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Dell shares jump about 9% after fiscal Q2 2027 results top estimates

AI Market Summary
Dell's FY2027 Q2 results beat expectations, with revenue up 58% to $47B and adjusted EPS up 203% to $7.04, driven by surging AI-optimized server demand. Record AI orders ($60.9B) and a $95B backlog, alongside raised FY2027 guidance, signal sustained AI infrastructure spending. The after-hours ~9% jump highlights renewed investor focus, though supply constraints and lower AI server margins remain key near-term risks.
Impact level
● High
Affected assets
NCSKDELL2USD/USDT+12.62%
AI Insight · NCSKDELL2USD/USDTAI Insight
▲ Bullish
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Dell reported fiscal second-quarter 2027 revenue of $47 billion, up 58% year over year, beating expectations of $45 billion. Adjusted EPS jumped 203% to $7.04, well above the $4.90 analysts had forecast. AI-optimized server revenue reached $16.4 billion, while AI orders and backlog hit record highs and Infrastructure Solutions Group revenue rose 89%. The stock gained about 9% in after-hours trading following the release.