Dell raises fiscal 2027 outlook after Q1 revenue jumps 88% to $43.84 billion
AI Market Summary
Dell's FY2027 Q1 results materially beat expectations, with revenue up 88% and strong adjusted EPS, alongside a significant upward revision to full-year guidance. Management cited robust AI data-center demand, lifting AI server and total revenue outlooks, while a large U.S. Department of Defense contract adds backlog visibility. The sharp post-earnings rally signals improving sentiment toward AI infrastructure beneficiaries and could spill over to adjacent hardware and data-center supply chains.
Impact level
● Medium
Affected assets
NCSKDELL2USD/USDT+5.09%
AI Insight · NCSKDELL2USD/USDTAI Insight
▲ Bullish
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Dell Technologies reported fiscal 2027 first-quarter revenue of $43.84 billion, up 88% year over year, and adjusted earnings of $4.86 per share, well ahead of expectations. The company sharply lifted its full-year forecast, including AI server revenue to $60 billion, total revenue to $165 billion–$169 billion, and adjusted EPS to $17.90. The results pointed to robust AI data-center demand and helped drive a 32.8% one-day rise in DELL shares, taking its year-to-date gain to 237.3%.
