Core Insights - Dell has reported record annual revenue of $113.5 billion, marking a 19% increase for the financial year ending January 30, indicating a significant growth driven by the AI boom [1][2]. Group 1: Financial Performance - The Infrastructure Solutions Group (ISG) saw a remarkable 40% increase in annual revenue, with projections for continued sales growth into 2027 [2]. - AI-optimized server sales are expected to grow by 103%, contributing $50 billion in revenue for the current financial year [2]. - Dell closed over $64 billion in AI-optimized server orders and shipped more than $25 billion throughout the year, entering FY27 with a record backlog of $43 billion [4]. Group 2: Market Response - Dell's shares rose more than 10% in premarket trading following the announcement of these strong results, reflecting positive investor sentiment [2]. - The company has raised product prices across its divisions due to industry-wide shortages of key components, which led to some initial "sticker shock" among customers [4][5]. Group 3: Operational Changes - Dell has undergone significant operational restructuring, including a reduction of 25,000 staff members over the last two years, representing an almost 20% decrease [8]. - The company is preparing for a major overhaul of its internal systems, which is expected to be the "biggest transformation in company history" [9].

Market Overview - U.S. stock futures declined on Friday following a mixed close on Thursday, with major benchmark indices showing negative futures [1] - The 10-year Treasury bond yielded 4.00%, while the two-year bond was at 3.42%, indicating market expectations for interest rates [2] - The Dow Jones, S&P 500, Nasdaq 100, and Russell 2000 experienced losses of -0.32%, -0.13%, -0.02%, and -0.59% respectively [2] Stocks in Focus - Block Inc. surged 22.28% after reporting in-line earnings for Q4 and announcing a workforce reduction of over 40%, maintaining a strong price trend [4] - Zscaler Inc. fell 8.62% after cutting its FY26 sales guidance despite better-than-expected Q2 results, showing a weak price trend [4] - Dell Technologies jumped 12.64% after exceeding Q4 financial expectations and providing FY27 guidance above estimates, with a strong price trend [4] - Rocket Lab Corp. declined 4.45% after reporting Q4 results, with losses remaining similar year-on-year [3][5] Analyst Insights - Doug Beath from Wells Fargo Investment Institute maintains a positive outlook on the U.S. economy and stock market, noting a significant rotation in equity markets as a positive sign for economic growth [7] - Beath anticipates increased volatility in 2026 due to midterm elections and changes in Federal Reserve leadership, viewing current market fluctuations as a precursor to broader equity gains [7][8] - Investors are advised to remain agile and take advantage of market volatility to invest in U.S. Large Cap Equities and the Financials sector, supported by accelerating fourth-quarter earnings estimates for the S&P 500 [8]

公司预计2027财年全年营收将在1380亿美元至1420亿美元之间，区间中值为1400亿美元，同比增幅为 23%，高于分析师预期的1263亿美元。 格隆汇2月27日｜戴尔科技(DELL.US)盘前大涨超12%，报136.5美元。消息面上，公司公布业绩显示， 第四季度营收创下334亿美元的新纪录，同比增长39%，高于分析师预期的317亿美元。第四季度摊薄每 股收益创下3.37美元的新高，同比增长57%；非GAAP摊薄每股收益创下3.89美元，同比增长45%，高于 分析师预期的3.52美元。 来源：格隆汇APP ...

2 月 27 日，戴尔科技于 2 月 26 日发布 2026 财年第四财季及全年业绩（截至 2026 年 1 月 30 日），全 年营收创纪录，每股收益创纪录，现金流创纪录。 全年营收达 1135 亿美元（IT之家注：现汇率约合 7777.44 亿元人民币），同比增长 19%；第四财季营 收达 334 亿美元（现汇率约合 2288.69 亿元人民币），同比增长 39%。 全年每股摊薄收益（EPS）创纪录地达到 8.68 美元，同比增长 36%，全年非 GAAP 每股摊薄收益创纪 录地达到 10.30 美元，同比增长 27% 实现全年运营现金流 112 亿美元（现汇率约合 767.46 亿元人民币） 2027 财年业绩指引：全年收入增长 23%，稀释每股收益增长 33%，非 GAAP 稀释每股收益增长 25% 来源：IT之家 此外，戴尔科技 2026 财年完成了超过 640 亿美元（现汇率约合 4385.51 亿元人民币）的 AI 优化服务器 订单，全年出货额超过 250 亿美元（现汇率约合 1713.09 亿元人民币），并以 430 亿美元（现汇率约合 2946.52 亿元人民币）的创纪录订单积压进入 202 ...

With U.S. stock futures trading lower this morning on Friday, some of the stocks that may grab investor focus today are as follows:Check out our premarket coverage herePhoto via Shutterstock ...

格隆汇2月27日丨摩根大通：将戴尔(DELL.US)目标价从155美元上调至165美元。 ...

