Dell raises fiscal 2027 guidance: Dell Technologies stock gains 1.07 percent

Published on 10/01/2026 at 13:49 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal 2027 revenue hit USD 47.0 billion, up 58.00 percent. Dell Technologies stock costs EUR 481.50 versus EUR 476.38 on October 1, 2026.

Dell Technologies Inc., US24703L2025, Illustration mit AI erstellt.

Dell Technologies Inc. (ISIN US24703L2025) was trading at EUR 481.50 at Lang & Schwarz on October 1, 2026, up 1.07 percent from the EUR 476.38 prior close. On September 1, 2026, Dell raised fiscal 2027 revenue guidance from USD 167.0 billion to USD 192.0 billion, according to FT.com.

Guidance jumps by USD 25.0 billion

The revised full-year outlook is USD 25.0 billion above Dell's previous revenue view and implies 69.00 percent growth from the prior fiscal year. The company also set fiscal 2027 guidance at USD 24.37 for GAAP diluted earnings per share and USD 25.50 for non-GAAP diluted earnings per share, up 181.00 percent and 148.00 percent year over year, respectively.

The guidance change followed a record fiscal 2027 second quarter ended July 31, 2026. Dell Technologies reported USD 47.0 billion in revenue, up 58.00 percent year over year, while GAAP diluted earnings per share reached USD 6.34, up 273.00 percent. Net income rose to USD 4.13 billion from USD 1.16 billion in the comparable quarter.

AI servers drive the growth mix

The operating detail shows why the forecast moved so sharply. Infrastructure Solutions Group revenue reached USD 31.8 billion in the second quarter, up 89.00 percent year over year, including USD 16.4 billion from AI-optimized servers, up 100.00 percent.

Dell's traditional servers and networking revenue increased 122.00 percent to USD 10.5 billion, while storage revenue rose 26.00 percent to USD 4.9 billion. The Client Solutions Group also contributed: revenue increased 20.00 percent to USD 15.0 billion, giving the quarter a broader base than AI hardware alone.

AI server orders reached USD 60.9 billion and the backlog reached USD 95.0 billion in the fiscal 2027 second quarter, according to The Motley Fool. That combination makes execution and delivery capacity central to the investment case, even as the reported figures show operating income rising 204.00 percent to USD 5.39 billion.

EUR quote gains 1.07 percent

Dell Technologies had a market capitalization of USD 357.6 billion as of September 30, 2026. Its primary listing is on the NYSE in USD, while the German investor reference quote remained the Lang & Schwarz euro price: EUR 481.50 on October 1, 2026 at 1:40 p.m. CEST, plus 1.07 percent versus the EUR 476.38 prior close. The further course of trading is shown by the continuously updated real-time quote of Dell Technologies stock.