How Dell Technologies Inc.’s (DELL) AI Server Guidance Reset Is Driving Its Earnings Estimate Momentum

Dell Technologies Inc. (NYSE:DELL) is one of the stocks with rising earnings estimates and fresh catalysts.

The stock has 19 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 17 upward revisions and none downward. The clean revision profile fits a company whose AI server business has moved from side story to main growth driver.

At the end of May, Reuters reported that Dell raised its annual revenue and profit forecasts amid stronger demand for AI-optimized servers. The company lifted its fiscal 2027 AI server revenue expectation to roughly $60 billion from a prior $50 billion view and raised adjusted EPS guidance to $17.90 from $12.90. Dell also reported first-quarter revenue of $43.84 billion, ahead of Wall Street expectations, with infrastructure solutions revenue up 181%. The catalyst is the scale-up of Nvidia-powered AI servers, supported by demand from cloud and enterprise customers. The estimate-revision angle is direct because guidance moved higher alongside a clear AI infrastructure demand reset.

Dell Technologies Inc. (NYSE:DELL) provides servers, storage, personal computers, software, and technology infrastructure products and services for enterprise, public-sector, and consumer customers.

While we acknowledge the risk and potential of DELL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than DELL and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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