Dell Technologies (DELL) is set to report its Q2 results on Tuesday, September 1, after-market hours, with expectations high following significant growth in its AI infrastructure segment. Analysts project Q2 earnings to reach $4.95 per share, up from $2.32 a year ago, and revenue is estimated at $45.34 billion, representing a 52% year-over-year increase from $29.78 billion.
The company’s AI server revenue is anticipated to be around $15.5 billion, with the Infrastructure Solutions Group revenue expected to rise about 75%. In the previous quarter, Dell reported $16.1 billion in AI-optimized server revenue, a staggering 757% year-over-year growth, contributing to their raised fiscal 2027 AI server revenue outlook of roughly $60 billion.
Despite its stock surging over 260% year-to-date, Dell currently trades about 10% below its 52-week high of $514 per share. The Zacks consensus indicates that Wall Street estimates have surpassed Dell’s own guidance, increasing pressure on the company to deliver strong results.
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