Seeking Alpha
02 Sept 2026, 13:45 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Analysis by Kasper Rasmussen · Founder & analyst
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3 claims · each scored for market impact
Dell raised FY27 guidance to $192B in revenue (70% YoY) and $25.50 non-GAAP EPS (150% YoY). — Dramatic upward revisions to annual guidance typically trigger significant positive price adjustments as they reset valuation baselines.
+0.90The company reported $60.9B in new AI server orders and a $95B AI backlog this quarter. — Massive backlog and new order volume provide high visibility into future revenue growth and confirm sustained AI infrastructure demand.
+0.80Q2 FY27 revenue increased 58% YoY and adjusted EPS surged 203% to $7.04. — Strong current-quarter execution validates the AI growth thesis and proves the company can convert demand into bottom-line profit.
+0.60Which stocks this story touches
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The company reported explosive revenue and EPS growth driven by massive AI server demand and significantly raised its full-year guidance.
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