Dell surges 10% after lifting fiscal 2027 forecast on AI server strength

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  "company": {
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    "url": "https://www.cnbc.com/2026/09/01/dell-q2-earnings-report-2027.html",
    "title": "Dell surges 10% after lifting fiscal 2027 forecast on AI server strength",
    "excerpt": "In this article Dell Technologies shares moved 9% higher in extended trading on Tuesday after the computer maker reported results and a forecast that easily cleared Wall Street expectations. Here's how the company did relative to LSEG consensus: Revenue came in higher than every estimate, growing about 58% year over year for the fiscal second quarter, which ended on July 31, according to a statement . Net income of $4.13 billion, or $6.34 per share, increased from $1.16 billion, or $1.70 per share, in the same quarter a year ago. Adjusted earnings exclude impact from stock-based compensation. For the fiscal third quarter, Dell called for $6.50 in adjusted earnings per share on $49.0 billion in revenue, which implies 81% growth. Analysts polled by LSEG had anticipated $4.49 per share and $41.42 billion in revenue. Dell ratcheted up its full-year view. The company now sees $25.50 in adjusted earnings per share on $192 billion in revenue. Analysts surveyed by LSEG were expecting $18.92 per share and $172.67 billion in revenue. As of May , the company's 2027 guidance included $17.90 in adjusted earnings per share, with $165 billion to $169 billion in revenue. As of Tuesday's close, Dell shares had gained 236% year to date, while the wider S&P 500 index is up 11% over the same period. The stock has become a popular choice for investors who want to bet on the continuing growth of...",
    "summary": "Dell Technologies secured a $9.7 billion contract to provide software to the U.S. military during its fiscal second quarter.",
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    "image_url": "https://image.cnbcfm.com/api/v1/image/108308588-1779133061777-gettyimages-2276430067-DELL_TECHNOLOGIES_CONVENTION.jpeg?v=1779133175&w=1920&h=1080",
    "confidence": 0.9,
    "published_at": "2026-09-01T20:20:02Z",
    "article_sentence": "During the quarter, Dell received a $9.7 billion contract to provide software to the U.S. military, and AI-centric cloud infrastructure provider Iren said it agreed to buy $1.6 billion in Dell hardware, including servers that contain Nvidia chips.",
    "amount_normalized": 9700000000,
    "related_company_name": "U.S. military",
    "related_company_domain": "army.mil"
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