Key Takeaways Dell Technologies expects Q4 revenues of $31B-$32B, up about 32% year over year. DELL booked $30B in AI server orders YTD, with $18.4B backlog and $25B FY26 shipments targeted. Dell Technologies faces PC demand weakness, supply-chain costs, and fierce AI competition. Dell Technologies (DELL) is scheduled to report its fourth-quarter fiscal 2026 results on Feb. 26, 2026.For the fourth quarter of fiscal 2026, revenues are expected to be between $31 billion and $32 billion, with the mid-point of ...

Ac t i o n | 17 Feb 2026 04:30:04 ET │ 40 pages North America Hardware & Storage C4Q'25 Previews: Mixed Indicators on Hardware Demand As OEMs Navigate Component Headwinds CITI'S TAKE Hardware OEMs are expected to report later this month. End demand commentary continues to be mixed on component headwinds impacting PC demand, and Citi's 4Q CIO Survey suggesting momentum in IT HW spend as AI Capex continues to ramp, meanwhile Gen-AI impacts on HW budgets appear to be moderating qq. We earlier lowered CY26 PC u ...

Investors should be willing to pay a premium for a quality stock, but that doesn't always mean you must pay a premium price.There's never a bad time to buy a good stock. A good stock is an even better buy, however, at a lower price.With that premise in mind against a backdrop of relatively steep valuations for most stocks, here's a closer look at three long-term prospects currently trading at bargain prices.1. DuolingoDuolingo (DUOL 6.03%) is one of those names that rings a bell, but you may not be exactly ...

Using Electronic Health Records, Electronic Medical Records, and longitudinal care plans improves communication and coordination between healthcare providers and their patients. Precision 7875 Tower The Right Fit For Healthcare Technology is transforming healthcare and patient care. With AI taking advantage of the latest workstation en- hancements, healthcare professionals are enabling shorter research time and improved drug development, while incorporating AR and VR into their daily tasks can contribute to ...

Core Viewpoint - BofA Securities has lowered its price target for Dell Technologies to $135 from $150 while maintaining a Buy rating ahead of the fiscal fourth-quarter results scheduled for February 26 [1] Group 1: Financial Adjustments - Rising memory costs are expected to overshadow a strong fiscal fourth-quarter performance, with a 140% year-over-year increase in memory costs compared to a prior assumption of approximately 40% [2] - BofA estimates a 489 basis point impact on total gross margin, a 262 basis point impact on operating margin, and a $2.48 impact on fiscal 2027 earnings per share due to continued increases in memory costs and necessary adjustments [3] Group 2: Operational Efficiency - The actual impact of rising memory costs is expected to be less severe due to Dell's ability to implement additional operating efficiencies, optimize supply chain management, source alternative components, and execute strategic pricing actions, leading to a reduction in fiscal 2027 EPS estimate by $0.86 to $10.00 [4] Group 3: Competitive Positioning - Despite elevated memory costs, Dell is considered better positioned than peers to manage supply chain challenges and structurally lower operating expenses, with BofA citing early-stage enterprise AI adoption, AI PC tailwinds, and increasing attachment rates of Dell intellectual property in storage as positive factors [5]

Core Insights - The Active Copper Cable Multi-Source Agreement (ACC-MSA) has been established to enhance interoperability and innovation in next-generation copper interconnect solutions [1][5] - The consortium aims to address key industry challenges by reducing power, cost, and latency while improving performance for high-speed copper interconnects [1][5] Group 1: Consortium Formation - Thirteen global leaders in networking, semiconductors, and cabling have formed the ACC-MSA, co-chaired by MACOM and Semtech [2] - Founding members include major companies such as AMD, Cisco, Dell Technologies, NVIDIA, and others [2] Group 2: Technical Focus - The initial focus of the ACC-MSA is on optimized copper interconnects featuring integrated linear equalizers [3] - Specifications will cover electrical, firmware, and testing requirements to ensure interoperability among various vendors [3] Group 3: Industry Impact - The integration of linear equalizers is expected to extend the reach of copper cabling, reduce thickness, and lower power consumption and latency compared to traditional DSP-based solutions [4] - AI hardware infrastructure spending is projected to exceed $1 trillion by 2029, with networking infrastructure nearing $200 billion, highlighting the importance of ACCs in future deployments [4]

We recently published an article titled 12 Best Data Storage Stocks to Buy Right Now. On February 17, Citi lowered its price target on Dell Technologies Inc. (NYSE:DELL) to $160 from $165 while maintaining a Buy rating, reflecting broader hardware sector multiple adjustments amid mixed end-demand commentary ahead of fourth-quarter earnings. During its fiscal 2026 third-quarter earnings call, Dell Technologies Inc. (NYSE:DELL) provided constructive forward guidance. For the fourth quarter, revenue is pro ...

每经AI快讯，2月20日，美国最高法院裁定特朗普全球关税措施违规后，个人电脑制造商股价上涨，戴 尔股价上涨1.9%，惠普公司股价上涨1.4%。 （文章来源：每日经济新闻） ...

Company Overview - Dell Technologies Inc. is a diversified IT infrastructure company that focuses on AI-optimized services, storage, PCs, and enterprise solutions [1]. Upcoming Earnings Release - The company is preparing for its Q4 2026 and FY2026 earnings release, which is scheduled for February 26, 2026 [1].

The last week of February features plenty of key earnings reports, as well as some delayed economic data and speeches from several Federal Reserve officials. Wall Street will also be eyeing key inflation data in the form of the the producer price index (PPI) for January.On the earnings front, Domino's Pizza (DPZ), C3.ai (AI), CoreWeave (CRWV), Dell Technologies (DELL), Hims & Hers Health (HIMS), Home Depot (HD), IonQ (IONQ), Lucid Group (LCID), Lowe's (LOW), HP (HPQ) Mosaic (MOS), MP Materials (MP), Nvidia  ...