Dell's AI Momentum Shifts Narrative [Yahoo! Finance]
Dell Technologies Inc. Class C (DELL)
Last dell technologies inc. class c earnings: 2/27 04:25 pm
Check Earnings Report
US:NASDAQ Investor Relations:
investors.delltechnologies.com/investor-overview
Company Research
Source: Yahoo! Finance
This article first appeared on GuruFocus Dell Technologies ( NYSE:DELL is turning heads on Wall Street after delivering guidance that came in stronger than many investors were expecting, thanks largely to booming demand for AI servers. For fiscal Q1 2027, Dell sees adjusted EPS around $2.90 at the midpoint, with revenue landing between $34.7 billion and $35.7 billion. Included in that is about $13 billion tied to AI server sales, a figure Bank of America said caught the market off guard. Instead of dialing back expectations, Dell is now guiding FY27 EPS growth of 25%, up from the 15% growth investors had been bracing for. The stock responded quickly, jumping more than 12% in premarket trading. Warning! GuruFocus has detected 2 Warning Sign with AMZN. Is DELL fairly valued? Test your thesis with our free DCF calculator. The AI business is clearly doing the heavy lifting. Dell expects its Infrastructure Solutions Group to grow sales in the mid 40% range, fueled by roughly 100
Show less
Read more
Impact Snapshot
Event Time:
DELL
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
DELL alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
DELL alerts
High impacting Dell Technologies Inc. Class C news events
Weekly update
A roundup of the hottest topics
DELL
News
- Analysts Mixed on Dell Technologies (DELL) Amid Rising Memory Costs [Yahoo! Finance]Yahoo! Finance
- Here is What to Know Beyond Why Dell Technologies Inc. (DELL) is a Trending Stock [Yahoo! Finance]Yahoo! Finance
- Unqork Appoints Jeremy Burton to its Board of Directors [Yahoo! Finance]Yahoo! Finance
- JPMorgan resets price target on this AI dividend stock [Yahoo! Finance]Yahoo! Finance
- Dell Boosts Shareholder Returns [Yahoo! Finance]Yahoo! Finance
DELL
Earnings
- 2/26/26 - Beat
DELL
Sec Filings
- 3/2/26 - Form 144
- 3/2/26 - Form 144
- 3/2/26 - Form 144
- DELL's page on the SEC website