# 戴爾股票在五月份上漲了101.44%。

*business · news · 2026-06-01 · Benzinga*

## Key points

- 戴爾的AI優化伺服器部門第一季營收年增757%。
- 戴爾第一季訂單達244億美元，並認列161億美元的AI伺服器營收。
- 戴爾在第一季財報後調升全年營收及每股盈餘指引。
- Susquehanna在財報後將戴爾評級上調至Positive，目標價調升至700美元。

Dell Stock Posts Huge May Dell stock was up 101.44% in the month of May, with shares now up over 80% from the time President Donald Trump told investors to go out and buy a Dell computer and praised the company and its founder Michael Dell. Just how good is the 101.4% gain for the month of May? Here's how that compares to other top technology names that are up significantly in 2026 and Nvidia, the world's largest company. Here are the May gains for several stocks: Dell was up significantly more than the other four names in the month of May, including being up 17.5 times more than Nvidia stock for the month. The strong May performance has also helped Dell stock become one of the top performing S&P 500 stocks in the second quarter, which includes April, May and June. Year-to-date, Dell stock still has some ground to make up, as it trails SanDisk for performance. Here are the year-to-date gains through the end of May: DELL: +229.4% NVDA: +11.8% MU: +207.8% SNDK: +515.8% AMD: +131.0% Dell ranks second among the five stocks for year-to-date gains through May and is currently outperforming Nvidia stock 19.4 times over. What's Next for Dell Stock? The month of June looks to be starting strong for Dell with shares hitting new all-time highs of $461.00 during the early morning trading session Monday. Dell's first quarter results saw revenue and earnings per share beat analyst estimates. Total revenue was up 88% year-over-year with the company's AI-optimized servers segment leading the way with a 757% year-over-year increase. The company said it booked $24.4 billion in AI orders and recognized $16.1 billion of AI server revenue in the quarter. For the fiscal year, the company sees AI server revenue hitting $60 billion. Dell raised its full-year revenue and earnings per share guidance after the quarter. Analysts have also been raising their price targets since the quarterly results. Several analyst price targets are now $500, with Susquehanna taking the price target to $700 with a ratings upgrade from Neutral to Positive as well. With high expectations from the company and from analysts, Dell stock could continue to trade higher in 2026 and outperform several peers. Image via Shutterstock

**Companies:** Dell, Nvidia, SanDisk, Micron, AMD
**Countries:** United States

[Read the full story on Benzinga](https://www.benzinga.com/trading-ideas/long-ideas/26/06/52909950/dell-stock-smokes-nvidia-with-17x-returns-and-blows-past-micron-sandisk-and-amd)

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