Dell

DELL

Market cap $89.4B

Dell Technologies' record AI server orders and surging ISG revenue showcase how accelerating demand is fueling its fiscal 2026 growth momentum.

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Dell Technologies (DELL) shares jumped Wednesday after the PC maker hiked its outlook, pointing to a boost from AI-driven demand.

Dell Technologies Inc. is reiterated as a Buy with a $171 price target, driven by robust AI server demand and strong FY26 guidance. DELL's AI server business saw a 120% order increase, fueled by neoclouds, sovereign nations, and enterprises seeking localized AI infrastructure. Risks include margin pressure from AI servers and competition from vertically integrated rack-scale solutions by Nvidia and AMD.

Major U.S. equities indexes climbed Thursday afternoon ahead of the Thanksgiving holiday amid renewed optimism about a Federal Reserve rate cut next month. The Dow, S&P 500, and Nasdaq all rose close to 1%.

Dell Technologies' third-quarter fiscal 2026 results reflect strong AI-driven growth and an expanding backlog.

S&P 500 and Nasdaq hit two-week highs as rate-cut odds surge to 85%. Dell rallies on AI demand, Robinhood leads gainers.

Marley Kayden gauges analyst reaction to the latest quarterly figures from Dell Technologies (DELL). Shares jumped after the company shared stronger than expected guidance, particularly for its A.I.

CNBC's Kristina Partsinevelos reports on Dell as shares rise after the company forecast a stronger-than-expected fourth quarter, driven by increased AI sales.

Dell Technologies Inc. shares popped Tuesday on its raised annual outlook for its AI servers from $20B to $25B for the year. Shares rose as much as 5% in extended trading. We think DELL stock looks good in light of Q3 results against an already shaky AI backdrop, but we don't think this means the stock holds a favorable risk-reward in 1H26. We expect more gross margin pressure from Dell due to increased pricing competition, higher cost base, and a new trend of hyperscalers going straight to Taiwanese ODMs.