DELL
Dell Technologies (NYSE: DELL) rose sharply after Bernstein raised its price target to $500 from $280...
Article Summary
BUY- Dell Technologies (NYSE: DELL) rose sharply after Bernstein raised its price target to $500 from $280 following stronger-than-expected fiscal first-quarter 2027 results and higher full-year outlook, citing strong demand for AI-focused servers across enterprise and cloud customers.
- Dell Technologies reported revenue of $43.8 billion, up 88% year-over-year, and adjusted earnings of $4.86 per share, exceeding expectations, driven by higher server volumes, pricing gains tied partly to memory costs, and increased customer demand linked to agentic AI workloads.
- Dell raised its fiscal 2027 adjusted earnings outlook to $17.90 per share from $12.90 and increased its revenue forecast to $165 billion to $169 billion, citing both AI-driven demand and traditional server demand.
- Bernstein maintained an Outperform rating, citing performance supported by growth in both AI servers and traditional products.
- Dell shares have climbed about 43% since the earnings release and are trading near record highs.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 38.9% | 25% | 85.0 ptsExcellent (38.9%) - Strong growth |
| EPS Growth Next 5Y ? | 35.4% | 25% | 90.0 ptsExcellent (35.4%) - Strong outlook |
| Target Price Upside ? | 3.0% | 20% | 20.0 ptsMinimal Upside (3.0%) - Target: $480.00 vs Current: $465.96 |
| Gross Margin % ? | 20.9% | 15% | 40.0 ptsModerate (20.9%) - Adequate margins |
| Drawdown from 52-Wk High ? | 8.6% | 15% | 20.0 ptsBarely a Dip (8.6%) - Near recent highs |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About DELL
- Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.
- The company operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) segments.
- The ISG segment provides modern and traditional storage solutions, including all-flash, purpose-built, hyper-converged infrastructure, software-defined storage, and general-purpose and AI-optimized servers.
- This segment also offers networking products and services comprising wide area network infrastructure, data center and edge networking switches, and cables and optics that help its business customers to transform and modernize their infrastructure and complementing its server and storage solutions; and software, peripherals, and services, including consulting and support, and deployment.
- The CSG segment provides notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, webcam and audio devices, and third-party software and peripherals; and configuration, and extended warranties services.
- The company is involved in originating, collecting, and servicing customer financing arrangements and offers payment and consumption solutions and services, such utility, subscription, as-a-service, leases, and loans, as well as fixed-term leases and loans.
- It serves enterprises, governmental agencies and other public institutions, educational institutions, healthcare organizations, small and medium-sized businesses, and consumers.
- The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in March 2013.
- Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.