Reality Check
September 2, 2026

History favors buying $DELL after a +8.7% post-earnings gap.

Every comparable gap since 2016, and what followed.

DELL reported fiscal Q3 2026 earnings after the close on September 1, 2026, and the stock gapped up +8.72% the next morning. VIX was at 16.34 that evening, so this happened in a low VIX environment.

In general, DELL gaps up after earnings 50.0% of the time (20 times out of 40 earnings reports since December 2016).

The size of the gap was slightly above average. It gapped up 8.72% vs its average gap up of +7.81%.

Forward returns - After Any Gap Up

What follows a DELL earnings gap up
DELL earnings gap ups from December 2016 to September 2026.
Time FrameAny gap upGreen/Red Frequency
1 week+3.10%▲63.2% / ▼36.8%
1 month+3.22%▲63.2% / ▼36.8%
3 months+10.60%▲73.7% / ▼26.3%
Before next earnings+9.46%▲78.9% / ▼21.1%

After any gap up, DELL is higher at every time frame.

Forward returns - After Comparable Gap Ups

Gap SessionGapVIX1 Week1 Month3 MonthsBefore next earnings
August 30, 2019+8.72%17.9+6.77%+1.55%−4.64%+4.60%
May 29, 2020+7.50%28.6+3.10%+9.71%+27.41%+27.41%

Forward returns - After Gap Ups in Comparable VIX Regimes

Time FrameGap up, VIX < 20Green/Red Frequency
1 week+2.82%▲64.3% / ▼35.7%
1 month+2.74%▲64.3% / ▼35.7%
3 months+11.27%▲78.6% / ▼21.4%
Before next earnings+10.63%▲85.7% / ▼14.3%

After a gap up in a low VIX environment DELL typically continues climbing higher heading into the next earnings.

The forward return calculations in this article begin at the 9:30am open the next morning after the stock has already gapped up, so the gap is not part of the forward calculations.

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