'Go Out And Buy A Dell' - Turns Out, The Man Had A Point
Dell Technologies Inc. has significantly raised its FY27 guidance, projecting an increase of $27 billion in revenue and nearly $5 in earnings per share. The company's AI server revenue has surged by 757% year-over-year, contributing to a 32% rise in its stock price. Despite this positive outlook, some investors are choosing to trim their positions rather than add to them.
- ▪Dell raised FY27 guidance by $27 billion in revenue and nearly $5 in EPS in a single quarter.
- ▪AI server revenue alone grew 757% year-over-year.
- ▪The stock is currently up 32% following the earnings report.
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