Dell Raises FY2027 Outlook as AI Backlog Hits $95B

Key Facts

1Dell signals FY2027 revenue of $192B and EPS of $25.50.

2Dell's AI backlog has reached a significant milestone of $95 billion.

Amid the accelerating global race to adopt advanced computing technologies, Dell Technologies has announced ambitious updates to its long-term financial guidance. According to reports, the company expects fiscal year 2027 revenue to reach $192 billion, with earnings per share projected at $25.50. This optimism is driven by the company's AI-related backlog reaching a significant milestone of $95 billion, reflecting robust demand for AI servers.

This growth reflects continued massive enterprise investment in the hardware infrastructure required to power artificial intelligence applications. Per analyst data, the aggressive upward revision in financial guidance relies primarily on this momentum in the backlog, providing clear visibility for the company's future growth trajectory. These figures come at a time when the market is undergoing structural shifts toward integrating AI across various tech sectors.

Based on available data, specific price levels for DELL shares were unavailable at the close of September 2, 2026; however, outlook remains positive following the strong financial disclosures. Investors are monitoring upcoming US economic catalysts, including initial jobless claims, which may influence broader risk sentiment within the technology sector.