Added to YB: 2026-09-14
Pitch date: 2026-09-10
DELL [bullish]
Dell Technologies Inc.
Author Info
No bio for this author
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
$340.3B
Pitch Price
N/A
Price Target
1.0K
Dividend
0.47%
EV/EBITDA
20.15
P/E
31.23
EV/Sales
2.41
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Michael at GS Communicopia - $DELL
DELL (update): Dell’s bull case — reinforced by an ISI piece arguing there is a path to a $1,000 stock — is broadening from one AI-server cycle to simultaneous enterprise infrastructure refreshes across AI compute, traditional servers, storage, networking and PCs. Evidence includes $95B of AI-server backlog after converting $130B of orders, 26% growth in Dell IP storage and an ~8% OpEx rate. The key gap is management’s lack of a quantitative demand framework beyond fiscal 2027.
Read full article (8 min)