Dell Raises FY27 Revenue Outlook to $165 Billion-$169 Billion, Boosts AI Server Revenue Target to $60 Billion
Dell Technologies Inc. raised its fiscal 2027 outlook after reporting first-quarter revenue of $43.8 billion and adjusted earnings per share of $4.86, both above estimates. The company said it now expects full-year revenue of $165 billion to $169 billion and adjusted EPS of $17.90, while lifting its AI-optimized server revenue target to about $60 billion from about $50 billion.
AI-optimized server revenue rose 757% from a year earlier to $16.1 billion, and Dell said it booked $24.4 billion in AI orders. For the second quarter, the company forecast revenue of $44 billion to $45 billion and adjusted EPS of $4.80, also ahead of estimates, helping lift the shares about 4% in after-hours trading.
From the sources (5 posts)
@tradfi*DELL TECHNOLOGIES INC OUTLOOK Q2 ADJ EPS $4.80 VS LSEG IBES ESTIMATE $2.98 *DELL TECHNOLOGIES INC OUTLOOK FY ADJ EPS $17.90 VS IBES ESTIMATE $13.09 $DELL
@negligible_cap*DELL SEES FY REV. $165B TO $169B, SAW $138B TO $142B *DELL RAISES FY27 AI SERVER REV. TO ABOUT $60B FROM ABOUT $50B Holy $DELL “Go out and buy a Dell”
@zerohedge*DELL RAISES FY27 AI SERVER REV. TO ABOUT $60B FROM ABOUT $50B *DELL SEES FY REV. $165B TO $169B, SAW $138B TO $142B
@wallstengine$DELL Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $43.8B (Est. $34.81B) 🟢; +88% YoY 🔹 Adj. EPS: $4.86 (Est. $2.88) 🟢; +214% YoY 🔹 AI-Optimized Servers Revenue: $16.1B; +757% YoY FY Guide: 🔹 Revenue: $165.0B-$169.0B (Est. $143.9B) 🟢; +47% YoY 🔹 A
@stockmktnewz$DELL stock is up by 4% in after hours following its earnings 🟢🟢🟢🟢