# Dell's AI server sales exploded 757% — ride the momentum into Dell and partner Palantir

_AI-generated trading idea · LONG · DELL, PLTR_

> Canonical page: https://commonquant.ai/research/for-you/dell-s-ai-server-sales-exploded-757-ride-the-momentum-into-d--5b619d18-d938-4ffc-afef-20bd91408226

Dell just reported its best sales growth since 2018, driven by a staggering 757% jump in AI server revenue. The stock surged over 30% in a single day — its best ever — and analysts are scrambling to raise their price targets.

## Idea

Dell's earnings blowout isn't just a one-quarter story — AI server revenue grew 757% year-over-year, and the company raised its full-year outlook well above what Wall Street expected. When a company this size posts its fastest growth in nearly a decade and multiple analysts hike their targets the same day, the buying pressure often continues for weeks. Palantir, Dell's publicly named AI Factory partner, already jumped 10% on the news, confirming the market is rewarding the whole ecosystem — not just one stock.

## Key details

- Symbols: DELL, PLTR
- Timeframes: D
- Tags: \#earnings, \#ai\_infrastructure, \#momentum

## Community

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## News sources

- [Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally](https://finance.yahoo.com/markets/stocks/articles/palantir-soars-10-dell-earnings-150720310.html) — Yahoo Finance
- [Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars](https://www.cnbc.com/2026/05/29/dell-stock-earnings-ai-servers.html) — CNBC
- [Dell Stock Jumps 30% On Heady AI Data Center Sales](https://www.investors.com/news/technology/dell-stock-goes-vertical-on-heady-ai-data-center-sales/?src=A00220&yptr=yahoo) — Investor's Business Daily

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