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● TRACKER Updated 13d ago · 12 sources tracked

Dell again lifts annual forecasts as AI demand powers record results

Dell Technologies raised its annual revenue outlook to $192 billion and adjusted earnings per share forecast to $25.50, driven by strong demand for AI servers. The company's fiscal 2027 revenue for AI-optimized servers is now expected to be $74 billion, up from $60 billion. Dell's shares have more than tripled this year.

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  • ✓ Dell raised its annual revenue outlook to $192 billion from $167 billion.
  • ✓ Dell adjusted earnings per share forecast to $25.50 from $17.90.
  • ✓ Dell's fiscal 2027 revenue for AI-optimized servers is now expected to be $74 billion, up from $60 billion.
  • ✓ Dell's second-quarter revenue rose 58% year over year to a record $46.97 billion.
🛡️ Source Corroboration: 12 independent reporting domains (100% confidence) ⏱ Read time: ~2 min

What changed

Dell raised its annual revenue and profit forecasts for the second time this year.

Live updates

  1. Dell lifts annual forecasts on AI server demand

    Dell Technologies raised its annual revenue outlook to $192 billion and adjusted earnings per share forecast to $25.50, driven by strong demand for AI servers. The company's fiscal 2027 revenue for AI-optimized servers is now expected to be $74 billion, up from $60 billion. Dell's shares have more than tripled this year.

    Why it matters

    Dell's growth is fueled by increasing demand for AI infrastructure, which has led to record results. The company's performance has significant implications for the tech industry, highlighting the importance of AI in driving growth. Dell's revised forecasts reflect its confidence in its AI business.

    What is confirmed

    • Dell raised its annual revenue outlook to $192 billion from $167 billion.
    • Dell adjusted earnings per share forecast to $25.50 from $17.90.
    • Dell's fiscal 2027 revenue for AI-optimized servers is now expected to be $74 billion, up from $60 billion.
    • Dell's second-quarter revenue rose 58% year over year to a record $46.97 billion.
    • Dell's adjusted EPS of $7.04 significantly exceeded the $4.91 consensus.

    What to watch next

    • Dell's future AI server demand
    • Company's ability to maintain growth momentum
    • Impact on competitors
    Sources used for this update (14)
    1. Bloomberg.com — Dell Raises Annual Revenue Outlook on Strong AI Server Sales
    2. Reuters — Dell again lifts annual forecasts as AI demand powers record results
    3. Business Wire — Dell Technologies Delivers Second Quarter Fiscal 2027 Financial Results
    4. Barron's — Dell Stock Is Up 248% This Year. Now It Has to Prove the AI Boom Isn’t Slowing Down.
    5. The Motley Fool — CEO Michael Dell Just Delivered Fantastic News for Dell Shareholders
    6. finance.yahoo.com — Dell Reports Record Results: AI Momentum Remains Robust
    7. Yahoo Finance — What Dell and Nvidia just proved to the AI stock haters
    8. CNBC — Dell has more than tripled in 2026. Two analysts say it has more room to run after earnings
    9. Barron's — Dell Stock Soars on Blowout Q2 Earnings and Raised Guidance
    10. economictimes.indiatimes.com — Dell again lifts annual forecasts as AI demand powers record results
    11. cio.economictimes.indiatimes.com — Dell again lifts forecasts as AI demand powers record results
    12. finance.yahoo.com — Dell Technologies (DELL) Raises the Bar Again as AI Demand Fuels Another Strong Quarter
    confidence 100%
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