Dell Technologies Inc (DELL)

$490.81 -3.70 (-0.75%)
Market Cap 318.10B
Revenue (ttm) 113.54B
Net Income (ttm) 5.94B
EPS (ttm) N/A
PE Ratio 38.97
Forward PE 27.22
Profit Margin 5.23%
Debt to Equity Ratio -16.82
Volume 3,992,800
Avg Vol 7,338,824
Day's Range N/A - N/A
Shares Out 648.11M
Stochastic %K 76%
Beta 1.33
Analysts Strong Sell
Price Target $506.55

Company Profile

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. The company operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) segments. The ISG segment provides modern and traditional storage solutions, including all-flash, purpose-built, hyper-converged infrastructure, software-defined storage, and g...

Industry: Computer Hardware
Sector: Technology
Phone: 800 289 3355
Address:
One Dell Way, Round Rock, United States
Shinok
Shinok Aug. 19 at 1:57 PM
$DELL lmao, Silverlake cashing in
0 · Reply
PoundinBurgers
PoundinBurgers Aug. 19 at 1:57 PM
$MU Dell is cheap again $DELL
0 · Reply
Big_Timer
Big_Timer Aug. 19 at 1:57 PM
$SMCI 🚀🔥 THE RERATING HAS ONLY JUST BEGUN… Forget the noise and look at the numbers: 💰 $11.1B Q4 revenue 📈 Nearly 100% YoY growth 🔥 $60B+ new orders in Q4 💵 $1.70 adjusted EPS 🚀 $65B–$72B FY27 revenue outlook AI infrastructure demand is exploding, and SMCI is sitting directly in the middle of it. Meanwhile, Wall Street celebrates AI demand when discussing $NVDA, $DELL and $CRWV, then suddenly discovers the thesaurus for “risk” when SMCI comes up. 😂 That’s okay… Let the analysts chase their price targets. Let the media chase the narrative. Bulls can follow the NUMBERS. If execution continues, I believe the market eventually has no choice but to close this valuation gap. SMCI isn’t chasing the AI revolution. It’s helping build it. 🐂🔥🚀 $AMD
0 · Reply
SimplifiedTrader
SimplifiedTrader Aug. 19 at 1:54 PM
$DELL wtf ..
0 · Reply
trvlrmm
trvlrmm Aug. 19 at 1:52 PM
$DELL What is the news here?
0 · Reply
Big_Timer
Big_Timer Aug. 19 at 1:51 PM
$SMCI 🚀🐂 The market can argue sentiment all day, I’m watching the numbers and the AI infrastructure opportunity. 🔥 $11.1B quarterly revenue 🔥 17.6% non-GAAP gross margin 🔥 $14.5B–$15.5B Q1 FY27 revenue guidance 🔥 $65B–$72B FY27 revenue outlook 🔥 Positioned directly in the massive AI/data-center buildout The valuation disconnect won’t last forever. If SMCI keeps executing, the market eventually has to respect the growth. Bears have the narrative. Bulls have the numbers. I know which side I want. 📈🔥 $NVDA $AMD $DELL $HPE #AI
0 · Reply
Twister8
Twister8 Aug. 19 at 1:49 PM
$DELL falling knife
0 · Reply
SimplifiedTrader
SimplifiedTrader Aug. 19 at 1:40 PM
$DELL wow
0 · Reply
stocktwitshan
stocktwitshan Aug. 19 at 1:19 PM
$CRWV $DELL $HPE $NVDA $SMCI
0 · Reply
Big_Timer
Big_Timer Aug. 19 at 1:11 PM
$SMCI 🐂🔥 — CONVICTION > NOISE. The AI infrastructure cycle is nowhere near finished, and Supermicro is sitting directly in the middle of it. 🚀 Q4 revenue: $11.1B 🚀 FY27 guidance: $65B–$72B 🚀 Q1 guide: $14.5B–$15.5B 🚀 Liquid cooling + rack-scale AI infrastructure 🚀 Massive exposure to the continued AI data-center buildout Red days don’t erase demand. Volatility doesn’t erase fundamentals. I’m watching the numbers, not the noise. SuperMicro remains one of my strongest AI infrastructure plays. 🔥🐂 $NVDA $DELL $HPE $CRWV
0 · Reply
Latest News on DELL
Dell Technologies price target raised to $550 from $500 at Evercore ISI

