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Dell's forward multiple declines on AI server supply constraints

Trefis +1 ·

DELL Dell Technologies Inc
$552.29 -1.82%
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  1. 1Dell Technologies (DELL) forward multiple falls about 40% versus trailing on AI server growth expectations
  2. 2Fiscal 2027 AI server revenue mid-$60 billion and backlog of $51.3 billion, with component supply constraints
  3. 3Consensus EPS above guidance; if the multiple settles at 23x, upside is about 7%

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