Dell Technologies Surges to 33rd in Trading Volume with $15.81 Billion, AI Server Sales Drive Revenue Growth

On May 29, 2025, Dell Technologies (DELL) saw a trading volume of $15.81 billion, marking a 200.16% increase from the previous day and ranking 33rd in the day's stock market activity. However, the stock price fell by 0.12%, marking the second consecutive day of decline, with a total decrease of 0.32% over the past two days.
Dell Technologies reported fiscal first-quarter revenue that exceeded analysts' expectations, driven by a surge in artificial intelligence server sales. The company's revenue for the quarter reached $23.4 billion, a 5% year-over-year increase. This growth was largely attributed to a 16% jump in servers and networking revenue, which reached a record $6.3 billion. The strong demand for AI-optimized servers has been a significant driver of this growth, with AI server orders surpassing $12 billion for the quarter.
In February, Dell projected $15 billion in AI server sales for its fiscal 2026, up from $10 billion the previous year. This optimistic outlook was reinforced by the company's guidance for the current quarter, where it expects profit to be about $2.25 per share and sales to reach approximately $29 billion, both figures exceeding analysts' average estimates. The company's full-year profit outlook has also been raised, reflecting the unprecedented demand for AI systems.
During the earnings call, Dell's Vice Chairman and COO, Jeff Clarke, highlighted that revenue reached $23.4 billion, up 5%, driven by growth across all core markets. The Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) both saw an 8% increase. Earnings per share increased by 17% to $1.55, growing three times faster than the previous year. This strong performance is a testament to Dell's strategic focus on AI and its ability to capitalize on the growing demand for AI-optimized solutions.
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