Dell Technologies Has A Major Refresh Cycle Coming In FY26 (Rating Downgrade)

Core Insights - The article discusses the investment analysis approach of Michael Del Monte, highlighting his macro-value-oriented strategy and cross-industry analysis expertise [1]. Group 1: Analyst Background - Michael Del Monte has over 5 years of experience as a buy-side equity analyst and over a decade in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and Consumer Discretionary [1]. Group 2: Investment Strategy - The investment analysis approach taken by Michael emphasizes macroeconomic factors and value-oriented metrics, allowing for informed investment recommendations based on comprehensive industry comparisons [1].