Zacks Investment Research
03 Jun 2026, 17:46 UTC · 2h ago
DELL Jumps 37% Post Q1 Earnings: Here is Why the Stock is a Buy
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Zacks Investment Research
03 Jun 2026, 17:46 UTC · 2h ago
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Story key points
4 claims · impact-rated
Dell Technologies increased its fiscal 2027 AI-optimized server revenue expectation to approximately $60 billion. — A specific, high-value target for AI revenue indicates strong, sustainable demand for the company's core growth driver.
+0.80Dell reported fiscal first quarter non-GAAP earnings of $4.86 per share, beating estimates by 59.9% and surging from $1.55 year-over-year. — A massive earnings beat and year-over-year growth signal strong operational execution and profitability.
+0.70Dell Technologies booked $24.4 billion in AI orders during the first quarter. — High order volume validates the urgency and scale of enterprise AI infrastructure deployment.
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Dell raised its total fiscal 2027 revenue guidance to between $165 billion and $169 billion, representing a 47% increase at the midpoint. — Upward guidance across the entire business suggests broad-based growth beyond just the AI segment.
Ticker attribution
Model heads
Company reported a significant beat on earnings and revenue, with strong AI infrastructure demand and a positive guidance raise.
Mentioned as a peer for performance comparison without specific fundamental news.
Mentioned primarily as a peer for performance comparison without specific fundamental news.
Mentioned as a peer for performance comparison without specific fundamental news.
[mutual] Hewlett Packard Enterprise is listed as a peer to Dell in the computer and technology sector.
[mutual] Super Micro Computer is listed as a peer to Dell, specifically in the context of AI infrastructure and server performance.
[mutual] The article identifies Apple as a peer to Dell Technologies.
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