Core Insights - The company announced a 20% increase in its cash dividend and an additional $10 billion for its share repurchase program, indicating a strong commitment to returning value to shareholders [1][9] - Major tech firms are projected to invest at least $630 billion in AI infrastructure this year, which is expected to significantly increase demand for server and data center equipment from vendors like Dell [1][9] Company Performance - Dell forecasts annual revenue between $138 billion and $142 billion, surpassing analysts' average estimate of $125.54 billion [5][9] - The company expects annual adjusted earnings per share of $12.90, exceeding estimates of $11.59 [7][9] - In the first quarter, Dell anticipates revenue between $34.7 billion and $35.7 billion, above estimates of $29.13 billion [7][9] - Dell reported record revenue of $33.4 billion in the fourth quarter, beating estimates of $31.73 billion, with an adjusted EPS of $3.89 also exceeding the $3.53 estimate [7][9] Market Dynamics - The memory chip shortage is expected to dampen global demand for consumer electronics, including PCs, smartphones, and gaming consoles [5][9] - Companies like Dell and HP Inc. have implemented price increases to offset rising memory chip costs due to the AI infrastructure buildout [2][10] - Dell's revenue from its infrastructure solutions group, which includes storage, software, and server offerings, surged 73% to $19.60 billion, while sales from the client solutions group rose 14% to $13.49 billion [8][9] Customer Base and Growth - Dell has more than 4,000 AI server customers, including notable clients such as Elon Musk's AI startup xAI and CoreWeave [4][9] - The company expects AI server revenue to grow by 103% to approximately $50 billion in fiscal 2027 [3][9]

客户端解决方案集团（CSG）全年营收为510亿美元，同比增长5%，全年运营利润为28亿美元，同比下 降5%。第四财季营收为135亿美元，同比增长14%，运营利润为6.29亿美元，与去年同期持平。其中商 用客户业务营收为116亿美元，同比增长16%，消费业务营收为19亿美元。 2月26日，戴尔科技集团（DELL.US）发布2026财年第四季度及全年财报。数据显示，2026财年全年， 戴尔实现总营收达1135亿美元，同比增长19%。其中，第四财季营收为334亿美元，同比增长39%。数 据最为抢眼的是，第四财季AI优化服务器业务营收为90亿美元，同比增长342%。预计，2027财年全年 AI优化服务器业务营收预计约为500亿美元，同比增长103%。 值得关注的是，戴尔全年非一般公认会计准则，每股摊薄收益为10.30美元，增长27%；全年运营现金 流为112亿美元。戴尔宣布把现金股利上调20%并增加100亿美元股票回购授权额度。戴尔科技集团在第 四财季通过股票回购和分红向股东回馈了22亿美元。公司全年累计向股东回馈了创纪录的75亿美元并回 购约5400万股股票。 从业务板块来看，基础设施解决方案集团（ISG）全年营收 ...

此外，戴尔科技 2026 财年完成了超过 640 亿美元（现汇率约合 4385.51 亿元人民币）的 AI 优化服务器 订单，全年出货额超过 250 亿美元（现汇率约合 1713.09 亿元人民币），并以 430 亿美元（现汇率约合 2946.52 亿元人民币）的创纪录订单积压进入 2027 财年。 IT之家 2 月 27 日消息，戴尔科技于 2 月 26 日发布 2026 财年第四财季及全年业绩（截至 2026 年 1 月 30 日），全年营收创纪录，每股收益创纪录，现金流创纪录。 全年营收达 1135 亿美元（IT之家注：现汇率约合 7777.44 亿元人民币），同比增长 19%；第四财 季营收达 334 亿美元（现汇率约合 2288.69 亿元人民币），同比增长 39% 全年每股摊薄收益（EPS）创纪录地达到 8.68 美元，同比增长 36%，全年非 GAAP 每股摊薄收益 创纪录地达到 10.30 美元，同比增长 27% 实现全年运营现金流 112 亿美元（现汇率约合 767.46 亿元人民币） 2027 财年业绩指引：全年收入增长 23%，稀释每股收益增长 33%，非 GAAP 稀释每股收益增长 2 ...

客户端解决方案集团（CSG）全年营收为510亿美元，同比增长5%；全年运营利润为28亿美元，同比下 降5%。（文猛） 新浪科技讯 2月27日上午消息，戴尔科技集团 公布截至2026年1月30日的2026 财年第四财季及全年业绩 报告。同时发布了2027 财年第一财季及全年业绩指引。 2026财年全年，戴尔科技集团营收1135亿美元，同比增长19%，创历史新高。全年每股摊薄收益为8.68 美元，同比增长36%；全年非一般公认会计准则（简称"non-GAAP"）每股摊薄收益为10.30美元，增长 27%。 2027财年业绩指引显示，公司全年营收按中间值计算增长23%，每股摊薄收益按中间值计算增长33%， non-GAAP每股摊薄收益按中间值计算增长25%。此外，公司宣布现金股利增长20%，股票回购授权额 度增加100亿美元。 戴尔科技集团副董事长兼首席运营官 Jeff Clarke 表示："2026 财年是公司历史上具有里程碑意义的一 年。我们实现了全年1135亿美元的营收新高，以及创纪录的每股收益和现金流表现。人工智能（AI） 带来的机遇正在重塑我们的公司。我们全年获得了超过 640 亿美元的 AI 优化服务器 ...