DELL News
5 R40 articles on Dell Technologies Inc. (DELL). Latest, Sep 18, 2026: Supermicro Is Capacity-Bound. Its Rack Ceiling Is Worth $12 to Our Fair Value.
R40 Coverage
Supermicro Is Capacity-Bound. Its Rack Ceiling Is Worth $12 to Our Fair Value.
Supermicro rose 9.5% on a $1.5 trillion 2030 server forecast. Matching that growth costs our fair value $1.07. Its own rack capacity is worth $12.15.
DELL Q2 FY2027 reported earnings analysis
Dell raised annual revenue guidance by $25B to $192B; AI servers supplied $14B, while orders ran at 3.7 times recognized revenue.
DELL Q2 FY2027 earnings preview
Dell faces $4.92 EPS and $44.51B revenue consensus, while its annual guide implies $39.3B per quarter in the second half.
Dell Nearly Doubled Its Revenue and Booked the Thinnest Gross Margin in Its Series in the Same Quarter
Dell's revenue grew 87.5% to $43.8B while gross margin fell to 17.75%, the lowest we hold. The site scores it 95 — above Broadcom, at a quarter of the margin.
Dell Q1 FY2027: AI Server Revenue Grew 757% to $16.1B, Stock Posts Its Best Day Ever
Dell's Q1 FY2027 AI server revenue grew 757% to $16.1B on $24.4B of orders, and the stock posted its best day ever. What the beat means for the AI buildout.