Dell reports Q1 revenue up 88% YoY to $43.84B, vs. $35.43B est., and forecasts FY 2027 revenue above estimates; DELL jumps 33%+

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 2026-05-29 Jordan Novet

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@austinsemis Austin Lyons on x
$DELL is the blue-collar AI business, in the best way possible. Great readthrough on “Main Street” AI adoption.
@jimcramer Jim Cramer on x
As i kept emphasizing at the top of these last two shows, you have to embrace the bull when it comes to real AI like what Dell delivers or ARM or Snowflake or Intel or AMD or AMAT or Nvidia —and yes the latter is still the king.
@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!
@benbajarin Ben Bajarin on x
Dell + NVIDIA has very similar dynamics to Dell + Intel in the early PC days. But as I outlined here, Dell's storage business is VERY well positioned within their entire infrastructure solutions. https://www.thediligencestack.com/ ...
@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]
@mert @mert on x
@KobeissiLetter awesome! since the stock market is doing so well, then crypto must be booming! my crypto president
@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]
@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]
@ljkawa Luke Kawa on x
Dell's AI server business didn't exist until late 2023 as a business segment. Its sales are now larger than Dell's entire Client Solutions Group (its foundational, mature PC-focused division) https://sherwood.news/... $DELL [image]
@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
@jimcramer Jim Cramer on x
I've got this chapter in my book about how to read a conference call. This Dell quarter is a dream-come-true conference call session. If you are serous about buying a stock, read this conference call to know how a pro—Jeff Clarke- runs a call. The analysts are all astounded....
@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…
@gmhikaru Hikaru Nakamura on x
“Go buy a $DELL,” they said.
@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]
@patrickmoorhead Patrick Moorhead on x
I've written 5 different versions of an insightful $DELL earnings post, but it didn't do it justice. Beats by the widest margin in Dell's history as a public company. What an absolute blowout like I have never seen before. More substance later.....
r/StockMarket r on reddit
Dell +40% after-hours after revenue surged 88% YoY to $43.8B as AI server sales jumped 757% to $16.1B
r/business r on reddit
Dell shares jump 31% after server maker reports fastest quarter 2026 sales growth since return to public market in 2018
r/MU_Stock r on reddit
Dell shares jump 19% after server maker reports fastest sales growth since return to public market in 2018
David Kennedy David Kennedy on linkedin
Our record quarter shows AI demand is real, durable and scaling fast. Along with demand strength across traditional servers, storage and commercial PCs …

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Dell reports Q1 revenue up 88% YoY to $43.84B, vs. $35.43B est., and forecasts FY 2027 revenue above estimates; DELL jumps 33%+

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