Why Dell's Post-Earnings Sell-Off Is a Christmas Gift Before a Huge 2025
When a stock sells off on short-term concerns, that can be a huge opportunity for long-term oriented investors.
Dell Technologies Inc. (DELL) UBS Global Technology and AI Conference (Transcript)
Dell Technologies Inc. (NYSE:DELL ) UBS Global Technology and AI Conference December 3, 2024 4:15 PM ET Company Participants Arthur Lewis - President of ISG Conference Call Participants David Vogt - Hardware Networking Analyst David Vogt Good afternoon everyone. Thank you again for joining the UBS Global Tech Conference.
Is Most-Watched Stock Dell Technologies Inc. (DELL) Worth Betting on Now?
Dell Technologies (DELL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Dell Technologies Dips Post Q3 Earnings: Buy, Sell or Hold the Stock?
Although DELL's accelerating AI push and cheap valuation are noteworthy, the sluggish PC market and cautious IT spending are headwinds.
Dell Technologies Has A Major Refresh Cycle Coming In FY26 (Rating Downgrade)
Dell Technologies Inc. experienced strong top-line growth driven by AI infrastructure sales and the general compute refresh cycle, positioning it well for eFY26. Commercial devices offset the -18% decline in Consumer device sales. Enterprise sales are expected to improve in e2h26 as more AI workloads are done at the edge. Dell may realize strong top-line growth in eFY26 as a result of strong enterprise sales for its integrated infrastructure stacks.
Buy Dell Technologies or Hewlett Packard Stock for AI Server Growth?
While demand for traditional PCs may be keeping Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) from firing on all cylinders, it's hard to overlook their stocks for exposure to AI.
Dell Review: Blackwell Efficiency Problems (Rating Downgrade)
Dell Technologies Inc.'s AI PC sales and AI server sales underperformed, raising concerns about the anticipated AI PC revolution and overall server demand. Nvidia's efficient Blackwell chips may reduce the number of servers needed, impacting Dell's future server sales and revenue growth. Despite Dell's Q3 revenue miss, the Infrastructure Solutions Group slightly exceeded estimates, but server and networking revenue fell short of expectations.
Dell: I Am Buying The Drop (Technical Analysis)
Dell Technologies is emerging as a key player in AI, with significant capital spending and a strong performance in AI server orders. Despite a recent earnings miss and a 14.42% stock drop, Dell's valuation remains attractive compared to industry peers, presenting a buying opportunity. Dell's forward price-earnings and price-sales ratios are favorable, suggesting limited downside and potential for a reversal recovery in share prices.
Dell: Temporary Blip Presents A Rock-Solid Buying Opportunity
Dell investors were hit as the company's outlook at its recent earnings release disappointed. However, its AI growth inflection is expected to remain intact, suggesting the selloff seems overstated. Given SMCI's audit challenges, Dell's ability to gain more share against Supermicro in the hyperscaler market shouldn't be ignored.
Should You Buy Dell Stock on the Dip?
Dell (DELL -12.25%) reported mixed results in its latest quarterly earnings release, disappointing investors.
Analysts revise Dell stock price target
Dell Technologies (NYSE: DELL) faced a sharp selloff on November 27, with its shares dropping 11% following the release of mixed Q3 earnings results.
3 factors sending Dell and HPE stocks higher in 2025: Analyst
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