Dell Struggles To Protect Margins As Supply Chain Costs Mount
1. Dell's Q2 revenue rose 19% to $29.78 billion, aided by AI server demand. 2. Profit guidance fell short, leading to a 9.43% drop in shares. 3. Dell raised fiscal 2026 revenue outlook to $109 billion despite margin pressures. 4. JP Morgan and Goldman Sachs maintained bullish ratings with price forecasts up to $150. 5. Future growth hinges on stabilizing margins and successful AI demand management.