Dell Technologies reported record Q2 revenues with a 160% increase in non-GAAP operating income and a 43% earnings per share surprise, driven by strong operational discipline and margin strength. AI server orders surged 988% year-over-year, with backlog up 712%, indicating demand far exceeds supply. Despite a 35% stock rally, Dell trades at a discount compared to peers, supported by raised guidance through 2027 and ongoing AI infrastructure growth, making it an attractive investment opportunity.
Dell Technologies trades at USD 562.42 on Pluang as of Oct 03, 2026 10:31 WIB, up 3.86% in one day. The stock shows a market cap of $344.45 billion and a dividend yield of 0.47%. Despite a 66% sell order activity, Dell remains a notable tech stock with a 52-week high of $588.67 and a typical hold time of 57 days on the platform.
The University of Texas Athletics, in partnership with Dell Technologies, Google Cloud, and SHI International, has launched Bevo Lab, a pioneering sports intelligence platform integrating AI, data analytics, and technology to enhance athlete performa...
Supermicro recently reported a record $60 billion order backlog and expects fiscal 2027 revenue between $65 billion and $72 billion, driven largely by AI data center demand. Despite this, its stock trades near 52-week lows at about 10 times forward e...
Super Micro Computer forecasted first-quarter revenue between $18.5 billion and $19.5 billion, significantly above its previous guidance of $14.5 billion to $15.5 billion, driven by strong demand for AI infrastructure. The company also expects improv...
Super Micro Computer reported preliminary revenue of at least $18.5 billion for Q1 FY2027, surpassing its own forecast due to strong AI server demand. This caused its shares to surge 12%, outperforming Dell and Hewlett Packard Enterprise, which also ...
Supermicro's stock fell nearly 24.5% in one week amid a selloff in AI hardware stocks, despite the company reporting a record $60 billion in new orders and guiding fiscal 2027 revenue to $65-$72 billion. The stock trades at a low forward P/E of 7, su...
