 Below is an important message from one of our highly valued sponsors. Please read it carefully as they have some special information to share with you.
Dear Reader, Jeff Bezos is terrified. He will be down on his knees, hands out, begging Elon for mercy. Because Elon is about to do something that will: Cut Amazon out of the AI race ENTIRELY… Completely DESTROY Blue Origin… And take control of the potential $25 TRILLION DOLLAR PER YEAR AI INDUSTRY And in his wake, potentially create 1,806,000 NEW millionaires over the coming years… Starting September 25. And this is your chance to be one of them. Elon Musk is currently quietly planning the biggest project of his entire career. And a single FCC filing proves it, click here to see why. This is bigger than Tesla, SpaceX, and X combined. And I believe it will not only cement Elon as the winner of the AI race… It will allow Elon to control the entire industry. Something of this magnitude has never happened in the history of the human race. And it’s happening FAST. According to my timeline, you must act by September 25. I explain everything right here. >>>This is your free Millionaire Maker Masterclass… and it starts right now. Sincerely, James Altucher P.S. I am giving away a gift worth $1,000 to the first 1,000 people who watch and take action on my Masterclass offer today. No purchase necessary. ZERO credit card required. Just click here to watch my free video, and I’ll show you how to claim yours.
More Reading from MarketBeat Media One of Trump's Favorite Stocks Just Reported Blowout EarningsReported by Jessica Mitacek. Publication Date: 9/3/2026. 
Key Points- Dell Technologies shares have surged more than 490% since April 2025, with President Trump publicly endorsing the company and disclosing a personal stake.
- Dell's Q2 2027 earnings beat expectations significantly, posting record revenue of $46.97 billion and EPS of $7.04, driven partly by strong AI server demand.
- Multiple Wall Street analysts raised their price targets following the earnings report, and institutional investors have poured $92.48 billion into Dell over the past year.
- Special Report: Move Your Money Here Before September 30th
On multiple occasions this year, President Donald Trump has publicly shown his support for Dell Technologies (NYSE: DELL), telling Americans to “go out and buy a Dell computer” as recently as July 6. In doing so, he has shone a light on one of the best-performing stocks over the past year. Since reaching a multiyear low on April 4, 2025, in the wake of the market’s tariff tantrum, shares have gained more than 490%. Founder and CEO Michael Dell and his wife, Susan, are also vocal supporters of the president. They have personally pledged $6.25 billion to help fund Trump Accounts—the administration’s tax-advantaged investment plans for children under 18 that provide $1,000 in government funding for babies born between 2025 and 2028. But Trump isn’t just a fan of the stock. According to his 927-page financial disclosure, filed with the U.S. Office of Government Ethics on June 30, he is also a shareholder. That position has paid off for the president and investors broadly, with Dell’s blowout Q2 2027 earnings, reported after the market closed on Sept. 1, providing the latest evidence. Dell Reports a Big, Beautiful Q2 Earnings BlowoutThe 42-year-old company is perhaps best known for its laptop and desktop computers, which were popularized by a series of highly successful commercials in the early 2000s. However, as a multinational tech conglomerate, Dell also designs, manufactures and sells a broad range of IT products and services, including enterprise software, cloud infrastructure and managed financial solutions. Dell is also a government contractor. Trump’s stake, which reportedly grew to between $1 million and $5 million in February and March, preceded the company’s being awarded a five-year, $9.7 billion contract on May 28 to provide software consolidation and cloud services across the military, intelligence community and Coast Guard. Q2 2027 revenue came in at a record $46.97 billion, surpassing the consensus estimate of $44.89 billion and representing a 58% year-over-year (YOY) increase. But earnings per share (EPS) was the headline-grabber. An EPS of $7.04, up more than 200% YOY, easily surpassed analyst expectations of $4.91. The earnings beat marked the company’s 10th in the past 11 quarters. Additional highlights included: AI server revenue of $16.4 billion and a growing backlog of $95 billion Full-year guidance for AI server revenue of $74 billion Traditional server and networking revenue growth of 122% Storage growth of 26% YOY, with record demand for Dell IP $2.2 billion in cash flow from operations and a record $4.3 billion returned to shareholders through dividends and stock buybacks
As a result, Dell raised its full-year revenue guidance by $25 billion to a range of $192 billion to $202 billion and raised its EPS guidance to $25.50 at the midpoint. In his earnings call comments, COO Jeff Clarke said Dell’s broad portfolio, global reach and customer relationships are helping drive demand across compute, networking, storage and PCs as the company’s addressable market expands. Post-Earnings Price Target Hikes Reinforce Wall Street’s Bullish ViewAnalysts had largely anticipated the company’s strong Q2 2027 showing. On May 30, Wall Street Zen raised Dell from a Buy rating to a Strong Buy rating. On June 1, Goldman Sachs analysts boosted their price target on Dell from $230 to $500 while maintaining a Buy rating. More recently, Bank of America raised its price target on Dell from $505 to $600 on Aug. 31 while maintaining a Buy rating. Following Dell’s Sept. 1 earnings report, JPMorgan raised its target from $565 to $635 and maintained an Overweight rating, while UBS, TD Cowen and Morgan Stanley lifted their targets to $500, $500 and $499, respectively. Overall, Dell carries a Moderate Buy rating. Based on the 34 analysts covering the stock, its average 12-month price target suggests more than 11% additional upside from current prices. Institutional Buying Supports Analysts’ Bull ThesisIn addition to bullish price targets and strong ratings from Wall Street, institutional owners are supporting the investment case. Over the past year, 1,031 institutional buyers have injected $92.48 billion into Dell, easily surpassing the outflows from 602 sellers, which totaled just over $3 billion. Meanwhile, short interest has recently tapered off. Currently, just 3.7% of the float—or $6.89 billion worth of shares—is sold short, marking a notable improvement from the multiyear high of nearly $8 billion shorted on May 29. . |