Dell Technologies Eyes Strong Q4 Growth Driven by AI Infrastructure Demand

Dell Technologies is entering its fourth-quarter earnings release with significant momentum, following a record-breaking performance in the previous quarter. The company reported a record Q3 2026 revenue of $27 billion, largely supported by the rapid expansion of its Infrastructure Solutions Group (ISG). This segment saw a 24% growth rate, fueled by robust demand for AI-optimized servers as enterprises accelerate their AI adoption. Looking ahead, management has provided optimistic guidance for Q4 2026, projecting revenues between $31 billion and $32 billion. With an expected earnings per share (EPS) of $3.5, Dell remains a primary beneficiary of the ongoing global AI infrastructure build-out. Investors are closely watching for continued acceleration in server deliveries to sustain this bullish trend.