Dell (DELL) Q1 results: revenue +88% YoY, EPS +282%, AI server revenue surging 757%, plus a USD 9.7B Pentagon contract pushing FY27 AI server guidance up to USD 60B. Stock popped 39% after hours. But how long can 757% growth last, and where's the AI server margin ceiling?

Dell (DELL) Q1 results: revenue +88% YoY, EPS +282%, AI server revenue surging 757%, plus a USD 9.7B Pentagon contract pushing FY27 AI server guidance up to USD 60B. Stock popped 39% after hours. But how long can 757% growth last, and where's the AI server margin ceiling?

Dell Q1: AI Servers Up 757%, Can It Last?

Dell $Dell Tech(DELL.US) just had its best single day ever, surging 32% as AI server revenue soared 757% year-over-year. ￼ For fiscal 2026, revenue hit $113.5B — up 19% — with EPS rising 27%. ￼ Dell projects $50B in AI revenue for fiscal 2027, representing over 100% growth. ￼ The AI infrastructure boom is real, and Dell is riding it hard.

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