2026-08-19T10:15:22.000Z - 3 hours ago

Dell Technologies price target raised to $550 from $500 at Evercore ISI

Dell Technologies to Hold Conference Call Sept. 1 to Discuss Second Quarter Fiscal 2027 Financial Results

Aug 18, 2026, 4:30 PM EDT - 17 hours ago

Dell Technologies to Hold Conference Call Sept. 1 to Discuss Second Quarter Fiscal 2027 Financial Results

Dell Near All-Time Highs on Record Revenue, AI Demand

Aug 18, 2026, 12:03 PM EDT - 21 hours ago

Dell Near All-Time Highs on Record Revenue, AI Demand

Micron, Sandisk and other chip stocks climb as investors are more confident about AI spending

Aug 17, 2026, 11:18 AM EDT - 1 day ago

Micron, Sandisk and other chip stocks climb as investors are more confident about AI spending

MU SNDK STX WDC

Dell Technologies price target raised to $545 from $505 at Wells Fargo

2026-08-16T13:49:12.000Z - 3 days ago

Dell Technologies price target raised to $545 from $505 at Wells Fargo

Earnings Prove AI Hardware Demand Is Strong. That's Good News for Dell Stock.

Aug 14, 2026, 2:12 PM EDT - 4 days ago

Earnings Prove AI Hardware Demand Is Strong. That's Good News for Dell Stock.

Dell Stock Has Nearly Quadrupled in 2026. Is It Too Late to Buy?

2026-08-14T15:38:52.000Z - 4 days ago

Dell Stock Has Nearly Quadrupled in 2026. Is It Too Late to Buy?

MU NVDA SNDK

Do SMCI earnings make it a better pick than DELL?

Aug 13, 2026, 1:06 PM EDT - 5 days ago

Do SMCI earnings make it a better pick than DELL?

SMCI

Dell's stock has beaten Micron and AMD this year — and now it's adding to its gains

Aug 13, 2026, 10:08 AM EDT - 5 days ago

Dell's stock has beaten Micron and AMD this year — and now it's adding to its gains

Here's why Dell stock is soaring after the Lenovo Group earnings

Aug 13, 2026, 8:30 AM EDT - 6 days ago

Here's why Dell stock is soaring after the Lenovo Group earnings

HP and Dell Stocks Are Rising in Pre-Market Today — What’s Driving the Gains?

2026-08-13T12:13:02.000Z - 6 days ago

HP and Dell Stocks Are Rising in Pre-Market Today — What’s Driving the Gains?

HPQ

Goldman Sachs Names Its “Top 3 Hardware Stocks” as AI Spending Surges

2026-08-12T18:12:57.000Z - 6 days ago

Goldman Sachs Names Its “Top 3 Hardware Stocks” as AI Spending Surges

HPE NTAP

Dell Technologies call buyer realizes 12% same-day gains

2026-08-10T12:00:09.000Z - 9 days ago

Dell Technologies call buyer realizes 12% same-day gains

Dell Technologies price target lowered to $430 from $477 at Morgan Stanley

2026-08-10T10:46:02.000Z - 9 days ago

Dell Technologies price target lowered to $430 from $477 at Morgan Stanley

Why Are DELL and Super Micro (SMCI) Stocks Plunging Today, 7/28/26?

2026-07-28T14:29:00.000Z - 21 days ago

Why Are DELL and Super Micro (SMCI) Stocks Plunging Today, 7/28/26?

