Is DELL a good stock to buy?
We came across a bullish thesis on Dell Technologies Inc. on brodoginvestment’s Substack by Dog Brother’s Investment Matters
In this article, we will summarize the bulls’ thesis on DELL. Dell Technologies Inc.’s share was trading at $435.31 as of June 2nd. DELL’s trailing and forward P/E were 53.68 and 25.38 respectively according to Yahoo Finance.
Photo by Pok Rie on Pexels Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas and internationally. DELL has undergone a powerful re-rating as markets reposition it from a cyclical PC assembler into a core AI infrastructure compounder. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential Driven by explosive AI server demand and its system-level integration capabilities, the company reported Q1 FY2027 revenue of $43.8 billion, up 88% year over year, alongside a record $51.3 billion AI server backlog. This scale of growth has accelerated investor perception of Dell as a critical “shovel seller” in the AI buildout cycle.