Zacks Investment Research
29 May 2026, 21:36 UTC · 2h ago
Source · https://www.zacks.com/commentary/2929436/dell-technologies-crushes-earnings-ai-buildout-remains-robust?cid=CS-STOCKNEWSAPI-FT-investment_ideas-2929436
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Dell Technologies reported 760% YoY growth in AI-optimized server sales and raised FY27 sales guidance to imply 50% YoY growth. — Significant acceleration in AI infrastructure revenue and a raised outlook provide a strong bullish signal for the company and the broader AI buildout.
+0.80SanDisk is forecasting current FY26 sales growth of 120% and earnings growth of nearly 2100% due to surging NAND storage demand for AI data centers. — Extreme projected earnings and sales growth driven by structural AI demand suggests high upside for the stock.
+0.70Dell Technologies exceeded Zacks Consensus EPS estimates by nearly 60% and reported a 23% sales surprise in its recent earnings print. — A massive earnings beat confirms strong operational performance and validates the current AI-driven valuation.
+0.50Ticker attribution
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Model heads
The company reported record-breaking earnings, massive AI server growth, and raised its sales guidance.
Recognized for a critical role in AI infrastructure with a Zacks Rank #1 and projected outsized earnings growth.
Identified as one of the top-performing S&P 500 stocks of 2026 and a world leader in memory solutions.
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