Dell $DELL Technologies DELL helps organizations and individuals build their digital futures, providing customers with a broad and innovative technology and services portfolio for the AI era. The stock sports the highly coveted Zacks Rank #1 (Strong Buy), with EPS revisions remaining bullish across the board.
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DELL Crushes Earnings
Dell Technologies recently crushed earnings, exceeding the Zacks Consensus EPS estimate by nearly 60% and posting a sizable 23% sales surprise. Sales grew by a double-digit 88% YoY, whereas earnings climbed an even more impressive 214%. Shares have surged on the results, up a staggering 230% in 2026 alone and widely outperforming.
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It was a record-breaking release for Dell, posting company highs across several key areas related to the AI frenzy, including AI-optimized servers, which saw an incredible 760% YoY growth rate. The favorable momentum led the company to raise its FY27 sales guidance, with the new midpoint implying 50% YoY growth over FY26. The new annual guidance reflects a clear acceleration relative to last year, when DELL’s sales grew by 20% YoY.
Unsurprisingly, analysts have also upwardly adjusted their sales expectations for DELL’s current and next fiscal years following the release, helping further underpin just how strong the demand picture has become for the company. In fact, DELL stated that the AI opportunity shows no signs of slowing.
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Bottom Line
Investors can implement a stellar strategy to find expected winners by taking advantage of the Zacks Rank – one of the most powerful market tools that provides a massive edge.
Only a small percentage of stocks receive the highly coveted Zacks Rank #1 (Strong Buy). These stocks should outperform the market more than any other rank.
Dell Technologies DELL would be an excellent stock for investors to consider, as displayed by its Zack Rank #1 (Strong Buy).
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