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DELL after earnings: AI demand keeps accelerating

D
Sep 2, 2026 · 00:46

$DELL put up a pretty impressive quarter.

Revenue hit $47B, adjusted EPS came in at $7.04, and AI orders reached a record $60.9B. Dell also finished the quarter with a $95B AI backlog and raised its full-year revenue outlook to $192B.

The stock initially ripped to around $473 after hours before giving some of the move back.

Strong numbers... but after a move like this, I'm more interested in what the chart does next than chasing the earnings headline.

I put together my full earnings breakdown and the key levels I'm watching for tomorrow:

[**DELL Stock Spotlight**](https://daggertrading.com/dell-stock-spotlight-september-2026.html)

Curious to see whether buyers can keep the post earnings momentum going.


**UPDATE — September 2**

$DELL followed through in a big way today, reaching **$497.99**.

I updated the Spotlight with today’s price action and the key levels I’m watching next:

[**Updated DELL Stock Spotlight**](https://daggertrading.com/dell-stock-spotlight-september-2026.html)

That looks much better than suddenly showing the full URL at the bottom.