美股异动 | 2027财年业绩指引远超预期 戴尔科技(DELL.US)大涨超16%

Core Viewpoint - Dell Technologies (DELL.US) experienced a significant stock increase of over 16%, reaching a year-high of $142.17, driven by strong demand for AI servers and a financial outlook that exceeded Wall Street expectations [1] Financial Performance - In the fourth quarter, Dell reported a record total revenue of $33.4 billion, a year-over-year increase of 39%, surpassing market expectations of $31.73 billion [1] - Adjusted earnings per share (EPS) were $3.89, exceeding the anticipated $3.53 [1] Future Outlook - For fiscal year 2027, Dell provided an optimistic revenue forecast of $138 billion to $142 billion, significantly higher than analyst predictions of $125.54 billion [1] - Adjusted EPS for fiscal year 2027 is projected to be $12.90, also above the expected $11.59 [1] Shareholder Returns - The company announced a 20% increase in cash dividends and authorized an additional $10 billion stock buyback program [1] AI Server Revenue - Dell anticipates AI server revenue to reach approximately $50 billion in the current fiscal year ending January 2027, representing a year-over-year growth of 103% [1] - The COO, Jeff Clarke, highlighted that the opportunities presented by AI are reshaping the company, with a record backlog of $43 billion in orders, demonstrating the effectiveness of their engineering leadership and differentiated AI solutions [1]