Why Dell stock is crashing
Dell's (NYSE: DELL) share price is spiraling downward as investors digest the company's third-quarter earnings and future forecasts.
Dell: Market Overreacts To Q3 Earnings
Dell Technologies' 11% post-earnings sell-off is an overreaction, presenting a strong buying opportunity. The company's ISG segment is thriving, driven by AI server demand, with a 34% revenue increase and 41% operating income growth. Dell's forward P/E ratio and DCF model indicate significant undervaluation, with a fair share price 24% higher than the current market price.
Dell Q3: Rapid AI Server Growth Offset Weak Consumer PC Sales, Remain 'Strong Buy'
I reiterate a 'Strong Buy' rating on Dell with a one-year target price of $210 per share, driven by robust AI server growth. DELL reported 9.5% revenue growth and 14% adjusted EPS growth, primarily fueled by record-high AI server orders and strong enterprise customer traction. Despite weaker Consumer PC business growth, Dell's new AI server products and partnerships with Nvidia, AMD, and Intel position it well for future growth.
Watch These Dell Stock Price Levels After Post-Earnings Plunge
Dell (DELL) shares tumbled in extended trading Tuesday after the server and personal computer maker reported fiscal 2025 third-quarter revenue that came in below Wall Street expectations.
Dell's AI boost derailed slightly by Blackwell transition and slower move to AI PCs
Dell Technologies Inc.'s recent AI boost was derailed slightly on Tuesday, as the computer maker's weaker outlook — due to a double whammy of AI product transitions in both servers and PCs — disappointed investors.
Dell Technologies Inc. (DELL) Q3 2025 Earnings Call Transcript
Dell Technologies Inc. (NYSE:DELL ) Q3 2025 Earnings Conference Call November 26, 2024 4:30 PM ET Company Participants Paul Frantz - Head of Investor Relations Jeff Clarke - Vice Chairman and Chief Operating Officer Yvonne McGill - Chief Financial Officer Conference Call Participants Amit Daryanani - Evercore ISI Toni Sacconaghi - Bernstein Aaron Rakers - Wells Fargo David Vogt - UBS Erik Woodring - Morgan Stanley Wamsi Mohan - Bank of America Ben Reitzes - Melius Research Asiya Merchant - Citi Mehdi Hosseini - SIG Krish Sankar - TD Cowen Michael Ng - Goldman Sachs Samik Chatterjee - JPMorgan Simon Leopold - Raymond James Steven Fox - Fox Advisors Tim Long - Barclays Operator Ladies and gentlemen, good afternoon, and welcome to the Fiscal Year 2025 Third Quarter Financial Results Conference Call for Dell Technologies Inc. I'd like to inform all participants this call is being recorded at the request of Dell Technologies. This broadcast is copyrighted property of Dell Technologies Inc. Any rebroadcast of this information in whole or part without the prior written permission of Dell Technologies is prohibited.
Compared to Estimates, Dell Technologies (DELL) Q3 Earnings: A Look at Key Metrics
The headline numbers for Dell Technologies (DELL) give insight into how the company performed in the quarter ended October 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Dell Technologies (DELL) Q3 Earnings Beat Estimates
Dell Technologies (DELL) came out with quarterly earnings of $2.15 per share, beating the Zacks Consensus Estimate of $2.06 per share. This compares to earnings of $1.88 per share a year ago.
Dell Stock Slides After Revenue Falls Short of Estimates
Dell (DELL) posted third-quarter revenue that fell short of analysts' expectations, sending shares lower after the closing bell Tuesday.
Dell Technologies Q3 earnings beat on AI demand but revenue misses estimates
Dell Technologies Inc (NASDAQ:DELL) posted strong third-quarter earnings driven by record AI server demand, though revenue fell short of Wall Street expectations, sending shares down 5% in postmarket trading. Revenue for the quarter ended November 1 rose 10% year-over-year to $24.4 billion, missing estimates of $24.7 billion.
Dell Stock Slips As Revenue Misses Forecasts Despite Earnings Beat
Dell reported mixed fiscal third quarter results, with revenue coming in short of estimates. The post Dell Stock Slips As Revenue Misses Forecasts Despite Earnings Beat appeared first on Investor's Business Daily.
Dell sees AI-server boom gain more steam, but overall revenue falls short
Dell beat expectations in its infrastructure solutions group, which includes servers, but came up short in client solutions, which includes PCs
