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DELL
NYSE Technology

Dell Q1 Revenue Hits $43.8B, J.P. Morgan Stays Overweight

Tom Rudovsky · Reported by Wiseek News
More coverage: Computer Hardware Stocks · Technology
Sentiment info
Positive
Importance info
7
Price
$459
Mkt Cap
$295.623B
52W Low
$110.22
52W High
$514
52W Position info
316% above low
Off High info
11% below high
Rel. Volume info
1.1× avg
Market data snapshot near publication time

DELL has more than doubled off its 52-week low of $110.22.

Summary

Dell reported Q1 revenue of $43.8B, up 88% year-over-year, driven by AI-optimized server demand. Infrastructure Solutions revenue exceeded $29B (+181%), with AI servers contributing $16.1B. J.P. Morgan maintained its Overweight rating and $565 price target, citing strong AI infrastructure demand and a projected 47% revenue rise. This follows the 10-Q filed June 9th, which already highlighted exceptional results; today's headline adds the analyst rating and specific segment figures. The company also repurchased $2.1B in shares during the quarter.

At the time of this announcement, DELL was trading at $459.00 on NYSE in the Technology sector, with a market capitalization of approximately $295.6B. The 52-week trading range was $110.22 to $514.00. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Wiseek News.


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DELL - Latest Insights

DELL
Sep 11, 2026, 6:12 PM EDT
Filing Type: SCHEDULE 13D/A
Importance Score:
7
Price at Filing: $567.25
Real-time Price: $567.00 info
Change: -$0.250 (-0.04%) info
Market Cap: $360.69B info
DELL
Sep 11, 2026, 12:53 PM EDT
Source: Benzinga
Importance Score:
7
Price at Filing: $559.60
Real-time Price: $567.00 info
Change: +$7.40 (+1%) info
Market Cap: $360.69B info
DELL
Sep 10, 2026, 4:39 PM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $509.30
Real-time Price: $567.00 info
Change: +$57.70 (+11%) info
Market Cap: $360.69B info
DELL
Sep 09, 2026, 6:23 PM EDT
Filing Type: FWP
Importance Score:
7
Price at Filing: $530.60
Real-time Price: $567.00 info
Change: +$36.40 (+7%) info
Market Cap: $360.69B info
DELL
Sep 09, 2026, 2:06 PM EDT
Source: CNBC TV18
Importance Score:
8
Price at Filing: $538.13
Real-time Price: $567.00 info
Change: +$28.87 (+5%) info
Market Cap: $360.69B info