Earnings$DELL4:07 PM ETdeveloping · v16

Dell beats Q2, lifts FY revenue view to $192B; Palo Alto Networks tops Q4 estimates

By BORSA NewsroomPublished Sep 1, 2026, 4:07 PM EDTUpdated Sep 1, 2026, 4:08 PM EDT

Dell Technologies reported Q2 adjusted EPS of $7.04 on revenue of $46.97B, both well above estimates. The company raised its FY revenue guidance to $192B from $165B-$169B and its AI server revenue outlook to $74B. Palo Alto Networks also beat Q4 estimates and issued above-consensus FY27 guidance.

Sentimentbullish 85

Strongly bullish · 85 of 100

Impact80

high · market-wide

Confidence90%

high confidence · 16 wires

Eventdeveloping

v16 · alerted to followers

WHAT WE KNOW

Dell Q2 adjusted EPS $7.04 vs est. $4.90.