CRWV IREN SMCI SPCX

DELL Stock Plunges Despite Position as ‘One of the Largest Beneficiaries’ of AI Spending

2026-07-28T13:43:54.000Z - 22 days ago

DELL Stock Plunges Despite Position as ‘One of the Largest Beneficiaries’ of AI Spending

CRWV IREN SPCX

Texas A&M Engineering Experiment Station Selects Dell Technologies to Build a Secure AI Platform for National Research

Jul 24, 2026, 9:00 AM EDT - 26 days ago

Texas A&M Engineering Experiment Station Selects Dell Technologies to Build a Secure AI Platform for National Research

Trump hyped up Michael Dell again after his mega Trump account donation

Jul 23, 2026, 6:26 AM EDT - 27 days ago

Trump hyped up Michael Dell again after his mega Trump account donation

Dell stock gains 9%, and it has Super Micro Computer to thank for

Jul 22, 2026, 2:28 PM EDT - 27 days ago

Dell stock gains 9%, and it has Super Micro Computer to thank for

SMCI

Dell, HP Enterprise Stocks Jump. How Super Micro Is Giving Them a Boost.

Jul 22, 2026, 12:51 PM EDT - 27 days ago

Dell, HP Enterprise Stocks Jump. How Super Micro Is Giving Them a Boost.

HPE SMCI

Mark Zuckerberg Overtakes Michael Dell As 5th Richest Amid Dell Selloff

Jul 20, 2026, 4:15 PM EDT - 4 weeks ago

Mark Zuckerberg Overtakes Michael Dell As 5th Richest Amid Dell Selloff

AMD, Dell, Intel, Netflix, SpaceX, and More Stocks That Explain Today's Market

Jul 17, 2026, 6:41 AM EDT - 4 weeks ago

AMD, Dell, Intel, Netflix, SpaceX, and More Stocks That Explain Today's Market

AMD INTC NFLX SPCX

Tech Corner: DELL's Booming AI Server Business

Jul 16, 2026, 2:26 PM EDT - 4 weeks ago

Tech Corner: DELL's Booming AI Server Business

The Chip-Stock Slide Isn't Over. The AI Trade Is Still Under Pressure.

Jul 16, 2026, 12:01 PM EDT - 4 weeks ago

The Chip-Stock Slide Isn't Over. The AI Trade Is Still Under Pressure.

AMD INTC MU NVDA SNDK STX TSM

Dell stock has stalled since May: will it pop or crash?

Jul 16, 2026, 8:01 AM EDT - 4 weeks ago

Dell stock has stalled since May: will it pop or crash?

The two volatile forces pushing Michael Dell to new heights

Jul 14, 2026, 6:39 AM EDT - 5 weeks ago

The two volatile forces pushing Michael Dell to new heights

Michael Dell has nailed his relationship with Donald Trump, and it's paying off

Jul 14, 2026, 5:32 AM EDT - 5 weeks ago

Michael Dell has nailed his relationship with Donald Trump, and it's paying off

Dell's stock gets another Trump bump — but this time it's fading

Jul 6, 2026, 3:34 PM EDT - 6 weeks ago

Dell's stock gets another Trump bump — but this time it's fading

Dell stock jumps after Trump tells Americans, ‘Go out and buy a Dell computer'

Jul 6, 2026, 1:07 PM EDT - 6 weeks ago

Dell stock jumps after Trump tells Americans, ‘Go out and buy a Dell computer'

Trump Wants You to ‘Go Out and Buy a Dell' and the Endorsement Sends the Stock Soaring

Jul 6, 2026, 10:42 AM EDT - 6 weeks ago

Trump Wants You to ‘Go Out and Buy a Dell' and the Endorsement Sends the Stock Soaring

Trump to ring opening bell at White House with raft of CEOs in first-of-its-kind market open

Jul 6, 2026, 9:27 AM EDT - 6 weeks ago

Trump to ring opening bell at White House with raft of CEOs in first-of-its-kind market open

HOOD V

Dell Technologies (DELL) Price Forecast: Can Bulls Extend to $657?

