Dell shares returned 274.5% in the 12 months to October 12, 2026, far ahead of the S&P 500's 17.3%, driven by AI servers and storage. Early signs appeared in the fiscal Q3 2025 report, when Dell said its pipeline for the coming quarters had grown more than 50%, though revenue growth slowed to 5.1% in fiscal Q1 2026. Fiscal Q2 2026 revenue of $29.8 billion, up 19.0%, confirmed the trend. In fiscal Q2 2027, the infrastructure group reached a record $31.8 billion, up 89%, out of total revenue of $47 billion. Dell booked a record $60.9 billion of AI server orders and ended with a $95 billion AI backlog, forecasting $19 billion of AI server revenue for fiscal Q3, though memory chip shortages remain a key constraint.
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