Dell Technologies raised its full-year revenue outlook for fiscal 2027 to $192 billion. Against a backdrop of surging demand for AI-focused data centers, the company also raised its sales outlook for AI servers.
Dell Technologies raised its full-year revenue outlook for fiscal 2027 to $192 billion, up $25 billion from its previous forecast. The revision reflects a surge in demand for AI servers amid increased data center investment.
The outlook for adjusted earnings per share (EPS) was raised to $25.50 from the previous forecast of $17.90.
The sales outlook for AI-optimized servers was raised to $74 billion from the previous forecast of $60 billion.
Second-quarter revenue reached a record $47 billion, beating analyst estimates. Adjusted EPS was $7.04, exceeding the $4.91 estimate.
Third-quarter revenue is forecast at $49 billion and adjusted EPS at $6.50, with both expected to exceed analyst estimates.