Susquehanna has reaffirmed its Positive rating on Dell Technologies and set a $700 price target, suggesting about 28% upside from current prices. The firm highlights growing demand for AI inferencing as a major growth driver for Dell's server business, expecting server revenue to double by fiscal 2027 and continue strong growth through 2029. Dell recently reported record revenue and earnings, driven by AI-optimized servers, with a strong backlog and raised guidance for fiscal 2027. This outlook supports continued investor confidence amid the expanding AI infrastructure market.
Dell Technologies holds a market cap of $345.52 billion and an enterprise value of $368.42 billion as of September 29, 2026, 22:21 WIB. The stock price on Pluang is USD 541.85, down slightly by 0.31% for the day, with a dividend yield of 0.46%. Investor interest remains strong with 84% of order activity on Pluang being buys, reflecting ongoing confidence in Dell's growth prospects amid the expanding AI infrastructure market.
Dell Technologies reported a near doubling of its AI backlog to $95 billion and trailing twelve-month AI orders exceeding $131.7 billion. The company raised its fiscal year 2027 revenue guidance to about $192 billion and increased its earnings per sh...
Shares of AI server hardware makers Super Micro Computer, Dell, and Hewlett Packard Enterprise fell sharply—5%, 5%, and 3% respectively—due to a market reversal driven by rising interest rate expectations and inflation concerns, not company-specific ...
Morgan Stanley increased the probability of its $756 bull-case scenario for Dell Technologies, driving Dell's stock up 7% to $573.03, well above the firm's $511 base-case target. The boost follows a meeting with Dell's COO, who highlighted potential ...
