Dell Technologies Inc. (NYSE:DELL) stock rose Wednesday ahead of the company’s fourth-quarter earnings report, which is scheduled for release after the market closes on Thursday, February 26.Analysts are estimating an earnings per share of $3.44 on quarterly revenue of $31.77 billion. This follows a third-quarter performance where Dell beat EPS estimates by 0.08%, reporting $2.59 against a $2.39 forecast.Other Key UpdatesOn Wednesday, Dell introduced the Dell PowerEdge XR9700, a rugged, liquid-cooled server ...

Nutanix's EPS is estimated to be $0.44, with a slight analyst expectation increase to $0.45, despite a 19.6% decline from the previous year.Projected revenue is expected to rise by 9%, reaching approximately $714 million.Nutanix, Inc. (NASDAQ:NTNX) is a leading cloud computing company that specializes in providing enterprise cloud platforms. These platforms integrate storage, computing, and virtualization into a single solution, streamlining data center operations. Nutanix competes with tech giants like VMw ...

Key Takeaways Dell Technologies expects Q4 revenues of $31B-$32B, up about 32% year over year. DELL booked $30B in AI server orders YTD, with $18.4B backlog and $25B FY26 shipments targeted. Dell Technologies faces PC demand weakness, supply-chain costs, and fierce AI competition. Dell Technologies (DELL) is scheduled to report its fourth-quarter fiscal 2026 results on Feb. 26, 2026.For the fourth quarter of fiscal 2026, revenues are expected to be between $31 billion and $32 billion, with the mid-point of ...

Investors should be willing to pay a premium for a quality stock, but that doesn't always mean you must pay a premium price.There's never a bad time to buy a good stock. A good stock is an even better buy, however, at a lower price.With that premise in mind against a backdrop of relatively steep valuations for most stocks, here's a closer look at three long-term prospects currently trading at bargain prices.1. DuolingoDuolingo (DUOL 6.03%) is one of those names that rings a bell, but you may not be exactly ...

Core Viewpoint - BofA Securities has lowered its price target for Dell Technologies to $135 from $150 while maintaining a Buy rating ahead of the fiscal fourth-quarter results scheduled for February 26 [1] Group 1: Financial Adjustments - Rising memory costs are expected to overshadow a strong fiscal fourth-quarter performance, with a 140% year-over-year increase in memory costs compared to a prior assumption of approximately 40% [2] - BofA estimates a 489 basis point impact on total gross margin, a 262 basis point impact on operating margin, and a $2.48 impact on fiscal 2027 earnings per share due to continued increases in memory costs and necessary adjustments [3] Group 2: Operational Efficiency - The actual impact of rising memory costs is expected to be less severe due to Dell's ability to implement additional operating efficiencies, optimize supply chain management, source alternative components, and execute strategic pricing actions, leading to a reduction in fiscal 2027 EPS estimate by $0.86 to $10.00 [4] Group 3: Competitive Positioning - Despite elevated memory costs, Dell is considered better positioned than peers to manage supply chain challenges and structurally lower operating expenses, with BofA citing early-stage enterprise AI adoption, AI PC tailwinds, and increasing attachment rates of Dell intellectual property in storage as positive factors [5]

Core Insights - Unisys is enhancing its Device Subscription Service (DSS) in collaboration with Dell Technologies to support complex edge computing and IoT deployments [1] - The strengthened DSS integrates Unisys' digital transformation expertise with Dell's infrastructure, providing a comprehensive device life cycle service beyond just PCs [1] - The service aims to help multi-subsidiary organizations manage the complexities of edge computing and IoT environments with improved agility and control [1] Summary by Categories Collaboration and Service Enhancement - The partnership with Dell Technologies, which spans over 30 years, aims to deliver flexible solutions that meet evolving client needs at scale [1] - The enhanced DSS includes features such as AI-driven support automation, proactive endpoint security, and real-time analytics [1] - A utility-based modeling approach is introduced, allowing subsidiaries of any size to benefit from consistent pricing and operational efficiencies [1] Deployment and Support - Unisys and Dell have developed a joint responsibility matrix to standardize deployment frameworks for end-to-end edge solutions [1] - Technical teams from both companies will conduct workshops to help organizations identify equipment needs and develop deployment strategies [1] - The service is tailored for diverse digital operating models, balancing standardization with flexibility to meet local requirements [1] Company Commitment and Recognition - Unisys is recognized as a Dell Titanium Partner, showcasing its commitment to innovation and long-term client success [1] - The company has been acknowledged for its contributions to the industry, including being named on Forbes' list of America's Best Midsize Employers in 2026 [1]

Company Overview - Dell Technologies Inc. is a diversified IT infrastructure company that focuses on AI-optimized services, storage, PCs, and enterprise solutions [1]. Upcoming Earnings Release - The company is preparing for its Q4 2026 and FY2026 earnings release, which is scheduled for February 26, 2026 [1].

