Seeking Alpha
02 Sept 2026, 13:45 UTC · 8w ago
Dell's Insane Numbers Terrified Me - In The Best Way Possible (Downgrade)
Impact · against what's priced in
The blowout Q2 results and guidance raise are already fully reflected in Dell's current valuation. Because the price already accounts for the $192B revenue target and the $95B AI backlog, these figures act as confirmations rather than catalysts.
- DELL+0.00
Already priced in
- The price assumes
The raised FY27 revenue guidance of $192 billion and 70% YoY growth
The article's report of raised FY27 guidance to $192B and $25.50 EPS matches the exact targets the market has already integrated into the current price.
What DELL's price assumes · Sep 2
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