Surpassing Micron and AMD! Dell's stock price skyrocketed 285% this year, with Super Micro's impressive financial report guiding a new glory

Dell Technologies ( DELL-US) has seen its stock price soar 285% this year, far surpassing the market's hotly debated artificial intelligence (AI) construction concept stocks. Mizuho trading department analyst Jordan Klein described its stock performance as "crazy," noting that Dell's price increase has exceeded "almost all large tech stocks."

Micron ( MU-US), which has been favored by investors, has risen 219% this year, while Super Micro Computer ( AMD-US) has seen a 126% increase, but both still lag behind Dell. Dell closed in the green again on Thursday, rising 2.1% to $494.51 per share.

Hong Kong personal computer and server manufacturer Lenovo Group ( 00992-HK) reported impressive financial results on Thursday, with adjusted profits soaring 176% and revenue growing 43%. The company attributed its strong growth to the continued increase in market demand for AI infrastructure.

The financial report showed that Lenovo's AI-related revenue, including AI-optimized servers and personal computers, grew 60% year-over-year last quarter and now accounts for 35% of the company's total revenue.

Before Lenovo's financial report was released, Super Micro Computer ( SMCI-US) also announced its financial results on Tuesday, providing a revenue outlook that exceeded Wall Street expectations. Investors were similarly optimistic about Super Micro's improved profitability, with an adjusted gross margin of 17.6% last quarter, more than double the original estimated range of 8.2% to 8.4%.

Klein from Mizuho stated that Super Micro's financial report is a "very important leading indicator" for Dell. Dell is scheduled to announce its financial results in September, and he expects AI and enterprise business to outperform market expectations, estimating a total revenue growth rate of 50-60%**.

After Super Micro announced its financial results after the market closed on Tuesday, its stock surged 19% on Wednesday, driving the overall semiconductor sector higher. New cloud service provider CoreWeave ( CRWV-US) and optical component manufacturer Lumentum Holdings ( LITE-US) also reported better-than-expected financial results on Tuesday, further boosting market optimism for AI investment concept stocks Both Super Micro Computer and CoreWeave pointed out that the backlog of unfulfilled orders continues to increase, reflecting strong customer demand for AI hardware.

Super Micro Computer stated last month during its preliminary financial report that the amount of new orders in the last quarter exceeded $60 billion, setting a historical high for the backlog of unfulfilled orders in the 2026 fiscal year