- Entry
- $508.25
- Now
- $581.10 +14.3%
- Target
- —
- Score
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What a machine. Clearly taking share and generating just huge cash flows. Conf call just beginning but the numbers speak loudly. Gross margin dollars up 78%. While Opex up only 22%. EBIT +160% Guides billions ahead of street estimates. Running a base case DCF with a 10% hurdle rate shows material equity value creation ahead.
— ORIGINAL POST ·
DELL earnings well ahead and guide up is large
· r/investing
· Sep 1, 2026