Dell Technologies receives a Hold rating due to its impressive AI-driven growth and a $95 billion AI server backlog supporting strong revenue guidance, including a 70% year-on-year increase projected for FY27. The company benefits from operating leverage, an improved storage mix, and share buybacks that boost earnings per share, with margins expected to peak this year before normalizing. However, supply constraints, financing risks, and competitive pressures limit further upside, with a 10% price drop seen as a better entry point for investors.
Dell Technologies shares rose 3.84% to USD 485.20 on Pluang, showing resilience despite the cautious Hold rating and expectations of a price pullback. The stock trades well below its 52-week high of USD 588.67, with a market cap of $296.98 billion. These figures are as of Oct 27, 2026, 21:11 WIB.
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