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Dell's fiscal 2027 Q1 results significantly exceeded expectations and AI business grew rapidly

In the first quarter of fiscal 2027, Dell's revenue increased by 88% year-on-year, AI server revenue soared by 757%, AI orders hit a record, its full-year revenue guidance was significantly raised, and it won $9.7 billion in defense contracts, and its stock price soared after hours.

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    • 收盘|美股收盘普涨,戴尔涨超33%,维珍银河涨超36%

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    • 美股收盘|道指首破51000点;戴尔暴涨33%创历史收盘新高;SpaceX下调IPO估值

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    • Dell's stunning 30% stock rally is giving a big boost to shares of other server makers

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    • 受AI服务器需求激增与戴尔股价大涨推动,Michael Dell身家飙升至2430亿美元,正式反超Mark Zucker

      05-29
    • Dell's Stock Surges on Data Center Revenue and U.S. Department of Defense Contract

      05-29
    • 戴尔股价创两年来最大涨幅 AI服务器需求提振业绩展望

      05-29
    • Dell Shares Rocket on AI Growth, Deal With U.S. Military -- WSJ

      05-29
    • Space Stocks Plunged. AST SpaceMobile Down 20% Momentus Down 17%; Redwire Down 16%; Intuitive Machines Down 15%; Sidus Space Down 14%; Firefly Down 11%

      05-29
    • 异动解读 | Destiny Tech100 Inc盘中大跌8.29%,SpaceX概念退潮叠加巨额增发稀释引发持续回调

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    • 异动解读|Tema Space Innovators ETF盘中下跌8.27%,蓝色起源火箭爆炸引发太空板块重挫

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    • 戴尔业绩大涨,为什么传统服务器迎来意想不到的爆发?

      05-29
    • 异动解读|Destiny Tech100 Inc盘中下跌8.35%,SpaceX概念退潮叠加巨额增发稀释引发持续回调

      05-29
    • 异动解读 | AI服务器业务拓展预期升温,天弘科技盘中大涨6.98%

      05-29
    • 戴尔股价飙升30%,得益于人工智能服务器需求强劲及提价策略,本季度业绩表现亮眼

      05-29
    • Stock Track | AST SpaceMobile Plummets 17.30% Intraday Amid Blue Origin Rocket Explosion, SpaceX Valuation Cut, and Profit-Taking

      05-29
    • 异动解读 | AST SpaceMobile盘中暴跌17.3%,受SpaceX估值下调、蓝色起源火箭爆炸及获利了结拖累

      05-29
    • 异动解读 | 回声星通信盘中大跌5.94%,前期多重利空因素持续压制股价

      05-29
    • Dell Technologies Inc(DELL)股票5月29日开盘上涨31.97%:真相来了

      05-29
    • 美股异动 | 戴尔科技(DELL.US)飙升逾33% 2027财年第一财季业绩大超预期

      05-29
    • Movement Alert|Dell Technologies Surges 32.16% in Regular Trading, Q1 Revenue Up 88% Crushing Expectations as AI Server Revenue Skyrockets 757%

      05-29
    • 异动解读|戴尔盘中上涨32.16%,Q1营收暴增88%远超预期叠加AI服务器收入飙升757%

      05-29
    • 异动解读|Redwire Corp.盘中下跌10.39%,蓝色起源火箭爆炸叠加SpaceX IPO估值不及预期拖累太空板块

      05-29
    • 异动解读|超微电脑盘中上涨8.14%,戴尔业绩大超预期引发板块联动叠加欧洲AI订单催化

      05-29
    • US Opening Bell | Stocks edge higher; Dell Technologies jumps 31%; AI, chip shares rally

      05-29
    • 异动解读|美国网存盘中上涨23.1%,第四财季业绩大幅超预期叠加全年指引全面上调

      05-29
    • Movement Alert|AST SpaceMobile Falls 14.88% in Regular Trading, SpaceX IPO Valuation Cut Triggers Space Sector Selloff

      05-29
    • 美股开盘|标普小幅高开;戴尔暴涨逾30%、慧与科技涨超20%;服务器与存储芯片板块走强

      05-29
    • 戴尔股价开盘飙升33%,创下2024年以来最大单日涨幅。

      05-29
    • 异动解读|AST SpaceMobile盘中下跌14.88%,SpaceX下调IPO估值引发太空板块全线回落

      05-29
    • 美股科技与软件板块集体走强,$Dell Technologies Inc.(DELL)$飙升32.15%,$SUPER MICRO COMPUTER INC(SMCI)$涨9.20%

