Dell's AI server sales just went vertical — buy the pullback on the hottest data-center stock
Dell just reported that its AI server revenue grew 757% compared to last year, sending the stock up over 30% in a single day — its best day ever. Analysts are scrambling to raise their price targets, and partner companies like Palantir are riding the coattails.
Idea
Dell's AI server revenue didn't just beat expectations — it grew 757% year-over-year, which is the kind of number that changes how analysts model the entire business. Multiple firms raised their price targets immediately after the report. When a stock jumps 30% in one day on fundamentals this strong (not just hype), institutional buyers often keep accumulating over the following weeks as they build positions. Palantir, which partners directly with Dell on AI factory deployments, also jumped 10% on the news, so there's a basket effect at play here. The key risk is buying after a huge move — a pullback of 5–10% would be a healthier entry point.
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News sources
- Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally — Yahoo Finance
- Dell shocks Wall Street with booming AI server sales. Where analysts see it headed next — CNBC
- Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars — CNBC