Tag: Dell Technologies
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Dell Technologies (DELL) Q2 FY2027 Earnings Review: What the $25 Billion Guidance Raise Changed and What It Didn't.
Dell Technologies (DELL) announced on September 1st that revenue for the second quarter of FY2027 was $46.971 billion (approx. 63.7 trillion KRW), an increase of 581 TP3T from a year ago, and non-GAAP earnings per share of $7.04 exceeded expectations by 431 TP3T. Annual guidance was also raised by $25 billion to $192 billion. However, the operating profit margin for AI servers remains in the mid-single digits, and quarterly free cash flow decreased by 471 TP3T. The 12-month baseline target price is $410 (approx. 555,899 KRW), and the investment rating is Hold.
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Re-evaluated as a Beneficiary of AI Servers? Earnings Momentum and 2026 Stock Price Outlook
Analysis Date: 2026-05-04 | Base Exchange Rate: 1 USD = 1,471 KRW Executive Summary Dell Technologies (NYSE: DELL) is a global IT hardware company that has emerged as the biggest beneficiary of the demand for AI infrastructure. The current share price of 210.17 represents a rise of 1,271 from its 52-week low (92.53), and the company possesses strong growth drivers, including total AI server orders of 64 billion KRW for FY2026 and a revenue target of 50 billion KRW for AI-optimized servers for FY2027. Item Content Current Share Price…