Dell Technologies: A Contrarian View Before The Earnings Call
Dell Technologies is rated "Hold" due to short-term struggles, despite long-term opportunities in AI and data, with declining consumer strength as a key factor. The weakness of the U.S. consumer is impacting Dell's Client Solutions Group, leading to declining sales and postponed purchases, which is affecting short-term performance. The Infrastructure Solutions Group faces competitive pressures and postponed investments, limiting the benefits from AI advancements, despite potential growth in the data era.
What You Need To Know Ahead of Dell Technologies' Earnings Report
Dell Technologies (DELL) is set to report second-quarter results for its fiscal 2025 after the bell on Thursday, with investors likely watching for margin improvements and any updates on the company's position in the artificial intelligence (AI) server market.
Curious about Dell Technologies (DELL) Q2 Performance? Explore Wall Street Estimates for Key Metrics
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Dell Technologies (DELL), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended July 2024.
Dell Technologies: Buy Into Earnings (Earnings Preview)
Dell Technologies to report q2'25 earnings on August 29, 2024, with analysts mostly bearish on the name, potentially opening the door for a major earnings surprise. Capital investments in networking and infrastructure technologies have been reignited, as suggested by Dell's peers. This could lead to stronger margins in the coming periods. Increased price target of $202/share with optimistic outlook for revenue growth and operating margin expansion. Dell shares are tactically positioned for a major upswing.
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Investors looking for a reasonably priced AI stock should look no further than Dell Technologies, a leading supplier of AI servers. Live sports streaming is opening up a new growth opportunity for Netflix.
Dell: Reached A Critical Inflection Point (Rating Upgrade)
Dell stock collapsed into a deep bear market as its AI growth hype met its moment of reckoning. Dell's AI growth inflection is still in the early stages and looks promising. Following Supermicro's recent earnings, investors are likely assessing a solid AI revenue outlook from Dell.
Dell: Upgrading To Buy Into Earnings, Big EPS Growth In Sight
Dell Technologies has shifted its focus to AI, experiencing stock price volatility but showing strong revenue growth in Q1 2025. Analysts predict mid-to-high single-digit earnings growth, with a target of over $10 in non-GAAP EPS by FY 2027. Despite technical risks, Dell is considered undervalued, with a buy rating and a fundamental price target of $136.
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Dell Technologies (DELL) Reports Next Week: What to Know Ahead of the Release
Dell Technologies (DELL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Is It Worth Investing in Dell Technologies (DELL) Based on Wall Street's Bullish Views?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Why Dell Technologies (DELL) is a Top Value Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Is Dell Technologies (DELL) Stock Outpacing Its Computer and Technology Peers This Year?
Here is how Dell Technologies (DELL) and Ceragon Networks (CRNT) have performed compared to their sector so far this year.
