The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
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Dell targets the $252 billion AI server market, growing at a 35% CAGR, driving ISG growth. ISG's projected mid-20% YoY growth offsets the PC segment's slower 1% decline. Trading at a forward P/E of ~15, Dell offers a PEG ratio of 0.37, highlighting upside potential.
Americans only have a median savings of $8,000 across all of their checking, money market, savings, call accounts, and prepaid debit cards, according to the Federal Reserve's latest numbers. That amount only covers cash and doesn't include any stocks, which are still only held by 62% of all American adults, according to a Gallup survey.
Dell Technologies (DELL) Similar to how investors underestimated foundry chip stocks in 2023, data center companies are being undervalued heading into 2025, with artificial intelligence (AI) now front and center.
On the heels of an incredible rally, stocks are off to a strong start in 2025. After surging 23.3% across 2024's trading, the S&P 500 index rose roughly 1.2% early in this year's trading before flattening as of Tuesday's market close.
Dell Technologies' stock has surged over 50% in the past year, driven by its servers business in the AI sector. Technical indicators, including moving averages and Bollinger Bands, suggest further gains despite a neutral chart. Earnings show satisfactory growth, with revenue up 10% YoY and EPS up 16% YoY, reflecting fair valuation.
The exponential growth of artificial intelligence (AI) in multiple sectors of the economy is expected to add trillions to the world's gross domestic product. Investors can already see this playing out, with top AI hardware and software companies reporting strong expansion in their businesses and their revenues over the past few years.
The Investment Committee give you their top stocks to watch for the second half.
Although DELL's accelerating AI push and cheap valuation are noteworthy, the sluggish PC market and cautious IT spending are headwinds.
When you think of artificial intelligence (AI) computing, Dell Technologies (DELL 0.37%) probably isn't the first company you think of. Dell likely reminds you of a laptop or computing station you use at work, not big, powerful AI computing.
The stock market enjoyed a strong year in 2024 as the S&P 500 hit new records. The challenge for investors looking to get into the market amid such a strong bull run, however, is that valuations for some stocks have gotten high, perhaps even wildly overpriced.