Dell Technologies (NYSE: DELL) has become one of Wall Street's biggest AI success stories, with the stock soaring more than 217% over the past six months as demand for AI infrastructure continues to accelerate.

The company delivered a record fiscal 2026, reporting $113.5 billion in revenue, $11.2 billion in operating cash flow, and $11.5 billion in adjusted free cash flow.

its strongest cash generation on record.

Dell's AI business has become a major growth engine. The company booked more than $64 billion in AI server orders, shipped over $25 billion worth of AI systems during the year, and entered fiscal 2027 with a record $43 billion AI backlog, providing strong visibility into future revenue.

Management expects AI server revenue to reach approximately $50 billion in fiscal 2027.

Despite the massive rally, Dell still trades at a valuation that many investors consider reasonable for a high-growth AI infrastructure company, with a forward P/E in the low 20s well below many of the market's leading AI names.

The combination of strong earnings growth, robust free cash flow, and expanding AI demand has helped keep Wall Street optimistic about the stock's long-term outlook.

With record profitability, billions in free cash flow, and one of the largest AI infrastructure backlogs in the industry, Dell has transformed itself from a traditional PC maker into a leading player in the global AI buildout.

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🚨 DELL TECHNOLOGIES' AI BOOM FUELS RECORD GROWTH AS SHARES SURGE 217% IN SIX MONTHS 🚨