{"id":905805,"date":"2026-09-22T21:44:10","date_gmt":"2026-09-22T21:44:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/905805\/"},"modified":"2026-09-22T21:44:10","modified_gmt":"2026-09-22T21:44:10","slug":"dell-falls-2-5-as-1199-googlebook-tests-pc-margin","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/905805\/","title":{"rendered":"Dell Falls 2.5% as $1,199 Googlebook Tests PC Margin"},"content":{"rendered":"\n

This article first appeared on GuruFocus<\/a>. <\/p>\n

Dell Technologies (NYSE:DELL<\/a>), the enterprise-infrastructure and PC maker, entered<\/a> Google’s push into premium AI laptops with the new XPS Googlebook. Shares fell approximately 2.5% to $561.01. <\/p>\n

\"Dell<\/a> DELL GF Value chart<\/a> <\/p>\n

The $1,199 machine pairs a 13-inch design with Qualcomm’s Snapdragon X Elite and software built around Google’s Gemini AI. But laptops are only one piece of Dell’s AI story. The company’s latest quarter generated a record $60.9 billion of AI-server orders and $16.4 billion of AI-server revenue, giving Dell a much bigger growth engine behind the new consumer device. <\/p>\n

\"Dell<\/a> Dell Falls 2.5% as $1,199 Googlebook Tests PC Margin \u00b7 us.finance.gurufocus <\/p>\n

The valuation picture is harder to ignore. Dell’s $561.01 share price sits 143.19% above the $230.69 GF Value estimate, showing how aggressively investors are already pricing future growth into the stock. The Googlebook adds another premium product and could deepen Dell’s position across AI devices, but there is no disclosed sales target, margin outlook or unit commitment yet. For investors, the bigger question is whether Dell can turn this new AI-PC exposure into meaningful earnings growth while its valuation already leaves little room for disappointment. <\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL), the enterprise-infrastructure and PC maker, entered Google’s push into…\n","protected":false},"author":2,"featured_media":905806,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[49,48,98271,192,61],"class_list":["post-905805","post","type-post","status-publish","format-standard","has-post-thumbnail","category-technology","tag-ca","tag-canada","tag-dell-technologies","tag-google","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/905805","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=905805"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/905805\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/905806"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=905805"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=905805"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=905805"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}