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Dell's AI-Fueled Surge May Be Far From Over, Analysts Argue - Dell Technologies (NYSE:DELL)

Dell shares hit a 52-week high after blockbuster earnings. Wall Street says AI growth means the stock is still undervalued.

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Dell's AI-Fueled Surge May Be Far From Over, Analysts Argue - Dell Technologies (NYSE:DELL)

Dell beat on AI servers, traditional infrastructure, and PCs; analyst targets now reach $700, with 20%+ long-term EPS growth projected and multiple upgrades issued May 29. $3B+ quarterly FCF and stable margins validate Dell as a durable AI infrastructure vendor for enterprise capex decisions, countering margin-compression concerns.

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giovedì 28 maggio 2026·channelnewsasia.com
Dell lifts forecasts as AI data center buildout fuels demand, shares soar
May 28 : Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are…
giovedì 28 maggio 2026·channelnewsasia.com
Dell raises annual forecasts as AI data center buildout fuels demand
May 28 : Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are…

Dell's AI-Fueled Surge May Be Far From Over, Analysts Argue - Dell Technologies (NYSE:DELL)

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Dell's AI-Fueled Surge May Be Far From Over, Analysts Argue - Dell Technologies (NYSE:DELL)

Timeline cronologica

Dell lifts forecasts as AI data center buildout fuels demand, shares soar

Dell raises annual forecasts as AI data center buildout fuels demand

Dell stock skyrockets on AI demand: Can Dell become the next AI infrastructure giant as Wall Street rushes…

Dell stock surges to record high amid AI-driven earnings beat

Dell explodes 30% higher after its best earnings report since returning to the stock market in 2018

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