Aug. 31 at 9:25 AM
$DELL 🚨 Dell Technologies is expected to report its fiscal Q2 2027 earnings tomorrow after the market closes. Institutional investors are watching to see if massive AI server demand can push the stock back to its record highs.
Here are the expected metrics they will report :
- EPS expectation :
$4.91 per share 🎯
- Revenue Projection :
$44.93 Billion 📊
- Other things to watch 🫣 :
- Infrastructure Solutions Group (ISG) margins and profitability on AI hardware shipments.
- Management's full-year guidance and potential upward revisions due to sovereign AI demand.
- Enterprise commercial PC refresh cycles and the adoption rate of Copilot+ AI laptops.
Trading at a forward P/E multiple of 24x to 26x with a massive
$51.3 billion AI backlog, Dell appears fairly valued to slightly undervalued when compared to higher-multiplier AI peers.
The stock has major upside possibility toward its prior
$514.00 peak if management delivers a clear "beat and raise" report, while downside risk is limited to short-term consolidation if margins experience unexpected supply-chain pressure.
Full Post here —> https://www.moomoo.com/community/feed/dell-q2-earnings-preview-can-record-breaking-data-center-demand-117189364678661?share_code=0IdVxw
