Dell News - May 2026

🟢 DELL is trading 34.5% up today after massive Q1 beat and raised guidance on explosive AI server demand
DELL

🟢 DELL is trading 34.5% up today after massive Q1 beat and raised guidance on explosive AI server demand

DELL is trading 34.5% up today at $426.49 after delivering a massive Q1 FY2027 earnings beat driven by explosive AI server demand. • Reported 88% revenue...

Dell's AI Server Bonanza Sends Shares Soaring 33% — But Can a Hardware Giant Sustain Triple-Digit Growth?
DELL

Dell's AI Server Bonanza Sends Shares Soaring 33% — But Can a Hardware Giant Sustain Triple-Digit Growth?

Dell's $44 Billion Quarter and 757% AI Server Surge Rewrite the Growth Story — But Can Hardware Margins Keep Up With the Hype? Shares of Dell Technologies...

🟢 DELL is trading 33% up today after record AI server growth and massive guidance hike
DELL

🟢 DELL is trading 33% up today after record AI server growth and massive guidance hike

DELL is trading 33% up at $420.61 following blowout fiscal Q1 2027 results and a massive hike to its full-year revenue guidance. • Revenue surged 88% to...

Dell's first quarter 2027 revenue surges 88% to $43.8B, crushing estimates on explosive AI server demand.
DELL

Dell's first quarter 2027 revenue surges 88% to $43.8B, crushing estimates on explosive AI server demand.

Dell reported record first quarter fiscal 2027 results, significantly surpassing analyst expectations on both revenue and earnings. Revenue grew 88%...

Dell Wins $9.7B Pentagon Contract to Streamline Microsoft Software
DELL

Dell Wins $9.7B Pentagon Contract to Streamline Microsoft Software

The U.S. Department of Defense awarded Dell Federal Systems a five-year contract valued at approximately $9.7 billion. This agreement centralizes the...

DELL

Dell Technologies Inc Q2 2026 Earnings Preview: What Analysts Expect on May 28, 2026

Consensus expectations for the quarter ending April 2026 anticipate revenue of $35.46 billion and EPS of $2.74, while the current stock price of $304.81...

Dell's 140% Rally Bets Everything on Wednesday's Earnings — Can AI Server Profits Keep Up With the Hype?
DELL

Dell's 140% Rally Bets Everything on Wednesday's Earnings — Can AI Server Profits Keep Up With the Hype?

Shares settled at $294.90 after a parabolic week that saw Dell rocket 16.8% in a single session to a record $295.19, capping a ~140% year-to-date gain that has...

Dell Hits Record High, Powered by AI Server Demand Before Earnings
DELL

Dell Hits Record High, Powered by AI Server Demand Before Earnings

Dell Technologies shares jumped 16.8% on Friday, May 22, to reach a record $295.19. The stock has gained approximately 140% so far this year. Investor...

Dell Hits Record High, Fueled by Surging AI Server Demand
DELL

Dell Hits Record High, Fueled by Surging AI Server Demand

Dell Technologies shares reached a new all-time high on May 22. The stock climbed nearly 17% during the session. Shares closed at a price of $295.19. This move...

Dell Surges 4%, Driven by AI Agent Launch and $43B Backlog
DELL

Dell Surges 4%, Driven by AI Agent Launch and $43B Backlog

Dell Technologies concluded its Dell Technologies World 2026 conference by debuting a range of AI-native hardware and software. The company launched the...

Dell and Nvidia Take the Stage in Vegas, but Can a $43 Billion Backlog Keep the Stock Running After a 115% Rally
DELL

Dell and Nvidia Take the Stage in Vegas, but Can a $43 Billion Backlog Keep the Stock Running After a 115% Rally

Shares slipped 0.8% to $240.17 as Dell Technologies World 2026 opened in Las Vegas, where CEO Michael Dell and Nvidia's Jensen Huang delivered a joint keynote...

Dell launches AI Factory 2.0 with Nvidia, targeting enterprise scale
DELL

Dell launches AI Factory 2.0 with Nvidia, targeting enterprise scale

Dell Technologies World 2026 begins today in Las Vegas. CEO Michael Dell and Nvidia CEO Jensen Huang will deliver a joint keynote to launch Dell AI Factory...