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Dell Raises Growth Targets Amid Surge in AI Demand

10/9/2025

28 4 Full Breakdown

Summary

Dell Boosts Growth Forecast

Dell Technologies raises its EPS growth target to 15% for the next four years, up from 8%.
It lifts revenue growth forecast to 7%-9% from 3%-4%, driven by AI-server demand.
Q2 revenue was $29.8 billion, up 19%.
Shares rose nearly 8% after the announcement.
Clients include Elon Musk's xAI and CoreWeave, with Infrastructure Solutions Group (ISG) expected to grow 11%-14%.

History

Historical Context

The personal computing revolution began in 1990, spurred by innovations like Microsoft's Windows 3.0, which transformed business operations. Dell Technologies, founded by Michael Dell, thrived in this era, reporting $29.8 billion in revenue in Q2 2023. Today, the demand for AI servers reflects the ongoing evolution of technology, echoing the internet's profound impact on corporate growth and market dynamics.

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Dell Boosts Growth Forecast

Dell Technologies raises its EPS growth target to 15% for the next four years, up from 8%.
It lifts revenue growth forecast to 7%-9% from 3%-4%, driven by AI-server demand.
Q2 revenue was $29.8 billion, up 19%.
Shares rose nearly 8% after the announcement.
Clients include Elon Musk's xAI and CoreWeave, with Infrastructure Solutions Group (ISG) expected to grow 11%-14%.

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