How Dell Technologies Inc.’s (DELL) AI Server Guidance Reset Is Driving Its Earnings Estimate Momentum
Yahoo Finance ·
How Dell Technologies Inc.’s (DELL) AI Server Guidance Reset Is Driving Its Earnings Estimate Momentum Habib Ur Rehman Fri, July 3, 2026 at 7:30 PM EDT 1 min read DELL NVDA Dell Technologies Inc. (NYSE: DELL ) is one of the stocks with rising earnings estimates and fresh catalysts . The stock has 19 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 17 upward revisions and none downward. The clean revision profile fits a company whose AI server business has moved from side story to main growth driver. At the end of May, Reuters reported that Dell raised its annual revenue and profit forecasts amid stronger demand for AI-optimized servers. The company lifted its fiscal 2027 AI server revenue expectation to roughly $60 billion from a prior $50 billion view and raised adjusted EPS guidance to $17.90 from $12.90. Dell also reported first-quarter revenue of $43.84 billion, ahead of Wall Street expectations, with infrastructure solutions revenue up 181%. The catalyst is the scale-up of Nvidia-powered AI servers, supported by demand from cloud and enterprise customers. The estimate-revision angle is direct because guidance moved higher alongside a clear AI infrastructure demand reset. Dell Technologies Inc. (NYSE:DELL) provides servers, storage, personal computers, software, and technology infrastructure products and services for enterprise, public-sector, and consumer customers. While we acknowledge the potential of DELL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock . READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years . Disclosure: None. Follow Insider Monkey on Google News .
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