Dell's Next Earnings Report on September 1 Could Send the Stock Soaring. Here's Why.
Dell Technologies is set to report fiscal 2027 Q2 earnings on September 1, with potential for significant stock movement. The company benefits from strong AI demand, evidenced by Nvidia's exceptional guidance and Super Micro Computer's raised revenue outlook. Bank of America analysts expect Dell to raise full-year AI server revenue guidance to $65 billion. However, the stock trades at elevated valuations and remains vulnerable to any signs of slowing AI demand.