Generative AI

Dell Technologies: The Generative AI Market Should Support Growth


Michael Vi

Investment Thesis

Dell Technologies (NYSE:DELL) may be undervalued, given a perceived disconnect in the expectations of future free cash flow growth and the company’s consensus revenue and profit growth. Additionally, the markets that Dell does business in are either

Rev CAGR

FCF CAGR

Bear Case CAGR

5.0%

8%

Base Case CAGR

7.3%

13%

Bull Case CAGR

9.6%

18%



Source

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