Latest news with #DellTechnologiesInc
Yahoo
01-08-2025
- Business
- Yahoo
Dell's Quarterly Earnings Preview: What You Need to Know
Valued at $90.7 billion by market cap, Dell Technologies Inc. (DELL) operates as one of the largest laptop and PC companies in the world. The Round Rock, Texas-based PC designer operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) segments. Its operations span numerous countries across the Americas, Indo-Pacific, and EMEA. The company is expected to announce its fiscal Q2 2025 earnings results on Thursday, Aug. 28, after the market closes. Ahead of this event, analysts expect the company to report an adjusted EPS of $2.06, up 21.9% from $1.69 in the year-ago quarter. It has surpassed or matched Wall Street's earnings estimates in three of the last four quarters, while missing on one occasion. More News from Barchart With UnitedHealth Under DOJ Investigation, Should You Buy, Sell, or Hold UNH Stock Now? Trump Won't Take Away Tesla's Subsidies. Does That Make TSLA Stock a Safe Buy Here? Can AMD Stock Hit $210 in 2025? Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For fiscal 2025, analysts expect the company to report an adjusted EPS of $8.56, up 14.4% from $7.48 in fiscal 2024. Additionally, adjusted EPS is expected to increase 14.6% year-over-year to $9.81 in fiscal 2026. DELL stock has surged 152.2% over the past 52 weeks, outperforming the Technology Select Sector SPDR Fund's (XLK) 25.2% surge and the S&P 500 Index's ($SPX) 16.6% uptick during the same time frame. DELL stock prices dropped 2.1% in the trading session after the release of its mixed Q1 results on May 29. Its net revenues for the quarter increased 5.1% year-over-year to $23.4 billion, surpassing the consensus estimates. Moreover, the company's adjusted EPS for the quarter grew by 17.4% year-over-year to $1.55, but missed the consensus estimates by 6%. The consensus opinion on DELL stock is highly optimistic, with an overall 'Strong Buy' rating. Out of the 20 analysts covering the stock, opinions include 14 'Strong Buys,' two 'Moderate Buys,' and four 'Holds.' The mean price target of $140.16 indicates a 5.6% upside potential from current price levels. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-07-2025
- Business
- Yahoo
Dell Technologies Partners With Lowe to Provide Its AI and PC Technology Solutions
Dell Technologies Inc. (NYSE:DELL) is one of the . On June 19, Dell Technologies Inc. (NYSE:DELL) announced its partnership with Lowe's Companies Inc. to help the home improvement firm transform customer and associate experiences through AI and PC technology solutions. Dell Technologies will assist Lowe in improving shopping capabilities and store management. Through the Dell AI Factory with Nvidia, Lowe will be equipping its 1,700 stores and corporate offices with Dell PCs and devices to support seamless operations. Rose Carson/ 'For 40 years, Dell Technologies has championed transformative innovation. Through our advanced AI solutions and a comprehensive IT ecosystem, we're helping Lowe's redefine retail experiences. Together, we're turning ideas into tangible progress, enhancing both operations and customer engagement like never before,' said John Roese, global chief technology officer and chief AI officer, at Dell Technologies. Lowe will be transforming its operations by setting the foundation for powerful AI solutions. Using Dell's PowerEdge XE8640 server and Nvidia's accelerated computing and AI software, Lowe will innovate multiple areas, including computer vision, data processing at the edge, and data center optimization. Dell Technologies Inc. (NYSE:DELL), historically a major PC and computer hardware manufacturer, is now a critical player in the AI industry. Dell has become an AI infrastructure and solutions powerhouse, enabling its customers to train, manage, and deploy AI systems at scale. While we acknowledge the potential of DELL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-07-2025
- Business
- Yahoo
Dell Technologies Positioned for AI-Driven Growth, Says Morgan Stanley
Dell Technologies Inc. (NYSE:DELL) is one of the 20 undervalued momentum stocks that are taking off. On June 26, Morgan Stanley's Erik Woodring reiterated his Buy rating on Dell Technologies, maintaining a price target of $135. His outlook was based on Dell's solid position which enables it to benefit from accelerating demand for AI servers, which he believes could drive earnings meaningfully above current expectations. According to Woodring, while the ramp-up in AI infrastructure may introduce pressure on operating margins, Dell should be able to manage these challenges effectively through disciplined cost control. While the company is transitioning towards a more capital-intensive product mix, the analyst highlights that Dell's operational efficiency should support its margins. In addition, the management's execution in its core storage business is expected to offset potential headwinds and support overall margin expansion. A network administrator monitoring a data center, with a wall of servers in the background. In essence, Woodring's investment case for Dell rests on the company's ability to convert its AI server momentum into sustainable earnings growth while maintaining margin discipline. In his view, better operating margins could prove to be a catalyst for substantial share price upside. Dell Technologies Inc. (NYSE:DELL) is a key player in IT infrastructure modernization. Its extensive product portfolio includes personal computers, servers, storage solutions, networking, software, and cybersecurity. While we acknowledge the potential of DELL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and 10 Best Tech Stocks to Buy According to Billionaires. Disclosure: None.
