Dell Jumps 33% on Raised Forecasts, Extending a 184% Year-Long Rally

Dell Technologies (DELL.N) jumped 32.8% on May 28, 2026, after raising full-year profit and revenue guidance. Q1 fiscal 2027 revenue hit $14.6 billion, up 17% year over year. The rally capped a 184% trailing-twelve-month gain — outpacing AMD's ~150% YTD rise and Micron's 47% — fueled by AI infrastructure demand that drove record FY2026 revenue of $113.5 billion.