Dell Technologies Inc. (DELL)
Dell Is The New Intel
Dell Technologies Inc. is emerging as a central player in the AI infrastructure buildout, driving a dramatic re-rating of its stock. Q1 results were extraordinary: revenue up 88% YoY, AI server revenue up 757%, and FY27 AI server guidance raised from $50B to $60B. DELL's storage business is gaining share and offers higher margins, positioning it as a key long-term profit driver as AI infrastructure demand evolves.
Michael Dell Earns $35 Billion From Dell's Best Day Ever—Passing Zuckerberg As 6th Richest
This is a developing story.
Wall Street is Bullish on Dell Stock And Here's Why We Agree
Dell Technologies (NYSE:DELL | DELL Price Prediction) just delivered one of the most explosive quarters in its history, and the stock has responded in kind.
Dell Technologies (DELL) Is Considered a Good Investment by Brokers: Is That True?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Dell Technologies Inc. (DELL) Hit a 52 Week High, Can the Run Continue?
Dell Technologies (DELL) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Dell: My Thesis Is Playing Out
Dell delivered record results as AI demand expanded beyond GPUs into servers, storage, networking, and enterprise infrastructure. AI server orders reached $24.4 billion, while backlog climbed to $51.3 billion despite record quarterly shipments. Traditional server revenue surged 92%, suggesting agentic AI is creating demand across the broader infrastructure stack.
Dell Stock Boosts Hardware Sector After Earnings Triple Play
Dell Technologies Inc (NYSE:DELL) is powering the tech sector today, up 33% to trade at $420.98, and earlier hitting a record high of $428.68.
Dell Technologies Surges 33% on AI Server Boom, Super Micro Computer Adds 16% as Hyperscaler Spend Accelerates
Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) are up 33% in early Friday trading to roughly $424, capping a blowout reaction to fiscal Q1 2027 results delivered after Thursday's close.
Dell Technologies shares surge after blowout earnings
Dell Technologies Inc (NASDAQ:DELL) shares surged by 32% at Friday's opening bell after the company reported first quarter results that significantly exceeded Wall Street expectations across revenue and earnings, alongside sharply higher guidance driven by accelerating AI demand. For the quarter, Dell reported adjusted earnings per share of $4.86 versus analyst estimates of $2.94.
Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars
Shares of Dell Technologies rocketed 32% after the company reported its fastest pace for revenue growth for any period since returning to the public market in 2018. The stock is pacing for its best day ever.
What To Do After Dell's Breakout Boosted Hewlett-Packard Enterprise Stock
Hewlett Packard Enterprise Company is rated a Buy, driven by surging AI/server demand and networking momentum. HPE benefits from Dell's blowout earnings and analyst upgrades, with Citi raising its price target to $39 on similar AI and server tailwinds. JPMorgan and Citi upgrades reflect a shift in market valuation for hardware makers, as AI and neocloud deployments drive sector-wide growth.
Wall Street sets DELL stock price for the next 12 months
Wall Street analysts were quick to take notice of Dell's (NYSE: DELL) strong fiscal year (FY) 2027 first-quarter (Q1) earnings and the latest major military contract, which, together, helped the stock soar 33.42% to $423 in the May 29 extended session.
