Dell Technologies(DELL)

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Dell Technologies (DELL) Is Up 0.49% in One Week: What You Should Know
ZACKS· 2025-08-20 17:01
Company Overview - Dell Technologies currently holds a Momentum Style Score of B, indicating a positive outlook based on its recent performance metrics [2] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [3] Price Performance - Over the past week, Dell's shares increased by 0.49%, while the Zacks Computer - Micro Computers industry rose by 0.73% [5] - In a longer time frame, Dell's shares have appreciated by 8.74% over the past month, outperforming the industry's 7.65% [5] - Over the last quarter, Dell's shares have risen by 18.61%, and they are up 22.12% over the past year, significantly outperforming the S&P 500, which increased by 7.87% and 15.7% respectively [6] Trading Volume - Dell's average 20-day trading volume is 4,426,363 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, two earnings estimates for Dell have been revised upwards, while none have been lowered, leading to an increase in the consensus estimate from $9.43 to $9.47 [9] - For the next fiscal year, one estimate has moved upwards with no downward revisions during the same period [9] Conclusion - Given the positive momentum indicators and earnings outlook, Dell Technologies is positioned as a strong candidate for investment, reflected in its 2 (Buy) rating and Momentum Score of B [11]
Dell Technologies (DELL) Upgraded to Buy: Here's What You Should Know
ZACKS· 2025-08-20 17:01
Core Viewpoint - Dell Technologies has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system highlights the strong correlation between changes in earnings estimates and near-term stock price movements, driven by institutional investors who adjust their valuations based on these estimates [3][5]. - An increase in earnings estimates typically leads to higher fair value for a stock, prompting institutional investors to buy or sell, which subsequently affects stock prices [3]. Dell Technologies' Earnings Outlook - The recent upgrade for Dell Technologies reflects an improvement in its underlying business, with rising earnings estimates expected to drive the stock price higher [4][9]. - Analysts have raised their earnings estimates for Dell Technologies, with the Zacks Consensus Estimate for the fiscal year ending January 2026 projected at $9.47 per share, showing a 3.4% increase over the past three months [7]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [6]. - The upgrade of Dell Technologies to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating its strong earnings estimate revision feature and potential for market-beating returns [8][9].
Here's Why Dell Technologies (DELL) Fell More Than Broader Market
ZACKS· 2025-08-19 22:46
Group 1 - Dell Technologies closed at $135.20, reflecting a -2.12% change from the previous day, underperforming the S&P 500's daily loss of 0.59% [1] - Over the past month, Dell's shares gained 7.11%, outperforming the Computer and Technology sector's gain of 3.91% and the S&P 500's gain of 2.49% [1] Group 2 - The upcoming earnings report for Dell Technologies is scheduled for August 28, 2025, with projected earnings per share (EPS) of $2.28, indicating a 20.63% increase year-over-year [2] - Quarterly revenue is expected to reach $29.25 billion, up 16.87% from the same period last year [2] Group 3 - For the full year, earnings are projected at $9.45 per share and revenue at $104.26 billion, representing increases of +16.09% and +9.1% respectively from the prior year [3] - Recent changes in analyst estimates suggest a positive outlook for Dell Technologies, indicating optimism regarding business and profitability [3] Group 4 - The Zacks Rank system, which evaluates estimate changes, currently ranks Dell Technologies at 4 (Sell), with the consensus EPS estimate remaining unchanged over the last 30 days [5] - The Zacks Rank has a historical track record of outperforming, with stocks rated 1 producing an average annual return of +25% since 1988 [5] Group 5 - Dell Technologies has a Forward P/E ratio of 14.62, which is a premium compared to the industry average of 13.09 [6] - The company has a PEG ratio of 0.88, while the industry average PEG ratio is 1.53 [6] Group 6 - The Computer - Micro Computers industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 98, placing it in the top 40% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]
Circana Reveals 2025 B2B Tech Channel Performance Award Winners at XChange
GlobeNewswire News Room· 2025-08-18 14:00
Highest U.S. Market Point Share Change (YOY) | Category | Winner | | --- | --- | | Commercial Displays/Monitors | ViewSonic | | Storage and Data Protection Software | Rubrik | | Cybersecurity | Zscaler | | Best of the Channel –Small Business | Dell | | Best of the Channel – Hardware | Apple | | Best of the Channel – Software | Palo Alto | Source: Circana, US Reseller Tracking, 12 months ending May 2025 DENVER, Aug. 18, 2025 (GLOBE NEWSWIRE) -- DENVER — Aug. 18, 2025 — Circana, LLC has announced the winners ...
