Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. ...

After reporting Q1 results after market hours last Thursday and falling -18% on Friday for what was its worst trading day since 2018, the post-earnings dip in Dell Technologies (DELL) stock is starting to look like a buying opportunity. To that point, Dell was added to the Zacks Rank #1 (Strong Buy) list today as Q1 EPS of $1.27 still topped expectations by 1% despite falling -4% from $1.31 a share in the comparative quarter. This comes as investors have had lofty hopes for Dell's ability to increase profit ...

Dell Technologies Inc (NYSE:DELL) stock suffered a sharp post-earnings drop at the end of May, after the company warned of margin pressure due to artificial intelligence (AI) investments, losing 17.9% for its worst daily percentage loss since December 2018. DELL was trading at record highs before the gap lower, however, and is still up 76.2% since the start of the year. Now could be a good time to buy the stock on the dip, as it has yet to break above its post-earnings close, though it was last seen up 2.8% ...

Dell stock crashed 20% after reporting. Is there a demand problem? In this video, I will cover Dell Technologies' (DELL -5.40%) latest earnings report and explain why the stock dropped 20% and how this might affect Nvidia. *Stock prices used were from the trading day of May 31, 2024. The video was published on May 31, 2024. ...

Corporate earnings continue to move stocks more than any other factor, barring unexpected shock events. And while a lot of stocks rise significantly after a company's quarterly results are made public, many stocks dive, opening up buying opportunities for investors who are on the hunt for bargains, particularly among blue-chip names. Often times, the immediate reaction to earnings is an overreaction and that can be when great buy-the-dip opportunities emerge. Sometimes, stocks fall despite a company beating ...

Investment Rating - The report maintains a "Buy" rating for Dell, expecting the stock price to outperform the industry index by more than 15% over the next six months [27]. Core Insights - The company is expected to benefit from a recovery in commercial PC demand, with the CSG (Client Solutions Group) business projected to return to a growth trajectory [2][4]. - The strong demand for AI-optimized servers has led to a significant increase in orders, with total backlog reaching $3.8 billion [4][19]. - The overall revenue forecast for fiscal years 2025 to 2027 has been revised upward, with net profit estimates of $5.434 billion, $6.120 billion, and $7.084 billion respectively [4][9]. Financial Performance Summary - For FY2023, the company reported revenue of $102.301 billion, with a year-over-year growth rate of 1.1%. However, FY2024 is expected to see a decline of 13.6% in revenue [1]. - The net profit for FY2023 was $2.442 billion, with a significant increase projected for FY2024 to $3.211 billion, reflecting a growth rate of 31.5% [1]. - The company's EPS (Earnings Per Share) is expected to rise from $3.44 in FY2023 to $4.52 in FY2024, and further to $7.65 in FY2025 [1][4]. Business Segment Insights - The ISG (Infrastructure Solutions Group) revenue for Q1 FY2025 was $9.227 billion, showing a year-over-year increase of 22%, driven by AI-optimized server sales [9]. - The CSG revenue for the same period was $11.967 billion, remaining stable due to the recovery in commercial PC demand [9]. - The overall revenue for Q1 FY2025 was $22.244 billion, reflecting a year-over-year growth of 6.32% [18]. Market Outlook - The global traditional PC market is showing signs of recovery, with a 1.5% year-over-year increase in shipments in Q1 2024, indicating a return to pre-pandemic levels [2]. - The company anticipates a moderate recovery in the PC market due to the upcoming replacement cycle and the discontinuation of Windows 10 [2][4].

Sundry Photography eq425 Net revenue Commercial 10,137 Consumer 12,657 9,102 8,594 8,935 2,388 2,442 2,152 1,813 2,197 2,410 2,174 12,310 Total CSG net revenue 58,213 48,916 49,615 52,420 12,942 12,276 11,715 11,967 12,883 12,454 Operating Income: CSG operating income 3,824 3,512 805 726 900 996 739 3,369 3,800 909 732 Dell Technologies (NYSE:DELL) reported a relatively mixed Q1' 25 with significant strength in AI server revenue, servers shipped, and strength in their growing backlog. Despite this elevated ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Dell reported disappointing quarterly earnings figures that sent the stock price crashing down. Fool.com contributor Parkev Tatevosian reviews Dell's (DELL -5.37%) most recent results and lets you know if it is a buying opportunity. *Stock prices used were the afternoon prices of May 30, 2024. The video was published on June 1, 2024. ...

Dell Technologies (DELL) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this computer and technology services provider have returned +11.6%, compared to the Zacks S&P 500 composite's +5.1% change. During this period, the Zacks Computers - IT Services industry, which Dell Technologies falls in, has lost 0.1%. The key question now is: ...