45d agoThe Motley FoolBULLISH 73Product/PR
Why Dell Stock Climbed to a New All-Time High This Week
The AI boom is alive and well.
Archived explainer. For the current picture see today's DELL page.
Why Is DELL TECHNOLOGIES IN Class C (DELL) Stock Up Today?
By the Top Tier Newswire AI Desk · September 14, 2026 at 12:01 AM ET · reviewed against 13 wire stories
DELL TECHNOLOGIES IN Class C (DELL) is up +11.98% in the latest session. Our newswire has captured 13 stories on DELL across 7 sources in the last 36 hours, with AI sentiment reading bullish (avg 69/100).
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Dell Technologies (DELL) surged 11.98% to $567.29 in the latest session, driven by robust demand for AI infrastructure and strong revenue growth. The company is benefiting from a record $95 billion server backlog and rising orders for AI servers, which outpace production capacity. With the AI boom accelerating and Michael Dell’s personal wealth reaching $276.5 billion, the stock has climbed to a new 52-week high.
What Happened
Dell Technologies has seen a significant increase in orders for AI servers, with three months of orders surpassing total revenue. CEO Michael Dell highlighted that enterprises are in the early stages of AI adoption, signaling sustained demand. The company raised its guidance and reported a 49.0% year-to-date revenue increase. Analysts and investors are viewing the stock favorably, with RBC initiating an Outperform rating and a $640 price target. Jim Cramer also expressed a preference for Dell over Super Micro as AI server demand surges. The stock closed near its 52-week high, which is just $0.46 below its peak.
What The Data Shows
Dell’s stock has gained 26.9% over the last eight sessions, moving from $442.77 to $562.03. The stock’s fundamentals reflect strong performance, with a P/E of 33.1 and a net margin of 7.5%. Despite the rally, the company maintains an attractive valuation. Recent insider transactions show 48 sales totaling $685.5 million in the last 90 days, with no insider buys recorded. Congressional trades include purchases by Donald J. Trump and Alan Armstrong. Retail traders and analysts are increasingly bullish, citing the AI infrastructure boom and strong cash flow potential.
What To Watch
Dell Technologies is positioned to benefit from continued AI adoption and a growing backlog of server orders. Investors should monitor the company’s upcoming earnings report for further insights into demand trends and financial performance.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.
DELL by the numbers
Last: $567.29Session: +11.98%7 sessions: +18.42%Coverage: 13 stories / 7 sourcesAI sentiment: 69/100 (bullish)Mkt cap: $360.7BP/E: 33.152w: $110.22 to $567.75
The headlines behind the move
45d agoBeInCryptoBULLISH 63General
Nvidia Gets the AI Hype. Dell Gets the Billionaire Fortune
Michael Dell's net worth hits $276.5 billion, beating Bezos and Nvidia's Jensen Huang. His 40% stake explains why.
46d agoSeeking AlphaBULLISH 73Product/PR
Dell: Powerhouse AI Stock
Dell rides the AI server boom with record revenue, raised guidance, and attractive valuation despite a huge rally. Click for more on DELL stock.
46d agoThe Motley FoolBULLISH 73Product/PR
Dell Booked More AI Server Orders in 3 Months Than It Recorded in Total Revenue
Customers are ordering AI servers far faster than the company can build them -- and the cash is arriving slower still.
46d agoYahoo TopBULLISH 67Product/PR
Dell Technologies Sees AI Boom Building as $95B Server Backlog Signals Demand
Michael Dell, CEO and founder of Dell Technologies (NYSE:DELL), said enterprises are in the early stages of adopting artificial intelligence infrastructure, with companies increasingly viewing technology spending as a means of creating value rather than as a traditional IT budget expense. Speaking
46d agoMorningstarBULLISH 63Earnings
Why Dell and HPE were the S&P 500's top-performing stocks today
Oracle’s earnings provided an upbeat read for hardware suppliers — but the Fed’s interest-rate moves could dictate just how much they continue benefitting.
47d agoYahoo TopBULLISH 56Analyst
Jim Cramer Favors Dell (DELL) Over Super Micro (SMCI) as AI Server Demand Surges
During the September 8 episode of Mad Money, a caller asked for thoughts on Super Micro Computer, Inc. (NASDAQ:SMCI), noting a large backlog, gross profit improvement, and low valuation despite owning 200 shares. Jim Cramer replied: Okay, so SMCI, to me, has some irregularities that are related to accounting. I cannot recommend it. I see […]
47d agoQuartzBULLISH 73General
Here's How Much You'd Have If You Invested $1000 in Dell Technologies a Decade Ago - qz.com
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More on DELL: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier DELL move explainers: 2026-10-21 · 2026-10-16 · 2026-10-15 · 2026-10-14 · 2026-09-25 · 2026-09-16 · 2026-09-15 · 2026-09-14 · 2026-09-11 · 2026-09-04 · 2026-09-03 · 2026-09-02 · 2026-09-01 · 2026-08-31 · 2026-08-25 · 2026-08-19