Jun 30, 2026, 4:58 PM EDT - 7 weeks ago

Dell Technologies (DELL) Price Forecast: Can Bulls Extend to $657?

The 20 best-performing stocks in the S&P 500 for the first half of 2026

Jun 30, 2026, 7:34 AM EDT - 7 weeks ago

The 20 best-performing stocks in the S&P 500 for the first half of 2026

AMD CIEN COHR FIX FLEX GLW GNRC

Super Micro's Problems Are a 'Slam Dunk' for Dell Stock

Jun 30, 2026, 5:51 AM EDT - 7 weeks ago

Super Micro's Problems Are a 'Slam Dunk' for Dell Stock

Dell shareholders approve legal move from Delaware to Texas

Jun 26, 2026, 3:37 PM EDT - 7 weeks ago

Dell shareholders approve legal move from Delaware to Texas

From Tech Giants to MANGOS: A New ETF Trend Emerges

Jun 26, 2026, 11:43 AM EDT - 7 weeks ago

From Tech Giants to MANGOS: A New ETF Trend Emerges

AAPL AMD AMZN GOOG GOOGL INTC META

Michael Dell is absolutely crushing it this year

Jun 26, 2026, 7:44 AM EDT - 7 weeks ago

Michael Dell is absolutely crushing it this year

Dell Reports Earnings Thursday. Here's How Much Traders Expect the Stock to Move

Jun 26, 2026, 3:11 AM EDT - 7 weeks ago

Dell Reports Earnings Thursday. Here's How Much Traders Expect the Stock to Move

Dell Technologies Transcript: AGM 2026

Jun 25, 2026, 1:00 PM EDT - 7 weeks ago

Dell Technologies Transcript: AGM 2026

The Dell AI Factory with NVIDIA Advances Supercomputing-Class Infrastructure Powering the Next Generation of HPC and AI

Jun 22, 2026, 9:00 AM EDT - 2 months ago

The Dell AI Factory with NVIDIA Advances Supercomputing-Class Infrastructure Powering the Next Generation of HPC and AI

Michael Dell Overtakes Larry Ellison As World's Fifth-Richest Person Amid Dell Stock Surge

Jun 17, 2026, 5:04 PM EDT - 2 months ago

Michael Dell Overtakes Larry Ellison As World's Fifth-Richest Person Amid Dell Stock Surge

Dell Technologies Declares Quarterly Cash Dividend

Jun 16, 2026, 11:43 PM EDT - 2 months ago

Dell Technologies Declares Quarterly Cash Dividend

The AI Buildout Is Still Intact — Stocks To Buy This Week

Jun 10, 2026, 3:03 PM EDT - 2 months ago

The AI Buildout Is Still Intact — Stocks To Buy This Week

CSCO HPQ INTC MU QCOM

Dell's Stock Rally Has Made CEO Michael Dell Richer Than Mark Zuckerberg and Jensen Huang

Jun 4, 2026, 11:05 AM EDT - 2 months ago

Dell's Stock Rally Has Made CEO Michael Dell Richer Than Mark Zuckerberg and Jensen Huang