首届消博会第二批参展品牌名单公布
Hai Nan Ri Bao· 2025-08-18 10:38
Group 1 - The second batch of participating brands for the first China International Consumer Products Expo has been announced, featuring a variety of luxury cars and premium products [1] - The brands listed include Omron, Dell Technologies, Jaguar, Land Rover, Hans Yachts, Samsung, and Sony, among others [1] - The expo will showcase products across multiple sectors, including yachts, automobiles, recreational vehicles, consumer electronics, and outdoor sports equipment [1] Group 2 - Omron will present a new electronic thermometer at the expo, marking its participation in the consumer electronics sector [1] - Dell Technologies will showcase its full line of consumer products as the first multinational company to register for the consumer electronics area [1] - KPMG will release an international tourism retail report and the "KPMG China New National Goods Top 50" project at the expo [1]
Evercore ISI上调戴尔目标价至160美元
Ge Long Hui· 2025-08-18 09:27
Evercore ISI将戴尔科技的目标价从150美元上调至160美元,维持"跑赢大盘"评级。(格隆汇) ...
研判2025!中国鼠标行业产业链、市场规模、竞争格局及发展趋势分析:PC出货量回暖,行业市场规模有望上涨[图]
Chan Ye Xin Xi Wang· 2025-08-17 01:02
Core Insights - The mouse industry has evolved significantly, witnessing changes in computer technology and consumer electronics, with China being the largest producer and consumer market globally [1][9] - The market is expanding beyond traditional PC peripherals into mobile office, esports, and creative design applications, with a projected market size of 16.183 billion yuan in China by 2024, reflecting an 8.09% year-on-year increase [1][9] - The demand for professional-grade gaming mice is growing, driven by lightweight designs, programmable buttons, and RGB lighting, while silent keys and multi-device connectivity are favored in office settings [1][12] Industry Overview - The mouse is a key input device for computers, categorized by working principles into mechanical, optical-mechanical, and optical types, and by connection methods into wired and wireless [3][4] - The industry supply chain includes upstream suppliers of raw materials and components, midstream manufacturers, and downstream sales channels [5] Market Trends - The global PC shipment volume is expected to recover in 2024, with a 3.8% year-on-year increase, which will subsequently boost the demand for peripheral products like mice [7] - In China, the PC shipment volume is also recovering, with a 19% year-on-year increase projected for the first quarter of 2025 [7] Competitive Landscape - The Chinese mouse market is characterized by low concentration and numerous players, with major domestic companies including Inphic, Rapoo, and others competing against established foreign brands like Logitech and Razer [15][17] - Domestic companies are increasing R&D investments to enhance their technological capabilities and product offerings, leading to a gradual increase in market competitiveness [15] Consumer Preferences - The most popular price segments in the Chinese mouse market are below 39 yuan, above 400 yuan, and between 100-199 yuan, indicating a strong preference for affordable products while also showing interest in high-end options [10] - Gaming mice dominate market attention, accounting for 59.65% of consumer interest, driven by the growth of the esports industry [12] Future Development Trends - Multi-mode connectivity (Bluetooth/2.4G/Wired) is becoming a standard feature in mid-to-high-end mice, enhancing usability across different scenarios [21] - Lightweight design is a key trend, with mainstream products weighing under 60g, improving user experience and operational agility [22][23] - The industry is moving towards increased production intelligence and flexibility to meet the rising demand for customized products [24]
Dell Poised To Ride AI Server Boom Toward Higher Sales, Long-Term Profit Growth: Analyst
Benzinga· 2025-08-15 15:35
