All articles tagged with #dell technologies
Nike exits the S&P 100 in the quarterly rebalance, replaced by four information-technology names—Dell Technologies, Palo Alto Networks, Arista Networks, and SanDisk—while Nike remains in the S&P 500. Other leavers include Honeywell Aerospace, Simon Property Group, and Colgate-Palmolive; all replacements come from the IT sector, shifting the index toward chips, cloud hardware and cybersecurity.
Jim Cramer says Dell is the most important stock today, arguing its AI-server momentum outpaces Nvidia in 2026. Dell posted Q2 FY27 revenue of $46.97B (up 57.8% YoY) and EPS of $7.04, with net income up 255%. The AI story is supported by a record $95B AI backlog, $60.9B in AI-server orders, and $16.4B AI-server revenue. Dell raised its full-year outlook to about $192B in revenue and $25.50 in non-GAAP EPS. Valuation favors Dell (roughly 23x vs Nvidia’s ~44x), as the company’s AI-infrastructure push — including Vera Rubin-based systems and more than 6,500 AI customers — underscores a non-chipmaker leadership in AI deployment. Dell is up about 240% in 2026, while Nvidia has risen around 17%, making Cramer’s Dell-centric call particularly notable.
Micron shares have weakened as the memory-chip shortage persists, but rising DRAM/NAND prices and AI-server demand could provide a key earnings catalyst ahead of its report.
Dell Technologies posted a strong fiscal Q2 with adjusted earnings of $7.04 per share on $47 billion in revenue, driven by AI infrastructure demand. AI-optimized servers revenue rose 100% to $16.4 billion, and Dell ended the quarter with a record $95 billion backlog for AI servers. The company raised its full-year revenue outlook to about $192 billion from $167 billion, topping analyst expectations, and the stock moved higher in premarket trading on the AI spending backdrop.
Dell reported a strong fiscal Q2 beat with adjusted EPS of $7.04 on $47 billion in revenue, driven by AI demand. AI-Optimized Servers revenue rose 100% year over year to $16.4 billion, backed by a record $95 billion backlog, and the company raised its full-year revenue outlook to $192 billion (above the $174 billion consensus). Shares jumped about 10% after hours as investors cheered the AI-infrastructure cycle.
Dell Technologies reported a record $60.9 billion in AI server orders, a backlog of $95 billion, and raised its FY27 revenue outlook to $192 billion after posting a $47 billion quarterly revenue and $6.34 GAAP EPS (up 58% and 273% YoY, respectively), with AI momentum fueling growth across servers, networking, and storage and an after‑hours stock jump.
Dell Technologies beat estimates in fiscal Q2 with $46.97B in revenue and adjusted EPS of $7.04, fueled by AI-optimized servers and data-center demand. The company raised its full-year outlook to about $192B in revenue and $25.50 in adjusted EPS, and now expects roughly $74B in AI-optimized server sales for the year. Q3 guidance calls for $49.0B in revenue and $6.50 in adjusted EPS. Infrastructures Solutions and Client Solutions segments showed strong AI-related demand, and the stock advanced after hours.
Dell Technologies is poised to report Q2 results amid surging AI-server demand, with consensus earnings around $4.95 per share on about $45.3 billion in revenue. Dell has guided roughly $15.5 billion in AI-server revenue and raised its FY27 AI-server outlook toward roughly $60 billion as Q1 AI-server revenue surged and its Nvidia- and AMD-powered AI ecosystem expands. Analysts have lifted EPS estimates, signaling a bullish setup for DELL despite strong competition from HPE, SMCI, and Lenovo.
Top Wall Street analysts see long-run growth in CrowdStrike, Dell Technologies, and SanDisk, boosted by AI-related demand, platform consolidation, and high-margin storage opportunities, with bullish price targets reflecting upside as AI infrastructure spending and NAND demand expand.
Three AI-infrastructure plays—Micron Technology (MU), Super Micro Computer (SMCI), and Dell Technologies (DELL)—are highlighted as potential 2027 breakout candidates on strong AI-driven demand for memory, servers, and data-center gear. MU posted about 345–346% year-over-year revenue growth with a forward revenue path around $50 billion and a bargain-forward P/E near 5; SMCI delivered robust revenue growth and carries over $13 billion in Blackwell Ultra orders, with a path to a higher multiple and a target near $38–$50; DELL benefited from AI-enabled server demand, raised FY27 revenue guidance, and trades near a consensus target around $503. While upside is suggested by AI infrastructure trends, MU’s heavy capex, SMCI’s audit/debt concerns, and Dell’s potential margin compression temper the outlook.
Michael Dell’s rapport with President Trump coincides with Dell Technologies’ AI-driven growth, a White House endorsement of Dell laptops that boosted the stock, and a $6.25 billion donation from the Dell Foundation to the Trump Accounts program, illustrating how corporate leadership and political ties are increasingly intertwined.
President Donald Trump opened the stock market from the Oval Office and urged buying Dell computers, triggering about a 7% rise in Dell Technologies shares; Dell’s Michael and Susan Dell attended with other officials as the Trump Accounts program for children was introduced, including a $1,000 Treasury contribution, and disclosures note Trump traded Dell stock in 2025.
President Trump promoted Dell Technologies from the White House after ringing the stock market opening bell to tout the Trump Accounts, a new tax-advantaged investment program for children, as Dell stock jumped more than 7%. The event, which included Dell CEO Michael Dell and other executives, featured pledges from SpaceX and major firms to match the government’s $1,000 contribution for babies born 2025–2028. The program aims to seed accounts for millions of children, with additional donations from various companies; Trump also noted his Dell stock trades disclosed in his 2025 financial filings.
Hewlett Packard Enterprise is set to report Q2 results as investors bet on an AI-led upswing similar to Dell’s blowout, backed by a record $5 billion AI systems backlog and AI shipments expected later in the year. The Juniper networking integration could differentiate HPE from Dell by boosting AI-related orders. Analysts are targeting about $9.8 billion in revenue and $0.53 EPS; a clean beat could push the stock through recent highs, while a miss could dampen the rally.
CoreWeave's stock (CRWV) rose after Dell delivered Nvidia's Vera Rubin NVL72 server rack to CoreWeave—the first deployment of the NVL72—while Michael Dell called the collaboration 'thrilled,' signaling strong demand for GPU-accelerated cloud infrastructure.