Dell ranks 10th on a list of the 10 best cheap stocks heading into 2027, citing a forward P/E of 13, expected 2027 revenue growth of nearly 34%, and popularity among hedge funds. The article recalls an October 30 tech selloff that pushed MSCI's global index down 1.5% and the Philadelphia semiconductor index down more than 7%, after Intel and Amazon results showed how much cash AI spending is burning. Interest rates were also a major factor, with 10-year Treasury yields near 5.3%. Dell booked a record $60.9 billion of AI server orders in its fiscal second quarter and ended it with a $95 billion backlog, lifting its full-year revenue outlook to $192 billion. Revenue from traditional servers and networking jumped 122% as customers replace aging data center equipment, and management said demand is running ahead of the supply Dell can secure.
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