Ações da Dell disparam mais de 30% após resultados sólidos

29 de maio de 2026

A Dell Technologies reportou resultados robustos que impulsionaram suas ações em mais de 30%. A empresa elevou sua previsão de receita para o ano fiscal de 2027 em 27 bilhões de dólares e quase 5 dólares em lucro por ação. A receita de servidores de inteligência artificial saltou 757% em relação ao ano anterior.

Wall Street fechou em níveis recordes na sexta-feira após os resultados da Dell superarem as expectativas. Os números destacaram a mudança da empresa em direção aos servidores de IA e também elevaram as ações de fabricantes de chips e de softwares.

O que as pessoas estão dizendo

As reações iniciais no X destacam o entusiasmo com o desempenho surpreendente da Dell, particularmente o salto de 757% na receita de servidores de IA, levando a uma alta de mais de 30% nas ações e à revisão positiva das metas, com usuários observando uma demanda mais ampla por infraestrutura de IA além da Nvidia.

We don't think many people saw this coming...$DELL is up 30% today. One of the biggest single-day moves in the stock's history.

The earnings weren't just good.

They were ridiculous.

- Revenue: $43.8B vs $35.4B expected
- EPS: $4.86 vs $2.94 expected

Then it gets…

— 1000xSTOCKS (@1000xStocks) 29 de maio de 2026

We don't think many people saw this coming...$DELL is up 30% today. One of the biggest single-day moves in the stock's history.

The earnings weren't just good.

They were ridiculous.

- Revenue: $43.8B vs $35.4B expected
- EPS: $4.86 vs $2.94 expected

Then it gets…

— 1000xSTOCKS (@1000xStocks) 29 de maio de 2026

This is bigger than people think. 🚨$DELL did not just report strong earnings.
It showed the market that AI infrastructure demand is exploding.
AI-optimized server revenue was up 757% YoY.
That number tells you everything.
The AI trade is moving beyond $NVDA .
It is spreading… pic.twitter.com/NHkleGuC5W

— FX Team_Nasdaq|S&P500|US stock pick Trades (@DavidKWilliams) 29 de maio de 2026

$DELL just posted record earnings - $43.8B in revenue, up 88% YoY, and beat estimates by $8.4B.

AI server revenue hit $16.1B. Up 757% year over year. $24.4B in AI orders in a single quarter.

Here are 5 companies that are direct beneficiaries you should keep on your watchlist:… pic.twitter.com/XfVPL0a03f

— Jason Luongo (@JasonL_Capital) 29 de maio de 2026

Buckle up! $DELL earnings triggered a major market reaction. Why?

Key points:
- $43.8B in revenue, up +88% YoY
- AI-optimized servers orders jumped to +757% YoY
- Raised full-year guidance, now expecting $ 165-169B
- AI server revenue forecast for 2027 to 60B

Dell stock did… pic.twitter.com/nN4aWwEjLM

— Daily Investing Note (@investing_note) 29 de maio de 2026

Fontes

• https://seekingalpha.com/article/4910182-go-out-and-buy-a-dell-turns-out-the-man-had-a-point?source=feed_all_articles
• https://economictimes.indiatimes.com/markets/us-stocks/news/us-stocks-today-us-stocks-hits-new-closing-highs-on-tech-strength-middle-east-deal-hopes/articleshow/131398367.cms
• https://economictimes.indiatimes.com/markets/us-stocks/news/dell-shares-soar-more-than-30-on-strong-earnings/articleshow/131392356.cms