Dell Technologies Inc. (DELL)
Is DELL the New Poster Boy of the AI Infrastructure Space?
DELL surges 32.8% after Q1 FY2027 results, fueled by AI server demand, a $51.3B backlog, and higher full-year revenue and EPS guidance.
Analysts set Dell stock price target for the next 12 months
Bernstein raised its twelve-month Dell (NASDAQ: DELL) stock price target from $280 to $500 on Monday, June 1, keeping an ‘Outperform' rating thanks to ‘exceptionally strong' quarterly results.
Dell unveils $699 XPS 13 laptop in challenge to Apple's MacBook Neo
Dell on Sunday unveiled its most affordable laptop, XPS 13, as the PC maker aims to capture market share from Apple's MacBook Neo by attracting students and young professionals.
Dell Delivers On AI Infrastructure Demand
Dell Technologies reported a robust Q1'27 beat, driven by strong AI-optimized and traditional server demand and commercial client growth. AI-optimized server backlog surged to $51.3B, and commercial client compute grew 18% YoY, supporting expectations for continued growth and margin improvement. I am reiterating my Buy rating on DELL and raising the price target to $482/share, reflecting confidence in sustained operational momentum.
Dell: Count Your Blessings And Sell The FOMO Rally
Dell (DELL) surged 33% post-Q1'27 earnings, driven by explosive demand for AI-optimized servers and record Infrastructure Solutions Group performance. Q1'27 revenues reached $43.8B, beating consensus by $8.1B, with non-GAAP EPS of $4.86, surpassing estimates by $1.90. AI server backlog soared to $51.3B (+19.3% Q/Q), and free cash flow rose 40% year-over-year to $3.1B.
Dell Technologies Crushes Earnings: AI Buildout Remains Robust
Dell Technologies' latest record-breaking results again helped confirm the robust trends stemming from the AI buildout, with the stock, along with SanDisk and Micron, now a top S&P 500 performer in 2026.
Dell Stock Soars 33% as Earnings Blow Past Wall Street Expectations
Dell's stock keeps serving up new highs.
Jim Cramer names Nvidia as the winner behind Dell rally
Jim Cramer has declared NVIDIA Corp. (NASDAQ:NVDA) the champion of the artificial intelligence (AI) server explosion that sent Dell Technologies Inc. (NYSE:DELL) stock surging on May 29.
Dell stock surges on deal with Pentagon, making CEO $31B richer overnight
Dell stock surged roughly 30% over the last 24 hours – boosting founder and CEO Michael Dell's net worth by some $36 billion as well as the shares purchased by President Trump in February. Dell's net worth is now valued at roughly $245.
Why Dell Technologies stock is on fire today, and why it doesn't have a whole lot to do with legacy PCs
Shares in Dell Technologies Inc (NYSE: DELL) are on fire today after the legacy PC maker and AI server manufacturer announced Q1 results that blew past all expectations.
Dell's stunning 30% stock rally is giving a big boost to shares of other server makers
Shares of Dell Technologies were rocketing higher Friday, following a stellar earnings report that echoed the strengthening opportunity for traditional computing in the artificial-intelligence buildout.
DELL Q1 Earnings Beat Estimates, Strong AI Demand Aids Revenue Growth
Dell Technologies' Q1 FY27 surge is fueled by $24.4B in AI orders, 88% revenue growth to $43.84B, and a raised FY27 outlook.
