Quick Read – Dell Technologies (DELL) reported Q1 FY27 revenue of $43.84B, beating estimates by 22.58%, with AI-Optimized Server revenue exploding 757% to $16.13B and AI orders of $24.40B, pushing full-year FY27 guidance to $165B-$169B. – Dell is capturing massive AI…
frastructure share during the data center buildout cycle, with a $43B backlog at the end of FY26 and expanding ISG operating margins at 10.5%, positioning it as a key beneficiary of hyperscaler capital spending. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Dell Technologies wasn’t one of them. Get them here FREE
Dell Technologies (NYSE:DELL) just delivered one of the most explosive quarters in its history, and the stock has responded in kind. After a 153.81% year-to-date rally and an 88% revenue surge driven by AI servers, the question is whether the run has more room. Our 24/7 Wall St. price target for Dell is $360.47, implying 13.69% upside from $317.05, with a buy rating and high confidence.
An AI Server Quarter That Changed The Narrative Dell shares closed at $317.05 on May 28, up 25.42% in a week, 53.96% in a month, and 183% over one year. The catalyst is Q1 FY27: revenue of $43.84 billion beat estimates by 22.58%, non-GAAP EPS of $4.86 beat by 63.99%, and AI-Optimized Server revenue exploded 757% to $16.13 billion. Management booked $24.40 billion in AI orders during the quarter alone and raised full-year FY27 revenue guidance to $165 billion to $169 billion, with non-GAAP EPS guided to $17.90 at the midpoint.