Dell Raises Forecasts as AI Data Center Buildout Fuels Server Demand, Shares Jump 32%
Dell Technologies raised its forecasts after AI data center buildouts boosted demand for its servers, sending shares up about 32% in early trading and putting the stock on track for its best day ever. Fiscal first-quarter revenue rose 88% to $43.84 billion, beating estimates of $35.42 billion and marking Dell's fastest sales growth since its return to public markets in 2018, while adjusted earnings were $4.86 a share versus estimates of $2.94. Dell lifted full-year revenue guidance to $165 billion to $169 billion from $138 billion to $142 billion.
Dell said it booked $24.4 billion of AI orders and recognized $16.1 billion of AI server revenue in the quarter, prompting it to raise its fiscal 2027 AI server revenue target to about $60 billion from about $50 billion. After the results, Piper Sandler lifted its price target to $497 from $167 and JPMorgan raised its to $500 from $280, citing stronger pipeline and backlog trends; JPMorgan said AI orders now support a $51 billion backlog, while cautioning that some demand may have been pulled forward and that supply visibility could still constrain revenue later in the year.
From the sources (25 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 🟢🟢🟢🟢
@tradfi*DELL TECHNOLOGIES INC Q1 REV $43.84 BLN VS IBES ESTIMATE $35.42 BLN *DELL TECHNOLOGIES INC Q1 ADJ EPS $4.86 VS IBES ESTIMATE $2.94 $DELL
@alphasenseinc$DELL Earnings: - Record revenue of $43.8 billion, up 88% year over year - Record diluted earnings per share (EPS) of $5.24, up 282% year over year, and record non-GAAP diluted EPS of $4.86, up 214% - Record first-quarter cash flow from op
@stocksavvyshay$DELL CRUSHED THEIR Q1 EARNINGS • Revenue $43.8B vs Est. $34.8B • EPS $4.86 vs Est. $2.88 • AI Server Sales: $16.1B (+757% YoY) FY27 Guidance • Revenue $167B vs Est. $144B • EPS $17.90 vs Est. $13.16
@cnbcDell shares jump 5% after server maker reports fastest sales growth since return to public market in 2018
@businessDell gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work
@tradfi*DELL TECHNOLOGIES SHARES EXTEND AFTER THE BELL GAINS, LAST UP 17% $DELL
@brewmarketsDell stock jumps 17% after reporting stronger-than-expected earnings.
@firstadopterMy Substack was right on CPU stocks before Wall Street. My Substack was right on HBM memory stocks. And I am right on $DELL Dell BLOWS AWAY NUMBERS! OUT OF THE BALL PARK. My Substack subscribers win again.
@ljkawaDell’s AI server business didn’t exist until late 2023 as a business segment. Its sales are now larger than Dell’s entire Client Solutions Group (its foundational, mature PC-focused division) $DELL
@techmemeDell reports Q1 revenue up 88% YoY to $43.84B, vs. $35.43B est., and forecasts FY 2027 revenue above estimates; DELL jumps 15%+ after hours (@jordannovet / CNBC) (Visit Techmeme dot com for the link and full context!)
@firstadopter$DELL lol
@fiscal_aiDell's revenue just exploded. "We’re increasing our AI server revenue expectations for FY27 to $60B, which only goes to show the AI opportunity shows no signs of slowing.” $DELL +16% after hours
@thetranscript_Dell COO: "Our record Q1 performance reflects strong in-quarter demand...We’re increasing our AI server revenue expectations for FY27 to $60B, which only goes to show the AI opportunity shows no signs of slowing." $DELL: +19% AH https://t.
@mweinbachRT @wallstengine: $DELL Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $43.8B (Est. $34.81B) 🟢; +88% YoY 🔹 Adj. EPS: $4.86 (Est. $2.88) 🟢; +214% YoY…
@thetranscript_$DELL CFO: “Execution was exceptionally strong across the business, from supply chain to sales to pricing, driving record revenue of $43.8B, record EPS, record Q1 cash flow of $4.1 B and continued strong shareholder returns of $2.1 B. We en
@zerohedge*DELL SHARES EXTEND GAIN TO 22% AFTER BOOSTING FY SALES OUTLOOK
@geiger_capital*DELL SHARES EXTEND AFTER HOURS GAINS TO +23% ON BOOSTED OUTLOOK Lol. Lmao, even. $DELL
@mweinbachRT @BenBajarin: Dell’s server business run had to be one of the easiest predictions for anyone paying attention. Not stopping any time soo…
@kobeissiletterBREAKING: Dell stock, $DELL, surges nearly +30% after reporting stronger than expected earnings due to AI.
@polymarketJUST IN: Dell stock soars +26% after-hours — now up +74% since Trump said "Go out and buy a Dell"