How The Dell Technologies (DELL) Investment Story Is Shifting With AI Growth And Memory Risks
View original at finance.yahoo.comHow The Dell Technologies (DELL) Investment Story Is Shifting With AI Growth And Memory Risks Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide…
O que extraímos desta fonte
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Memory is a key pressure point with caution needed about assumptions for pricing, demand and margins during a once in a generation memory cycle
60% confidenceDell's engineering depth, ability to scale deployments and existing enterprise footprint across office and data center customers are key supports for its AI server role
60% confidenceDell received $34 billion in AI orders in the latest quarter
60% confidenceMemory headwinds could be front of mind for investors even when quarter to quarter results are strong
60% confidenceDell demonstrated exceptional beat and raise performance
60% confidenceDell's engineering depth, ability to scale deployments and existing enterprise footprint across office and data center customers are key supports for its AI server role
60% confidenceManagement's willingness to raise earnings guidance despite rising memory costs may change how investors think about downside risk
60% confidenceQ1 2026 revenue expected to be $34.7 billion to $35.7 billion with GAAP diluted EPS of $2.55 at midpoint
60% confidenceFiscal 2027 full year revenue expected to be $138.0 billion to $142.0 billion with GAAP diluted EPS of $11.52 at midpoint
60% confidenceDell showed exceptional beat and raise performance and impressive AI order levels
60% confidenceDell is well positioned into fiscal 2027
60% confidence
Data points we hold from this source
| Dell Technologies · fair value estimate | 168.61 USD |
| Dell Technologies · eps guidance | 11.52 USD |
| Dell Technologies · ai orders | 34 USD |