Group 1 - The article reflects on the historical significance of Dell laptops in the 90s and early 2000s, highlighting their prominence in advertising and consumer households [1] - Dell was compared to Apple in terms of its influence and market presence during the early days of lightweight laptops [1]

Group 1 - The core focus of JR Research is on identifying attractive risk/reward opportunities that can generate alpha above the S&P 500 [1][2] - The investment strategy combines price action analysis with fundamental investing, avoiding overhyped stocks while targeting undervalued ones with recovery potential [2] - JR Research runs the Ultimate Growth Investing group, which specializes in high-potential opportunities across various sectors with a 18 to 24 month outlook [3] Group 2 - The group aims to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays at attractive valuations [3]

Market Overview - U.S. stocks showed mixed performance, with the Dow Jones index slightly increasing by 0.05% to 42,238.88, while the NASDAQ fell by 0.74% to 19,033.46 and the S&P 500 decreased by 0.24% to 5,898.22 [1] - Consumer staples shares rose by 1%, while information technology stocks declined by 1.5% [1] Company Performance - Dell Technologies Inc. saw its shares drop over 3% after reporting mixed financial results for Q1, with revenue of $23.38 billion exceeding estimates of $23.14 billion, but adjusted earnings of $1.55 per share fell short of the expected $1.69 per share [2] - Universal Corporation's shares increased by 11% to $65.96 following positive quarterly results [8] - Ulta Beauty, Inc. shares surged 11% to $470.18 after reporting better-than-expected Q1 financial results and raising guidance [8] - BioLineRx Ltd. shares rose by 34% to $5.20 due to promising results from a pancreatic cancer trial [8] - Summit Therapeutics Inc. shares dropped by 30% to $18.33 after announcing topline results from its Phase 3 trial [8] - Newsmax, Inc. shares fell by 19% to $18.08 following the announcement of a resale of up to 121 million shares [8] - CollPlant Biotechnologies Ltd. shares decreased by 33% to $3.0450 after announcing a $3.6 million registered direct offering [8] Economic Indicators - The University of Michigan consumer sentiment was revised higher to 52.2 in May from a preliminary reading of 50.8 [10] - The Chicago PMI declined to 40.5 in May, down from 44.6 in the previous month [10]

Dell Technologies Inc DELL reported mixed financial results for the first quarter on Thursday after the bell.Dell reported first-quarter revenue of $23.38 billion, beating the consensus estimate of $23.14 billion, according to Benzinga Pro. The company reported adjusted earnings of $1.55 per share, missing analyst estimates of $1.69 per share."We achieved first-quarter record servers and networking revenue of $6.3 billion, and we're experiencing unprecedented demand for our AI-optimized servers," said Jeff ...

Core Viewpoint - Dell Technologies reported mixed financial results for the first quarter of fiscal 2026, with non-GAAP earnings per share of $1.55, missing estimates by 9.88%, while revenues increased 5% year over year to $23.38 billion, surpassing consensus by 1.04% [1] Financial Performance - Non-GAAP gross profit increased 1% year over year to $5.05 billion, with a gross margin contraction of 80 basis points to 21.6% [5] - Non-GAAP operating income rose 10% year over year to $1.66 billion, with an operating margin expansion of 30 basis points to 7.1% [6] - The company generated cash flow from operations of $2.8 billion, with adjusted free cash flow at $2.23 billion for the quarter [7] Revenue Breakdown - Product revenues increased 9% year over year to $17.59 billion, exceeding estimates by 4.43%, while services revenues declined 6% to $5.77 billion, missing estimates by 2.40% [2] - Infrastructure Solutions Group (ISG) revenues grew 12% year over year to $10.31 billion, driven by strong demand in servers and networking, which saw a 16% increase to $6.32 billion [2][3] AI and Server Demand - Dell shipped $1.8 billion worth of AI servers in the first quarter, with a healthy AI server backlog of $14.4 billion [4] - The flagship PowerEdge XE9680 experienced strong demand, contributing to a $12.1 billion increase in AI-optimized server orders [3] Shareholder Returns - Dell returned $2.4 billion to shareholders through $2 billion in share repurchases and $396 million in dividends [8] Future Guidance - For Q2 fiscal 2026, revenues are expected between $28.5 billion and $29.5 billion, indicating a 16% year-over-year growth at the midpoint [9] - For fiscal 2026, revenues are projected between $101 billion and $105 billion, suggesting an 8% year-over-year growth at the midpoint [10]

Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years ...

