Evercore ISI Boosts Dell Price Target to $500, Cites Diversifying AI Demand
Stronger AI server demand, NVIDIA integration, and enterprise focus drive optimism amid supply constraints.
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Trump’s Praise Triggers Second Dell Stock Rally in 2026
The president has also favorably mentioned Micron, Intel, AMD, Hewlett Packard Enterprise, and several other publicly traded companies since beginning his second term in the White House.
Dell and Super Micro Launch Nvidia Vera Rubin AI Servers, Sparking Fresh Market Buzz
Early shipments and bullish analyst targets signal strong 2026 growth.
AI Powers Dell to Fastest Growth Since 2018 — Q1 Revenue Up 88%, Guidance Raised
Dell crushed Q1 expectations with $43.8B revenue (+88% YoY) and $4.86 adjusted EPS. AI server revenue exploded 757% to $16.1B. Full-year guidance raised sharply — stock surges.
Dell Secures $9.7 Billion Microsoft Software Contract with U.S. Department of Defense
Dell has won a $9.7 billion five-year contract to deliver Microsoft 365, cloud, and enterprise software across the U.S. Department of Defense, Intelligence Community, and Coast Guard.
IREN Targets $4.4 Billion ARR with $1.6B Blackwell GPU Deal at Childress
IREN signs $1.6B Dell deal for AI hardware, boosting revenue target to $4.4B as it expands data centers by 2027.