Dell Technologies(US:DELL) 智通财经网·2025-11-24 07:26Core Viewpoint - Dell Technologies (DELL.US) is expected to report a year-over-year revenue growth of 11.2% to $27.1 billion for Q3, with adjusted earnings per share projected at $2.48, indicating an improvement from the previous year's growth rate of 9.5% [1][1][1] Company Summary - Analysts have reaffirmed their estimates for Dell over the past 30 days, suggesting that performance is likely to meet expectations. Dell has missed Wall Street revenue expectations three times in the past two years [1][1][1] - In the previous quarter, Dell reported revenue of $29.78 billion, a 19% year-over-year increase, exceeding analyst expectations by 1.9%. The strong performance in the last quarter has led to revenue guidance for the next quarter and the full year being above analyst forecasts [1][1][1] Industry Summary - The performance of peers in the hardware and infrastructure sector has provided market references, with Diebold Nixdorf (DBD.US) reporting a revenue growth of 2%, surpassing estimates by 1.7%, and experiencing a cumulative stock increase of 16.6% post-earnings [1][1][1] - The industry outlook for 2025 remains clouded by potential changes in trade policies and discussions on corporate tax reforms, which could impact business confidence and growth [1][1][1] - Despite some hardware and infrastructure stocks performing steadily in a volatile environment, the overall sector has underperformed, with an average stock price decline of 8.3% over the past month. Dell's stock has dropped 24% during the same period, with the average analyst target price set at $162.38, compared to the current price of $123.06 [1][1][1]