Dell: Powerhouse AI Stock

Quad 7 Capital Investing Group Leader Follow Summary Dell Technologies has transformed into a mission-critical supplier for the global AI rollout, achieving record highs and justifying its momentum with robust fundamentals. ISG revenue surged 89% year-over-year to $31.8 billion, driven by unprecedented AI server demand, while CSG posted its strongest commercial growth in over four years. Fiscal Q2 2027 delivered a record $47.0 billion revenue and $7.04 adjusted EPS, with management raising full-year guidance to $192 billion revenue and $25.50 EPS. Despite a 345% YTD rally, DELL remains attractively valued at under 22x EPS, with a $95 billion backlog and a medium-term price target of $700 if execution persists. However, there are notable risks that can derail the momentum. Looking for more investing ideas like this one? Get them exclusively at BAD BEAT Investing. Learn More » Thinglass/iStock Editorial via Getty Images Dell Technologies ( DELL ) has definitively shed its legacy reputation as a sluggish PC hardware vendor. Now it is a huge supplier of the global AI rollout. The stock? An absolute powerhouse. Truly a winner. And while a number This article was written by Quad 7 Capital 45.23K Followers Follow The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within their investing group BAD BEAT Investing, focused on short- & medium-term investments, income generation, special-situations, & momentum trades. Rather than just give you trades, they focus on teaching investors to become proficient traders through their playbook. Their goal is to save you time by providing in depth, high-quality research, with crystal clear entry and exit targets. They have a proven track record of success.Benefits of BAD BEAT Investing include: Learning how to understand the pinball nature of markets, executing well-researched written trade ideas each week, use of 4 chat rooms, receive daily complimentary key analyst upgrade/downgrade summaries, learning basic options trading, & extensive trading tools. If you would like to learn more, click the link above! Analyst’s Disclosure: I/we have a beneficial long position in the shares of DELL, HPE, NVDA, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.