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Dell shares jump 10% as AI server sales double, boosting full-year revenue and profit forecasts

Company Fundamentals
01 Sep 2026
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Bullish
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Dell Technologies reported fiscal Q2 revenue of $47 billion, up 58% year-over-year, driven by a doubling in AI-optimized server sales to $16.4 billion. The company beat analyst estimates on revenue and earnings per share, prompting a 10% jump in after-hours shares. Dell raised its full-year revenue guidance to $192 billion and adjusted EPS to $25.50, well above expectations, reflecting strong demand for AI infrastructure. The outlook for Q3 also exceeded estimates, signaling continued growth momentum in AI and traditional server markets.

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