Feb. 25 at 6:43 PM
$DELL "Dell Technologies (DELL) is trading higher today, February 25, 2026, as investors position themselves ahead of the company's fiscal Q4 2026 earnings report scheduled for tomorrow, February 26. Positive sentiment is primarily driven by expectations of massive growth in AI-optimized server shipments and upbeat analyst commentary. Wall Street expects a strong Q4 showing with a consensus EPS of
$3.53 (up 31.7% YoY) and revenue of
$31.68 billion (up 32.4% YoY). PT
$155: Dell has significantly raised its fiscal 2026 AI server shipment guidance to approximately
$25 billion, a 150% increase year-over-year. Evercore ISI recently designated Dell a "Tactical Outperform" ahead of earnings, citing confidence in AI compute strength and a potential "demand pull-in" as customers rush to buy hardware before expected memory price increases."