Dell

DELL

Market cap $98.1B

Dell's sales and profits are growing quickly. Investors have larger dividends headed their way.

The S&P 500 (^GSPC 0.43%) fell 0.43% to 6,878.88 today, on course to finish February down 1.43% -- its worst performance in 11 months. The Nasdaq Composite (^IXIC 0.92%) slid 0.92% to 22,668.21 and the Dow Jones Industrial Average (^DJI 1.05%) dropped 1.05% to 48,977.92 as inflation data and AI jitters punished tech and growth stocks.

Dell Technologies Inc. delivered robust Q4 results, with 39% revenue growth and a significant beat on top-line expectations. AI server demand and a surging ISG backlog ($43B, up ~950% YoY) underpin strong business momentum, despite margin pressure. Gross margin weakness and memory shortages present risks, but disciplined expense control and good EPS growth support the outlook.

Dell stock rocketed on Friday as investors reacted positively to the computer maker's monster beat-and-raise earnings report.

Dell Technologies tops Q4 estimates as AI server shipments surge, revenue jumps 39%, and shares spike nearly 12% on upbeat FY27 outlook.

Dell Technologies Inc. (NYSE:DELL) shares jumped over 21% on Friday after the company reported better-than-expected fourth-quarter financial results and issued FY27 guidance above estimates.

BofA Securities analyst Wamsi Mohan reiterated his bullish stance on Dell Technologies Inc (NYSE: DELL), citing stronger-than-expected guidance and momentum in AI servers as key drivers behind his higher price forecast.

Dell Technologies (DELL) is taking advantage of its "AI opportunity."

Yesterday we were watching whether Dell‘s (NYSE: DELL) AI server momentum could carry the headline numbers.

Dell stock soared as the company posted strong fourth-quarter earnings and bumped guidance. The company expects AI server revenue to double in 2027.