Dell Technologies to Report Q2 Earnings with Strong AI Infrastructure Demand
Dell Technologies (DELL) is set to report its second-quarter fiscal 2027 financial results on September 1, following a strong performance in the first quarter. Analysts anticipate that earnings will more than double due to sustained demand for AI infrastructure and disciplined pricing strategies. The company has already seen a year-to-date stock surge of 272%, driven by robust revenue from AI servers. Dell is guiding for Q2 revenue between $44 billion and $45 billion, representing approximately 50% YoY growth at the midpoint. Its Infrastructure Solutions Group (ISG) remains the primary driver, with expected AI server revenue of around $15.5 billion contributing to roughly a 75% increase in ISG revenue. The company's record backlog of $51.3 billion and strong customer diversification support continued demand. Dell expects Q2 earnings per share (EPS) of approximately $4.80, representing over 100% YoY growth. Analysts project even stronger EPS growth exceeding 120%, indicating a positive outlook for the company's profitability as it continues to benefit from enterprise spending on AI and data center modernization.
Tickers: $DELL
Topics: AI infrastructure profitability revenue growth server demand