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[SITUATION] · [QUIET] · [BUSINESS]

2 clusters · 30 sources · 3 days · First seen 11 days ago · Last updated 9 days ago

Dell Technologies AI infrastructure growth

Overview

Dell Technologies reported record quarterly revenue of approximately $46.97 billion, marking a nearly 58% increase year-over-year. This growth was primarily driven by intense demand for artificial intelligence infrastructure, with AI-optimized server revenue doubling to $16.4 billion. The company reported a record $60.9 billion in AI server orders and a $95 billion backlog.

Following these results, Dell raised its full-year fiscal 2027 revenue guidance to $192 billion and increased its adjusted earnings forecast to $25.50 per share. The company also raised its fiscal 2027 AI-optimized server revenue target to $74 billion.

Recent SEC filings indicate varying levels of institutional activity regarding Dell stock, with some entities reducing positions while others have established or increased them. Hedge funds and other institutional investors currently hold approximately 76.37% of the stock. Specifically, Integrity Financial Corp WA reduced its position by 91.1% during the second quarter, while entities such as Commonwealth Retirement Investments LLC, Rossby Financial LCC, Navalign LLC, and Kemnay Advisory Services Inc. have established or increased their holdings.

Entities

Jeff Clarke · Infrastructure Solutions Group · Super Micro Computer · Alphabet · SEC

Timeline

9 days ago

[BUSINESS] 2 sources
Dell Technologies reports record revenue amid AI server demand
Dell Technologies reported record quarterly revenue of $46.97 billion, driven by AI server demand, amid shifting institutional stock holdings.
11 days ago

[BUSINESS] 30 sources
Dell Technologies raises 2027 outlook on record AI server demand
Dell Technologies raised its fiscal 2027 revenue guidance to $192 billion after record Q2 results driven by a massive surge in AI server orders and a $95 billion backlog.

Sources

aktiencheck.de · bitcoinethereumnews.com · cash.ch · channelobserver.de · coinpaper.com · cryptopolitan.com · digitalsportsinsider.com · dunya.com · finanzen.at · finanzen.ch · infomoney.com.br · it-boltwise.de · itreseller.ch · itreseller.pl · neofeed.com.br · newmoney.gr · olhardigital.com.br · ot.gr · pulse2.com · ricochet.com · sbctv.gr · seekingalpha.com · stocknews.com · techfocus24.com · theascent.com · theasset.nl · theblaze.com · tnonline.uol.com.br · tomsguide.com · tradingview.com

This summary has been updated 1 time: see revision history