DELL, PANW and MDB earnings preview: what to watch tonight

Tonight's focus is on three tech companies' earnings previews: Dell Technologies (DELL), Palo Alto Networks (PANW), and MongoDB (MDB). Among the three, DELL carries the most significant revenue estimate at $44.84B, dwarfing PANW's $3.35B and MDB's $735.16M. This makes DELL's earnings the primary driver for market movements. DELL's current market cap is $294.65B, which is 13 times larger than PANW's and 61 times larger than MDB's, indicating its substantial impact on broader market indices and the technology sector.

Palo Alto Networks (PANW), on the other hand, has a smaller revenue estimate but a much higher price-to-earnings (P/E) ratio of 346.6 as of April 30, 2026. This valuation leaves less room for disappointment, despite its smaller revenue forecast. PANW's current market cap is $311.44B, reflecting investor confidence despite its valuation.

MongoDB (MDB) is the most volatile of the three, with a revenue estimate of $735.16M. MDB's current market cap is $36.47B, showing a significant price drop of 4.08% to $434.86 as of September 1, 2026. All three reports are scheduled for after-hours trading on September 1, 2026. Their after-market prices were DELL at $458.24 (+0.49%), PANW at $382.81 (+0.18%), and MDB at $454.98 (+0.36%) as of 3:59 PM, 3:59 PM, and 3:58 PM EDT, respectively.