Dell: Count Your Blessings And Sell The FOMO Rally
Dell Technologies Inc. experienced a significant stock surge of 33% following its Q1'27 earnings report. The company reported revenues of $43.8 billion, surpassing consensus estimates by a notable margin. Despite strong performance indicators, analysts suggest that the stock's current valuation exceeds its fair value estimate.
- ▪Dell's Q1'27 revenues reached $43.8 billion, beating consensus by $8.1 billion.
- ▪The company reported a non-GAAP EPS of $4.86, surpassing estimates by $1.90.
- ▪AI server backlog increased to $51.3 billion, reflecting a 19.3% quarter-over-quarter growth.
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