Dell Technologies has become a key supplier in the global AI rollout, with its Infrastructure Solutions Group (ISG) revenue surging 89% year-over-year to $31.8 billion due to strong AI server demand. The Client Solutions Group (CSG) also saw its best commercial growth in over four years. In fiscal Q2 2027, Dell reported record revenue of $47.0 billion and adjusted EPS of $7.04, prompting management to raise full-year guidance to $192 billion in revenue and $25.50 EPS. Despite a 345% rally this year, the stock remains attractively valued under 22 times earnings with a $95 billion backlog and a medium-term price target of $700, though risks remain that could impact future momentum.
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...
Super Micro Computer unexpectedly reported stronger-than-expected revenue and profitability for its latest quarter, driven by robust demand for its artificial intelligence servers. This surprise update indicates that AI is significantly accelerating ...
