Dell Stock Soars 11% on Record 2025 Profits, Eyes Solid AI Demand

FomoAnxiety · 2026-02-27T12:01:10+00:00

Dell Technologies' shares surged 11% after reporting record Q4 and fiscal 2026 earnings. Adjusted EPS rose 45% to $3.89, with revenue hitting $33.4 billion. The company anticipates $50 billion from AI servers by FY 2027.

FomoAnxiety

2026-02-27 12:01:10

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Dell Technologies’ DELL -1.64% ▼ shares jumped about 11% early Friday after the company posted record earnings in the fourth quarter and full-year fiscal 2026. The computer and IT infrastructure company also guided for $50 billion in revenue from its AI server business by the end of its fiscal year 2027.

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Dell Rides AI Boom, Beats Wall Street in Q4

During the final three months of its fiscal 2026, which ended on January 30, Dell saw its adjusted earnings per share jump by 45% to a record $3.89, topping analysts’ estimate of $3.53. Its quarterly revenue also rose 39% to a record $33.4 billion, comfortably exceeding the Wall Street consensus of $31.67 billion.

For the full year, adjusted EPS came in at $10.30, up 27% from a year ago. Revenue also hit $113.5 billion after growing by 19%, even as net income jumped 30% year-over-year to $5.9 billion.

“The AI opportunity is transforming our company,” noted Jeff Clarke, the company’s vice chair and chief operating officer.

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