other material
confidence high
sentiment positive
materiality 0.70
Dell raises long-term revenue growth target to 7-9%, EPS growth to 15%+
Dell Technologies Inc.
- Annual revenue growth target raised to 7-9% from prior 3-4%.
- Annual non-GAAP diluted EPS growth target raised to 15% or better from 8% or better.
- Dividend growth commitment extended: 10%+ annually through FY2030 (was FY2028).
- Reaffirmed Q3 FY2026 guidance provided on Aug 28, 2025.
- Returned $14.5B to shareholders since FY23; AI business grew to $20B in two years.