Dell Technologies(DELL)

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What's Next After Dell's 5% Drop Yesterday?
Forbes· 2025-10-10 12:10
MIAMI - NOVEMBER 11: Jorge Bascha looks at a Dell computer on sale at a Staples store November 11, 2007 in Miami, Florida. (Photo by Joe Raedle/Getty Images)Getty ImagesDell Technologies (DELL) stock fell 5.2% in one day. The shares currently appear to be fairly priced, but historical trends indicate that purchasing during dips may be advantageous. Take a look at the following information:Size: Dell Technologies is a $106 billion company with $101 billion in revenue, currently trading at $155.95.Fundamental ...
Dell Technologies: A Dinosaur That's Learning New Tricks (NYSE:DELL)
Seeking Alpha· 2025-10-10 10:50
Perhaps you, like me, have a certain bias against Dell Technologies (NYSE: DELL ). Before, when I looked at it from afar, Dell seemed to me to be practically a dinosaur in the tech sector, not becauseEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure ...
Dell Technologies: A Dinosaur That's Learning New Tricks
Seeking Alpha· 2025-10-10 10:50
Perhaps you, like me, have a certain bias against Dell Technologies (NYSE: DELL ). Before, when I looked at it from afar, Dell seemed to me to be practically a dinosaur in the tech sector, not becauseEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure ...
戴尔上调长期收入增长预测,路透社提示竞争加剧对利润率构成压力
Huan Qiu Wang· 2025-10-10 00:53
【环球网财经综合报道】近日,戴尔科技公司上调了长期收入和利润增长预测,预计的年收入复合增长率将从之前的 3%至4%提高到7%至9%,并表示市场对人工智能产品的需求将推动这一强劲增长态势至少持续至2030财年。 戴尔首席执行官迈克尔·戴尔在一份声明中表示:"客户渴望人工智能,以及我们提供用于大规模部署智能的计算、存 储和网络。" 戴尔科技公司还将调整后每股收益的年度增长率预期几乎翻了一番,从8%提高到至少15%。 但路透社报道也提到,尽管人工智能服务器的强劲需求提振了戴尔的收入,但竞争加剧以及生产这些产品成本的上升 对利润率构成压力,引发了投资者的担忧。 据路透社报道,随着微软下周结束对Windows 10的支持,预计将迎来强劲的个人电脑更新周期,以维护安全和最新功 能,这将有利于惠普和戴尔等PC制造商。 ...
Dell Technologies Up 32% in a Month: Should Investors Buy the Stock?
ZACKS· 2025-10-09 19:16
Key Takeaways Dell shares jumped 32.2% in a month, far outpacing the broader tech sector's 3.8% gain. Strong AI server demand and $11.7B backlog drive Dell's robust fiscal 2026 momentum. Dell projects up to 11% Q3 FY26 revenue growth on innovation and expanding AI partnerships. Dell Technologies (DELL) shares have gained 32.2% in the past month, outperforming the broader Zacks Computer and Technology sector’s increase of 3.8%. The Zacks Computer - Micro Computers industry has surged 13.1% in the same time f ...
Dell’s Financial Playbook: AI Infrastructure, Margin Expansion, Shareholder Returns (DELL)
Seeking Alpha· 2025-10-09 18:09
Dell Technologies Inc. (NYSE: DELL ) raised the bar for margin-accretive growth for the coming years as AI infrastructure investments far outweigh previous forecasts. As enterprise AI adoption remains in its infancy, Dell should realize significant tailwinds asMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across ...
Dell's Financial Playbook: AI Infrastructure, Margin Expansion, Shareholder Returns
Seeking Alpha· 2025-10-09 18:09
Core Insights - Dell Technologies Inc. is positioned for margin-accretive growth due to significant investments in AI infrastructure, which exceed previous forecasts [1] - The adoption of enterprise AI is still in its early stages, suggesting that Dell could benefit from substantial growth opportunities in the future [1] Company Analysis - Dell's focus on AI infrastructure investments indicates a strategic shift that could enhance its competitive edge in the technology sector [1] - The company's growth potential is linked to the broader trend of increasing enterprise AI adoption, which is expected to accelerate in the coming years [1] Industry Context - The current state of enterprise AI adoption is characterized as being in its infancy, which presents a favorable environment for companies like Dell to capitalize on emerging opportunities [1]
Mayr-Melnhof Karton AG - Special Call
Seeking Alpha· 2025-10-09 18:06
PresentationHello, everyone, and a warm welcome to the [ OTRAN Air ] Conference. My name is Sarah, and I will be your host for today's roundtable of the Mayr-Melnhof Karton AG, short MM Group. And I'm delighted to welcome the Head of Investor Relations and Corporate Communications, Stephan Sweerts-Sporck, who will give us some insights just in a moment. And with no further ado, Stephan, I hand over to you.Stephan Sweerts-SporckHead of Investor Relations & Corporate Communications Thank you, Sarah. Hello, an ...
Dell Stock Is Trending Higher, But You Should Favor WDC Stock Instead
Forbes· 2025-10-09 15:45
Close-up of logo for Dell computers on a computer peripheral in an office, August 21, 2019. (Photo by Smith Collection/Gado/Getty Images)Getty ImagesWestern Digital (WDC) stock shows stronger revenue growth across key periods, better profitability, and a relatively lower valuation compared to Dell Technologies (DELL), suggesting investors may find WDC a more compelling opportunity.WDC’s quarterly revenue growth was 30.0%, versus DELL’s 19.0%.Its last twelve months’ revenue growth reached 39.2%, surpassing D ...
Imperial Brands: Positive Long-Term Prospects
Seeking Alpha· 2025-10-09 15:44
I last checked on the British tobacco stock Imperial Brands PLC ( OTCQX:IMBBY ) ( OTCQX:IMBBF ) around a year ago, at which time. Its performance on the stock markets exceeded its peers'. Nothing has changed since. It stillManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Green Grow ...