Dell Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

by | Feb 26, 2026 | General

Dell Technologies Inc. (NYSE:DELL) will release earnings results for its fourth quarter, after the closing bell on Thursday, Feb. 26.

Analysts expect the Round Rock, Texas-based company to report quarterly earnings at $3.53 per share, up from $2.68 per share in the year-ago period. The consensus estimate for Dell’s quarterly revenue is $31.75 billion, versus $23.93 billion a year earlier, according to data from Benzinga Pro.

On Wednesday, Dell introduced the Dell PowerEdge XR9700, a rugged, liquid-cooled server designed to run Cloud RAN and edge AI workloads in outdoor environments.

Dell shares rose 3.1% to close at $123.48 on Wednesday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.

  • Morgan Stanley analyst Erik Woodring maintained the stock with an Underweight rating and cut the price target from $111 to $101 on Feb. 18, 2026. This analyst has an accuracy rate of 80%.
  • Citigroup analyst Asiya Merchant maintained a Buy rating and cut the price target from $165 to $160 on Feb. 17, 2026. This analyst has an accuracy rate of 89%.
  • Barclays analyst Tim Long upgraded the stock from Equal-Weight to Overweight with a price target of $148 on Jan. 15, 2026. This analyst has an accuracy rate of 70%.
  • Goldman Sachs analyst Michael Ng maintained a Buy rating and slashed the price target from $185 to $165 on Jan. 14, 2026. This analyst has an accuracy rate of 73%.
  • Mizuho analyst Vijay Rakesh maintained an Outperform rating and raised the price target from $170 to $175 on Nov. 26, 2025. This analyst has an accuracy rate of 82%.

Considering buying DELL stock? Here’s what analysts think:

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