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Sep 1, 2026

Dell shares surge 9% after raising fiscal 2027 forecast on record AI server demand

Dell Technologies stock jumped approximately 9% in extended and premarket trading after the company reported record AI server orders and raised its annual revenue outlook by $25 billion. The strong results reflect surging demand for artificial intelligence infrastructure.

Sep 1, 2026·4 sources
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Top claims

  • ▪Following Dell Technologies' earnings report, shares of rival server makers Hewlett Packard Enterprise and Super Micro rose by 5.4% and 0.7% respectively.
  • ▪Dell Technologies reported Q2 fiscal 2027 net income of $4.13 billion, or $6.34 per share, up from $1.16 billion, or $1.70 per share, in the same quarter a year earlier.
  • ▪Dell Technologies reported Q2 fiscal 2027 revenue of $46.97 billion, representing a 58% year-over-year increase and exceeding LSEG consensus expectations of $44.92 billion.

Subtopics

Compute, chips & AI infrastructure1Enterprise AI adoption1

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