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tz-plus logo Dell Surprises with AI Power! Record Quarter, Mega Backlog, and Bullish Outlook!

A. Wimbauer
Reading Time: 4 minutes

Dell (DELL) has impressively demonstrated with its latest quarterly figures how much the company benefits from the global AI investment boom and the ongoing Windows 11 update cycle. Despite a minimal revenue miss, the company impressed with record profits, a booming AI server business, and a significantly raised outlook. This was enough to drive the stock up by over 3% in after-hours trading. Record Quarter with Revenue Miss – but Clear Earnings Surprise In the third quarter of fiscal year 2026, Dell achieved record revenue of $27.0 billion,...

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