硬件行业逆风下 戴尔(DELL.US)业绩能否挽回投资者信心？

Group 1 - Dell is expected to report a revenue increase of 11.2% year-over-year to $27.1 billion for Q3, an improvement from the previous year's growth of 9.5% [1] - Adjusted earnings per share are anticipated to be $2.48, with analysts reaffirming their estimates over the past 30 days, indicating expectations of meeting projections [1] - In the previous quarter, Dell's revenue reached $29.78 billion, reflecting a 19% year-over-year growth, exceeding analyst expectations by 1.9% [1] Group 2 - The performance of Dell's peers in the hardware and infrastructure sector has provided market references, with Diebold Nixdorf reporting a 2% revenue increase, surpassing estimates by 1.7% [1] - Despite some hardware and infrastructure stocks performing steadily in a volatile environment, the overall sector has seen an average decline of 8.3% in stock prices over the past month, with Dell's stock down 24% during the same period [1] - The average analyst target price for Dell is $162.38, while the current stock price is $123.06 [1]