Dell Technologies Inc. (DELL)
DELL's Q1 Earnings Call Centers on AI Supply and Demand
DELL says demand isn't the limit, supply is, after record Q1 results, higher FY27 guidance and a record $51.3B backlog.
Dell jumps as blockbuster AI demand boosts outlook, analysts see long growth runway
Dell Technologies shares surged in premarket trading on Friday after the company delivered stronger-than-expected quarterly results and sharply raised its financial outlook, reinforcing Wall Street's growing belief that the artificial intelligence infrastructure spending boom still has significant room to run. The server and enterprise infrastructure company, which has become a major supplier of Nvidia-powered AI systems, climbed nearly 40% before the opening bell.
Machine learning algorithm sets Dell stock price on June 30, 2026
Dell (NASDAQ: DELL) posted its first-quarter earnings on May 28, sending the stock up more than 40% in after-hours trading as the market welcomed exceptional growth in the artificial intelligence (AI) segment and details of a new $9.7 billion deal with the U.S. government.
$1,000 invested when President Trump said ‘go out and buy a Dell' you'd have this much
As it turned out by the morning of May 29, President Donald Trump's thankful remark to the Dell family for their contributions – which came in the form of a recommendation to ‘go out and buy a Dell' – simultaneously served as highly lucrative investment advice.
Dell rallies about 40% on strong Nvidia‑powered AI server demand
Shares of Dell Technologies soared nearly 40% in premarket trading on Friday, after robust demand for its Nvidia-powered AI servers prompted the company to raise its annual revenue and profit forecasts.
Michael Dell courted Trump early. His company has reaped rewards
Michael Dell bought into President Donald Trump's second term early. This week, the company was awarded a $9.7 billion Pentagon contract to provide a suite of software to the U.S. military.
Dell Stock Soars on Data-Center Revenue and Pentagon Deal
Shares in the computer hardware maker are up 150% since President Trump's accounts purchased more than $1 million worth.
Here's What Key Metrics Tell Us About Dell Technologies (DELL) Q1 Earnings
Although the revenue and EPS for Dell Technologies (DELL) give a sense of how its business performed in the quarter ended April 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Dell Stock Soars 30% as Earnings Blow Past Wall Street Expectations
Dell's stock keeps serving up new highs.
Dell Technologies (DELL) Tops Q1 Earnings and Revenue Estimates
Dell Technologies (DELL) came out with quarterly earnings of $4.86 per share, beating the Zacks Consensus Estimate of $3.04 per share. This compares to earnings of $1.55 per share a year ago.
Dell Technologies Q1 Earnings Call Highlights
Dell Technologies NYSE: DELL reported what executives described as a record fiscal 2027 first quarter, driven by surging demand for AI servers, traditional servers, storage and commercial PCs, while warning that component supply remains the main constraint on further growth.
Dell stock soars toward another record high as the AI boom drives a big earnings beat
The company's AI-server revenue was up 757% in the first quarter, while profit beat expectations by the widest margin in at least five years.
