Dell Technologies is set to report its fiscal Q2 2027 earnings on September 1, with analysts forecasting earnings per share around $4.88 to $4.95, more than double last year's $2.32, and revenue between $44.2 billion and $45.3 billion, up about 50%. This optimism follows a strong Q1 with $43.84 billion revenue and $4.86 EPS, driven by AI server sales hitting $16.1 billion and a record backlog of $51.3 billion. Dell raised its full-year 2027 revenue outlook to $165 billion-$169 billion, with AI-optimized server revenue expected near $60 billion. Investor enthusiasm centers on Dell's Infrastructure Solutions Group and AI platform growth, though supply constraints and margin pressures from AI hardware remain risks. The earnings report is a key event that could boost the stock, currently trading around $456, toward analyst price targets averaging $529.
Dell Technologies shares have surged 262% year to date, driven by explosive growth in its AI server business, which generated $16.132 billion in a single quarter. Despite a recent pullback due to margin compression and market volatility, analysts rem...
Dell Technologies reports its fiscal Q2 results with high expectations after a 247% year-to-date stock rise driven by AI infrastructure demand from major customers like SpaceX and CoreWeave. Key factors for the report's reception include how quickly ...
AI server stocks like Super Micro Computer and Dell Technologies rose after Taiwan indicted individuals, not their corporate parents, over illegal AI server exports to China. This distinction removed a major legal overhang, boosting hardware-focused ...
