Dell Technologies (NYSE: DELL) Soars on Strong AI Server Demand and Record Earnings

• Dell Technologies (NYSE: DELL) reported an earnings per share (EPS) of $4.86, significantly exceeding analyst estimates of $2.96.
• The company posted robust revenue of $43.84 billion, surpassing expectations and marking a substantial increase from the previous year, driven by booming demand for artificial intelligence (AI).
• Orders for AI-optimized servers surged by 757% to $16.10 billion, leading to a 30% increase in Dell Technologies' stock price and an upward revision of its full-year sales forecast.

Dell Technologies (NYSE: DELL) is a major company in the computer technology industry. It is known for making and selling personal computers, servers, and data storage products. As a key partner to companies like NVIDIA (NASDAQ: NVDA), Dell Technologies plays an important role in supplying the hardware needed for the growing field of artificial intelligence.

On May 28, 2026, Dell Technologies announced its financial results. The company reported an earnings per share (EPS) of $4.86. This figure greatly surpassed the analyst consensus estimate of $2.96. As noted by Zacks, this also shows substantial growth from the $1.55 per share earned in the same quarter one year ago.

The company also posted strong revenue of $43.84 billion for the quarter. This result was significantly higher than the estimated $35.74 billion. This revenue figure represents a large increase from the $23.38 billion recorded in the same quarter of the previous year, beating analyst expectations by over 23%.

This impressive performance is driven by booming demand for artificial intelligence. The company saw a 757% increase in orders for its AI-optimized servers, which totaled $16.10 billion. This surge in AI-related business directly contributed to the record-breaking revenue and earnings reported by Dell Technologies.

Following the announcement, Dell Technologies' stock price increased by 30% in extended trading, as highlighted by Investopedia. Due to the high demand for its AI servers, Dell Technologies also raised its sales forecast for the full year. This indicates that the company expects this strong growth to continue.