Yahoo
27-06-2025
- Business
- Yahoo
Is Dell Technologies Stock Underperforming the S&P 500?
Valued at $81.9 billion by market cap, Dell Technologies Inc. (DELL) operates as one of the largest laptop and PC companies in the world. The Round Rock, Texas-based PC designer operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) segments. Its operations span numerous countries across the Americas, Indo-Pacific, and EMEA. Companies worth $10 billion or more are generally described as "large-cap stocks." Dell fits right into that category, reflecting its significant presence and influence in the computer hardware industry. Tesla's Robotaxis Reportedly Sped and Veered Into the Wrong Lanes. Does This Crush the Bull Case for TSLA Stock? Dear Micron Stock Fans, Mark Your Calendars for June 25 Is United Health Stock a Buy, Hold or Sell for July 2025? Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. Dell touched its all-time high of $150.23 on Jul. 9, 2024, and is currently trading 19.8% below its peak. Meanwhile, Dell stock has soared 21.9% over the past three months, significantly outperforming the S&P 500 Index's ($SPX) 5.5% gains during the same time frame. Over the longer term, Dell stock has gained 4.5% on a YTD basis and plunged 14.2% over the past 52 weeks, outpacing SPX's 3.6% gains in 2025, but significantly underperforming SPX's 11.4% surge over the past year. To confirm the recent upturn, Dell stock has traded consistently above its 50-day moving average since the start of May and mostly above its 200-day moving average since mid-May, with some fluctuations. Dell Technologies' stock prices dropped 2.1% in the trading session after the release of its mixed Q1 results on May 29. The company's net revenues for the quarter increased 5.1% year-over-year to $23.4 billion, surpassing the consensus estimates by 1%. Meanwhile, the company's adjusted EPS for the quarter grew by 17.4% year-over-year to $1.55, but missed the consensus estimates by a notable margin. However, Dell registered a significant growth in cash flows; its adjusted free cash flows for the quarter grew from $623 million in the year-ago quarter to $2.2 billion. On a more positive note, the stock has notably outperformed its peer HP Inc.'s (HPQ) 24.8% drop on a YTD basis and 32.4% decline over the past 52 weeks. Among the 19 analysts covering the Dell stock, the consensus rating is a 'Strong Buy.' Its mean price target of $137.05 suggests a 13.8% upside potential from current price levels. On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
13-06-2025
- Business
- Yahoo
Dell Technologies (DELL) Named a Top AI Play by Deutsche Bank—Here's Why
Dell Technologies Inc. (NYSE:DELL) is one of the . On June 12, Deutsche Bank reiterated the stock as 'Buy.' The firm said that the tech giant remains a top idea following a meeting with investor relations. 'We view DELL as a top beneficiary of elevated (and prioritized) investment in AI infrastructure…' In other news, Wells Fargo analyst Aaron Rakers also maintained their bullish stance on DELL stock, giving a Buy rating on June 5. Rakers' highlighted the company's strong financial position and strategic initiatives for the rating. Photo by Its me Pravin on Unsplash This includes its robust backlog in AI-optimized servers that indicate strong demand and revenue potential, and also its purchase obligations and inventory levels, implying effective management of supply chain and production capabilities. Moreover, Dell's capital return strategy has also been deemed effective, which includes significant share repurchases and dividend increases. The approach highlights confidence in the company's cash flow generation and also its commitment to returning value to shareholders. Analysts on Wall Street currently have a consensus 'Buy' rating on the stock. The average price target of $140 implies a 24.6% upside; however, the Street-high target of $155 implies an upside of 37.97%. Dell Technologies Inc. (NYSE:DELL) provides IT solutions, including servers, storage, networking, and personal computing devices, to businesses and consumers worldwide. While we acknowledge the potential of DELL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
