The upcoming report from Dell Technologies (DELL) is expected to reveal quarterly earnings of $2.31 per share, indicating an increase of 22.2% compared to the year-ago period. Analysts forecast revenues of $29.32 billion, representing an increase of 17.2% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 1.2% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Ahead o ...

Analysts on Wall Street project that HP (HPQ) will announce quarterly earnings of $0.74 per share in its forthcoming report, representing a decline of 10.8% year over year. Revenues are projected to reach $13.85 billion, increasing 2.4% from the same quarter last year. The consensus EPS estimate for the quarter has undergone a downward revision of 0.6% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during ...

What makes Laffont such an intriguing fund manager to follow is his penchant for investing in the artificial intelligence (AI) space. During the second quarter, Coatue Management's 13F shows that its billionaire boss completely exited his fund's stake in Super Micro Computer (SMCI -0.89%) while concurrently piling into the face of the AI revolution. Super Micro Computer is shown the door by Coatue Management's billionaire chief According to Coatue's 13F, Philippe Laffont jettisoned more than a dozen stocks ...

I'm a 19 year old passionate trader managing a 6 figure portfolio trying to and beating the major indexes with my stock picks. I am focused mostly on growth stocks, particularly stocks that implements AI into their operations, as well as stocks that has a moat over their sector. My personal strategy revolves around finding stocks with high growth potential and undervalued in the market, creating a portfolio with high growth potential rather than FOMO. I started researching and analysing stocks since 17, aim ...

Super Micro Computer (NASDAQ: SMCI ) has been experiencing a sell-off since announcing messy quarterly results . This reaction largely misses the forest for the trees. Beneath the headline misses is a company that exited "AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I have increasingly deep knowledge on the ...

PARIS, FRANCE - JUNE 12: The logo of the computer hardware, software and services company, IBM is displayed during the 9th edition of the VivaTech show at Parc des Expositions Porte de Versailles on June 12, 2025 in Paris, France. (Photo by Chesnot/Getty Images) Getty Images IBM (NYSE:IBM) stock has declined 15% over the past month, lagging the S&P 500, which rose 2% over the same period. The slide largely reflects the latest quarterly report, where software segment sales came in below expectations. This sh ...

One thing's for sure: the tech industry is booming, with five major players—Amazon, Microsoft, Alphabet, Meta, and Oracle—investing heavily to make their ambitious plans a reality. The US has seen over $600 billion invested in new AI infrastructure development, earning these companies the nickname "hyperscalers." Super Micro Computer Today SMCI Super Micro Computer $45.86 +0.49 (+1.08%) 52-Week Range $17.25 ▼ $66.44 P/E Ratio 27.63 Price Target $44.75 One area that could be improved is data center efficienc ...

Core Viewpoint - BofA Securities analyst Wamsi Mohan maintains a Buy rating on Dell Technologies with a price target of $165, anticipating strong AI server momentum ahead of the upcoming fiscal second-quarter earnings [1] Financial Projections - Mohan projects Dell to report revenue of $29.4 billion and EPS of $2.35, both at the high end of guidance, with AI server revenue of $7.3 billion and orders of $5 billion, resulting in a quarter-end backlog of $12.1 billion [2] - For fiscal 2026, Mohan expects full-year AI server sales to reach $20.7 billion, exceeding Dell's current guidance of over $15 billion, with a potential increase to at least $18 billion [3] Revenue Growth and Margins - Mohan models a 36% year-over-year growth in Infrastructure Solutions Group (ISG) revenue, driven by AI server shipments, with ISG margins projected at 9.3% in the second quarter, improving sequentially through fiscal 2026 [4] - The third-quarter revenue guidance is forecasted between $27 billion to $28 billion, with EPS of $2.55 ± 10 cents, and fiscal 2026 EPS expected at $9.50 ± 20 cents on revenue of $103 billion to $107 billion [4] Client Solutions Group Performance - On the Client Solutions Group (CSG) side, revenue is expected to be $13 billion, reflecting a 5% year-over-year increase, driven by an 8% growth in commercial PC sales due to pre-tariff demand pull-ins [5] - Long-term earnings potential is projected to exceed $19 per share by 2030, with a 15% CAGR from 2025 to 2030, primarily driven by AI servers, margin improvements from product mix, and the adoption of AI PCs [5]

Group 1 - Super Micro Computer (NASDAQ: SMCI) is launching Data Center Building Block Solutions (DCBBS) to enhance AI infrastructure for enterprises and cloud services [1] - The DCBBS is an integrated technology stack aimed at accelerating the implementation of AI solutions [1] Group 2 - The article highlights the importance of considering the entire investment ecosystem rather than evaluating a company in isolation [1]

Group 1 - Hewlett Packard Enterprise Company (NYSE: HPE) is being rated due to its potential in the AI sector, following a trend observed in other major AI players like Dell [1] - The investment philosophy highlighted is GARP (Growth at a Reasonable Price), focusing on companies with aggressive growth prospects that can become highly profitable within 1-2 years [1] - The article emphasizes the importance of long-term discipline and consistent alpha generation in investment strategies [1] Group 2 - The analyst expresses a potential interest in initiating a long position in HPE within the next 72 hours, indicating a positive outlook on the company's stock [1]