Dell Technologies' AI-optimized server business is rapidly expanding, contributing to a 306% stock rally this year. The company reported strong revenue growth and raised its full-year guidance, driven by a record $95 billion AI backlog and $60.9 billion in AI orders last quarter. However, concerns remain due to a 47.2% drop in free cash flow and negative shareholders' equity, alongside supply shortages of key components. Analysts remain bullish with a $568.76 price target, but risks include cash flow challenges and component supply issues that could impact future growth.
As of Oct 29, 2026 20:22 WIB, Dell Technologies shares trade at USD 482.51 on Pluang, down 2.27% for the day. The stock sees strong investor interest with 87% of Pluang order activity on the buy side and a market cap of $313.96 billion. Despite the recent pullback, Dell remains a major player in the technology sector with an enterprise value of $336.85 billion.
Supermicro's revenue nearly doubled amid the AI hype cycle, yet its stock trades 80% below all-time highs, reflecting market skepticism. The company reported a $60 billion order backlog, mostly AI-related, and expects fiscal 2027 revenue between $65 ...
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 leve...
