Dell’s Q4 Hits Records: Guidance Raises FY27 Forecast

Dell Technologies reported record-breaking Q4 FY26 results, with revenue of $33.4B and adjusted EPS of $3.89, largely driven by strong demand for AI-optimized servers. The company provided optimistic FY27 guidance, projecting revenues between $138B and $142B and an AI-related revenue target of $50B, backed by innovations like the PowerEdge XR9700 and strategic partnerships. Management’s confidence is further underscored by a 20% dividend increase and a $10B share repurchase program aimed at enhancing stakeholder value.

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