Dell: Undervalued So Long As The AI Push Remains In Place [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 growth is underpinned by surging demand for AI-optimized servers and a robust backlog, but memory price spikes create margin headwinds. Sustainability of double-digit data center capex growth is the key risk, yet near-term demand from hyperscalers and enterprises remains strong. I see DELL undervalued below $165–$170, with mid-single-digit revenue and FCF growth over the long term. Thinglass/iStock Editorial via Getty Images Analysts and investors can rightly debate the real-world impact that AI is having on businesses in general, but there's little debate that the AI capex cycle has been transformative for Dell Technologies Inc. ( DELL ). Two and a half years This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of DELL, AVGO, LNVGY 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 Seekin
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DELL
News
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DELL
Earnings
- 11/25/25 - Beat
DELL
Sec Filings
- 12/11/25 - Form 4
- 12/9/25 - Form 144
- 12/9/25 - Form 10-Q
- DELL's page on the SEC website