Dell stock closed up 32.81%, its best day ever, after reporting its fastest pace of revenue growth for any period since returning to the public market in 2018

Shares of Dell Technologies closed 32.76% higher on Friday, wrapping its best day ever after the company reported its fastest pace …

CNBC 2026-05-29 CJ Haddad

Discussion

@firstadopter Tae Kim on x
Thanks to $DELL I am now on track to crushing the market with my annual stock ideas for seven years running with big upside every single year. Look at my prior years' annual stock ideas. 2026 is not an anomaly. Plus, my Substack ideas during the last few months, including DELL, […
@altcap Brad Gerstner on x
The world finally realizing that $DELL is building the backbone of American AI. $51B + backlog. AI Server revenue + 757%. Full year guide from $140 B to $168 B. And the largest philanthropic gift in history $250 to 25 M American kids. The Best of America! 💪🇺🇸🚀 [image]
@jimcramer Jim Cramer on x
The winner beyond Dell is Nvidia but the stock is heavy again. I don't think that can last especially with Jensen Huang's speech at Computex Monday in Taiwan.
@firstadopter Tae Kim on x
At least one $DELL analyst gets it. Bernstein: “Dell FQ1'27: Firing on all cylinders; Increasing est and TP to $500, Reiterate Outperform .. Guidance was also raised significantly as Agentic AI is opening up a completely new growth driver for traditional servers and the rest of
@firstadopter Tae Kim on x
Wall Street analysts admitting they were dead wrong and completely missed the Nvidia NVL72 AI server super cycle on $DELL but they are still not upgrading the stock. What the hell are you doing? [image]
@hedgeyetech @hedgeyetech on x
I pitched $DELL twice in my client notes and didn't follow my own advice - what a missed opportunity. 40% of sell-side has ratings of Holds/Sells on Dell. This company continues to crush expectations on growth and margins - AI servers, networking, storage, and even PCs
@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…
@patrickmoorhead Patrick Moorhead on x
JPM finally gets real on $DELL. Definetly caught snoozing.
r/StockMarket r on reddit
Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars
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 …

Chronicles

Dell stock closed up 32.81%, its best day ever, after reporting its fastest pace of revenue growth for any period since returning to the public market in 2018

Related Coverage

Discussion