      05-29
    • 异动解读|慧与科技盘中上涨10.86%,戴尔财报大超预期引爆硬件板块联动

      05-29
    • 美股开盘三大股指小幅高开道指涨0.18%标普500指数涨0.09%纳指涨0.16%。戴尔(DELL.US)涨超30%第一

      05-29
    • 美股开盘 | 三大指数高开,戴尔暴涨32%,美国网存涨超23%

      05-29
    • 绩后暴涨40%!起底戴尔财报

      05-29
    • 美股盘前|戴尔绩后暴涨34%,美国网存涨超18%;太空概念股回落, ASTS跌超13%

      05-29
    • A Blue Origin rocket explosion and SpaceX valuation change hurt space stocks

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    • 热门话题-太空股近期大涨后走势停滞,蓝色起源火箭发生爆炸

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    • AST SpaceMobile Shares Slump 13%; Rocket Lab Slides over 5%. Blue Origin Rocket Blows Up Is Bad News for the Space Stocks Boom

      05-29
    • 【美股盘前】业绩“炸裂”,戴尔大涨38%;豪掷百亿美元加码量子计算,IBM涨5.7%;美国网存涨超16%;蓝色起源火箭在发射台爆炸,波及亚马逊卫星网络部署

      05-29
    • 盘前异动 | 美股太空股全线回落, ASTS跌超14%

      05-29
    • IPO前夕,SpaceX估值从2万亿美元下调至1.8万亿

      05-29
    • 大行评级丨花旗:戴尔首财季业绩远胜预期,维持“买入”评级,目标价290美元

      05-29
    • 戴尔盘前暴涨近40%Q1 AI服务器收入激增757%全年指引大幅上调带动慧与科技涨超23%超微电脑涨超10%惠普涨超5%

      05-29
    • Stock Track | Dell Technologies Soars 38.94% in Pre-Market on Blowout Q1 Earnings and Raised AI-Driven Forecasts

      05-29
    • 异动解读 | 戴尔盘前大涨38.94%,AI服务器收入暴增757%及业绩指引大幅上调引爆股价

      05-29
    • Dell Soars 40% After It Lifts Forecasts as AI Data Center Buildout Fuels Demand

      05-29
    • 在戴尔上调本财年利润和营收预期后AI服务器制造商相关股在盘前大涨惠普(HPQ.US)上涨23.5%超微电脑(SMCI.U

      05-29
    • 异动解读 | 黑莓盘前大涨5.58%,实体AI软件叙事与多重利好催化股价

      05-29
    • Movement Alert|Dell Technologies Surges 39.39% in Pre-Market Trading, Q1 Earnings Crush Expectations with AI Server Revenue Soaring 757%

      05-29
    • 异动解读|戴尔盘前上涨39.39%,Q1业绩全面碾压预期且AI服务器收入暴增757%

      05-29
    • 异动解读|超微电脑盘前上涨10.26%,戴尔暴涨近40%板块联动叠加欧洲AI订单催化

      05-29
    • 戴尔(DELL.US)美股盘前大涨近40%第一财季业绩远超预期。

      05-29
    • 异动解读|慧与科技盘前上涨23.42%,财报前夕投行密集上调目标价叠加硬件板块强势联动

      05-29
    • 戴尔美股盘前大涨逾39%,公司Q1营收增长88%,AI收入暴增757%,全年指引大幅上调。

      05-29
    • 瑞穗神预言、高盛大摩急跟投!戴尔引爆代理式AI硬件“绝对供不应求”时代

      05-29
    • 异动解读 | AI服务器收入暴增757%及业绩指引大幅上调,戴尔夜盘大涨42.16%

      05-29
    • Stock Track | Dell Technologies Soars 42% Post-Market on Blowout Earnings, AI Server Revenue Surge and Raised Guidance

      05-29
    • 戴尔炸了:超最乐观预期21%,华尔街要给它换一套估值框架

      05-29
    • 台湾股市:爆天量收涨2.5%创新高,因预期中东局势好转与戴尔超强财报激励

      05-29
    • 台湾股市:爆天量收涨2.5%创新高,因预期中东局势好转与戴尔超强财报激励

      05-29
    • 瑞穗神预言、高盛大摩急跟投!戴尔(DELL.US)引爆代理式AI硬件“绝对供不应求”时代

      05-29
    • “我们在赢”!戴尔电话会:业绩炸裂,但炸的不只是AI服务器,四大业务全赢麻了

      05-29
    • Dell Technologies Reports Explosive Q1 2027 Results, Driven by Broad-Based Strength Across All Four Core Businesses

      05-29
    • 戴尔业绩炸裂,联想集团飙升超30%再创历史新高

      05-29
    • 戴尔科技史诗级暴涨近40%,“中国版戴尔”——159131重仓股联想集团爆发!

