Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!

• President Trump indicated that Dell Technologies CEO Michael Dell is likely to be involved as an investor in the proposed TikTok US deal, following a preliminary framework agreed upon by the US and China. This development positions Dell Technologies at the center of ongoing negotiations surrounding the app’s US operations.

• Fox Corporation, led by Lachlan Murdoch, as well as Dell Technologies and other major tech leaders, have surfaced as potential participants in the TikTok US deal. This signals possible collaboration between prominent media and technology firms in shaping the app’s future in the US.

• OpenAI announced plans to invest $100 billion in backup servers to drive future AI breakthroughs. This move helped boost Dell’s shares as the company serves as an important hardware partner in OpenAI’s growing AI infrastructure.

• Investigations have revealed that Dell Technologies, among other US tech firms, supplied technology to China for use in digital surveillance. Notably, Dell promoted an AI-powered, military-grade laptop in China, raising ongoing concerns about the global reach and impact of US technology exports.

• The fair value estimate has risen slightly from $163.18 to $164.00, reflecting modest optimism among analysts.

• The discount rate increased from 8.72% to 9.08%, indicating a marginally higher perceived risk or required return.

• The revenue growth expectation has edged up from 8.90% to 9.05%.

• The net profit margin forecast improved incrementally from 5.62% to 5.69%.

• The future P/E ratio decreased marginally from 16.93x to 16.90x, suggesting a slightly lower valuation multiple moving forward.

A Narrative connects Dell Technologies’s story to real numbers, offering your perspective on its future revenue, earnings, margins, and fair value. On Simply Wall St’s Community page, millions of investors create and follow Narratives to track how a company’s journey shapes, and is shaped by, financial forecasts. Narratives make it easy to compare the current fair value to the stock price, helping you decide when to buy or sell as live news and earnings become available.

Read the original narrative on Dell Technologies and discover why following along might give you an edge: DELL: Expanding AI Cloud Partnerships Will Drive Earnings Momentum Through 2027

• Unpack how Dell’s surge in AI demand and tailored enterprise offerings are fueling long-term revenue and margin prospects.

• Weigh bullish catalysts, such as improved capital returns and balance sheet strength, against risks like margin pressures and PC market dependence.

• Stay informed as key news, fresh estimates, and community perspectives dynamically update the fair value and investment thesis in real time.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include DELL.

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