Dell Technologies is set to report its fiscal Q2 2027 earnings on September 1, with analysts forecasting earnings per share around $4.88 to $4.95, more than double last year's $2.32, and revenue between $44.2 billion and $45.3 billion, up about 50%. This optimism follows a strong Q1 with $43.84 billion revenue and $4.86 EPS, driven by AI server sales hitting $16.1 billion and a record backlog of $51.3 billion. Dell raised its full-year 2027 revenue outlook to $165 billion-$169 billion, with AI-optimized server revenue expected near $60 billion. Investor enthusiasm centers on Dell's Infrastructure Solutions Group and AI platform growth, though supply constraints and margin pressures from AI hardware remain risks. The earnings report is a key event that could boost the stock, currently trading around $456, toward analyst price targets averaging $529.
Super Micro reported a strong Q1 FY2027 with revenue and earnings surpassing expectations, but its stock fell 4% due to worries over shrinking profit margins and heavy reliance on one large AI data center customer. The company raised its full-year re...
Hewlett Packard Enterprise (HPE) earns a strong buy rating, outperforming Dell Technologies (DELL) because of its focused positioning in AI and data center infrastructure. HPE shows stronger financial health with higher gross margins (36.62%) and lev...
Seyond Inc is enhancing its smart city solutions by integrating advanced LiDAR 3D sensing with AI-powered analytics and collaborations with Dell Technologies, NVIDIA, and AMSYS. This expansion supports improved safety, transportation, and infrastruct...
Super Micro Computer's stock climbed 4% ahead of its Q1 FY2027 earnings report, buoyed by a recovery in AI server stocks and a new strategic partnership with SambaNova to build inference racks combining SambaNova SN50 chips with NVIDIA GPUs. Prelimin...
AI server stocks are falling sharply ahead of key earnings reports, with Super Micro Computer down 5% before its November 3 report. Despite a strong preliminary revenue forecast of $18.5-$19.5 billion, concerns remain about margin pressure, cash flow...
