ATLAS News · Earnings

Dell Reports Record Q1 FY2027 Revenue of $43.8 Billion on AI Server Demand

· 1 sources

TradingKey reports Dell posted record Q1 FY2027 revenue of $43.8 billion, booked $24.4 billion in AI server orders and raised its annual outlook.

What happened

Dell Technologies reported record revenue for the first quarter of fiscal 2027, according to TradingKey. Revenue reached $43.8 billion.

TradingKey also reports that the company booked $24.4 billion in AI server orders during the period. Dell raised its annual outlook as well.

The outlet adds that the stock's breakout has brought a price level of $439 into focus for market watchers.

Context

Dell Technologies sells servers, PCs and related infrastructure, and AI servers have become an important product area for hardware makers.

Why it matters

Strong AI server orders and a higher annual outlook may shape how investors assess Dell's growth in AI infrastructure.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

Dell TechnologiesDELL

−7.18%

Technology · NYSE

Live price
$344.53

live price · USD

Latest close before this story
$344.53−7.18% vs. previous close ($371.17) · November 13
Fair value (ATLAS)
$264.68Fair range: $175.26 to $409.85The price ($344.53) is 30.2% above that figure.
Chance of a rise in 1 month
45%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $283.80 and $392.88; 9 in 10, between $212.71 and $524.16.
See the full ATLAS analysis of Dell Technologies →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

  1. Dell Stock Forecast: Record AI Orders Put $439 in Focus; What's Next? · TradingKey · November 15, 2026

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