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.
Dell Technologies and Hewlett Packard Enterprise shares surged 4% and 8% respectively due to strong demand for AI servers, with Dell reporting a record $95 billion AI order backlog. Both companies face supply bottlenecks, especially in memory chips l...
Hewlett Packard Enterprise (HPE) surged past its 52-week high, driven by strong AI-related networking revenue growth and a $3.5 billion server deal. Despite this, HPE trades at a lower forward P/E compared to competitors like Dell and Arista, suggest...
Dell's AI server segment generated $16.4 billion last quarter, driving a 330% stock rise this year. The company reported a $95 billion backlog and raised its full-year revenue guidance to $192 billion. Despite strong demand and bullish analyst rating...
Hewlett Packard Enterprise (HPE) shares rose 5% following a $1.2 billion order from cloud provider Vultr for AMD Helios AI Rack systems, marking HPE's first win for this platform. The deal includes networking, liquid cooling, and services across Vult...
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 busines...
