Tuesday, September 1After Close
Dell Technologies
DELL · Q2 FY2027IT Hardware · AI Servers & PCs
91/ 100
Dell had an extraordinary quarter on AI-server demand: revenue rose 58% year over year to a record $47.0 billion, and adjusted earnings of $7.04 per share beat estimates by 43%. The quarter closed with a record $95 billion AI order backlog; gross margin expanded instead of compressing, and the full-year revenue outlook rose to $192 billion from $167 billion. After a macro-driven 6.8% drop during the regular session, the stock jumped about 8% after hours on the results.
- Revenue Growth (YoY)
- + 58%
- EPS Surprise
- + 43%
- Post-Earnings Reaction
- + 8.0%
