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Earnings Analyses

Reported results, market expectations and a look at the next quarter.

Verdicts Across Listed Reports18 Analyses
BUY14
HOLD4
SELL0
Tuesday, September 1After Close

Dell Technologies

DELL · Q2 FY2027IT Hardware · AI Servers & PCs

91/ 100
VerdictBUY

Dell had an extraordinary quarter on AI-server demand: revenue rose 58% year over year to a record $47.0 billion, and adjusted earnings of $7.04 per share beat estimates by 43%. The quarter closed with a record $95 billion AI order backlog; gross margin expanded instead of compressing, and the full-year revenue outlook rose to $192 billion from $167 billion. After a macro-driven 6.8% drop during the regular session, the stock jumped about 8% after hours on the results.

Revenue Growth (YoY)
+ 58%
EPS Surprise
+ 43%
Post-Earnings Reaction
+ 8.0%

In 30 SecondsRevenue rose 58% year over year to $47.0B; adjusted EPS of $7.04 beat estimates by 43%.

Analyzed This Week

22 AnalysesShow All

Reaction strips share one scale: ±35%

  1. DELL

    Dell Technologies · Q2 FY2027
    91
    VerdictBUY
    First Reaction▲ 8.0%
    Revenue YoY
    ▲ 58%
    EPS vs Estimate
    + 43.0%

    Sep 1 · After Close

  2. PLTR

    Palantir Technologies · Q2 2026
    90
    VerdictBUY
    First Reaction▲ 29.0%
    Revenue YoY
    ▲ 93%
    EPS vs Estimate
    + 16.0%

    Aug 3 · After Close

  3. SNOW

    Snowflake · Q2 FY2027
    87
    VerdictBUY
    First Reaction▲ 23.1%
    Revenue YoY
    ▲ 37%
    EPS vs Estimate
    + 38.7%

    Sep 2 · After Close

  4. SHOP

    Shopify Inc · Q2 2026
    87
    VerdictBUY
    First Reaction▲ 17.0%
    Revenue YoY
    ▲ 34%
    EPS vs Estimate
    + 7.7%

    Aug 5 · Pre-Market

  5. WDC

    Western Digital · Q1 FY2027
    86
    VerdictBUY
    First Reaction▼ 6.5%
    Revenue YoY
    ▲ 56%
    EPS vs Estimate
    + 13.7%

    Oct 22 · After Close

  6. NBIS

    Nebius Group · Q2 2026
    86
    VerdictBUY
    First Reaction▲ 34.1%
    Revenue YoY
    ▲ 454%
    EPS vs Estimate
    + 83.0%

    Aug 12 · Pre-Market

  7. CRWD

    CrowdStrike · Q2 FY2027
    85
    VerdictBUY
    First Reaction▲ 11.0%
    Revenue YoY
    ▲ 26%
    EPS vs Estimate
    + 3.9%

    Aug 26 · After Close

  8. PANW

    Palo Alto Networks · Q4 FY2026
    83
    VerdictBUY
    First Reaction▼ 1.8%
    Revenue YoY
    ▲ 34%
    EPS vs Estimate
    + 4.0%

    Sep 1 · After Close

  9. WDC

    Western Digital · Q4 FY2026
    83
    VerdictBUY
    First Reaction▼ 13.0%
    Revenue YoY
    ▲ 44%
    EPS vs Estimate
    + 7.0%

    Aug 5 · After Close

  10. CRWV

    CoreWeave · Q2 2026
    81
    VerdictBUY
    First Reaction▲ 15.7%
    Revenue YoY
    ▲ 112%
    EPS vs Estimate
    + 8.0%

    Aug 11 · After Close

  11. SNDK

    SanDisk · Q4 FY2026
    80
    VerdictBUY
    First Reaction▼ 6.8%
    Revenue YoY
    ▲ 372%
    EPS vs Estimate
    + 12.0%

    Aug 5 · After Close

  12. ORCL

    Oracle · Q1 FY2027
    78
    VerdictBUY
    First Reaction▲ 6.1%
    Revenue YoY
    ▲ 30%
    EPS vs Estimate
    + 10.0%

    Sep 10 · After Close

  13. CRM

    Salesforce · Q2 FY2027
    78
    VerdictBUY
    First Reaction▲ 14.0%
    Revenue YoY
    ▲ 11%
    EPS vs Estimate
    + 80.0%

    Aug 26 · After Close

  14. ACN

    Accenture · Q4 FY2026
    72
    VerdictBUY
    First Reaction▲ 15.8%
    Revenue YoY
    ▲ 6%
    EPS vs Estimate
    + 3.5%

    Oct 1 · Pre-Market

  15. IBM

    IBM · Q3 2026
    60
    VerdictHOLD
    First Reaction▼ 5.0%
    Revenue YoY
    ▲ 5%
    EPS vs Estimate
    + 2.4%

    Oct 21 · After Close

  16. ADBE

    Adobe · Q3 FY2026
    60
    VerdictHOLD
    First Reaction▼ 2.1%
    Revenue YoY
    ▲ 13%
    EPS vs Estimate
    + 1.0%

    Sep 10 · After Close

  17. APP

    AppLovin · Q2 2026
    58
    VerdictHOLD
    First Reaction▼ 19.7%
    Revenue YoY
    ▲ 53%
    EPS vs Estimate
    + 0.3%

    Aug 5 · After Close

  18. INTU

    Intuit · Q4 FY2026
    57
    VerdictHOLD
    First Reaction▼ 7.2%
    Revenue YoY
    ▲ 14%
    EPS vs Estimate
    + 12.0%

    Aug 25 · After Close

Upcoming Earnings

Largest Companies · By DateGo to Calendar
28OctMSFTMicrosoft CorporationEPS $4.82TomorrowAfter Close
GOOGLAlphabet Inc.EPS $3.11TomorrowAfter Close
29OctAMZNAmazon.com IncEPS $2.002 Days AwayAfter Close
2NovAAPLApple IncEPS $2.026 Days AwayAfter Close
25NovNVDANVIDIA CorpEPS $2.5329 Days AwayAfter Close

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