Dell: Impressive Growth Proposition [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
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Source: Seeking Alpha
Dell's Infrastructure Solutions Group posted 73% Y/Y growth, with AI server revenues soaring 342% Y/Y to $8.95B and orders up 177% sequentially. Guidance for FY 2027 targets $140B in revenue (+23% Y/Y growth) and doubling of AI server revenues to $50B, underscoring robust secular tailwinds. I maintain a Strong Buy rating for DELL, citing explosive growth, strong free cash flow, and a compelling 10.2X forward P/E despite recent price appreciation. imaginima/iStock via Getty Images Shares of Dell Technologies Inc. ( DELL ) soared 22% on Friday after the server maker reported better-than-expected earnings for its fourth quarter of FY 2026 amid strong product uptake in the AI-optimized server segment. Dell This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of DELL, SMCI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation f
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DELL
News
- Jim Cramer Highlights Dell Technologies' Success [Yahoo! Finance]Yahoo! Finance
- Analysts Mixed on Dell Technologies (DELL) Amid Rising Memory Costs [Yahoo! Finance]Yahoo! Finance
- Here is What to Know Beyond Why Dell Technologies Inc. (DELL) is a Trending Stock [Yahoo! Finance]Yahoo! Finance
- Unqork Appoints Jeremy Burton to its Board of Directors [Yahoo! Finance]Yahoo! Finance
- JPMorgan resets price target on this AI dividend stock [Yahoo! Finance]Yahoo! Finance
DELL
Earnings
- 2/26/26 - Beat
DELL
Sec Filings
- 3/4/26 - Form 4
- 3/4/26 - Form 4
- 3/4/26 - Form 4
- DELL's page on the SEC website