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Dell Technologies raises 2027 outlook on record AI server demand
Dell Technologies has significantly raised its full-year fiscal 2027 outlook following a record-breaking second quarter driven by intense demand for artificial intelligence infrastructure. The company reported revenue of $46.97 billion, a 58% increase year-over-year, and adjusted earnings per share of $7.04, surpassing analyst expectations.
The primary growth engine was the Infrastructure Solutions Group (ISG), which saw revenue surge 89% to $31.78 billion. Within this segment, AI-optimized server revenue doubled to $16.4 billion. Dell reported a record $60.9 billion in AI server orders during the quarter and ended the period with a massive $95 billion backlog.
Based on these results, Dell increased its full-year revenue guidance to $192 billion, up from $167 billion, and raised its adjusted earnings forecast to $25.50 per share from $17.90. The company also raised its fiscal 2027 AI-optimized server revenue target to $74 billion, up from an earlier projection of $60 billion.
Entities
Alphabet · David Kennedy · Dell Technologies · Infrastructure Solutions Group · Jeff Clarke · Nvidia · Super Micro Computer · Zacks Investment Research
Claims
What the coverage asserts, and how many sources carry each claim.
- [● 17 SOURCES] Dell reported fiscal second quarter 2027 adjusted earnings of $7.04 per share on $46.97 billion in revenue. techfocus24.com · www.fool.com · theasset.nl · pulse2.com · tnonline.uol.com.br · +12 more
- [● 10 SOURCES] The company increased its fiscal 2027 AI-optimized server revenue target to $74 billion. theasset.nl · tnonline.uol.com.br · itreseller.pl · www.cash.ch · www.finanzen.ch · +4 more
- [● 11 SOURCES] The AI server business recorded $60.9 billion in orders, $16.4 billion in revenue, and a $95 billion backlog. techfocus24.com · www.fool.com · pulse2.com · itreseller.pl · www.finanzen.ch · +6 more
- [● 9 SOURCES] Dell shares rose in after-hours trading following the earnings report. techfocus24.com · theasset.nl · tnonline.uol.com.br · www.fool.com · www.cash.ch · +4 more
- [● 16 SOURCES] Dell raised its full-year 2027 revenue guidance to $192 billion and adjusted earnings forecast to $25.50 per share. techfocus24.com · theasset.nl · www.infomoney.com.br · www.newmoney.gr · pulse2.com · +10 more
- [● 8 SOURCES] Infrastructure Solutions Group (ISG) revenue grew 89% year-on-year to $31.78 billion. techfocus24.com · www.fool.com · pulse2.com · itreseller.pl · www.newmoney.gr · +2 more