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's stock keeps serving up new highs.
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 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.
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.
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 Technologies' Q1 FY27 surge is fueled by $24.4B in AI orders, 88% revenue growth to $43.84B, and a raised FY27 outlook.
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.
This is a developing story.
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.
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 (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.