Dell Surges 38% After-Hours on Q1 Earnings Beat, Posts 88% Revenue Growth to $43.84B

According to BlockBeats, Dell posted first-quarter fiscal 2027 revenue of $43.84 billion on May 29, up 88% year-over-year and far exceeding analyst expectations of $35.41 billion. The company's infrastructure solutions segment, driven by AI-optimized and traditional servers, nearly doubled to $29 billion. Dell stock jumped 38.29% in after-hours trading following the announcement.

Dell raised its full-year fiscal 2027 revenue guidance to $165–$169 billion from a prior range of $138–$142 billion. The company also lifted its adjusted earnings-per-share midpoint to $17.90 from $12.90. For the second quarter, Dell expects revenue between $44–$45 billion and adjusted EPS of $4.80, both exceeding analyst consensus estimates.