"AI momentum is accelerating in the second half of the year, leading to record AI server orders of $12.3 billion and an unprecedented $30 billion in orders year to date. Dell also raised its full-year FY26 revenue guidance to $111.2 billion to $112.2 billion, representing approximately 17% growth year-over-year."
"Q4 Revenue: $33.38 billion (vs. $31.6B-$31.73B estimates), up 39.5%. Q4 Adjusted EPS: $3.89 (vs. $3.53-$3.54 estimates), up 45%. Full-Year FY26 Revenue: $113.5 billion, up 19%. Full-Year EPS: $10.30 (non-GAAP), up 27%."
"With 26 analysts covering the stock and a consensus target price of $160.65, there is significant upside priced into expectations. Watch whether analysts revise targets following this morning's open, and whether the AI order backlog converts to revenue at a pace that closes the gap between Dell's server momentum and its headline growth story."
Dell delivered strong Q4 results with $33.38 billion in revenue (up 39.5%) and adjusted EPS of $3.89 (up 45%), both exceeding analyst estimates. CEO Jeff Clarke highlighted record AI server orders of $12.3 billion and $30 billion year-to-date, reflecting accelerating AI momentum. Full-year FY26 revenue reached $113.5 billion with 19% growth and $10.30 non-GAAP EPS up 27%. Management raised FY26 guidance to $111.2-$112.2 billion, representing 17% year-over-year growth. Despite the bullish AI narrative, retail sentiment showed modest improvement to 62 (bullish), with investors concerned about the revenue miss relative to AI order strength. Stock traded at $147.01 by Friday, up 21% from Thursday's open.
Read at 24/7 Wall St.
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