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benzinga.comSEP 22 min read$DELL

Jim Cramer Says 'WOW' as Dell Crushes Earnings; Patrick Moorhead Says the Company Is Doing 'Exactly What

Dell Technologies (NYSE:DELL) reported strong fiscal Q2 results, with revenue up 58% YoY to $46.97B and adjusted EPS of $7.04, beating estimates. The company raised its FY2027 revenue forecast to $192B and adjusted EPS outlook to $25.50. Analysts praised Dell's AI-driven growth, with record AI server orders of $60.9B. Shares rose 8.01% in after-hours trading.

Original reporting
benzinga.com
Published Sep 2, 2026, 3:18 AM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Sep 2, 2026, 7:34 AM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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Jim Cramer Says 'WOW' as Dell Crushes Earnings; Patrick Moorhead Says the Company Is Doing 'Exactly What — source image
Source · benzinga.com
Decision brief

The 30-second read

$DELLBullishHigh
01

Why it matters

The earnings beat and guidance raise suggest a bullish outlook for Dell and related AI hardware stocks.

02

Market read

Dell's strong performance may drive momentum in AI hardware and broader tech indices.

03

What to watch

Supply‑chain constraints and competition from Nvidia‑partnered OEMs could limit upside.

Relevance 8/10Novelty 8/10Timing: after‑hours trading

Background

Dell's fiscal Q2 earnings were released on Sep 2 2026, featuring a 58% YoY revenue rise and record AI server backlog.

Company-level read

Ticker impact

$DELLBullishHigh confidence
Context

Dell reported FY2026 Q2 results beating estimates and raised FY2027 revenue guidance to $192B, causing an 8% after‑hours price jump.

Expected impact

Expect continued buying pressure in the near term, especially on AI server exposure.

Evidence & confidence

Earnings beat, record AI server orders, and upgraded guidance are fresh, material data for a large cap.

Market effects

Sector

AI‑related hardware and server providers may see spillover buying.

Regional

U.S. tech sector gains from Dell's results could lift broader indices.

Global

Dell's AI server order surge reinforces global AI hardware demand.

Counterpoint

What could challenge this read

If AI demand softens, the raised guidance may be overly optimistic.

Key entities

  • company
    Dell Technologies Inc.

    Subject of the earnings report.

  • person
    Jim Cramer

    Commentator praising Dell's results.

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