Dell Technologies Inc Ordinary Shares - Class C

DELL: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Dell Earnings: Huge AI Acceleration Fuels Historic Guidance Raise; Massively Bullish on AI Ecosystem

Eric Compton

May 29, 2026

Dell reported staggering fiscal 2027 first-quarter results that shattered both our expectations and management's previous outlook. Revenue grew 88% year over year, while non-GAAP earnings per share surged 214%, driven by a near-vertical ramp in AI infrastructure deployments.

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Dell Technologies Inc Ordinary Shares - Class C

Dell Earnings: Huge AI Acceleration Fuels Historic Guidance Raise; Massively Bullish on AI Ecosystem

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