デルはQ4収益を勝ち取り,AIサーバーの需要について2027の展望を強化し,配当金を増やす. Dell beats Q4 earnings, boosts 2027 outlook on AI server demand, raises dividends.

AI最適化されたサーバーの需要の増加に駆り立てられて,Dell Technologiesは2026年第4四半期に強固な業績を報告し,調整されたEPSは3.89ドル,収益は3338億ドルの予想を上回った. Driven by the growing demand for AI-optimized servers, Dell Technologies reported strong Q4 2026 results with adjusted EPS of $3.89 and revenue of $33.38 billion, exceeding expectations. 138~1420億ドルの収益と1株12.90ドルの予測で,同社は2027年の財務予測を上昇させた. With forecasts of $138–$142 billion in revenue and $12.90 per share, the company increased its fiscal 2027 guidance. AIサーバーの収益は500億ドルに達し,103%増加すると予想される. AI server revenue is anticipated to reach $50 billion, a 103% increase. デールは4,000人以上の顧客を含み,有名な技術企業を含め,AIサーバーのバックログに430億ドルの記録を報告した. With over 4,000 clients, including well-known tech companies, Dell reported a record $43 billion in backlogs for AI servers. この事業は20%の配当額の増加を発表し,株の買上げが増加し,記憶費の増加にかかわらず強いマージンを維持した. The business announced a 20% dividend increase, increased share buybacks, and maintained strong margins in spite of rising memory costs. 営業時間後の取引では株価が上昇した. After-hours trading saw an increase in shares.