Group 1 - Dell has emerged as a prominent stock amidst the AI frenzy, but is now experiencing a rotation out of hyperscalers and their supply chain into sectors like energy, materials, consumer staples, industrials, and utilities [1] - The focus on sustained profitability is highlighted as a more reliable driver of returns than valuation alone, emphasizing strong margins, stable and expanding free cash flow, and high returns on invested capital [1] - The investment strategy includes a long-term perspective on U.S. and European equities, with an emphasis on undervalued growth stocks and high-quality dividend growers [1] Group 2 - The article reflects a personal investment philosophy aimed at ensuring financial freedom for future generations, rather than solely seeking to avoid work [1]

Core Viewpoint - Dell Technologies Inc. has shown good short-term stock performance but has experienced a decline over the past year, prompting long-term shareholders to consider the company's price-to-earnings (P/E) ratio [1] Group 1: Stock Performance - The current share price of Dell Technologies Inc. is $116.50, reflecting a 0.24% drop in the current market session [1] - Over the past month, the stock has increased by 3.11%, while it has decreased by 2.59% over the past year [1] Group 2: P/E Ratio Analysis - The P/E ratio is a critical metric for long-term investors, comparing the current share price to the company's earnings per share (EPS) [2] - A higher P/E ratio suggests that investors expect better future performance, which may indicate overvaluation or optimism about future dividends [2] - Dell Technologies Inc. has a P/E ratio of 15.52, which is lower than the industry average of 35.22 in the Technology Hardware, Storage & Peripherals sector [3] - This lower P/E ratio may lead shareholders to believe that the stock could perform worse than its industry peers or could be undervalued [3]

Core Insights - Dell Technologies (DELL) and Super Micro Computer (SMCI) are prominent players in the rapidly growing AI server market, with Dell being a diversified infrastructure giant and SMCI focusing on high-performance, customizable AI systems [1][2][3] Dell Technologies (DELL) - Dell shipped $5.6 billion of AI servers in Q3 FY26 and has a backlog of $18.4 billion, with expectations of reaching $25 billion in AI shipments for FY26, indicating strong demand [2][6] - Despite strong revenue growth, Dell faces margin pressures due to rising component costs and a product mix skewed towards lower-margin AI systems, which may impact profitability [4][5] - Strategic partnerships with NVIDIA and collaborations with AMD and hyperscale customers enhance Dell's position in the AI infrastructure market [6] - The Zacks Consensus Estimate for DELL's fiscal 2027 earnings is $11.28 per share, reflecting a slight decrease in earnings expectations [7] Super Micro Computer (SMCI) - SMCI reported $12.68 billion in Q2 FY26 revenues, a 123% year-over-year increase, with over 90% of sales coming from AI GPU platforms [9][10] - The company is rapidly scaling its production capacity, targeting up to 6,000 racks per month by the end of FY26, supported by $4.1 billion in cash [11] - SMCI's gross margin fell to 6.3% from 11.8% year-over-year, influenced by a heavy reliance on large hyperscale customers and supply chain challenges [12] - The Zacks Consensus Estimate for SMCI's fiscal 2026 earnings is $2.22 per share, indicating a 7.77% growth from the previous year [13] Market Performance and Valuation - Year-to-date, Dell's shares have decreased by 7.6%, while SMCI's shares have increased by 3.2%, reflecting stronger investor confidence in SMCI's AI-driven growth [14][15] - Dell trades at a forward 12-month price-to-sales (P/S) multiple of 0.61, while SMCI trades at 0.4, suggesting a more attractive entry point for SMCI [18] - Analyst confidence is reflected in the Zacks Rank, with SMCI rated 3 (Hold) and Dell rated 4 (Sell), indicating lower confidence in Dell's near-term performance [22] Conclusion - While Dell offers scale and diversification, it faces margin pressures and cyclical exposure, whereas SMCI's focused AI strategy and rapid revenue growth position it for stronger momentum, making SMCI a potentially better investment choice [21]