Interview: RF Lafferty's Robert Hackel says Dell, HPE among top hidden AI plays

Jun 3, 2026, 8:59 AM EDT - 2 months ago

Interview: RF Lafferty's Robert Hackel says Dell, HPE among top hidden AI plays

HPE

Dell Technologies Transcript: Bank of America 2026 Global Technology Conference

Jun 2, 2026, 1:40 PM EDT - 2 months ago

Dell Technologies Transcript: Bank of America 2026 Global Technology Conference

AI Spending Surge Fuels Dell And HPE But Profitability Lags

Jun 2, 2026, 10:25 AM EDT - 2 months ago

AI Spending Surge Fuels Dell And HPE But Profitability Lags

HPE

Dell Stock Chases Longest Winning Run in 8 Years After Doubling in 8 Days

Jun 2, 2026, 5:25 AM EDT - 2 months ago

Dell Stock Chases Longest Winning Run in 8 Years After Doubling in 8 Days

Nvidia chases $200B CPU market with AI agent PCs from Microsoft, Dell, and HP

Jun 1, 2026, 5:35 PM EDT - 2 months ago

Nvidia chases $200B CPU market with AI agent PCs from Microsoft, Dell, and HP

HPQ MSFT NVDA

Dell stock extends rally as new XPS 13 challenges MacBook Neo

Jun 1, 2026, 9:04 AM EDT - 2 months ago

Dell stock extends rally as new XPS 13 challenges MacBook Neo

The Redesign Group Named Dell Technologies' 2026 North American Data Center Partner of the Year

Jun 1, 2026, 8:45 AM EDT - 2 months ago

The Redesign Group Named Dell Technologies' 2026 North American Data Center Partner of the Year

Dell Stock Rises as It Goes Head-to-Head with Apple Over Cutting-Edge Laptop

Jun 1, 2026, 6:16 AM EDT - 2 months ago

Dell Stock Rises as It Goes Head-to-Head with Apple Over Cutting-Edge Laptop

Nvidia jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP

Jun 1, 2026, 12:41 AM EDT - 2 months ago

Nvidia jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP

ARM HPQ MSFT NVDA

Dell unveils $699 XPS 13 laptop in challenge to Apple's MacBook Neo

May 31, 2026, 6:53 PM EDT - 2 months ago

Dell unveils $699 XPS 13 laptop in challenge to Apple's MacBook Neo

Tech Market leadership in First Inning of a Long Cycle?

May 31, 2026, 1:00 PM EDT - 2 months ago

Tech Market leadership in First Inning of a Long Cycle?

CSCO

There was a big step up for Dell a year and a half ago, expert says

May 30, 2026, 12:30 AM EDT - 2 months ago

There was a big step up for Dell a year and a half ago, expert says

I wonder if we will say this is the era when Dell took over the computer space, says Jim Cramer

May 29, 2026, 7:11 PM EDT - 2 months ago

I wonder if we will say this is the era when Dell took over the computer space, says Jim Cramer

