Dell Near All-Time Highs on Record Revenue, AI Demand

DELL specializes in information technology infrastructure, workforce transformation, and technology connectivity solutions, with AI servers under heavy demand currently. In its first-quarter fiscal 2027 earnings report, Dell showed a record $43.8 billion in revenue (an 88% year-over-year gain), $16.1 billion in AI server revenue, non-GAAP per-share earnings of $4.86 (a 214% gain), and $2.1 billion returned to shareholders through repurchases and dividends. The company reports again on Sept. 3.

It’s no wonder DELL shares are up 281% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.

Institutions Flock to Dell

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:

DELL has experienced almost nothing but inflows from institutions, boosting shares over 245% in the last year. 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 +21.6%.

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:

Since the institutional outlier inflow signal on April 21, DELL shares have gained 126.3%. 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.

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