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Dell's AI-Fueled Surge May Be Far From Over, Analysts Argue - Dell Technologies (NYSE:DELL)

Dell shares hit a 52-week high after blockbuster earnings. Wall Street says AI growth means the stock is still undervalued.

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Dell's AI-Fueled Surge May Be Far From Over, Analysts Argue - Dell Technologies (NYSE:DELL)

Dell beat on AI servers, traditional infrastructure, and PCs; analyst targets now reach $700, with 20%+ long-term EPS growth projected and multiple upgrades issued May 29. $3B+ quarterly FCF and stable margins validate Dell as a durable AI infrastructure vendor for enterprise capex decisions, countering margin-compression concerns.

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giovedì 28 maggio 2026·cnbc.com
Dell shares jump 19% after server maker reports fastest sales growth since return to public market in 2018
Dell has gone from being a sleepy legacy tech company to a high-growth AI story, assembling servers packed with graphics processing units.
giovedì 28 maggio 2026·channelnewsasia.com
Dell lifts forecasts as AI data center buildout fuels demand, shares soar
May 28 : Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are…

Dell's AI-Fueled Surge May Be Far From Over, Analysts Argue - Dell Technologies (NYSE:DELL)

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Dell's AI-Fueled Surge May Be Far From Over, Analysts Argue - Dell Technologies (NYSE:DELL)

Timeline cronologica

Dell shares jump 19% after server maker reports fastest sales growth since return to public market in 2018

Dell lifts forecasts as AI data center buildout fuels demand, shares soar

Dell stock skyrockets on AI demand: Can Dell become the next AI infrastructure giant as Wall Street rushes…

Dell stock surges to record high amid AI-driven earnings beat

Dell explodes 30% higher after its best earnings report since returning to the stock market in 2018

"Significantly Exceeding Expectations": Dell Erupts 40% After AI-Fueled Beat, Outlook Hike

Dell shares soar 30% as AI server demand, price hikes power stellar quarter

Dell raises annual forecasts as AI data center buildout fuels demand

Dell Technologies Smashes Q1 Estimates, Hikes Outlook On AI Boom

Dell Stock Jumps On Q1 Earnings Beat, AI Demand Shows 'No Signs Of Slowing' - Dell Technologies (NYSE:DEL

Dell explodes 30% higher after its best earnings report since returning to the stock market in 2018

AI server demand drives staggering revenue growth for Dell and its stock soars - SiliconANGLE

Dell stock surges to record high amid AI-driven earnings beat

Dell raises annual forecasts as AI data center buildout fuels demand - The Economic Times

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Dell rallies on Nvidia-powered AI server demand as it lifts its forecast

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Dell shares soar 30% as AI server demand, price hikes power stellar quarter

Dell shares soar 33% as AI server demand, price hikes power stellar quarter

Dell rallies about 40% on strong Nvidia‑powered AI server demand

Dell rallies about 40% on strong Nvidia‑powered AI server demand - The Economic Times

Dell Stock Hits 52-Week High - Here's Why - Dell Technologies (NYSE:DELL)

"Significantly Exceeding Expectations": Dell Erupts 40% After AI-Fueled Beat, Outlook Hike

Dell Q1 FY2027 earnings beat on AI server revenue surge