Dell Technologies has seen its AI customer base surge to over 6,500, with a $95 billion backlog and $60.9 billion in recent AI orders, fueling a 348% share price increase this year. Analysts have raised earnings estimates significantly, but price targets lag behind, averaging $584 versus the current $559. Dell aims for $800 per share by 2027, supported by strong revenue growth, server and storage expansion, and a $1 trillion AI market opportunity by 2030. Supply constraints remain a challenge, but Dell's consistent earnings beats and large backlog provide strong visibility for future gains.
Dell Technologies shares trade at $572.26 on Pluang as of Oct 09, 2026 00:11 WIB, slightly below the article's noted price target of $584. The stock has a market cap of $368.11 billion and has seen a 1-day decline of 1.16%. Pluang data shows a balanced investor sentiment with 58% selling and 42% buying activity.
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