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Dell reported Q1 results that beat analysts’ expectations by a wide margin, and raised its full-year forecast, driven by red-hot demand for its AI-optimized servers.
Computer hardware and IT solutions company Dell (NYSE:DELL) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sales up 87.5% year on year to $43.84 billion. On top of that, next quarter’s revenue guidance ($44.5 billion at the midpoint) was surprisingly good and 25.5% above what analysts were expecting. Its non-GAAP profit of $4.86 per share was 64% above analysts’ consensus estimates.
On Thursday, Dell Technologies Inc. (NYSE:DELL) said that booming demand for artificial intelligence continues to outpace component availability, with supply constraints — not customer interest — emerging as the key factor limiting upside. AI Demand Remains Strong, But Supply Bottlenecks Persist During Dell's first-quarter earnings call, Chief Operating Officer Jeff Clarke said the company continues to see strong demand across its AI and infrastructure business, but shortages across critical com
Dell Technologies Inc (DELL) reports an impressive 88% revenue increase and strong AI server demand, while navigating supply chain constraints.
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<body><p>STORY: :: Dell</p><p>Dell shares rocketed higher in after-hours trade Thursday, jumping around 39%.</p><p>The surge came after the computer maker lifted revenue and profit expectations.</p><p>Dell says it is seeing soaring demand for AI-optimized servers used in data centers.</p><p>It’s benefiting as tech giants like Alphabet and Amazon plan to spend over $700 billion on AI-related infrastructure this year.</p><p>Dell now expects annual revenue of up to $169 billion - way up on the previous forecast of up to $142 billion.</p><p>AI server revenue is expected to hit $60 billion for fiscal 2027, $10 billion up on previous expectations.</p><p>The company has been adjusting prices constantly as strong global demand causes the cost of memory chips to soar.</p><p>:: Dell</p><p>On a call with analysts, Chief Operating Officer Jeff Clarke said he knew customers were feeling the pain.</p><p>But he said there was little sign of inflationary pressure easing.</p><p>One analyst told Reuters that Dell looked well placed to cope with the chip shortage, helped by its scale and strong relationships with suppliers.</p></body>
By Tom Westbrook SINGAPORE, May 29 (Reuters) - World stocks stood at record highs on Friday and oil futures eyed the steepest weekly drop for nearly two months as traders waited for details on a
Shares in the computer hardware maker are up 150% since President Trump’s accounts purchased more than $1 million worth.
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(Bloomberg) -- Dell Technologies Inc. shares gained almost 40% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceIran’s Khamenei Says No Going Back for Middle Ea
(Bloomberg) -- Dell Technologies Inc. shares gained almost 40% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts' estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran's Khamenei Says No Going Back for Middle East Rocked by WarCVS Returns Zepbound to Drug Plans After Lil
Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers.
With me today are Jeffrey W. Clarke, David Kennedy and Tyler Johnson. With form factors that scale the AI factory from the largest clusters in the world to the flexibility and efficiencies enterprises need.
Dell Secures Multibillion-Dollar Pentagon Contract, Shares Surge Into Earnings
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. Jeff Clarke said reven
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.
Investors weigh export-control cooperation against AI-server growth hopes as trading spikes in this data-center leader, today, May 28, 2026.
Company Says 'AI Opportunity Shows No Sign of Slowing'
(Bloomberg) -- Dell Technologies Inc. shares gained more than 25% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarUS, Iran Agree to 60-Day Truce Renewal Pe
The five-year agreement will centralize Microsoft software procurement for the Defense Department.
Dell Technologies crushed Wall Street's targets for its fiscal first quarter and with its bullish outlook. Dell stock jumped.
Dell Technologies (DELL) late Thursday reported record fiscal first-quarter results that surpassed W
Dell Federal Systems will manage Microsoft licenses across Pentagon, intelligence community and Coast Guard systems under a five-year deal.
Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are powered by Nvidia's powerful chips. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would drive up demand for server and data center equipment from suppliers such as Dell and Super Micro Computer. These AI servers are critical for powering services such as ChatGPT, as they are equipped with advanced memory chips to store data and instructions, providing the immense computing power required for such applications.
Shares of Super Micro Computer (NASDAQ:SMCI) are up 9% on Thursday while SanDisk (NASDAQ:SNDK) stock is rising 4%. The bid is broad rather than headline-driven, with the AI infrastructure trade gathering force into the close of May. Traders are leaning into the picks-and-shovels layer of the AI buildout today, with no fresh company-specific catalyst behind ... Super Micro Computer Spikes 9%, SanDisk Climbs 4% as the AI Infrastructure Trade Heats Up
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