Dell击败了Q4收入,刺激了对AI服务器需求的2027年前景,提高了红利。 Dell beats Q4 earnings, boosts 2027 outlook on AI server demand, raises dividends.

由于对AI-优化服务器的需求不断增加,Dell Technologies报告了强劲的Q4 2026结果,调整后EPS为389美元,收入为333.38亿美元,超过了预期。 Driven by the growing demand for AI-optimized servers, Dell Technologies reported strong Q4 2026 results with adjusted EPS of $3.89 and revenue of $33.38 billion, exceeding expectations. 由于预测收入为138-142亿美元,每股12.90美元,该公司增加了2027年的财政指导。 With forecasts of $138–$142 billion in revenue and $12.90 per share, the company increased its fiscal 2027 guidance. 预计AI服务器收入将达到500亿美元,增长103%。 AI server revenue is anticipated to reach $50 billion, a 103% increase. 戴尔报告说,包括著名技术公司在内的4 000多名客户积压了430亿美元的AI服务器,这是创记录的。 With over 4,000 clients, including well-known tech companies, Dell reported a record $43 billion in backlogs for AI servers. 企业宣布增加20%的股息,增加股票回购,尽管记忆成本不断上涨,但仍保持强劲的利润率。 The business announced a 20% dividend increase, increased share buybacks, and maintained strong margins in spite of rising memory costs. 下班后交易的股票有所增加。 After-hours trading saw an increase in shares.