How the Narrative Surrounding Dell Has Shifted Amid AI Momentum and Margin Concerns
Dell Technologies’ fair value estimate has nudged higher to about $163.30 per share, driven by renewed conviction that AI infrastructure demand can sustain near double digit revenue growth. While the discount rate has shifted only marginally and revenue growth projections remain close to 9.93%, the debate on how durable AI led momentum will be, and how it offsets rising component costs, is increasingly shaping the stock’s narrative. Read on to see how you can track these evolving assumptions...
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