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Wednesday, September 2, 2026 · UTC
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Dell Raises Forecasts Twice as AI Server Demand Surges

Dell boosts revenue and profit forecasts driven by record AI server sales.

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As of 2026-09-02 15:21 UTC. Market figures are as the cited sources reported them at that time and may have moved since. This is news, not investment advice.
Dell expects fiscal 2027 revenue for AI-optimized servers to reach $74 billion, up from its prior expectations of $60 billion. [1] Dell raised its annual revenue outlook by $25 billion to $192 billion and adjusted earnings-per-share forecast to $25.50 from its earlier expectations of $17.90. [2] Dell Technologies boosted its annual revenue and profit forecasts for the second time this year, driven by soaring demand for its AI servers from technology companies pouring billions into data centers. [3] Revenue for the second quarter was a record $47 billion, exceeding LSEG-compiled analysts' average estimate of $44.92 billion. [4] Shares of Dell Technologies Inc. jumped 14% in intraday trading on Wednesday, September 2, reaching $484 apiece, after the company reported record revenue and earnings per share for the second fiscal quarter. [5] Dell now expects fiscal 2027 revenue from AI-optimized servers to reach $74 billion, up from its previous projection of $60 billion. [6] Profit, excluding certain items, came in at $7.04 per share, up 203% from $2.30 reported in the same period last year. [7]
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  1. Dell expects fiscal 2027 revenue for AI-optimized servers to reach $74 billion, up from its prior expectations of $60 billion. · Investing.com
  2. Dell raised its annual revenue outlook by $25 billion to $192 billion and adjusted earnings-per-share forecast to $25.50 from its earlier expectations of $17.90. · Investing.com
  3. Dell Technologies boosted its annual revenue and profit forecasts for the second time this year, driven by soaring demand for its AI servers from technology companies pouring billions into data centers. · Investing.com
  4. Revenue for the second quarter was a record $47 billion, exceeding LSEG-compiled analysts' average estimate of $44.92 billion. · Investing.com
  5. Shares of Dell Technologies Inc. jumped 14% in intraday trading on Wednesday, September 2, reaching $484 apiece, after the company reported record revenue and earnings per share for the second fiscal quarter. · mint
  6. Dell now expects fiscal 2027 revenue from AI-optimized servers to reach $74 billion, up from its previous projection of $60 billion. · mint
  7. Profit, excluding certain items, came in at $7.04 per share, up 203% from $2.30 reported in the same period last year. · mint
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