Dell Stock Drops Nearly 2.9% as OpenShell Reaches the Entire AI Factory
Yahoo Finance ·
Dell Stock Drops Nearly 2.9% as OpenShell Reaches the Entire AI Factory Khac Phu Nguyen Mon, September 28, 2026 at 12:51 PM EDT 1 min read DELL NVDA This article first appeared on GuruFocus . Dell Technologies ( NYSE:DELL ), the AI-server and enterprise-computing company, joined Nvidia's agent-safety ecosystem on Monday as its shares fell about 2.8% to $546.86 around 10:23 a.m. ET. Dell is among the infrastructure partners supporting OpenShell, which puts controls around what AI agents can do. Is DELL fairly valued? Test your thesis with our free DCF calculator. Dell wants a bigger role than supplying servers. Its deskside AI systems can run models with roughly 70 billion to 235 billion parameters locally, giving customers a way to keep sensitive work on their own hardware. Dell can sell the systems, then help businesses deploy and manage them. The company has booked more than $130 billion in AI-server orders over 12 months and expects $74 billion in fiscal 2027 AI-server revenue. That is a huge business, but the valuation leaves little room for a weak payoff. At $546.86, the shares sit 134.9% above the $232.81 GF Value estimate. Nvidia's announcement brings Dell into a broader security offering without adding a disclosed server order. Investors now need to see whether services, deployment margins and repeat purchases make those AI sales more profitable.
DYAX Investor Sentiment
Bullish (Long) 36% · Bearish (Short) 64%
328 participants
Related News
- Jensen Huang Just Gave Investors 150 Billion Reasons to Buy Nvidia Stock
- Realty Income (O) Stock Pays Dividends Monthly. Does That Actually Make It a Better Dividend Stock?
- Meta enters the enterprise AI battle
- Bank of America Doubles Down on IonQ Stock For Key Reason
- CoreWeave Just Gave Investors Multiple Reasons to Remain Bullish on Its Stock
- Kraken Robotics Is Down 57% From Its High. Is the Undersea Drone Maker a Hidden Gem?
