Dell Technologies Stock Surges on AI Growth
Shares of Dell Technologies saw a significant increase on Friday. The company announced impressive growth from its artificial intelligence (AI) sector, piquing interest among investors.
By the end of the trading day, Dell’s stock had surged over 21%.
Dell reported that its sales for the fourth quarter of fiscal 2026, which wraps up at the end of January, climbed 39% compared to the same quarter last year, totaling $33.4 billion.
Demand for personal computers is on the rise, particularly in AI infrastructure. Notably, Dell’s revenue from AI-optimized servers skyrocketed by 342%, reaching $9 billion.
“The AI opportunity is transforming our company,” stated Chief Operating Officer Jeff Clark in a recent press release.
In overall performance, Dell noted a 36% increase in adjusted net income, reaching $2.6 billion. Adjusted earnings per share also grew by 45% to $3.89, largely due to share buybacks.
Looking ahead, Dell anticipates a 23% increase in full-year revenue for 2027, projecting around $140 billion. The company expects AI-optimized server sales to more than double, hitting $50 billion, with adjusted earnings estimated to rise 25% to $12.90 per share.
This promising forecast has led Dell to boost its cash dividend by 20% to $2.52.
Clark highlighted that Dell closed over $64 billion in orders for AI-optimized servers and shipped more than $25 billion worth, entering fiscal 2027 with a record backlog of $43 billion. “This really shows that our engineering leadership and unique AI solutions are resonating well,” he added.
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