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UBS revised its 2027 PC sales forecast from growth to decline due to memory cost inflation, causing Dell (DELL) to fall 4.56% and HP (HPQ) to drop 2.78%. HP's PC division generates 75% of its revenue, while Dell has a $95 billion AI server backlog and $192 billion annual guidance. Both companies have seen significant year-to-date gains, with Dell up 340.11% and HP up 49.29%.

Morgan Stanley reports enterprise hardware spending surged in Q2, with traditional server revenue up 87% YoY, storage up 34%, and PCs up 14%. Despite strong growth, valuations declined for most stocks. MS favors P and SNX, maintains Neutral on Dell, and Underweight on HPQ. Dell showed strong execution but faces valuation concerns, while HPQ struggles with PC demand and margin pressures.

Silver Lake plans to sell 1.1 million shares of Dell Technologies' Class C Common Stock in multiple transactions between June and September 2026, totaling approximately $57.6 million in gross proceeds.

Dell Technologies reported 6,500+ AI customers, adding 3,300 in three quarters. Q2 fiscal 2027 saw $60.9B in AI-server orders, $16.4B in revenues, and a $95B backlog. The company expects $74B in AI-server revenues for fiscal 2027, up threefold from the prior year. Dell faces competition from Super Micro Computer and Cisco Systems in the AI infrastructure market.

Dell Technologies Inc. (NYSE: DELL) has been added to the S&P 100 index. The company's stock is currently trading at 568.06 USD, with a 5-day change of -3.46% and a 1st Jan change of +0.14%. This inclusion may impact investor perception and trading activity.

Dell Technologies reported Q2 2027 revenue of $46.97B, beating estimates by $2.05B. Non-GAAP EPS was $7.04, exceeding expectations by $2.12. GAAP net income rose 255% YoY to $4.13B. Shares gained 9% post-earnings. Dell raised FY2027 revenue guidance to $192B, citing AI server demand and price increases. AI server backlog reached $95B.