Seeking Alpha
03 Oct 2026, 03:17 UTC · 1h ago
Dell: Let This Winner Run
Impact · against what's priced in
The article provides no catalyst for DELL. While the growth figures and guidance raises are impressive, they are already fully baked into the current price and median analyst targets.
- DELL+0.00
Already priced in
- The price assumes
raised FY27 revenue guidance of $192 billion and 70% YoY growth
The record revenues and significant guidance raise reported in the article are already captured in the $492 price, which the market views as matching the median target.
What DELL's price assumes · Sep 2
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