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Dell Technologies

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NVDAAMDNVDAHPESMCISMCIDELL
customer 2partner 1competitor 3

relationship list

  • HPEcompetitor0.90
  • NVDAcustomer0.90
  • SMCIcompetitor0.80
  • SMCIcompetitor0.80
  • NVDApartner0.80
  • AMDcustomer0.50

recent signals

2026-05-30·DELL·earnings surprise
priced inhighup

Dell Technologies reported its fastest revenue growth since 2018, with Q1 FY27 revenue surging 88% YoY to $43.84B,...

Dell Technologies reported its fastest revenue growth since 2018, with Q1 FY27 revenue surging 88% YoY to $43.84B, crushing the $35.43B consensus.

spilloverNVDAHPESMCIMSFTMETAAMZN
window 15devidence 10DELL $420.91 / 45d n/a
2026-05-29·DELL·earnings surprise
priced inhighup

Dell Technologies reported a blockbuster Q1 fiscal 2027 earnings on May 28, 2026, with revenue soaring 88%...

Dell Technologies reported a blockbuster Q1 fiscal 2027 earnings on May 28, 2026, with revenue soaring 88% year-over-year to $43.84 billion, far exceeding LSEG consensus of $35.43 billion.

spilloverNVDAHPESMCIAMDMSFTMETAAMZNORCL+2
window 15devidence 11DELL $420.91 / 45d n/a
2026-05-29·DELL·guidance change
priced inhighup

Dell Technologies reported Q1 FY2027 results on May 28, 2026, with revenue surging ~88% year-over-year to $43.84B,...

Dell Technologies reported Q1 FY2027 results on May 28, 2026, with revenue surging ~88% year-over-year to $43.84B, easily beating consensus of $35.43B.

spilloverNVDAHPESMCIMSFTAMZN
window 30devidence 9DELL $420.91 / 45d n/a
2026-05-28·DELL·government contract win
priced inhighup

Dell Technologies has secured a $9.7 billion five-year contract with the U.S.

Dell Technologies has secured a $9.7 billion five-year contract with the U.S.

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window 10devidence 2DELL $420.91 / 45d n/a
2026-05-27·DELL·design win
priced inmedup

Dell Technologies has secured a significant $1.6 billion deal with IREN (a data center provider) to supply...

Dell Technologies has secured a significant $1.6 billion deal with IREN (a data center provider) to supply Blackwell-based AI systems for expanding Texas data center capacity.

spilloverNVDAHPESMCI
window 45devidence 2DELL $420.91 / 45d n/a
2026-05-25·DELL·earnings surprise
priced inlowup

Dell's investor relations page was updated on May 25, 2026, showing strong FY26 financial results: revenue $113.5B...

Dell's investor relations page was updated on May 25, 2026, showing strong FY26 financial results: revenue $113.5B (+19% YoY), adjusted free cash flow $11.5B (+271% YoY), and non-GAAP diluted EPS $10.30 (+27% YoY).

spilloverNVDA
window 10devidence 2DELL $420.91 / 45d n/a
2026-05-22·DELL·earnings surprise
priced inhighup

Dell Technologies reported strong financial results for fiscal year 2026, with revenue of $113.5B (+19% YoY), non-GAAP...

Dell Technologies reported strong financial results for fiscal year 2026, with revenue of $113.5B (+19% YoY), non-GAAP diluted EPS of $10.30 (+27% YoY), and adjusted free cash flow of $11.5B (+271% YoY) according to its investor relations page source.

spilloverNVDA
window 10devidence 3DELL $420.91 / 45d n/a
2026-05-21·DELL·new product launch
priced inmedup

On May 20, 2026, Dell announced an expansion of its AI infrastructure stack, including new storage and server...

On May 20, 2026, Dell announced an expansion of its AI infrastructure stack, including new storage and server offerings, along with enhanced cyber resilience and automation capabilities (source).

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window 45devidence 2DELL $420.91 / 45d n/a