Dell's Shift Is Bigger Than The Rally Suggests [Seeking Alpha]
Dell Technologies Inc. Class C (DELL)
Last dell technologies inc. class c earnings: 2/27 04:25 pm
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US:NASDAQ Investor Relations:
investors.delltechnologies.com/investor-overview
Company Research
Source: Seeking Alpha
FY2027 guidance implies ~$140 billion revenue and $50 billion AI servers, with growth largely backed by committed customer demand. ISG margins reached 14.8%, while higher-margin storage, networking, and services are expected to improve the overall profitability mix. Despite a sharp re-rating, DELL trades at 13-15x forward earnings with ~20%+ growth, offering market-level multiples and built-in downside protection. adventtr/iStock via Getty Images Dell Technologies ( DELL ) continues to be an attractive buy for me despite the strong bull run because the story has evolved so much that the market has yet to catch up with the change. This This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of DELL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with
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DELL
News
- Dell Price Prediction: Double-Digit Gains Still Possible [Yahoo! Finance]Yahoo! Finance
- Bank of America Highlights Growing AI Infrastructure Spend for Dell Technologies (DELL) [Yahoo! Finance]Yahoo! Finance
- Dell Technologies (DELL) had its price target raised by Bank of America Corporation from $205.00 to $246.00.MarketBeat
- Dell Technologies (DELL) had its price target raised by Morgan Stanley from $101.00 to $110.00. They now have an "underweight" rating on the stock.MarketBeat
- How The Himadri Speciality Chemical (BSE:500184) Narrative Is Evolving With AI Supply Chain Hopes [Yahoo! Finance]Yahoo! Finance
DELL
Earnings
- 2/26/26 - Beat
DELL
Sec Filings
- 4/29/26 - Form SCHEDULE
- 4/20/26 - Form 8-K
- 4/17/26 - Form 4
- DELL's page on the SEC website