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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (78859)	1/6/2026 9:55:52 AM
From: OlafB	Respond to of 79163

DELL article, WSJ wsj.com

To: Elroy who wrote (78859)	1/6/2026 8:18:55 PM
From: Area51	1 Recommendation Recommended By E_K_S Read Replies (1) \| Respond to of 79163

You are perhaps still looking at Dell as a PC company. And yes, Dell still sells a lot of laptops and desktops. That’s part of its Client Solutions Group (CSG), which accounts for about half the company’s revenue and about a third of profits. In the last earnings report the company highlighted the strong demand for AI servers, projecting shipments of $9.4 billion in Q4, which would bring full-year shipments to approximately $25 billion, marking a 150% year-over-year growth. Operating income is expected to increase by 21% quarter-over-quarter, driven by continued momentum in AI and Dell IP storage. Dell's guidance for its fiscal year 2026 reflects a revenue target of $111.7 billion, up 17%, and a non-GAAP EPS of $9.92, up 22% at the midpoint. At about 12 x earnings, and income increasing 21% a quarter I could see a case for significant price appreciation (the average analyst target price of $168 could be exceeded in the next year imo). I think I might even add some to my rather small position in DELL.