Dell Technologies (NYSE: DELL) faced a sharp selloff on November 27, with its shares dropping 11% following the release of mixed Q3 earnings results.While the company delivered better-than-expected earnings per share, its cautious revenue forecast for Q4 and softer-than-expected sales in certain segments sparked investor concerns. Despite the drop, analysts remain largely optimistic about Dell’s long-term growth, driven by its strong position in artificial intelligence (AI) infrastructure. Dell five-day sto ...

While most of the world is racing for AI, few companies are as pivotal in the quiet AI ecosystem as Dell Technologies (NYSE: DELL ). Much of the attention has fallen on software giants like OpenAI, or chipYiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degre ...

In this video, I will review Dell Technologies' (DELL -12.25%) recent earnings report and explain how it might impact Nvidia. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Nov. 26, 2024. The video was published on Nov. 27, 2024. ...

Key TakeawaysThe S&P 500 slipped 0.4% on Wednesday, Nov. 27, as the latest PCE report revealed a slight month-over-month uptick in inflation during October.Shares of HP and Dell moved lower after mixed earnings reports from the computer makers raised concerns about PC demand and the pace of AI adoption.Ulta Beauty shares posted gains as an analyst said the cosmetics retailer could see easing competitive pressure. Major U.S. equities indexes lost ground on the last trading day before Thanksgiving. The latest ...

Key TakeawaysDell Technologies shares plunged Wednesday after the company reported third-quarter revenue that missed Wall Street expectations.However, analysts at JPMorgan said demand for AI servers continues to climb, and that Dell could be positioned to benefit in the longer term.Dell makes servers that use Nvidia AI chips, drawing a shoutout from the chipmaker in its earnings call last week. Dell Technologies (DELL) shares tumbled Wednesday in the wake of what JPMorgan called “admittedly messy” third-qua ...

Earnings Forecast and Stock Performance - Dell expects Q4 revenue between $24 billion and $25 billion, with adjusted earnings of $2.50 per share, below analyst estimates of $25.5 billion and $2.65 per share [2] - HP projects Q1 earnings per share between 70 cents and 76 cents, compared to analyst estimates of 85 cents [3] - Dell's shares dropped to $124, marking the largest dip since a 17.8% decrease on May 30 [1] - HP's shares fell to just over $34, on track for its worst loss since March 2020 when shares dropped over 14% in a single day [2] - Dell's shares had increased by 89.5% this year before Wednesday, while HP's shares had risen by more than 31% [5] AI Market and Business Performance - Dell's COO Jeff Clarke described the AI market as a "robust opportunity" with "no signs of slowing down," but noted that Dell's AI business "will not be linear" due to a "changing" market [3] - Dell reported $800 million in AI server sales and a $2.9 billion order backlog in March, contributing to a record high stock price [6] - HP's CEO Enrique Lores suggested the company would benefit from the transition to an upgraded Windows operating system, though the transition has been slower than expected and sales have plateaued [6] Financial Results and Valuation - Dell reported Q3 earnings of $2.15 per share, beating analyst estimates of $2.06, and revenue of $24.4 billion, slightly below estimates of $24.67 billion [4] - Dell founder and CEO Michael Dell's fortune decreased by approximately $7.1 billion due to the drop in Dell's shares, leaving him with a net worth of $103.7 billion [7]

Dell Technologies Inc. DELL reported better-than-expected earnings for its third quarter, while sales missed estimates.The company reported quarterly earnings of $2.15 per share, which beat the analyst consensus estimate of $2.05. Quarterly revenue came in at $24.37 billion, which missed the consensus estimate of $24.65 billion and is an increase over revenue of $22.25 billion from the same period last year."We continued to build on our AI leadership and momentum, delivering combined ISG and CSG revenue of ...

Dell Technologies (DELL -12.00%) stock tumbled 11% through 10:05 a.m. ET Wednesday after the company reported mixed earnings last night.Heading into the report, analysts forecast Dell would earn $2.06 per share in Q3. Dell beat that number, reporting pro forma profits of $2.15. However, the company's quarterly revenue fell short of expectations at $24.4 billion, versus Wall Street's expected $24.7 billion. Dell Q3 earnings were a mixed bagSales still grew 10% year over year, however, led by the company's in ...

I first bought Dell Technologies Inc. (NYSE: DELL ) at $90 back in August 2024. The stock looked cheap, and I was convinced that the boom in AI and data centers would drive serious growth in their infrastructure business. I startedWe bring a rigorous research-driven approach to uncovering high-conviction stocks with compelling growth potential across dynamic sectors like big tech, semiconductors, AI, and healthcare. Leveraging comprehensive sector insights, We analyze both low-risk and selective high-risk p ...

Dell Technologies (DELL) reported non-GAAP earnings of $2.15 per share for third-quarter fiscal 2025, beating the Zacks Consensus Estimate by 4.37%. The bottom line increased 14.4% year over year.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Revenues increased 9.5% year over year to $24.37 billion but missed the consensus mark by 0.79%. The upside was driven by exceptional performance in Traditional and AI servers and a return to growth in the commercial PC business.DELL shares have ...