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 ratings, supply chain constraints, especially in memory chips, and a 47% drop in free cash flow present risks. The stock trades at a premium compared to peers, with a 10.66% upside target over 12 months, hinging on Dell converting its backlog into earnings efficiently.
As of Sep 30, 2026 23:14 WIB, Dell Technologies Inc (DELL) trades at USD 544.07 on Pluang, showing a modest 0.81% gain in one day. The stock's market cap stands at $343.08 billion, reflecting strong investor interest amid its notable AI server revenue growth and backlog. Pluang data also reveals a balanced order activity with 60% of investors buying and 40% selling, highlighting cautious optimism in the market.
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...
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 ...
