Dell Technologies Inc. (DELL)
Dell stock soars toward another record high as the AI boom drives a big earnings beat
The company's AI-server revenue was up 757% in the first quarter, while profit beat expectations by the widest margin in at least five years.
Dell Raises Fiscal Year Outlook After Sales Soar 88%
The technology company said its full-year revenue is now expected to reach $165 billion to $169 billion, up from a prior range of $138 billion to $142 billion.
Dell shares jump 5% after server maker reports fastest sales growth since return to public market in 2018
Dell reported 88% year-over-year revenue growth, topping analysts estimates. The company is benefiting from demand for computer servers for artificial intelligence, as well as traditional servers and networking equipment.
Dell raises annual forecasts as AI data center buildout fuels demand
Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are powered by Nvidia's powerful chips.
Dell awarded $9.7B Department of Defense deal, shares gain
Dell Technologies Inc (NASDAQ:DELL) shares rose about 7% on Wednesday after the US Department of Defense announced a five-year, approximately $9.7 billion enterprise software agreement involving Dell Federal Systems to provide and manage Microsoft-related software and cloud services for the US military and affiliated agencies. The contract, awarded following a competitive procurement process, will supply Microsoft 365, advanced cloud subscriptions, and on-premises licensing capabilities.
Dell stock jumps ahead of earnings as Pentagon awards massive $9.7B contract
Shares of Dell Technologies DELL rose sharply in premarket trading on Wednesday after the Pentagon awarded the company a roughly $9.7 billion contract to help manage Microsoft software systems across the US military. Dell shares gained 3% ahead of the opening bell, extending a rally that has already seen the company's market value more than double this year.
Can Strong Demand for AI-Optimized Servers Drive DELL's Q1 Earnings?
Dell Technologies heads into fiscal first quarter earnings with ISG seen surging 100%+ on $13B AI server revenue, while CSG inches up amid PC rivalry.
Dell Technologies (DELL) Is Up 21.98% in One Week: What You Should Know
Does Dell Technologies (DELL) have what it takes to be a top stock pick for momentum investors? Let's find out.
Are Computer and Technology Stocks Lagging Dell Technologies (DELL) This Year?
Here is how Dell Technologies (DELL) and DHI Group (DHX) have performed compared to their sector so far this year.
Dell: The AI Infrastructure Compounder The Market Still Misreads
Dell Technologies (DELL) is a buy, with the market underestimating its operational edge and forward earnings growth despite a record-high multiple. DELL's $43B AI backlog, rapid repricing ability, and negative cash conversion cycle drive robust cash generation and shareholder returns. FY2027 AI revenue is guided to double to ~$50B, with EPS expected to rise 25% to $12.90, supporting the current valuation.
DELL Gears Up to Report Q1 Earnings: Should You Buy the Stock?
Dell Technologies heads into fiscal Q1 earnings with revenues seen near $35.5 billion, AI server demand surging, yet macro challenges and PC competition may pinch margins.
Dell rallies before earnings as Wall Street bets on AI growth
Shares of Dell Technologies (DELL) rose about 4% on Tuesday ahead of the company's fiscal first-quarter 2027 earnings report, as investors focused on whether accelerating demand for artificial intelligence infrastructure can justify the stock's sharp rally this year. The company is scheduled to report results after the market closes on May 28.
