Dell Raises Growth Targets for Next Four Years Amid Artificial Intelligence Surge

Dell Raises Growth Targets for Next Four Years Amid AI Boom

7 October 2025 — Dell Technologies has announced a major upward revision of its growth targets for the next four years, signaling strong confidence in the company’s future driven by surging global demand for artificial intelligence (AI) infrastructure.

According to Dell’s latest financial outlook, the company now expects annual revenue growth of 7% to 9%, compared to its previous target of 3% to 4%. Additionally, Dell has raised its adjusted earnings per share (EPS) growth projection to 15% or higher, from the earlier 8% estimate.

The tech giant attributed this optimism to the exponential rise in demand for AI servers, storage systems, and networking solutions. Dell stated that AI-powered systems are becoming a critical part of its revenue model, and the company expects its AI server revenue run rate to reach about $20 billion by 2026.

Following the announcement, Dell’s shares surged by 7% in after-market trading, reflecting investor confidence in the company’s forward-looking strategy.

While acknowledging potential challenges such as increased competition and rising production costs, Dell’s leadership emphasized that strategic investments in innovation and cost efficiency will help maintain profitability.

Dell’s Chief Financial Officer reaffirmed that the company remains committed to its current fiscal guidance and aims to strengthen investor trust with this ambitious growth vision. The company also plans to raise its annual shareholder dividend by around 10% each year through fiscal 2030, further highlighting its financial confidence.

Market analysts believe Dell’s decision reflects the company’s understanding that the future of technology is deeply tied to AI. As global enterprises race to modernize their data centers and cloud infrastructure, Dell’s diversified portfolio positions it as a major player in the evolving AI hardware ecosystem.

Industry experts note that Dell’s accelerated goals could help it outpace competitors like HP, Lenovo, and other leading tech manufacturers, strengthening its foothold in the global market.

Ultimately, Dell’s new growth strategy underlines a broader industry reality — that artificial intelligence is not just transforming technology but redefining the very structure of global business growth.