How The Dell Technologies (DELL) Investment Story Is Shifting With AI Growth And Memory Risks

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• Memory is a key pressure point with caution needed about assumptions for pricing, demand and margins during a once in a generation memory cycle

  60% confidence

• Dell received $34 billion in AI orders in the latest quarter

  60% confidence

• Fiscal 2027 full year revenue expected to be $138.0 billion to $142.0 billion with GAAP diluted EPS of $11.52 at midpoint

  60% confidence

• Management's willingness to raise earnings guidance despite rising memory costs may change how investors think about downside risk

  60% confidence

• Q1 2026 revenue expected to be $34.7 billion to $35.7 billion with GAAP diluted EPS of $2.55 at midpoint

  60% confidence

• Dell is well positioned into fiscal 2027

  60% confidence

• Dell's engineering depth, ability to scale deployments and existing enterprise footprint across office and data center customers are key supports for its AI server role

  60% confidence

• Memory headwinds could be front of mind for investors even when quarter to quarter results are strong

  60% confidence

• Dell demonstrated exceptional beat and raise performance

  60% confidence

• Dell's engineering depth, ability to scale deployments and existing enterprise footprint across office and data center customers are key supports for its AI server role

  60% confidence

• Dell showed exceptional beat and raise performance and impressive AI order levels

  60% confidence

Data points we hold from this source