Dell Technologies Inc. (DELL) Q4 2025 (USD): Adj. EPS 3.89 (exp. 3.52), Revenue 33.4bln (exp. 31.47bln)

• To increase share buyback by USD 10bln.

• Q1 adj. EPS 2.90 (exp. 2.34).
• Q1 revenue 34.7-35.7bln (exp. 29bln).
• FY adj. EPS 12.90 (exp. 11.48).
• FY revenue 138-142bln (exp. 125.3bln).

Dell's Q4 earnings significantly surpassed expectations on both adjusted EPS and revenue, signaling strong operational momentum. Furthermore, the increase in share buyback by $10 billion reflects confidence in future growth, which may positively influence investor sentiment and support share prices. The positive outlook for Q1 and FY further reinforces this bullish tone, suggesting that Dell is poised for continued strength in the upcoming periods.