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Ekspektasi pendapatan Dell Technologies Kuartal 1 2027

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Jun 17, 2026 Dell Stock And The Best Kind Of Problem Bullish

Jun 07, 2026 Morgan Stanley Revamps Its Dell Stock Price Target After Blowout Earnings. Dell … Bullish

Jun 06, 2026 How Dell’s Hardware Boom Will Resurrect Meta Platforms Stock Bullish

Jun 04, 2026 Dell Stock Just Soared 47%. 3 Reasons Investors Are Celebrating. Bullish

Jun 03, 2026 Dell Technologies: Is It the Next Big Artificial Intelligence Stock? Bullish

Jun 02, 2026 Dell Stock is Soaring: Is it Too Late to Buy? Bullish

Jun 01, 2026 Morgan Stanley flags unexpected Dell stock update after earnings Neutral

Mei 31, 2026 Dell Soars Most Since 2018 on Outlook Fueled by AI Servers Bullish

Mei 30, 2026 Dell Technologies Q1 Earnings Call Highlights Bullish

Mei 29, 2026 Dell Surges 33% on AI Server Boom, Super Micro Computer Adds 16% … Bullish

Mei 28, 2026 Dell shares jump 23% after server maker reports fastest sales growth since … Bullish

Mei 18, 2026 Dear Dell Stock Fans, Mark Your Calendars for May 28 Neutral

Mei 17, 2026 Dell Stock Just Had Its Best Week Since 2024. The Odds of … Bullish

Mei 15, 2026 Dell Stock Has Nearly Doubled in 2026. UBS Analysts Say It Likely … Neutral

Mei 03, 2026 Dell, Super Micro, or HPE: Which AI Server Stock Crushed It in … Bullish

Mei 01, 2026 Dell Stock Just Got a New Street-High Price Target. Should You Buy … Bullish

Apr 29, 2026 Dell Price Prediction: Double-Digit Gains Still Possible Bullish

Apr 27, 2026 What to Expect From Dell Technologies’ Q1 2027 Earnings Report Neutral

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Dell Stock Just Soared 47%. 3 Reasons Investors Are Celebrating. Yahoo Finance · Jun 04, 2026 Mixed Dell Stock Is Impossible to Ignore Right Now. Here's What to Do With It. Nasdaq · Jun 01, 2026 Mixed AI Boom Powers Dell Stock’s Post-Earnings Rally. Get Ready for More Upside Ahead. Yahoo Finance · Jun 01, 2026 Mixed Morgan Stanley flags unexpected Dell stock update after earnings Yahoo Finance · Jun 01, 2026 Mixed Dell Soars Most Since 2018 on Outlook Fueled by AI Servers Yahoo Finance · Mei 31, 2026 Mixed Blockbuster Earnings Just Sent DELL Stock Soaring. What Comes Next. Yahoo Finance · Mei 31, 2026 Mixed Dell Technologies Q1 Earnings Call Highlights Yahoo Finance · Mei 30, 2026 Mixed Dell Stock Soars 33% as Earnings Blow Past Wall Street Expectations Yahoo Finance · Mei 30, 2026 Mixed Dell Just Blew Out Earnings as It Joins the AI Party. Should Investors Buy the … Nasdaq · Mei 29, 2026 Mixed Dell Surges 33% on AI Server Boom, Super Micro Computer Adds 16% as Hyperscaler Spend … Yahoo Finance · Mei 29, 2026 Mixed Dell shares jump 23% after server maker reports fastest sales growth since return to public … CNBC · Mei 28, 2026 Mixed Dear Dell Stock Fans, Mark Your Calendars for May 28 Yahoo Finance · Mei 19, 2026 Mixed Dell Stock Just Had Its Best Week Since 2024. The Odds of Another Surge Are … Yahoo Finance · Mei 17, 2026 Mixed What to Expect From Dell Technologies’ Q1 2027 Earnings Report Yahoo Finance · Apr 28, 2026 Bearish

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Ekspektasi pendapatan kuartal I 2027 Dell Technologies terbentuk di tengah pertumbuhan server AI yang kuat dan backlog yang substansial. Pada kuartal IV FY26, Dell melaporkan peningkatan pendapatan 40% YoY menjadi $33,4 miliar, dengan pendapatan server yang dioptimalkan AI melonjak 342% menjadi $8,95 miliar. Perusahaan memandu pendapatan FY27 sebesar $138 miliar-$142 miliar, memproyeksikan pendapatan server yang dioptimalkan AI mencapai $50 miliar. Backlog server AI Dell mencapai $43 miliar.

Narasi ini berdampak pada sektor teknologi, terutama perangkat keras dan layanan AI. Kinerja kuat Dell dan prospek pertumbuhan di server AI dapat mendorong investasi di segmen tersebut, menguntungkan perusahaan lain yang berfokus pada AI. Namun, anggaran TI yang ketat dan ketidakpastian tarif menimbulkan tantangan.

Investor harus memantau laporan pendapatan kuartal I 2027 Dell, yang akan dirilis pada akhir Mei, dan pertumbuhan pendapatan server AI. Selain itu, pantau perkembangan geopolitik yang dapat memengaruhi tarif, karena dapat berdampak pada rantai pasokan dan margin Dell.

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