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Posted inCompanies, Daily Analysis, Earnings Watch, Markets, Sector -- Technology, Weekend Analysis

Has Dell Earned Its 180% Rally — or Is the Valuation Getting Ahead of the Story?

Dell Technologies posted record Q1 FY2027 revenue of $43.8 billion, up 88% year over year, with diluted EPS of $5.24 beating consensus by 64%, triggering a 33% single-session gain on May 29 — the stock’s best day on record. AI-optimized server revenue reached $16.1 billion in the

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