.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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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.
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