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Dell Technologies (NYSE: DELL) saw its stock climb over 5% Thursday despite reporting mixed Q4 earnings and issuing a weaker-than-expected outlook for Q1. The company also announced an 18% dividend increase and a $10 billion stock buyback program.
For Q4, Dell posted adjusted earnings per share (EPS) of $2.68 on revenue of $23.93 billion, surpassing EPS estimates of $2.53 but missing revenue expectations of $24.56 billion. Looking ahead to Q1, the company forecasts non-GAAP EPS of $1.65 on revenue between $22.5 billion and $23.5 billion, below analyst projections of $1.83 EPS on $23.72 billion in revenue.
For fiscal year 2026, Dell expects non-GAAP EPS of $9.30 on revenue ranging from $101 billion to $105 billion, aligning with Wall Street estimates of $9.29 EPS on $103.62 billion in revenue.
To boost shareholder value, Dell raised its annual dividend by 18% to $2.10 per share and expanded its stock repurchase program by $10 billion. Despite the soft Q1 outlook, investors responded positively to the company’s shareholder-friendly initiatives and long-term growth projections.
Dell’s stock rally reflects investor confidence in the company’s ability to navigate market challenges while enhancing returns through dividends and buybacks.
