Finbold
29 May 2026, 09:22 UTC · 10h ago
Source · https://finbold.com/1000-invested-when-president-trump-said-go-out-and-buy-a-dell-youd-have-this-much/
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Dell's AI server revenue grew by 757% to over $16 billion in the first quarter of fiscal 2027. — Massive growth in high-demand AI infrastructure is a primary driver for valuation increases in the current hardware market.
+0.90Dell reported Q1 fiscal 2027 revenue of $43.84 billion and EPS of $4.86, significantly beating forecasts of $35.43 billion and $2.94 respectively. — A 'double beat' on top and bottom lines indicates strong operational performance and immediate bullish sentiment.
+0.70Dell raised its fiscal 2027 revenue guidance to $165-169 billion and EPS guidance to $17.90, both well above analyst consensus. — Upwardly revised guidance suggests sustained growth trajectory, reducing risk for long-term investors.
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Dell stock surged from $260.45 to $438.16 in extended sessions following a recommendation from President Trump to 'go out and buy a Dell'. — While the price move was significant, it is based on a political endorsement rather than fundamental shifts, though it indicates high volatility.
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The company reported a double beat on earnings, optimistic guidance, a large government contract, and a massive surge in AI server revenue.
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