Dell (DELL) to Report Q1 Earnings on May 28, Revenue Growth Seen at 54.4%

Dell Technologies (NYSE:DELL) will report fiscal first-quarter results after the market close on May 28, 2026, with analysts forecasting revenue growth to accelerate to 54.4% year over year. That marks a sharp jump from the 5.1% increase in the same period last year and follows a strong previous quarter where revenue rose 39.5% to $33.38 billion, beating expectations. Analysts have largely left estimates unchanged over the past 30 days, signaling confidence in the company’s trajectory. However, Dell has missed revenue forecasts multiple times in the past two years, tempering some optimism. The stock has climbed 43.4% over the last month to $309.77, far surpassing the average analyst price target of $218.09. Peer results offered mixed signals: IonQ and Diebold Nixdorf both exceeded revenue estimates, yet their shares fell 9.3% and 6.1% respectively, indicating high market expectations in the hardware and infrastructure sector. Overall, sector shares have risen 6.6% on average over the past month.