Vandita Jadeja
5 min read
Quick Read
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DELL surged 348% year-to-date with 6,500+ AI infrastructure customers, yet the average analyst price target sits just 4% above today’s price.
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Dell’s fiscal 2027 EPS estimates jumped 41% in 90 days, with 22 upward analyst revisions and zero cuts in the last month.
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Dell exceeded 43% annual gains in three of the last five years, but DRAM and NAND shortages are currently limiting how much it can ship.
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Dell Technologies (NYSE:DELL) has turned into one of the market’s biggest AI winners, but it still gets less attention than the chipmakers. Shares are up 348.53% year-to-date and 1,048.21% over five years. The driver is a customer base that keeps getting wider.
Dell’s AI infrastructure list passed 6,500 customers, and 3,300 of them signed on in the last three quarters. On Dell’s September 1 earnings call, Jeff Clarke said “IT environments have shifted from cost centers to value drivers that fuel growth and competitive advantage, and customers are investing accordingly.”
So what would it take for Dell to reach $800 by 2027?
Wall Street’s Price Targets Lag Behind Rapidly Rising Estimates
The average analyst target is $583.96. That’s only 4% above today’s $559.42. Still, analysts like the stock: 19 rate it a Buy or Strong Buy and none rate it a Sell.
Earnings estimates have rose faster than targets: ninety days ago, analysts expected $18.3732 in fiscal 2027 EPS. Today the figure is $25.8976, a 41% increase. In the last 30 days there were 22 upward revisions and zero cuts.
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Management now guides to $192 billion in revenue (up 69%) and $25.50 in non-GAAP EPS (up 148%). Dell has also beaten EPS estimates in five straight quarters, so actual results may land above forecasts again.
Here’s What It Takes for Dell to Reach $800
