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Outstanding Upside Yet Again: Recapping Dell’s Actuals vs. Consensus

Consensus Estimate Benchmarking + Valuation Context

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Consensus Media
Sep 01, 2026
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Shares were a bit cautious in reacting to this given how strong the stock has been and results from peers Super Micro and Lenovo, but are now +8%. Take a look at the scale of the upside:

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