Dell Is Now Deep In Bargain Territory (Rating Upgrade)
Dell Technologies Inc. delivered robust Q4 results, with 39% revenue growth and a significant beat on top-line expectations. AI server demand and a surging ISG backlog ($43B, up ~950% YoY) underpin strong business momentum, despite margin pressure. Gross margin weakness and memory shortages present risks, but disciplined expense control and good EPS growth support the outlook.
DELL Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up
Dell Technologies tops Q4 estimates as AI server shipments surge, revenue jumps 39%, and shares spike nearly 12% on upbeat FY27 outlook.
Dell Stock Pops as AI Server Demand Exceeds Expectations, Boosting Outlook
Dell Technologies (DELL) is taking advantage of its "AI opportunity."
Dell Reports $27 Billion Quarter on Soaring AI Server Demand
Yesterday we were watching whether Dell‘s (NYSE: DELL) AI server momentum could carry the headline numbers.
Dell shares climb 19% on earnings beat as company navigates rising memory costs
Dell stock soared as the company posted strong fourth-quarter earnings and bumped guidance. The company expects AI server revenue to double in 2027.
CRWV & ZS Sell Off After Earnings, DELL Rallies
Dell Technologies (DELL) showcased strong AI demand in its earnings, the key reason George Tsilis attributes to the stock's strong rally Friday morning. One tech stock moving in the opposite direction: CoreWeave (CRWV), with shares selling off almost 20% soon after the opening bell.
How Dell Stock is Defying the Tech Sector Selloff
Dell Technologies Inc (NYSE:DELL) stock is brushing off the market mayhem today, last seen up 17% to trade at $142.32.
Dell shares jump on forecast it will double AI server revenue
Shares of Dell Technologies jumped in premarket trading on Friday after the company forecast revenue from its AI server business will double in fiscal 2027, underscoring surging demand for infrastructure catering to artificial intelligence.
Dell Soars on Blowout Quarter While Intuit Stumbles Despite Beating on Both Lines
Two major tech earnings hit after the closing bell on Thursday. Dell Technologies (NYSE: DELL) delivered a blowout quarter and a stunning FY27 outlook, sending the stock sharply higher in premarket trading.
Dell hits record annual revenue as it cashes in on the AI data center boom, and predicts more gains ahead
Dell reported record annual revenue of $113.5 billion in its latest financial year. Dell's server and storage business surged 40% and it projected that server sales would double in 2027.
Dell Technologies Inc. (DELL) Q4 2026 Earnings Call Transcript
Dell Technologies Inc. (DELL) Q4 2026 Earnings Call Transcript
Compared to Estimates, Dell Technologies (DELL) Q4 Earnings: A Look at Key Metrics
Although the revenue and EPS for Dell Technologies (DELL) give a sense of how its business performed in the quarter ended January 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
