Dell's shares dropped over 20% in the past month amid a broad tech selloff, despite a $95 billion AI server backlog and positive analyst price targets averaging $595. The stock's decline contrasts with strong fundamentals, including upward earnings revisions and robust AI demand. Analysts remain optimistic, with some targets as high as $735, citing Dell's leadership in enterprise AI infrastructure. Investors await the upcoming Q3 report for clarity on margins and revenue to confirm if the recent selloff is a buying opportunity or a warning sign.
Dell Technologies trades at USD 429.53 on Pluang as of Nov 02, 2026 20:41 WIB, up 1.27% in the last day. Its market cap stands at $269.78 billion, with a 52-week high of $588.67. Investors hold Dell shares for an average of 58 days on Pluang, reflecting active trading interest amid recent volatility.
Dell Technologies' stock fell 11% following Intel's warning about memory shortages and a slowdown in PC demand, which also impacted HP, Hewlett Packard Enterprise, and Super Micro. The memory supply issues raise costs and limit shipments, pressuring ...
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 bill...
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 ...
