Dell Technologies increases long-term EPS growth view to 15% or better

The company’s prior target was “8% or better”. Raises long-term revenue growth view to up 7%-9% from up 3%-4%. Dell also “extended commitment to grow quarterly dividend 10% or more annually through fiscal 2030.” Affirms Q3 and FY26 guidance. “Customers are hungry for AI and the compute, storage and networking we provide to deploy intelligence at scale. We’re successfully translating that demand into growth and strong cash flow that we’ve largely returned to shareholders,” said Michael Dell, chairman and chief executive officer, Dell Technologies (DELL). “As AI continues to expand into businesses and governments around the world, the opportunity ahead is massive.”