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AI Demand, Blowout Earnings Send Dell Shares Skyward

By: 
Lucas Downey
Trading charts on screens and Wall Street panel

Shares of Dell Technologies, Inc. (DELL) see big institutional buying.

DELL specializes in information technology infrastructure, workforce transformation, and technology connectivity solutions, with its AI servers being in heavy demand right now. In its first-quarter fiscal 2027 earnings report, Dell showed $43.8 billion in revenue (an 88% year-over-year gain), non-GAAP per-share earnings of $4.86 (a 214% gain from the prior year), and offered full-year revenue and EPS guidance of up to $169 billion and $17.90, respectively.

It’s no wonder DELL shares are up 152% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.

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Dell Attracts Big Money

Institutional volumes reveal plenty. In the last year, DELL has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in DELL shares. They reflect our proprietary inflow signal, pushing the stock higher:

Line and bar chart showing Dell Technologies, Inc. Class C stock price trends and capital flows from May 28, 2025, to May 28, 2026. The chart features a blue line representing stock price rising from around $125 to over $325, with green bars indicating inflows and occasional red bars for outflows, highlighting significant inflows in late May 2026.
Source: www.moneyflows.com

Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with Dell.

Dell Fundamental Analysis

Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, DELL has had strong sales and earnings growth:

  • 1-year sales growth rate (+19.1%)
  • 3-year EPS growth rate (+38.4%)

Source: FactSet

Also, EPS is estimated to ramp higher this year by +15.7%.

Now it makes sense why the stock has been generating Big Money interest. DELL has a track record of strong financial performance.

Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term.

Dell has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

It’s garnered two outlier inflow signals recently. The blue bars below show when DELL was a top pick on the Outlier 20 report in the last year… Big Money is buying:

Line chart showing Dell Technologies, Inc. Class C stock price trends from May 28, 2025, to May 28, 2026, with a steady increase from around $100 to over $325. Chart includes blue line for stock price, vertical teal line marking outlier inflows, and yellow dots for outlier outflows, highlighting significant price growth and volatility in late May 2026.
Source: www.moneyflows.com

Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.

Dell Price Prediction

The DELL action isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author holds no position in DELL at the time of publication.

If you are a Registered Investment Advisor (RIA) or are a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights.

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About the Author

Lucas Downeycontributor

Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.

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