Dell Raises FY2027 Revenue Guidance to $167B and Projects $60B AI Server Sales
DELL•Dell reported Q1 FY2027 adjusted EPS of $4.86, up 214% year-on-year, on revenue of $44 billion. The company raised full-year revenue guidance to $167 billion and projected $60 billion in AI server sales, driving a 30% stock jump.
1. Q1 FY2027 Earnings Beat Expectations
Dell delivered adjusted earnings of $4.86 per share, marking a 214% increase from the prior year, on quarterly revenue of $44 billion, well above consensus estimates.
2. Full-Year Guidance Raised
Management increased full-year revenue guidance to $167 billion, representing approximately 47% growth, reflecting confidence in ongoing demand across its core businesses.
3. AI Server Business Growth
The company forecasted $60 billion in AI server sales for the fiscal year, underpinned by a $51 billion backlog as enterprises upgrade to next-generation infrastructure.
4. Stock Surges on Outlook
Shares jumped more than 30% following the update, as investors rewarded the stronger-than-expected results and robust AI-driven revenue outlook.
