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Dell Shares Surge After-Hours on AI Server Revenue Boom

Electronic Technology · Computer Processing Hardware · yonhap_finance · 2026-09-02

Dell Technologies reported a massive jump in AI server revenue and raised its full-year guidance, sending shares soaring in after-hours trading.

What Happened

Strong Financials: Dell Technologies delivered a significant earnings beat for its fiscal second quarter, reporting revenue of $47 billion and adjusted EPS of $7.04. The company's performance was largely driven by a 100% year-over-year surge in AI server revenue.

Backlog Growth: The company's order backlog reached $95 billion by the end of the second quarter, nearly doubling from $51.3 billion in the previous quarter. This reflects robust demand for data center servers integrated with Nvidia's AI chips.

Guidance Upgrade: Dell provided third-quarter revenue and EPS guidance that comfortably exceeded market expectations. Furthermore, the company significantly raised its full-year financial outlook, signaling strong confidence in continued demand for AI-capable computing infrastructure.

Market Reaction: After closing down 6.8% in regular trading, Dell shares rebounded by over 8% in after-hours activity. With a 236% gain year-to-date, the company continues to be viewed as a primary beneficiary of the global expansion in AI infrastructure.

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