Dell reports Q1 revenue up 88% YoY to $43.84B, vs. $35.43B est., and forecasts FY 2027 revenue above estimates; DELL jumps 38%+ after hours
Dell reported its fastest pace of revenue growth for any period since its return to the public market more than seven years ago, and topped analysts' estimates for sales and profit.
CNBC Jordan Novet
Related Coverage
- Dell Technologies Smashes Q1 Estimates, Hikes Outlook On AI Boom Investor's Business Daily · Patrick Seitz
- Dell raises annual forecasts as AI data center buildout fuels demand Reuters · Jaspreet Singh
- Dell Boosts Outlook to $60 Billion in AI Server Sales This Year Bloomberg · Brody Ford
- Dell Technologies Delivers First Quarter Fiscal 2027 Financial Results Business Wire · Investors
- Dell stock soars toward another record high as the AI boom drives a big earnings beat Dow Jones Newswires · Britney Nguyen
- Dell Stock Jumps On Q1 Earnings Beat, AI Demand Shows ‘No Signs Of Slowing’ Benzinga · Adam Eckert
- Dell Lands $9.7 Billion Pentagon Deal Ahead of Earnings Barron's Online · Angela Palumbo
- Dell (DELL) Stock Surges 4% Following Massive $9.7B Defense Department Contract Blockonomi · Trader Edge
- Dell Technologies rides AI boom as revenue surges 88% in Q1 Constellation Research · Larry Dignan
- Dell (NYSE:DELL) Reports Bullish Q1 CY2026, Stock Jumps 14.9% Yahoo Finance · Jabin Bastian
Discussion
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@jimcramer
Jim Cramer
on x
Furious that I missed Dell, grateful that i emphasized how i think the world of Dell at the top of the CNBC Investing Club meeting. I hate shilling for anything but jeez the Investing Club is a bargain. And a signed book, too!! Give it a shot!
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@unusual_whales
@unusual_whales
on x
Breaking: Dell is soaring after hours on strong earnings It's up +65% since Trump said “go buy a Dell computer” And now up ~+66% since $DELL was added to our Trump Tracker on Autopilot See his full portfolio through there https://link.joinautopilot.com/ ... [image]
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@kobeissiletter
@kobeissiletter
on x
President Trump is undefeated in the stock market. On May 8th, President Trump told everyone to “go out and buy a Dell.” 19 days later, on May 27th, Dell was awarded a $9.7B contract with the US Pentagon. Today, Dell, $DELL, reported stronger than expected earnings and the [image…
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@amitisinvesting
Amit
on x
$DELL - beat revenues by $8B - raised FY guide by $10B - beat EPS by 68% - raised FY EPS guide by 25% The AI buildout continues. +30% [image]
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@benbajarin
Ben Bajarin
on x
Dell's server business run had to be one of the easiest predictions for anyone paying attention. Not stopping any time soon. $DELL
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@gmhikaru
Hikaru Nakamura
on x
“Go buy a $DELL,” they said.
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@pelositracker
Nancy Pelosi Stock Tracker
on x
Stop overthinking what stocks to buy $DELL crushed their earnings and is up +16% now Take a look at the recent activity: • Trump bought up to $5,000,000 in $DELL on Feb 10th • Then bought more on March 2nd • Then again on March 11th • Then once more on March 23rd • On May [image]
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@firstadopter
Tae Kim
on x
My Substack was right on CPU stocks before Wall Street. My Substack was right on HBM memory stocks. And I am right on $DELL Dell BLOWS AWAY NUMBERS! OUT OF THE BALL PARK. My Substack subscribers win again. [image]
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r/MU_Stock
r
on reddit
Dell shares jump 19% after server maker reports fastest sales growth since return to public market in 2018