Seeking Alpha
13 Sept 2026, 09:24 UTC · 6w ago
Dell: Powerhouse AI Stock
Impact · against what's priced in
The news is largely a confirmation of existing expectations for Dell. The record revenues and raised FY27 guidance are already baked into the median analyst targets and the current share price, leaving little room for a catalyst.
- DELL+0.00
Already priced in
- The price assumes
The raised FY27 revenue guidance of $192 billion
The reported revenue guidance of $192 billion and record Q2 results are already factored into the median target price and current valuation.
What DELL's price assumes · Sep 2

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