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Does Dell Technologies (DELL) have what it takes to be a top stock pick for momentum investors? Let's find out.
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DELL's ISG posts record $19.6B revenues in Q4 FY26 as AI server demand surges, with a $43B backlog and a projected $50B in AI revenues for FY27.
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Dell Technologies Inc. (DELL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Dell Technologies Inc. delivered a blowout Q4'26, with 39% Y/Y revenue growth and a 10X Y/Y surge in adjusted free cash flow, driven by AI-optimized server demand. Dell's Infrastructure Solutions Group posted 73% Y/Y growth, with AI server revenues soaring 342% Y/y to $8.95B and orders up 177% sequentially. Guidance for FY 2027 targets $140B in revenue (+23% Y/Y growth) and doubling of AI server revenues to $50B, underscoring robust secular tailwinds.
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As one of the most well-known tech giants reported its much-anticipated earnings the last week of February, the market watched closely. And as expected, investors scrambled to buy shares after a blowout report that wowed even the most skeptical prognosticators.
Dell Technologies (DELL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
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.