DELL earnings — 2026-09-01

Dell Technologies reported second-quarter fiscal 2027 results, confirmed by its own release carried on Business Wire. StreetInsider's coverage puts EPS at $7.04, beating estimates by $2.17, on revenue of $47 billion versus a $44.84 billion consensus (basis not stated in the source). The company raised third-quarter EPS guidance to $6.50 and full-year fiscal 2027 EPS guidance to $25.50, both above prior expectations per StreetInsider; Markets Daily separately reports Q3 guidance of $6.50 EPS on $49 billion of revenue.

Coverage in this pull is split on the price reaction: StreetInsider frames the beat-and-raise as bullish, while Markets Daily reports shares fell 7.3% intraday to $422.54 "despite the upbeat guidance." This record does not resolve the conflict or assert a settled price move — no price-truth summary was read for this pass.

Sources

• Confirmation of the release: Business Wire ("Dell Technologies Delivers Second Quarter Fiscal 2027 Financial Results"), 2026-09-01, via latest
• EPS, revenue, and guidance actuals: StreetInsider.com, 2026-09-01, same pull
• Conflicting intraday price framing: Markets Daily, 2026-09-01, same pull