Seeking Alpha
01 Jul 2026, 02:25 UTC · 2h ago
Dell Is Still Cheap
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
01 Jul 2026, 02:25 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
3 claims · each scored for market impact
Dell raised FY2027 guidance to project 47% revenue growth and over 55% operating income growth. — Aggressive long-term guidance increases forward valuation and signals sustainable high-growth trajectories.
+0.85Infrastructure Solutions Group (ISG) revenues grew 181% YoY with expanding margins. — Strong growth and margin expansion in the AI server segment dispel fears that hardware is becoming a low-margin commodity.
+0.70Dell's Q1 revenues increased 88% YoY, driven by accelerating AI server demand and a soaring backlog. — Immediate top-line acceleration and a growing backlog provide high visibility into near-term revenue streams.
+0.60Which stocks this story touches
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Record revenue growth, strong AI server demand, and significantly raised future guidance.
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GlobeNewsWire
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