智通财经APP获悉，在戴尔科技(DELL.US)公布了好于预期的第一季度业绩和全年指引后，华尔街分析 师表示，该公司在应对关税相关问题方面表现出色，并在人工智能(AI)支出中获得了超出其应得份额的 收益。 富国银行分析师Aaron Rakers重申了对戴尔的"增持"评级和150美元的目标价，Aaron Rakers认为，戴尔 的第一季度业绩及前景指引支持了他关于戴尔在英伟达"Blackwell周期"中"处于有利地位"的判断。分析 师表示，戴尔在其供应链中的执行也非常出色，该公司正受益于商用PC的升级周期，且在持续产生自 由现金流并将现金返还给股东。 财报显示，在截至5月2日的2026财年第一财季中，戴尔的整体销售额同比增长5%至234亿美元，高于华 尔街分析师们平均估计的231亿美元;不包括某些项目的调整后每股收益为1.55美元，同比增长17%，分 析师平均预期则为1.69美元。该公司表示，用于运行人工智能训练/推理体系的AI服务器订单显著增 加。 摩根士丹利分析师Erik Woodring同样维持对戴尔的"增持"评级，目标价由126美元上调至135美元，理由 是AI服务器的增长势头持续强劲。不过，Erik ...

摩根大通将 戴尔科技目标价从111美元上调至125美元。 ...

【环球网科技综合报道】5月30日消息，据CNBC报道，戴尔科技公布的第一财季收益未达到华尔街的预期，但该公司的收入超出预期，并对本季度做出了 强于预期的预测。 戴尔表示，预计本季度调整后每股收益为2.25美元，营收在285亿美元至295亿美元之间。这一数字远高于伦敦证券交易所的预期。 据了解，戴尔是英伟达的主要供应商之一，该公司围绕该芯片制造商的AI图形处理器的主要提供商。戴尔周四表示，其看到了市场对AI系统的"前所未有的 需求"。 戴尔公司表示，其已确认的人工智能系统订单已达144亿美元，将在未来几个季度发货。该公司表示，第一季度已确认的人工智能系统订单价值121亿美元。 当戴尔发货时，这些订单将直接转化为收入。今年2月，戴尔表示，预计2026财年的人工智能服务器销售额将达到150亿美元，高于去年的100亿美元。 据报道，戴尔的服务器业务隶属于其基础设施解决方案集团，该集团本季度销售额达103亿美元，同比增长12%。其中，服务器和网络业务销售额达63亿美 元，数据存储计算销售额达40亿美元。 | 1 | | --- | 戴尔相关业务负责人将强劲的业绩预期归功于预计本季度出货的价值 70 亿美元的人工智能系统 ...

点击蓝字，关注我们 戴尔业绩展望超预期，高达121亿美元AI订单与股票回购计划共推盈利扩张。截至5月2日的季度 人工智能订单价值约为121亿美元，超过了2025财年的整体出货量价值。 聚焦于PC与高性能服务器产品组装与制造的美国科技公司戴尔(DELL.US)周四美股盘后发布的业绩报 告显示，其 全财年的利润展望超出华尔街分析师普遍预期， 并称用于运行人工智能训练/推理体系的 AI服务器订单显著增加 。 戴尔截至5月2日的季度的AI服务器订单价值甚至超越整个2025财年AI服务 器出货量带来的整体价值 ，戴尔预计其计算机、服务器和存储业务的盈利能力将持续大举扩张，并 加快了股票回购，共同推进每股利润增长。 戴尔周四在业绩声明中指出，预计截至2026年1月结束的下一财年，不包括某些项目的每股收益将约 为9.40美元，高于今年2月给出的业绩预测。该公司重申其大约1030亿美元的全年销售额预期中值(戴 尔给出的销售额区间为1010亿美元至1050亿美元)。根据机构汇编的分析师平均预期，华尔街分析师 们平均预期在1030亿美元销售额基础上，每股收益约为9.21美元，意味着戴尔给出的财年利润预期显 著超越华尔街预期。 在 ...