Jim Cramer says Dell's blowout quarter sets up a crucial week for AI stocks

May 29, 2026, 6:18 PM EDT - 2 months ago

Jim Cramer says Dell's blowout quarter sets up a crucial week for AI stocks

Dell Stock Soars 33% as Earnings Blow Past Wall Street Expectations

May 29, 2026, 4:45 PM EDT - 2 months ago

Dell Stock Soars 33% as Earnings Blow Past Wall Street Expectations

Dell Surges To Close Out May | Closing Bell

May 29, 2026, 4:25 PM EDT - 2 months ago

Dell Surges To Close Out May | Closing Bell

Shinok
Shinok Aug. 19 at 1:57 PM
$DELL lmao, Silverlake cashing in
0 · Reply
PoundinBurgers
PoundinBurgers Aug. 19 at 1:57 PM
$MU Dell is cheap again $DELL
0 · Reply
Big_Timer
Big_Timer Aug. 19 at 1:57 PM
$SMCI 🚀🔥 THE RERATING HAS ONLY JUST BEGUN… Forget the noise and look at the numbers: 💰 $11.1B Q4 revenue 📈 Nearly 100% YoY growth 🔥 $60B+ new orders in Q4 💵 $1.70 adjusted EPS 🚀 $65B–$72B FY27 revenue outlook AI infrastructure demand is exploding, and SMCI is sitting directly in the middle of it. Meanwhile, Wall Street celebrates AI demand when discussing $NVDA, $DELL and $CRWV, then suddenly discovers the thesaurus for “risk” when SMCI comes up. 😂 That’s okay… Let the analysts chase their price targets. Let the media chase the narrative. Bulls can follow the NUMBERS. If execution continues, I believe the market eventually has no choice but to close this valuation gap. SMCI isn’t chasing the AI revolution. It’s helping build it. 🐂🔥🚀 $AMD
0 · Reply
SimplifiedTrader
SimplifiedTrader Aug. 19 at 1:54 PM
$DELL wtf ..
0 · Reply
trvlrmm
trvlrmm Aug. 19 at 1:52 PM
$DELL What is the news here?
0 · Reply
Big_Timer
Big_Timer Aug. 19 at 1:51 PM
$SMCI 🚀🐂 The market can argue sentiment all day, I’m watching the numbers and the AI infrastructure opportunity. 🔥 $11.1B quarterly revenue 🔥 17.6% non-GAAP gross margin 🔥 $14.5B–$15.5B Q1 FY27 revenue guidance 🔥 $65B–$72B FY27 revenue outlook 🔥 Positioned directly in the massive AI/data-center buildout The valuation disconnect won’t last forever. If SMCI keeps executing, the market eventually has to respect the growth. Bears have the narrative. Bulls have the numbers. I know which side I want. 📈🔥 $NVDA $AMD $DELL $HPE #AI
0 · Reply
Twister8
Twister8 Aug. 19 at 1:49 PM
$DELL falling knife
0 · Reply
SimplifiedTrader
SimplifiedTrader Aug. 19 at 1:40 PM
$DELL wow
0 · Reply
stocktwitshan
stocktwitshan Aug. 19 at 1:19 PM
$CRWV $DELL $HPE $NVDA $SMCI
0 · Reply
Big_Timer
Big_Timer Aug. 19 at 1:11 PM
$SMCI 🐂🔥 — CONVICTION > NOISE. The AI infrastructure cycle is nowhere near finished, and Supermicro is sitting directly in the middle of it. 🚀 Q4 revenue: $11.1B 🚀 FY27 guidance: $65B–$72B 🚀 Q1 guide: $14.5B–$15.5B 🚀 Liquid cooling + rack-scale AI infrastructure 🚀 Massive exposure to the continued AI data-center buildout Red days don’t erase demand. Volatility doesn’t erase fundamentals. I’m watching the numbers, not the noise. SuperMicro remains one of my strongest AI infrastructure plays. 🔥🐂 $NVDA $DELL $HPE $CRWV
0 · Reply
AshHydrogen
AshHydrogen Aug. 19 at 1:11 PM
$PLTR Ai Sovereignty doubled $DELL when they swapped out $MSFT !!! $NVDA on the chips!!! $MRNA day pending!!! https://miro.medium.com/v2/resize:fit:1400/format:webp/1*QvGMQmMAaP1sU3OId8uWDg.png
0 · Reply
Big_Timer
Big_Timer Aug. 19 at 12:59 PM
$SMCI 🚨 — STOP CONFUSING A TECH SELLOFF WITH THE END OF THE AI BUILDOUT. This entire sector is FAR from done. AI infrastructure spending is still enormous: Reuters reports the top cloud providers are expected to spend roughly $725 BILLION in 2026, largely on AI and data centers. (Reuters) And look at what Supermicro is actually guiding: 🔥 Q4 revenue: $11.1B, nearly DOUBLE YoY 🔥 FY2026 revenue: $39.1B 🔥 FY2027 guidance: $65B–$72B 🔥 Q1 FY27 guidance: $14.5B–$15.5B 🔥 More than $60B in new Q4 orders and record backlog (Supermicro) You can debate the stock price TODAY. You can debate valuation. But pretending the AI infrastructure cycle is finished while hundreds of billions are still pouring into GPUs, servers, networking, power and data centers is ridiculous. I’m not betting on one red day. I’m betting on the BUILDOUT. $NVDA $DELL $CRWV $NBIS 🚀🐂🔥
