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Chronicles

The story behind the story

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Dell stock closes up 22%, its biggest single-day gain since March 1, 2024, after the company gave an outlook for sales of its AI servers that exceeded estimates

Dell Technologies Inc. shares jumped the most in two years after the company gave an outlook for sales of its artificial intelligence servers …

Bloomberg Dina Bass

Discussion

  • @firstadopter Tae Kim on x
    I received a lot of ridicule for my bullish call on Dell stock, so this is especially satisfying. [image]
  • @patrickmoorhead Patrick Moorhead on x
    When I first saw the $DELL numbers, I thought I was looking at the wrong company numbers. They were that big. The guide was the story as Q1 revenue at the midpoint is about 21% above consensus, meaning AI systems shipments are ramping faster than Street models assumed. ISG is
  • @patrickmoorhead Patrick Moorhead on x
    Dell's really cooking. [image]
  • @michaeldell Michael Dell on x
    Our momentum continued in Q4 with a very strong finish to the year: Record revenue: $33.4B ⬆️ 39% Y/Y Record ISG revenue: $19.6B ⬆️ 73% Y/Y Record EPS $3.89⬆️ 45% Y/Y AI Backlog ⬆️ $43 Billion Record full year cash flow from operations $11.2B, and we returned $7.5B back to