Dell Technologies Inc. (DELL)
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.
Dell's Q1: A Rare Gift To Investors (Rating Downgrade)
Dell Technologies delivered a historic Q1, with 88% revenue growth and a 22% revenue beat, driven by surging AI server demand. The company's AI server backlog soared 256% to $51.3B, but gross margins contracted to 17.7% due to AI product mix and supply-side pressures. Meanwhile, valuation multiples have expanded sharply after a 36-37% overnight share price jump, diminishing the near-term risk/reward profile.
Iran peace deal, Dell shares surge, Trump Accounts and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Data layer emerges as the defining battleground of the AI revolution
The contest for AI supremacy is shifting away from foundation models and toward the data infrastructure sitting beneath them, with enterprises that have spent decades accumulating proprietary data now positioned to extract the greatest value from the technology, according to Wedbush Securities. The bank argues that as frontier models converge in capability, the trusted layer between enterprise data and external AI systems becomes the primary monetisation opportunity, with software companies able to leverage deep, embedded data environments set to be key beneficiaries.
Dell Stock Soars 35% as Earnings Blow Past Wall Street Expectations
Dell's stock keeps serving up new highs.
Super Micro and These Stocks Pop as Dell Drives AI Server Excitement
Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.
