戴尔科技2026财年一季度总体净营收233.8亿美元，分析师预期231.5亿美元。 戴尔科技美股盘后涨9.38%。 一季度基础设施解决方案集团净营收103.2亿美元。 | Dell China | | 概觉 | 对比 | 财务信息 | | | | --- | --- | --- | --- | --- | --- | --- | | NYSE: DELL | | | | | | | | 即将举行的活动 | | | | | | > | | 第 1 季度财报电话会议 · GMT-4 下午4:30 | | | | | | | | 市场概况 > Dell China | | | | | | | | 113.63 USD | | | | | | + 关注 | | -0.14 (0.12%) + 今天 | | | | | | | | 收盘时间: 5月29日 GMT-4 下午4:05 · 免责声明 | | | | | | | | 盘后价 124.29 +10.66 (9.38%) | | | | | | | | 5天 1 天 | 1 个月 | 6 个月 YTD | 1年 | 5年 | 最大 | | | 125 | | | ...

Shares of Dell Technologies rose on Thursday in extended trading after the company raised its full-year earnings forecast and issued a stronger-than-expected forecast for the current quarter.However, Dell's adjusted earnings per share came up short versus LSEG estimates on in-line revenue.Here's how the computer maker did versus LSEG consensus estimates:Earnings per share: $1.55 adjusted vs. $1.69 estimatedRevenue: $23.38 billion vs. $23.14 billion estimatedDell said it expects $2.25 in adjusted earnings pe ...

Dell Technologies Delivers First Quarter Fiscal 2026 Financial Results ROUND ROCK, Texas — May 29, 2025 — Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2026 first quarter. The company also provides guidance for its fiscal 2026 second quarter and full year. First-Quarter Summary Exhibit 99.1 "All of our core businesses grew as we reached $23.4 billion in revenue in our first quarter, and non-GAAP EPS grew three times faster than revenue," said Yvonne McGill, chief financial office ...

JPMorgan analyst Samik Chatterjee on Thursday noted that Nvidia Corp's NVDA first-quarter reported revenue tracked modestly ahead of consensus. In contrast, the fiscal second-quarter of 2025 revenue outlook tracked largely in line with consensus.Total revenues grew +12% Q/Q and +69% Y/Y, tracking to $44.1 billion in the fiscal first-quarter of 2026 (versus consensus of $43.3 billion and guidance of $42.1 billion-$43.9 billion).Datacenter revenue tracks to $39.1 billion (+10% Q/Q and +73% Y/Y), including Com ...

Investment Ratings - The report rates Amphenol shares as Buy, indicating a positive outlook based on its leading position in the connector market and expected growth in AI infrastructure spending [16][10] - Dell Technologies shares are also rated as Buy, supported by anticipated growth in AI server revenues and a cyclical recovery in tech hardware [23][11] Core Insights - The improving demand outlook for AI, coupled with the expansion of NVIDIA's NVLink technology, is expected to benefit connector manufacturers, particularly Amphenol, which holds a significant market share in high-speed, low-latency connectors [5][10] - Dell is projected to achieve at least 50% year-over-year growth in AI server revenues for CY25, driven by improvements in GB200 NVL72 ramp noted by Wistron, a key ODM supplier [5][11] - The report highlights advancements in Direct Liquid Cooling (DLC) solutions as critical for AI hardware integration, indicating a positive trend for AI infrastructure providers [7] Company Summaries Amphenol Corp - Amphenol is the second-largest global connector manufacturer, with approximately 14% of worldwide connector shipments in 2023, and operates across various end markets including industrial, automotive, and IT data communications [15] - The company is expected to resume above-market sales and earnings as technology hardware spending increases, particularly in AI infrastructure [16] - The target price for Amphenol is set at $100, based on a 33x PE multiple applied to FY26E EPS, reflecting its growth potential [17] Dell Technologies - Dell is a leading provider of technology hardware, operating through segments including Infrastructure Solutions Group and Client Solutions Group [22] - The company is expected to benefit from a cyclical recovery in tech hardware and its strong position in commercial PCs and AI offerings [23] - The target price for Dell is set at $128, based on a 12.5x P/E multiple applied to N24M EPS estimates [24] Super Micro Computer, Inc. - Supermicro designs and manufactures high-performance server and storage systems, with a focus on AI-driven infrastructure [28] - The company is rated Neutral/High Risk due to competitive pressures in the AI server landscape, despite its significant market share [30] - The target price for Supermicro is set at $37, based on a 9-9.5x P/E multiple applied to FY27 estimates [32]

Dell Technologies (NYSE: DELL) reports its quarterly earnings after the market closes today, May 29, 2025. Based on options pricing, traders are anticipating a move of approximately 9% in either direction. The stock has climbed more than 21% over the past month. As of the market open, Dell was trading at $114.30, up 0.47% from the previous close.Looking back at Dell’s post-earnings reactionsAnalysts anticipate the company will post revenue of $23.1 billion and adjusted earnings of $1.70 per share for the qu ...

Core Viewpoint - Dell Technologies is set to report earnings, with expectations of a gain of $1.69/share on $23.10 billion in revenue, while the Whisper number suggests a gain of $1.76/share [2] Financial Performance - The company's earnings have shown volatility in recent years, with earnings per share (EPS) recorded as follows: $7.35 in 2020, $4.88 in 2021, $6.22 in 2022, $7.61 in 2023, and $7.37 in 2024. Future projections indicate growth to $8.14 in 2025, $9.21 in 2026, and $10.37 in 2027, primarily driven by AI advancements [3] - The current price-to-earnings (P/E) ratio stands at 14, which is 0.6 times that of the S&P 500 [3] Technical Analysis - The stock has been in a downtrend since May 2024 but is attempting to find a bottom, having recently surpassed its declining 50 and 200-day moving average lines. The stock is currently 36% below its 52-week high, indicating significant recovery potential [4] Company Overview - Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports a wide range of integrated solutions, products, and services globally [5] - The company operates in two main segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment focuses on storage solutions and AI-optimized servers, while the CSG segment provides notebooks, desktops, and peripherals [6][8] Additional Services - Dell also offers customer financing arrangements and various payment solutions, including as-a-Service and subscription models, catering to a diverse clientele including enterprises, government agencies, educational institutions, and healthcare organizations [9]

The last time we discussed Dell Inc. ( DELL ) stock, I purchased shares around the $105 level back in January. Now, given the post-liberation day panic and subsequent recovery, Dell's stock has been on a very wild ride in recent months. Nonetheless, despite taking aAre You Getting The Returns You Want? Invest alongside the Financial Prophet's All-Weather Portfolio (2024 69% return) and achieve optimal results in any market.The Daily Prophet Report provides crucial information before the opening bell rings e ...

CHONGQING, CHINA - MAY 25: In this photo illustration, the logo of Dell Technologies is displayed on ... More a smartphone screen, with the company's signature blue branding visible in the background, on May 25, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images) From a fundamental perspective, Dell Technologies currently holds an $80 billion market capitalization. Over the last twelve months, the company generated $96 billion in revenue. It was also operationally profitable, with $6.2 ...

英伟达的供应商（包括富士康、Inventec、戴尔、Wistron）取得一系列突破，加速生产Blackwell AI服务 器支架。（英国金融时报） ...