Dell Stock Pops 10% After Crushing Estimates and Blowing Past Guidance

NewsWed, 02 Sep 2026 08:10:43 UTC6 days ago
Dell Stock Pops 10% After Crushing Estimates and Blowing Past Guidance

TLDR

  • Dell reported adjusted EPS of $7.04, beating estimates of $4.91 by a wide margin
  • Revenue hit a record $47 billion, up 58% year over year, beating estimates of $44.9 billion
  • AI-Optimized Servers revenue reached $16.4 billion, doubling from the prior year
  • Dell booked a record $60.9 billion in AI server orders and holds a $95 billion backlog
  • Full-year revenue guidance raised to $192 billion, up from $167 billion

Dell Technologies posted a blowout quarter and the market noticed fast. The stock jumped as much as 10% in after-hours trading on Tuesday after fiscal Q2 results came in well ahead of Wall Street expectations.



Dell Technologies Inc., DELL

Dell reported adjusted earnings of $7.04 per share for its fiscal second quarter of 2027. That crushed analyst estimates of $4.91 per share. A year ago, the same figure was $2.32 per share, making this a 203% jump year over year.

Revenue for the quarter came in at a record $47 billion, beating analyst estimates of $44.9 billion. That figure is up 58% from the $29.8 billion Dell posted in the same quarter last year.

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