Here’s How Much Traders Expect Dell Stock to Move After Earnings
Here’s How Much Traders Expect Dell Stock to Move After Earnings
Aaron McDadeFri, August 28, 2026 at 5:09 PM UTC
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Dell shares have surged some 260% since the start of the year.Credit: Chris Jung / NurPhoto / Getty ImagesKey Takeaways -
Dell’s next earnings report is set to be released after markets close Tuesday, and the computer and server maker’s stock is expected to potentially test new all-time highs after the results.
Sales and profits are expected to have surged in Delta’s second quarter amid growing demand for the company’s servers to be used in AI data centers.
Dell Technologies is set to release its latest quarterly earnings after the closing bell Tuesday, with the computer and server maker’s stock seen nearing its recent highs.
Current options pricing suggests traders expect Dell (DELL) shares could swing up to 10% in either direction by the end of the week following the results. A move of that size from Friday afternoon’s level around $460 could see the stock rally as high as $506, approaching a record high of $514 reached earlier this month. The low end of that range would be $413, giving back some of the stock’s gains this year.
Dell’s stock has soared some 260% in 2026 so far, making it one of the biggest gainers in the S&P 500 this year amid growing demand for the company’s servers in AI data centers. Back in May Dell topped estimates with its quarterly results and lifted its full-year forecast, sending shares up more than 30% in a single session.
Why This Matters to Investors
Dell’s earnings come after a volatile stretch for the AI trade, as worries around the sustainability of spending on hardware have rattled confidence in the sector.
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Morgan Stanley analysts wrote ahead of the results that Dell and other hardware makers face elevated expectations, with Wall Street looking for a big bump in Dell’s full-year profit forecasts as prices have surged in recent months.
Analysts are looking for Dell to report second-quarter revenue of $45.19 billion, up more than 50% year-over-year. Adjusted earnings per share are seen coming in at $4.91, more than double what Dell reported the same time a year ago, according to estimates compiled by Visible Alpha.
Wall Street analysts are largely bullish on Dell, with the six analysts tracked by Visible Alpha split between five “buy” and one neutral rating. Their average price target of $505 would suggest around 10% upside from the stock’s recent level.
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Source: “AOL Money”
