Dell Technologies Inc. (DELL)
Most Active Options Report: DELL, CRDO, GTLB, RUN, ALLY
Dell Technologies Inc (NYSE:DELL) is up 3.9% after the tech hardware titan posted better-than-expected second-quarter earnings and revenue and raised its full-year forecast amid strong AI server demand.
Jim Cramer Says One Stock Is More Important Than Nvidia Today, and It's Up 240% This Year
Jim Cramer told his followers on X Wednesday morning: “Dell is the most important stock today and if it doesn't finish up big
Dell Q2 Earnings Call Pairs AI Scale With Supply Constraints
Dell raises its fiscal 2027 outlook as AI server demand expands, traditional infrastructure stays strong, and component shortages constrain shipments.
Dell Q2: The Dinosaur Is Fairly Priced Now (Downgrade)
Dell Technologies Inc. delivered a blowout quarter, with revenue surpassing estimates by $2.47B and guidance 18% above consensus, driven by AI momentum. ISG segment revenue surged 89% YoY, with AI-optimized servers and storage showing robust, diversified growth and operating margin expanding by 6 percentage points. Management forecasts AI-optimized servers revenue to triple by FY 2027, supported by a $95B backlog and expectations of sustained infrastructure demand.
Dell Posts Strong Results and Hikes Its Outlook. The Stock Is Rallying
Dell Technologies shares are surging after the PC and server maker posted earnings that topped analysts' estimates and hiked its outlook, boosted by booming AI demand.
Is Dell stock a buy after earnings?
Dell Technologies (NYSE: DELL) delivered a stronger-than-expected fiscal second-quarter 2027 report, reigniting investor interest in the stock.
Dell Surges 9% on Record $95B AI Backlog, Hewlett Packard Enterprise Climbs 4%, Super Micro Ticks Up
Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) are reversing Tuesday's pre-earnings selloff after the company posted a record AI order book and lifted its full-year outlook, dragging enterprise hardware peers along with it.
Dell Q2 Earnings: This Changes Everything (Rating Upgrade)
Dell Technologies Inc. delivered a record Q2 FY27, with revenue reaching $47B and non-GAAP EPS rising to $7.04. AI server demand remains exceptionally strong, with $60.9B in quarterly orders and a backlog climbing to a record $95B. Profitability improved alongside growth: ISG operating margin expanded to 15% from 8.8%, while ISG operating income rose 225% y/y.
Dell's $95 Billion Backlog Changes Everything
Dell's AI backlog reached $95 billion as Q2 orders surged to $60.9 billion against just $16.4 billion in revenue. FY27 AI server revenue is expected to triple to $74 billion, while supply increasingly appears to constrain growth. ISG operating income surged 225% to $4.8 billion as operating margin expanded 620 basis points to 15%.
Wall Street Breakfast Podcast: A Dell Of A Quarter
Dell Technologies (DELL) delivered a blowout Q2, with revenue up 58% and a $25B boost to full-year guidance, driven by AI-optimized server demand. MongoDB (MDB) posted strong double-digit growth and raised FY27 guidance, but shares fell 13% premarket due to a 12% rise in AI and infrastructure expenses.
Dell shares rise as demand jumps for AI servers — here's what Wall Street analysts are saying happens next
Morgan Stanley, Goldman Sachs and Citigroup all raised their price targets for the technology company.
Dell stock soars on blowout earnings, outlook: why analysts see a major rerating
Dell Technologies shares surged 8% in extended trading after the company delivered a much stronger-than-expected July quarter and raised its full-year revenue and earnings forecasts, offering fresh evidence that the artificial intelligence infrastructure boom is translating into substantial sales. The company raised its fiscal 2027 revenue outlook to $192 billion from $167 billion and lifted its adjusted earnings-per-share forecast to $25.50 from $17.90.
