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At close · Wed, Sep 2, 2026
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Home›Earnings›Guidance›Dell shares jump after lifting fiscal 2027 forecast on…

Dell shares jump after lifting fiscal 2027 forecast on AI server growth

The company now expects AI server revenue to triple in fiscal 2027, reversing a prior view that it would only double.

Reported · Written up by our desk · Guidance

Dell rose sharply after updating its longer term outlook, with CNBC Markets noting the stock was up about 9% following the forecast change.

The guidance update centers on Dell's AI server business, where the company now expects revenue for fiscal 2027 to triple.

The company previously had been looking for that figure to double, according to CNBC Markets.

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Sources

CNBC MarketsDell surges 9% after lifting fiscal 2027 forecast on AI server strength
CNBC EarningsDell surges 9% after lifting fiscal 2027 forecast on AI server strength

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