      05-29
    • Dell Shatters Records with Explosive Q1 Growth, AI Server Revenue Soars 757%

      05-29
    • AI服务器概念集体高开 新亚电子一字涨停

      05-29
    • 戴尔盘后飙升近40%,第一财季业绩远超预期;Claude Opus 4.8上线:提升AI编程可靠性,减少无依据结论丨全球科技早参

      05-29
    • 戴尔科技美股夜盘暴涨39%公司财报大超预期带动慧与科技涨超21%超微电脑涨超10%惠普涨超3%。存储概念股美光科技夜盘涨

      05-29
    • 美股夜盘 | $戴尔(DELL)$夜盘飙升38.93%,获97亿美元国防大单+AI服务器收入暴增757%

      05-29
    • Stock Track | Hewlett Packard Enterprise Soars 18.82% in After-Hours on Analyst Upgrades, Dell's AI Results, and Earnings Anticipation

      05-29
    • 异动解读|慧与科技夜盘上涨19.73%,财报前夕投行密集上调目标价叠加硬件板块强势联动

      05-29
    • Movement Alert|Dell Technologies Overnight Rise 39.03%, Q1 Earnings Massively Beat Expectations with AI Server Revenue Surging 757%

      05-29
    • 异动解读 | 戴尔夜盘暴涨39.01%,AI服务器营收激增757%及获五角大楼97亿美元合同引爆股价

      05-29
    • Stock Track | Dell Technologies Soars 39% in Post-Market Trading on Blowout Earnings and AI-Driven Growth

      05-29
    • 异动解读|戴尔科技夜盘上涨39.03%,Q1业绩全面碾压预期AI服务器收入暴增757%

      05-29
    • 异动解读|超微电脑夜盘上涨8.96%,戴尔大涨39%板块联动效应叠加欧洲AI订单催化

      05-29
    • AI Powerhouse Dell Reports Record-Breaking Q1 Revenue and Profit Surge

      05-29
    • 快手可灵AI第一季度收入增长300% 年化收入运行率冲至5亿美元

      05-29
    • AI印钞机威力尽显!戴尔(DELL.US)Q1交出炸裂成绩单:营收创重返公开市场以来最强增速 净利暴增逾两倍

      05-29
    • AI印钞机威力尽显!戴尔(DELL.US)Q1交出炸裂成绩单:营收创重返公开市场以来最强增速 净利暴增逾两倍

      05-29
    • 戴尔科技集团:2027财年第一财季营收438 亿美元,同比增长 88%

      05-29
    • 美股三大指数创新高,戴尔盘后飙涨39%,芯片股普涨,ARM涨超10%

      05-29
    • 昨夜今晨|三大指数创新高,戴尔绩后暴涨,ARM涨超10%,英伟达结束连跌

      05-29
    • 戴尔绩后大涨!Q1营收增长88%,AI收入暴增757%,全年指引大幅上调

      05-29
    • 戴尔(DELL.US)盘后持续走高涨幅扩大至37%此前公布第一财季业绩远超预期。

      05-29
    • 戴尔科技一季度总体净营收438.4亿美元

      05-29
    • Dell Boosts AI Server Sales Forecast to $60 Billion for Current Fiscal Year

      05-29
    • 戴尔一季度AI服务器营收同比增长757% 股价盘后大涨超20%

      05-29
    • 戴尔COO:销售渠道增速超历史水平,公司信心十足,全年营收指引上调270亿美元

      05-29
    • 戴尔首席运营官:目前订单储备增速已超过历史水平,这也让我们有信心将本年度营收预期上调 270 亿美元。

      05-29
    • 戴尔COO:公司AI工厂客户数突破5000家,新云、主权云及企业客户全面增长

      05-29
    • 戴尔首席运营官: 公司 AI 工厂的客户数量已突破 5000 家,新兴云服务商、主权机构及企业客户均实现增长。

      05-29
    • 戴尔COO杰夫·克拉克:公司季度末AI积压订单达创纪录的513亿美元

      05-29
    • 戴尔(DELL.US)首席运营官杰夫·克拉克:公司在本季度结束时人工智能订单积压创纪录达到513亿美元。

      05-29
    • Dell stock soars toward another record high as the AI boom drives a big earnings beat

