$Dell Tech(DELL.US) +17% AH after significantly beating ests behind the strength of AI servers demand. 7.2% short interest.
1Q actuals:- Net revs $43.8B vs $35.5B est- AI servers rev $16.1B vs $13.1B est- Adj Gross margin 18.1% vs 17.3% est- Adj EPS $4.86 vs $2.99 est- Net revs +88% YoY, fastest since returning to public markets in 20182Q guidance:- Net revs $44B - $45B vs $35.1B est- Adj EPS $4.80 vs $2.98 estFY’27 guidance:- Net revs $165B - $169B vs $142B est- AI server rev $60B vs $51B est- Adj EPS $17.90 at midpoint vs $13.10 estConf call 430pm ETThe copyright of this article belongs to the original author/organization.
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