US Stock Movement | Fiscal Year 2027 Earnings Guidance Far Exceeds Expectations, Dell Technologies (DELL.US) Surges Over 16%

LootboxPhobia · 2026-02-27T18:35:44+00:00

Dell Technologies' strong demand for AI servers has exceeded financial expectations, causing the stock price to surge over 16%. Fourth-quarter revenue increased 39% to $33.4 billion, with adjusted earnings per share of $3.89. Dell forecasts that fiscal year 2027 revenue will reach $138 billion to $142 billion, with AI server revenue expected to grow by 103%. The company also announced increased dividends and stock buybacks.

LootboxPhobia

2026-02-27 18:35:44

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CNBC Finance APP reports that on Friday, Dell Technologies (DELL.US) opened up more than 16%, reaching a new high for the year, currently trading at $142.17. Driven by strong market demand for AI servers, Dell issued a financial outlook that far exceeded Wall Street expectations. Dell’s revenue for the fourth quarter increased by 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 higher than the expected $3.53.

Dell provided an optimistic outlook for fiscal year 2027: it expects 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 above 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 at the start of the new fiscal year, “record backlog orders of $43 billion demonstrate our engineering leadership and differentiated AI solutions are winning in the market.”

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