Grab the names FREE today<\/a>.<\/p>\n1. The scale gap is now absurd. Dell posted Q1 FY27 revenue of $43.84 billion, up 87.54% year over year and beating consensus by $8.075 billion. AI-optimized server revenue alone hit $16.13 billion, up 757%, with $24.40 billion in AI orders booked in a single quarter. Management guided full-year AI server revenue to roughly $60 billion. That single product line is larger than Supermicro’s entire $38.9 billion to $40.4 billion FY26 guide.<\/p>\n
2. Real margins, real cash, real returns. ROE sits at 44.3%, ISG operating margin expanded to 10.5%, and CSG operating margin jumped to 8.0% from 5.2%. Free cash flow reached $3.12 billion, and Dell returned $2.1 billion to shareholders through buybacks and dividends in the quarter. Supermicro is raising capital; Dell is returning it.<\/p>\n
3. The valuation still works. Forward P\/E sits at 23 against full-year non-GAAP EPS guidance of $17.90 and revenue growth of roughly 47% at the midpoint. The dividend yields about 1.1%, the buyback authorization was expanded by $10 billion, and the Wall Street analyst target sits at $483.83 against a current price of $409.50. Shares slipped 2.34% on the most recent session, opening a modest entry window after a blowout earnings report.<\/p>\n
The Action <\/p>\n
Retirement portfolios need scaled cash generation, expanding margins, and a buyback that actually shrinks the share count \u2014 the opposite of preliminary financials, export-control investigations, and dilutive capital raises. Dell warrants a spot on the research short list while the post-earnings pullback is still here.<\/p>\n
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Dell Technologies didn’t make the cut. Grab the names FREE today<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Quick Read SMCI missed Q3 revenue estimates by 18%, burned $6.6B in operating cash, and faces an export-control…\n","protected":false},"author":2,"featured_media":757111,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[62,276,277,49,48,8598,98271,34576,28471,59694,61,207501],"class_list":["post-757110","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-ca","tag-canada","tag-dell","tag-dell-technologies","tag-revenue-estimates","tag-revenue-growth","tag-super-micro-computer","tag-technology","tag-top-10-ai-stocks"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/757110","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=757110"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/757110\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/757111"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=757110"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=757110"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=757110"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
![\"Chris](\"https:\/\/www.newsbeep.com\/ca\/wp-content\/uploads\/2026\/06\/dce6331a1da4e3959922eb5199ef8274.jpeg\")
Chris Hondros \/ Getty Images The SMCI Trade Is a Dilution Trap <\/p>\n