Dell Technologies Reports Record Growth in AI Infrastructure
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 29 2026
0mins
Source: Yahoo Finance
Dell Technologies' stock rose by 5.02% as it crossed above the 5-day SMA, reflecting strong investor interest.
The company reported a staggering 181% year-over-year revenue increase in its Infrastructure Solutions Group for Q1 FY2027, generating $29 billion. Additionally, Dell booked $24.4 billion in AI orders, leading to a record AI backlog of $51.3 billion, prompting management to raise its FY2027 AI server revenue guidance to $60 billion. This robust performance highlights Dell's strong position in the AI market and its ability to meet growing demand for AI infrastructure solutions.
With such impressive growth metrics and optimistic revenue guidance, Dell is well-positioned to attract further investment, reinforcing its status as a leader in the AI infrastructure space.
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Analyst Views on DELL
Wall Street analysts forecast DELL stock price to fall
15 Analyst Rating
11 Buy
3 Hold
1 Sell
Moderate Buy
Current: 411.800
Low
113.00
Averages
164.85
High
180.00
Current: 411.800
Low
113.00
Averages
164.85
High
180.00
About DELL
Dell Technologies Inc. is engaged in designing, developing, manufacturing, marketing, selling, and supporting a wide range of comprehensive and integrated solutions, products, and services. The Company operates through two segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). Its ISG segment enables the Company’s customer’s digital transformation with solutions that address artificial intelligence (AI), machine learning, data analytics, and multi cloud environments. Its comprehensive storage portfolio includes modern and traditional storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage. Its CSG segment offers branded personal computers (PCs) including notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, and webcam and audio devices, as well as third-party software and peripherals.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Donor Support: The analyst noted that nearly a third of the total inflow will come from commitments by donors associated with the accounts, including business moguls like the Dell family, Ray Dalio, and Brad Gerstner, indicating strong support from high-net-worth individuals.
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- Account Features: The new accounts are available for all children aged 18 and under, including a one-time $1,000 pilot program contribution from the U.S. Treasury for babies born between 2025 and 2028, aimed at providing initial investment capital for families.
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See More
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See More
