<div id="readability-page-1">Goldman Sachs analyst Katherine Murphy has reaffirmed a Buy rating on Dell, setting a price target of $500, which suggests a potential upside of approximately 15%. According to NS3.AI, Dell projects its fiscal year 2027 revenue to reach $167 billion, with $60 billion anticipated from AI server sales. TipRanks data indicates that Wall Street's average 12-month price target for Dell is $455.</div>

Dell (DELL) Q1 results: revenue +88% YoY, EPS +282%, AI server revenue surging 757%, plus a USD 9.7B Pentagon contract pushing FY27 AI server guidance up to USD 60B. Stock popped 39% after hours. But how long can 757% growth last, and where's the AI server margin ceiling?

<p><span style="background-color:rgb(253,253,252);color:rgb(110,108,104);">Dell (DELL) Q1 results: revenue +88% YoY, EPS +282%, AI server revenue surging 757%, plus a USD 9.7B Pentagon contract pushing FY27 AI server guidance up to USD 60B. Stock popped 39% after hours. But how long can 757% growth last, and where's the AI server margin ceiling?</span></p>

Dell Q1: AI Servers Up 757%, Can It Last?

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<p>Goldman Sachs analyst Katherine Murphy reaffirmed a Buy rating on Dell with a $500 price target, implying ~15% upside. This exceeds the Wall Street average of $455. Dell projects FY2027 revenue of $167 billion, including $60 billion from AI server sales.</p>

Goldman Sachs Analyst Sets $500 Price Target for Dell