Jim Cramer Calls Dell Most Important Stock, Up 240% This Year

Earnings Impact 4
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Summary · why it matters

Jim Cramer told his followers on X Wednesday morning that Dell is the most important stock today and that it must finish up big, hours after he called Dell's quarter one of the best he's ever seen. Dell Technologies has surged 240.76% year to date through September 1, while NVIDIA is up only 16.73%, driven by a record $95 billion AI server backlog and a 203% operating income growth. Dell's Q2 FY27 revenue came in at $46.97 billion, up 57.8% year over year, beating consensus by 5.69%, and adjusted EPS of $7.04 beat estimates by 43.69%. The company raised its full-year revenue outlook by $25 billion to $192 billion and lifted non-GAAP EPS guidance to $25.50. Cramer also noted that his charitable trust's cash position is above 15%, the highest in 25 years, while Dell trades at a P/E of roughly 23 versus NVIDIA's 44.

Impact on stocks 2

Artificial Intelligence▲ · 2 stocks
Dell Technologies Inc
DELL
▲ PositiveCapitalrelevance

Dell's Q2 revenue and EPS beat, raised guidance, and strong AI server backlog drive positive outlook.

Theme Impact 2

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