Added to YB: 2026-06-10
Pitch date: 2026-06-08
DELL [bullish]
Dell Technologies Inc.
-5.25%
current return
Author Info
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Company Info
Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.
Market Cap
$260.3B
Pitch Price
$402.92
Price Target
639.00 (+67%)
Dividend
0.63%
EV/EBITDA
20.11
P/E
32.04
EV/Sales
2.09
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Weekly #85: Is Dell Still a Buy After a 220% Run?
DELL (increased price target): Q1 FY2027 record: rev $43.8B (+88%, beat $8B), GAAP EPS $5.24 (+282%). AI server backlog record $51.3B, mgmt raised FY guide +$27B to $167B. 5,000+ customers, supply-constrained not demand. DCF base case raised to $639 (+62% from $394), bear $325, 1:3.5 R/R. BUY, up 220% since Feb.
Read full article (15 min)