Dell Technologies is trading at $466.87, +9.85%, after September 1, 2026 earnings showed record AI-server demand and stronger-than-expected results.

  • Q2 revenue reached $46.97 billion, while adjusted EPS was $7.04, exceeding estimates.
  • Management raised FY27 revenue guidance to $192 billion and adjusted EPS guidance to $25.50.
  • AI-server orders reached $60.9 billion, with backlog rising to $95 billion.