{"id":507905,"date":"2026-05-29T01:46:12","date_gmt":"2026-05-29T01:46:12","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/507905\/"},"modified":"2026-05-29T01:46:12","modified_gmt":"2026-05-29T01:46:12","slug":"dell-stock-rallies-after-hours-as-ai-server-revenues-surge-over-750-driving-robust-q2-full-year-guidance","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/507905\/","title":{"rendered":"DELL Stock Rallies After-Hours As AI Server Revenues Surge Over 750%, Driving Robust Q2, Full-Year Guidance"},"content":{"rendered":"\n<ul class=\"yf-1p2hw41\">\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">First-quarter sales climbed 88% on demand for artificial intelligence products.<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">Dell\u2019s Q1 adjusted earnings of $4.86 a share exceeded analyst expectations.<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">The company booked $24.4 billion in AI orders and generated $16.1 billion in AI server sales in Q1.<\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1fy9kyt\">Dell Technologies (DELL) share price soared 38% after-hours on Thursday after the company reported a record-breaking 88% surge in first-quarter revenue, fueled by enterprise and hyperscaler demand for its artificial intelligence infrastructure.<\/p>\n<p class=\"yf-1fy9kyt\">The personal computer hardware maker also raised its financial forecasts for the year, projecting that its sales of specialized artificial intelligence servers will reach approximately $60 billion.<\/p>\n<p class=\"yf-1fy9kyt\"><a href=\"https:\/\/stocktwits.com\/newsletters\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox&quot;}\" class=\"link \">See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox<\/a><\/p>\n<p class=\"yf-1fy9kyt\">The Round Rock, Texas-based company posted revenue of $43.8 billion for its fiscal first quarter ended May 1, soundly beating Wall Street estimates of roughly $35.5 billion. Dell\u2019s net income climbed sharply to a record diluted earnings per share of $5.24. On an adjusted basis, the company delivered a record non-GAAP diluted earnings per share of $4.86, up 214% from the same period last year and far outpacing the $2.95 analyst consensus.<\/p>\n<p class=\"yf-1fy9kyt\">The explosive performance underscores a massive corporate transformation. Dell, once primarily known for personal computers and traditional enterprise hardware, has successfully positioned itself at the center of the global artificial intelligence buildout through pivoting into AI servers.<\/p>\n<p class=\"yf-1fy9kyt\">Revenue from its AI server business came in at $16.13 billion, a 757% year-on-year surge as the rise in agentic AI usage has ushered in a need for servers that can provide vast computing power to tackle massive datasets to teach and operate AI applications.<\/p>\n<p class=\"yf-1fy9kyt\">As customers move their focus from training AI models to using them, it creates opportunities for Dell products beyond AI servers, Chief Financial Officer David Kennedy said in an interview on Bloomberg Television. \u201cThat makes it a more broad-based durable growth over the long term for us,\u201d he said.<\/p>\n<p>      <strong>DELL Q2 AND FY27 Guidance <\/strong>    <\/p>\n<p class=\"yf-1fy9kyt\">In the current second quarter, Dell expects revenue to be $44 billion to $45 billion, with adjusted earnings of $4.80 a share at the midpoint. Analysts expect $35.1 billion in sales and $2.99 a share in adjusted earnings, per Fiscal.ai.<\/p>\n<p class=\"yf-1fy9kyt\">For the full year, revenue is expected to be between $165.0 billion and $169.0 billion, up 47% year over year at the midpoint of $167.0 billion, which beat expectations of $143.9 billion. AI-Optimized Servers revenue in FY27 expected to be roughly $60 billion, up 144% year over year.<\/p>\n","protected":false},"excerpt":{"rendered":"First-quarter sales climbed 88% on demand for artificial intelligence products. Dell\u2019s Q1 adjusted earnings of $4.86 a share&hellip;\n","protected":false},"author":2,"featured_media":507906,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[220346,291,220347,289,290,3002,59064,84968,18,19,17,82],"class_list":["post-507905","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-adjusted-basis","tag-ai","tag-analyst-expectations","tag-artificial-intelligence","tag-artificialintelligence","tag-dell","tag-dell-technologies","tag-earnings-per-share","tag-eire","tag-ie","tag-ireland","tag-technology"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/507905","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=507905"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/507905\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/507906"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=507905"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=507905"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=507905"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}