Target
— → $576
Current stock research snapshot · 8/28/26 Fresh
DELLDell Technologies Inc.
Investment conviction○○○○○0 of 5 · current snapshot
Research target$576Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 8/28/26
Market cap$305.15BSnapshot value · 8/28/26
Research history
See all DELL changes ↗What changed
Last reviewed
Not reviewed → 8/28/26
Coverage
— → Added to coverage
AI server ODM - manufacturing layer of the AI factory buildout (~$50B AI-server revenue exposure).
Q2 FY2027 earnings expected ~2026-09-01 AMC (MarketBeat; Investing.com lists ~Sep 3). Last print Q1 FY2027 (2026-05-28 IR): $43.8B rev, AI-server rev $16.1B, AI backlog $51.3B; FY AI-server guide raised to $60B. Parked: EMS/ODM body-shop, not a bottleneck.
needs primary source validation — pending deep-dive research. Placeholder: (1) thesis chain breaks on primary-source evidence, (2) named revenue/customer concentration risk, (3) margin compression or competitive displacement
needs primary source validation — no X/Reddit signal yet
Snapshot · 8/28/26🟡 Mixed · ins-$2.7M · 13F 7+/18-×0.5 · short↑0.29
Snapshot · 8/28/26