1 · Reply
AshHydrogen
AshHydrogen Aug. 19 at 12:57 PM
$PLTR must read if you want to keep your Ai SOVEREIGNTY!!! $SPY $NVDA on the Chips!!! 200 companies signed in the last 30 day’s!!! $DELL replaced $MSFT in their boxes!!! WHY??? https://media.stocktwits-cdn.com/api/3/media/8183831/default.png
0 · Reply
akroller
akroller Aug. 19 at 12:42 PM
$CRWV $DELL $NBIS $NVDA $SMCI Yeppers
0 · Reply
Hitoneout
Hitoneout Aug. 19 at 12:40 PM
$CRWV $DELL $NBIS $NVDA $SMCI Fire is lit - circumstances are changing - big money taking positions. 🤑👏👏👏🔥🔥🔥🚀🚀🚀
0 · Reply
AXLFI_HQ
AXLFI_HQ Aug. 19 at 12:26 PM
$DELL AI adoption, digital transformation, and strategic technology investment are driving infrastructure demand, supplier earnings, software commercialization, and capital reallocation across the technology ecosystem. Learn more: https://axlfi.com/themes/505
0 · Reply
Ub3r5pAnK
Ub3r5pAnK Aug. 19 at 12:25 PM
$SMCI I was a massive supporter of $B aswell back at $15, bears were constantly attacking me there too saying im just a pumper. I got bullied out of that sold at $18, now I stick to my guns, SMCI just made the same pattern, IS UNDERVALUED much like I knew barrick was at the time, but because it kept being held behind while $NEM mooned I felt at a loss on how to explain it. Well we are in the EXACT same position with how $DELL has been gaining. BUY THE DIP IN SMCI
0 · Reply
Big_Timer
Big_Timer Aug. 19 at 12:07 PM
$SMCI 🚨🐂 — THE VALUATION DISCONNECT IS GETTING ABSURD. Supermicro is guiding $65–$72B in FY27 revenue after delivering $11.1B in Q4 revenue and a 17.6% non-GAAP gross margin. Yet the market continues giving SuperMicro a discounted valuation while AI infrastructure peers like $DELL, $CRWV and $NBIS command richer growth expectations. That’s the opportunity. 🔥 If SMCI simply closes part of that valuation gap while executing on its revenue and margin targets, the upside could be substantial. I don’t need SMCI to become $NVDA. I need the market to stop valuing massive AI growth like it doesn’t exist. The rerating is the prize. 🚀🐂
1 · Reply
Big_Timer
Big_Timer Aug. 19 at 11:34 AM
$SMCI 🚨🐂 THE MARKET STILL ISN’T PRICING THIS GROWTH CORRECTLY. Supermicro just delivered $11.1B Q4 revenue, $1.70 adjusted EPS, and a monster 17.6% non-GAAP gross margin. FY26 sales reached $39.1B (+78% YoY), while management is guiding FY27 revenue to an incredible $65–$72 BILLION. (Super Micro Computer) And the valuation? SMCI is sitting around an ~11.7x trailing P/E based on current reported data. (MarketBeat) Meanwhile, institutional filings show roughly 1,374 institutional owners holding ~549M shares. (Fintel) 🔥 Massive AI demand 🔥 $60B+ new orders / record backlog 🔥 Exploding revenue 🔥 Profitability improving 🔥 Heavy institutional participation 🔥 Still a compressed valuation $65–$72B revenue guidance at ~12x earnings? Bears can keep arguing narratives. I’ll keep following the NUMBERS. This rerating story is just getting started. 🚀🐂 $NVDA $DELL $CRWV $SPY
1 · Reply
ripster47
ripster47 Aug. 19 at 11:29 AM
$DELL | Evercore ISI Maintains Dell at Outperform with $550 PT on Storage Growth and Margin Expansion Evercore ISI stays bullish as storage growth and margin leverage drive earnings upside. 🔹 Follow @tenet_research for more analyst insights on other tickers.
0 · Reply
Tomleeks
Tomleeks Aug. 19 at 6:21 AM
$DELL buying 50 bucksnlower seems like a good thing
0 · Reply
Big_Timer
Big_Timer Aug. 19 at 4:34 AM
$DELL $NVDA $QQQ $SMCI $SPY
0 · Reply