Quick Read – Dell (DELL) booked $24.4 billion in AI orders last quarter as AI-optimized server revenue surged 757%, supporting a $525 price target within 12 months. – At 22x forward earnings on 74% EPS growth, Dell’s PEG ratio of 0.65 signals the stock trades cheap relative to…
ers with far lower growth rates. – Gross margin compressed from 21% to 18% as AI servers dominate the revenue mix, fueling investor debate that is capping Dell’s valuation multiple. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Dell Technologies didn’t make the cut. Grab the names FREE today
Dell Technologies (NYSE:DELL | DELL Price Prediction) has quietly become one of the most important AI infrastructure names on the market. Shares have ripped 224% higher year to date, and the last earnings report made clear why. AI-optimized server revenue jumped 757% year over year to $16.13 billion in a single quarter, and Dell booked $24.4 billion in AI orders in that same three-month window.
I think $525 by this time next year is the target. Why Dell Shares Have Cooled Off in the Last Month Dell has cooled recently. Shares are down 11.53% over the past week and 1.15% over the past month, cooling from a 52-week high of $468.70.