Core Viewpoint - BofA Securities analyst Wamsi Mohan maintains a Buy rating on Dell Technologies with a price target of $165, anticipating strong AI server momentum ahead of the upcoming fiscal second-quarter earnings [1] Financial Projections - Mohan projects Dell to report revenue of $29.4 billion and EPS of $2.35, both at the high end of guidance, with AI server revenue of $7.3 billion and orders of $5 billion, resulting in a quarter-end backlog of $12.1 billion [2] - For fiscal 2026, Mohan expects full-year AI server sales to reach $20.7 billion, exceeding Dell's current guidance of over $15 billion, with a potential increase to at least $18 billion [3] Revenue Growth and Margins - Mohan models a 36% year-over-year growth in Infrastructure Solutions Group (ISG) revenue, driven by AI server shipments, with ISG margins projected at 9.3% in the second quarter, improving sequentially through fiscal 2026 [4] - The third-quarter revenue guidance is forecasted between $27 billion to $28 billion, with EPS of $2.55 ± 10 cents, and fiscal 2026 EPS expected at $9.50 ± 20 cents on revenue of $103 billion to $107 billion [4] Client Solutions Group Performance - On the Client Solutions Group (CSG) side, revenue is expected to be $13 billion, reflecting a 5% year-over-year increase, driven by an 8% growth in commercial PC sales due to pre-tariff demand pull-ins [5] - Long-term earnings potential is projected to exceed $19 per share by 2030, with a 15% CAGR from 2025 to 2030, primarily driven by AI servers, margin improvements from product mix, and the adoption of AI PCs [5]
戴尔科技吴冬梅:当今企业面临的不是生存问题,而是全新的“进化”
Xin Lang Ke Ji· 2025-08-15 10:35
新浪科技讯 8月15日下午消息,今日举办的2025戴尔科技峰会上,戴尔科技展示了公司从数据中心和多 云到终端体验革新的一体化技术图景,戴尔科技集团全球资深副总裁吴冬梅指出:"当今企业面临的不 是生存问题,而是一场全新的'进化'。要想在不确定中保持稳健、在变动中抓住增长,就必须持续构建 企业的'创新韧性'。" 据吴冬梅介绍,戴尔科技正依托领先的技术实力与深厚的本地洞察,帮助企业打造可随时扩展、敏捷交 付,并能驱动持续创新的数字底座,把不确定性转化为增长的新动能。 责任编辑:刘万里 SF014 聚焦企业转型的核心路径,戴尔科技正以"现代化架构与多云智联"及"智能化技术底座"帮企业加速架构 升级,提升运营韧性与创新效率。同时,戴尔科技也展示了其"现代化智能终端"的技术能力,为企业重 构现代化生产力提供创新方案。 戴尔科技集团大中华区信息基础架构解决方案事业部总经理陈洁强调:"在数智化变革深刻重塑企业运 营底座的当下,现代化IT架构已成为企业面向未来的战略支点。戴尔科技聚焦算力升级、存力破局、数 据智能三大关键维度,帮助企业打造现代化架构,实现数据价值的持续转化,从容应对快速演进的技术 与市场格局。" 戴尔科技集团大 ...
算力产业链即将再迎催化? 花旗押注AI服务器领军者戴尔(DEEL.US)业绩大增 直指AI基建红利
Zhi Tong Cai Jing· 2025-08-15 07:45
Core Insights - Citigroup has significantly raised the target price for Dell (DELL.US) to $160, maintaining a "buy" rating, indicating strong confidence in Dell's upcoming Q2 performance and full-year growth for 2025 and 2026 [1] - Dell is recognized as a leading player in the AI server market, being one of the top 10 AI tech stocks on Wall Street, alongside companies like Nvidia and AMD [1] - Recent supply chain surveys suggest a notable expansion in global hardware spending, particularly in AI infrastructure, which is expected to drive Dell's AI server business growth [2] Company Performance - Foxconn, another major player in the AI server market, reported strong earnings, highlighting the robust growth in AI computing devices, which is expected to benefit Dell as well [3] - Foxconn's AI server business has surpassed its traditional consumer electronics revenue, achieving a record revenue of NT$1.79 trillion (approximately $59.73 billion), with a year-on-year growth of 16% and a net profit increase of 27% [3] - Dell's performance is anticipated to continue the bullish trend in the AI computing industry, with its AI server orders exceeding the total value of shipments expected for the entire fiscal year 2025 [4] Market Outlook - Dell maintains its forecast of $15 billion in actual sales for AI servers, representing a 50% increase from the previous fiscal year's sales of $9.8 billion [4] - Since 2023, Dell's stock has surged by 200%, benefiting from the increasing demand for high-performance AI servers from major clients like xAI and cloud giants Microsoft and Amazon AWS [4] - Dell and its competitors are ramping up production of AI servers equipped with Nvidia's latest GPU technology to capture a larger share of the growing AI application market [5]