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Dell Surges with Strong Earnings, Boosts Dividends and Buybacks

2/27/2026

37 5 Full Breakdown

Summary

Story summary

Dell Technologies reported strong fiscal fourth-quarter results, earning $3.89 per share on revenue of $33.38 billion, topping analyst expectations.
Revenue rose 39% year over year, led by a 73% rise in Infrastructure Solutions Group due to AI-capable systems.
Dell projects fiscal 2027 adjusted earnings of $12.90 per share and revenue of $138–$142 billion.
The company announced a 20% dividend increase and a $10 billion share repurchase plan.

History

Historical Context

Dell Technologies, founded as "PC's Limited" in 1984 by Michael Dell, transformed the PC industry by selling directly to consumers, achieving $31 billion in revenue by 2000. The company's innovative strategies, including a recent 39% revenue increase driven by AI-capable systems, highlight its ongoing commitment to technology and shareholder value, reinforcing its position in a competitive market.

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Story summary

Dell Technologies reported strong fiscal fourth-quarter results, earning $3.89 per share on revenue of $33.38 billion, topping analyst expectations.
Revenue rose 39% year over year, led by a 73% rise in Infrastructure Solutions Group due to AI-capable systems.
Dell projects fiscal 2027 adjusted earnings of $12.90 per share and revenue of $138–$142 billion.
The company announced a 20% dividend increase and a $10 billion share repurchase plan.

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