Fiscal Year 2027 Guidance Surpasses Expectations, Dell Technologies(DELL.US) Surges Over 16%

K-LinePoet · 2026-02-27T14:51:05+00:00

Dell Technologies' stock price rose over 16% to $142.17 due to increased demand for AI servers. Revenue in the fourth quarter grew 39% year-over-year to $33.4 billion, surpassing expectations. The company's optimistic forecast for fiscal year 2027 projects revenue to reach $138 billion to $142 billion, with a 20% increase in cash dividends.

K-LinePoet

2026-02-27 14:51:05

Abstract generation in progress

On Friday, Dell Technologies (DELL.US) opened up more than 16%, hitting a new high for the year, currently trading at $142.17. Driven by strong demand for AI servers, Dell issued a financial outlook that far exceeded Wall Street expectations. Dell’s revenue for the fourth quarter grew 39% year-over-year to a record $33.4 billion, surpassing the market forecast of $31.73 billion. Adjusted earnings per share were $3.89, also above the expected $3.53.

Dell provided an optimistic outlook for fiscal year 2027: expected full-year revenue between $138 billion and $142 billion, well above analysts’ forecast of $125.54 billion; adjusted earnings per share are projected at $12.90, also higher than the expected $11.59. Meanwhile, the company announced a 20% increase in cash dividends and an additional $10 billion share repurchase plan.

Dell expects that in the current fiscal year ending January 2027, AI server revenue will reach approximately $50 billion, a 103% increase year-over-year. Chief Operating Officer Jeff Clarke said, “The opportunities brought by AI are reshaping our company.” He revealed that as Dell enters the new fiscal year, “record backlog orders of $43 billion strongly demonstrate our engineering leadership and differentiated AI solutions are winning in the market.”

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.