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Dell Surges on Raised Guidance, Promises Shareholder Rewards
7 Oct
Summary
- Dell raises annual revenue growth target to 7-9%
- Non-GAAP EPS growth target increased to 15% or better
- Company extends 10%+ quarterly dividend growth commitment to 2030
On October 7, 2025, Dell Technologies (NYSE: DELL) reported a surge in its stock price, up 7% in the morning trading, after the company announced several positive updates to its financial targets and shareholder rewards.
Firstly, Dell has raised its expected annual revenue growth target to 7-9%, up from the previous target of 3-4%. This indicates the company is experiencing strong demand, particularly in the areas of artificial intelligence (AI) and related infrastructure solutions.
Secondly, Dell has significantly increased its expected annual non-GAAP diluted earnings per share (EPS) growth target to 15% or better, nearly doubling the previous target of 8%. This suggests the company is successfully translating its revenue growth into improved profitability.
Additionally, Dell has extended its commitment to grow quarterly dividends by 10% or more annually through fiscal 2030, from the previous commitment that ran through fiscal 2028. This demonstrates the company's focus on rewarding its shareholders.
Dell's Chairman and CEO, Michael Dell, highlighted the strong customer demand for AI and the company's ability to provide the necessary compute, storage, and networking solutions to deploy intelligence at scale. The company is positioning itself as a leader in the rapidly evolving AI infrastructure market.