      05-29
    • 异动解读 | 戴尔盘后暴涨16.89%,财报远超预期、获五角大楼97亿美元合同及大幅上调业绩指引共同提振

      05-29
    • Q1销售额飙升88%,戴尔上调财年展望

      05-29
    • 戴尔上调业绩预期,因人工智能数据中心建设推动需求增长,股价飙升

      05-29
    • Dell lifts forecasts as AI data center buildout fuels demand, shares soar

      05-29
    • Dell Q1 FY27 diluted EPS jumps to $5.24; revenue rises 88% to $43.84 billion

      05-29
    • 戴尔将2027财年AI服务器营收预期从约500亿美元上调至约600亿美元。

      05-29
    • 异动解读|戴尔科技盘后上涨4.75%,Q1财报超预期叠加97亿美元国防合同及AI服务器大单提振

      05-29
    • 戴尔上调年度业绩预期,人工智能数据中心建设推动需求增长

      05-29
    • 戴尔预计本财年营收为 1650 亿至 1690 亿美元,此前预期为 1380 亿至 1420 亿美元。

      05-29
    • koolgalkoolgal
      ·05-30 07:37
      🌟🌟🌟At USD 440 $Dell Technologies Inc.(DELL)$ may look expensive but when you look closely it is fundamentally backed by strong earnings and order AI server backlog of a record USD 51.3 billion.  This means that Dell is physically incapable of building servers fast enough to satisfy enterprise demands, ensuring absolute pricing power through to 2027. Dell also won a huge USD 9.7 billion Pentagon defense contract that completely solidifies Dell's USD 440 valuation as a fundamental launchpad rather than a temporary short term peak. @Tiger_comments @TigerStars @Tiger_SG
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    • ShyonShyon
      ·05-29

      Dell’s Monster Earnings Reveal the Next Big Winner of the AI Boom

      $Dell Technologies Inc.(DELL)$  just delivered one of the most explosive earnings reports of this AI cycle, and the stock is now officially on my watchlist. The company crushed expectations across the board, with quarterly revenue surging 88% year-over-year to $43.8 billion and EPS reaching $4.86, far above Wall Street estimates. The market reaction was immediate — Dell shares skyrocketed nearly 40% after hours and have almost doubled within a week. What impressed me most is that this was not just a short-term beat, but a signal that Dell is becoming one of the biggest infrastructure beneficiaries of the global AI boom. The core driver behind this massive rally is clearly AI servers. Dell reported $24.4 billion
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      Dell’s Monster Earnings Reveal the Next Big Winner of the AI Boom
    • ShyonShyon
      ·05-29

      Dell’s Monster Earnings Reveal the Next Big Winner of the AI Boom

      $Dell Technologies Inc.(DELL)$  just delivered one of the most explosive earnings reports of this AI cycle, and the stock is now officially on my watchlist. The company crushed expectations across the board, with quarterly revenue surging 88% year-over-year to $43.8 billion and EPS reaching $4.86, far above Wall Street estimates. The market reaction was immediate — Dell shares skyrocketed nearly 40% after hours and have almost doubled within a week. What impressed me most is that this was not just a short-term beat, but a signal that Dell is becoming one of the biggest infrastructure beneficiaries of the global AI boom. The core driver behind this massive rally is clearly AI servers. Dell reported $24.4 billion
      看1.20K回复4
      点赞18
      编组 21备份 2Share
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      Dell’s Monster Earnings Reveal the Next Big Winner of the AI Boom
    • koolgalkoolgal
      ·05-30 07:37
      🌟🌟🌟At USD 440 $Dell Technologies Inc.(DELL)$ may look expensive but when you look closely it is fundamentally backed by strong earnings and order AI server backlog of a record USD 51.3 billion.  This means that Dell is physically incapable of building servers fast enough to satisfy enterprise demands, ensuring absolute pricing power through to 2027. Dell also won a huge USD 9.7 billion Pentagon defense contract that completely solidifies Dell's USD 440 valuation as a fundamental launchpad rather than a temporary short term peak. @Tiger_comments @TigerStars @Tiger_SG
      看19.24K回复17
      点赞97
      编组 21备份 2Share
      Report
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