Zacks Equity Research featured Dell Technologies, Super Micro Computer, Hewlett Packard Enterprise and HP in its daily Analyst Blog. Dell Technologies shares are trading at a forward 12-month price-to-earnings ratio of 21.92 times, above the broader Zacks Computer and Technology sector's 21.59 times and well above peers Super Micro Computer at 9.22 times, Hewlett Packard Enterprise at 14.07 times and HP at 10.14 times. Dell returned 263.7 percent year to date, while the broader sector, Super Micro Computer, Hewlett Packard Enterprise and HP returned 17.7 percent, 7.4 percent, 127.6 percent and 33.7 percent respectively. Dell's AI-optimized server revenue reached 16.1 billion dollars, up 757 percent year over year in the first quarter of fiscal 2027, with orders of 24.4 billion dollars and ending backlog of 51.3 billion dollars, and the company raised fiscal 2027 AI server revenue guidance to 60 billion dollars. Dell expects fiscal 2027 revenues between 165 billion and 169 billion dollars, up 47 percent year over year at the midpoint, and non-GAAP earnings of 17.90 dollars per share, plus or minus 25 cents.
