Dell Technologies Joins S&P 100 Index Following Strong Three-Year Growth
Dell Technologies (DELL) is set to join the S&P 100 index on September 21, 2026, following a significant three-year rally in its stock price. The company's shares have surged approximately 700% over this period due largely to strong demand for AI infrastructure solutions such as servers and storage systems. Dell reported $47 billion in revenue during fiscal Q2 of 2027, with earnings per share more than tripling year-over-year. The Infrastructure Solutions Group saw a notable increase in revenue by 89%, driven primarily by record-breaking AI server orders totaling $60.9 billion and an impressive backlog of $95 billion. The inclusion into the S&P 100 index is expected to generate additional short-term demand for Dell stock as institutional investors adjust their portfolios accordingly. The company has raised its full-year revenue guidance, projecting a significant increase in AI server revenue and earnings per share.
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Topics: AI infrastructure Dell Technologies S&P 100 stock performance