Shares of Dell Technologies (DELL +21.93%) popped on Friday after the tech giant highlighted the soaring growth of its artificial intelligence (AI)-focused businesses.By the close of trading, Dell's stock price was up more than 21%. AI-powered gainsDell's revenue rose 39% year over year to $33.4 billion in its fiscal 2026 fourth quarter, which ended on Jan. 30. The personal computer (PC) maker is enjoying booming demand for its AI infrastructure. Sales of Dell's AI-optimized servers soared 342% to $9 billio ...

Core Insights - Dell Technologies shares increased over 15% intra-day following the release of fourth-quarter earnings that exceeded expectations, driven by rising demand for AI infrastructure [1] - The company reported adjusted earnings per share of $3.89, surpassing the consensus estimate of $3.52, and revenue rose 39% year over year to $33.4 billion, exceeding market expectations of $31.41 billion [1] Group 1: Revenue and Earnings Performance - Growth was primarily driven by the Infrastructure Solutions Group, where AI-optimized server revenue surged 342% to $9.0 billion [2] - Dell disclosed a record AI server backlog of $43 billion, indicating sustained demand for high-performance computing systems [2] Group 2: Future Projections - For the current year, the company anticipates AI server revenue to increase by 103% to approximately $50 billion [2] - Dell forecasts fiscal 2027 revenue between $138 billion and $142 billion, significantly above the consensus estimate of $124.9 billion [3] - Projected annual earnings per share are $12.90, compared to analyst expectations of $11.49 [3] Group 3: Shareholder Returns - The company announced a 20% increase in its cash dividend and authorized a $10 billion expansion of its share repurchase program [3]

Back in January, I stated that Dell Technologies Inc. ( DELL ) stock was approaching bargain territory. With AI server demand being robust, their backlog growing in a strong manner, and a valuation that was wellI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & ...

Back in January, I stated that Dell Technologies Inc. ( DELL ) stock was approaching bargain territory. With AI server demand being robust, their backlog growing in a strong manner, and a valuation that was wellI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & ...

It has been almost two years since I last wrote about the Swiss watch company, The Swatch Group AG ( OTCPK:SWGAY ) ( OTCPK:SWGAF ), of brands like Longines and Tissot. At that time, IManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Green Growth Giants, takes the theme a step furthe ...

Core Insights - Dell Technologies (DELL) reported non-GAAP earnings of $3.89 per share for Q4 fiscal 2026, exceeding the Zacks Consensus Estimate by 9.92% and reflecting a 45% year-over-year increase [1] - Revenues rose 39% year over year to $33.4 billion, surpassing the consensus mark by 4.61%, primarily driven by record AI server shipments [1] - Following the results announcement, DELL shares increased by 11.98% in pre-market trading [1] Revenue Breakdown - Product revenues increased by 53% year over year to $27.6 billion, beating the Zacks Consensus Estimate by 10.41% [2] - Services revenues decreased by 2% year over year to $5.76 billion, missing the Zacks Consensus Estimate by 11.88% [2] - Infrastructure Solutions Group (ISG) revenues surged 73% year over year to $19.60 billion, marking eight consecutive quarters of double-digit growth [2] AI Server Performance - Servers and networking revenues reached $5.85 billion, growing 27% year over year, driven by strong demand for both AI and traditional servers [3] - AI-optimized server revenue skyrocketed by 342% year over year to $9 billion [3] - In Q4, Dell Technologies saw an increase of $34.1 billion in AI-optimized server orders, totaling over $64 billion in AI orders for fiscal 2026, with $25.2 billion in shipments [4][5] Financial Metrics - Non-GAAP gross profit for Q4 increased by 18% year over year to $6.84 billion, with a gross margin contraction of 380 basis points to 20.5% [7] - Operating expenses rose by 5% year over year to $3.30 billion, with operating expenses as a percentage of revenues contracting by 320 basis points to 9.9% [8] - Non-GAAP operating income was $3.53 million, up 32% year over year, with an operating margin contraction of 60 basis points to 10.6% [9] Cash Flow and Capital Return - As of January 30, 2026, DELL had $11.52 billion in cash and cash equivalents, up from $9.56 billion as of October 31, 2025 [10] - The company generated cash flow from operations of $4.67 billion, with adjusted free cash flow of $5.08 billion in Q4 [10] - Dell Technologies returned $2.2 billion of capital to shareholders in Q4 [11] Guidance for Future Performance - For Q1 fiscal 2027, revenues are expected to be between $34.7 billion and $35.7 billion, suggesting 51% year-over-year growth [12] - Non-GAAP earnings are anticipated to be $2.90 per share, indicating 87% growth year over year [13] - For fiscal 2027, revenues are projected to be between $138 billion and $142 billion, reflecting 23% year-over-year growth, with AI server shipments expected to reach approximately $50 billion, up 103% year over year [13]

U.S. stocks traded lower midway through trading, with the Nasdaq Composite falling more than 1% on Friday.The Dow traded down 1.40% to 48,807.06 while the NASDAQ dipped 1.09% to 22,628.28. The S&P 500 also fell, dropping, 0.74% to 6,858.05.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsConsumer staples shares gained by 1.3% on Friday.In trading on Friday, financial stocks fell by 2.6%.Top HeadlineDell Technologies Inc. (NYSE:DELL) shares jump ...

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.EPS Growth Outlook Surprises To The UpsideMohan maintained a Buy rating on Dell and raised the price forecast from $135 to $155.The analyst noted that Dell guided fiscal 2027 EPS growth of about 25%, exceeding expectations for a cut to the previously communicated 15% growth target.He noted th ...

Core Insights - Dell Technologies is capitalizing on its "AI opportunity," with shares rising 20% following strong fiscal 2026 fourth-quarter results that exceeded analyst expectations [1][5] Financial Performance - The company reported adjusted earnings of $3.89 per share and revenue of $33.38 billion, reflecting a 39% year-over-year increase, surpassing analyst expectations of $3.53 per share and $31.72 billion in revenue [2] AI Infrastructure and Growth Outlook - Dell's results indicate a significant increase in corporate spending on AI infrastructure, translating into heightened demand for hardware. The fiscal 2027 outlook is notably above Wall Street expectations, suggesting that AI is becoming a sustainable growth driver [3] - The company projected revenue, AI-optimized servers revenue, and adjusted EPS for fiscal 2027 that exceeded consensus expectations [3] Strategic Initiatives - The COO and vice chairman highlighted that Dell secured over $64 billion in AI-optimized server orders and shipped more than $25 billion throughout the year, entering FY27 with a record backlog of $43 billion, demonstrating strong engineering leadership and differentiated AI solutions [4] - Alongside its financial results, Dell announced a $10 billion increase to its buyback plan and a 20% increase in dividends [4][5]

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