Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Has Dell Technologies (DELL) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.Dell Technologies is a member of our Computer and Technology group, which includes 607 different companies and currently sits at #5 in the Zacks Sector Rank. ...

In the latest trading session, Apple (AAPL) closed at $209.95, marking a -1.69% move from the previous day. The stock's change was less than the S&P 500's daily loss of 0.79%. On the other hand, the Dow registered a loss of 0.94%, and the technology-centric Nasdaq decreased by 0.92%. Shares of the maker of iPhones, iPads and other products have appreciated by 4.72% over the course of the past month, underperforming the Computer and Technology sector's gain of 7.88%, and the S&P 500's gain of 5.22%.The inves ...

Core Insights - Dell Technologies (DELL) shares are undervalued with a Value Score of A and a forward 12-month P/S ratio of 0.77X compared to the sector average of 6.36X [1][10] - Despite a year-to-date increase of 1.2%, DELL has underperformed the Zacks Computer and Technology sector, which saw a 1.6% increase, due to macroeconomic challenges and competition [3][5] - The broader PC market recovery is slower than anticipated, with customers delaying purchases and a competitive pricing environment impacting profitability [4] Financial Performance - DELL's AI server orders surged to $12.1 billion in Q1 FY26, with $1.8 billion shipped and a backlog of $14.4 billion, indicating strong future growth potential [10][15] - For Q2 FY26, revenues are projected between $28.5 billion and $29.5 billion, suggesting a 16% year-over-year growth, with a consensus estimate of $29.09 billion [17] - Non-GAAP earnings are expected to be $2.25 per share, indicating a 15% growth at the mid-point, with a consensus estimate of $2.26 per share reflecting a 19.58% year-over-year growth [18] Strategic Partnerships and Innovations - DELL is expanding its partner base, including collaborations with Lowe's, NVIDIA, and Worley, enhancing customer experiences and driving innovation [8][11][13] - The company is focusing on AI infrastructure, with advancements in the Dell AI Factory and the introduction of next-generation PowerEdge servers to accelerate enterprise AI adoption [12][14] - The demand for AI-optimized servers is a key growth driver, supported by strong enterprise interest in generative AI applications [14]

Dell Technologies (DELL) came out with quarterly earnings of $1.55 per share, missing the Zacks Consensus Estimate of $1.72 per share. This compares to earnings of $1.27 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -9.88%. A quarter ago, it was expected that this computer and technology services provider would post earnings of $2.53 per share when it actually produced earnings of $2.68, delivering a surprise of 5.93%.Over t ...

Core Viewpoint - HP reported quarterly earnings of $0.71 per share, missing the Zacks Consensus Estimate of $0.80 per share, representing an earnings surprise of -11.25% [1][2] Financial Performance - The company posted revenues of $13.22 billion for the quarter ended April 2025, missing the Zacks Consensus Estimate by 1.51%, compared to year-ago revenues of $12.8 billion [2] - Over the last four quarters, HP has not surpassed consensus EPS estimates and has topped consensus revenue estimates just once [2] Stock Performance - HP shares have lost about 13.2% since the beginning of the year, while the S&P 500 has gained 0.7% [3] - The current Zacks Rank for HP is 4 (Sell), indicating expected underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $0.82 on revenues of $14.14 billion, and for the current fiscal year, it is $3.44 on revenues of $55.09 billion [7] - The estimate revisions trend for HP is currently unfavorable, which may change following the recent earnings report [6] Industry Context - The Computer - Micro Computers industry, to which HP belongs, is currently in the bottom 29% of the Zacks industry rankings, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact HP's stock performance [5]

Company Overview - Dell Technologies is expected to report quarterly earnings of $1.70 per share, reflecting a year-over-year increase of +33.9% [3] - Revenues are anticipated to reach $23.1 billion, which is a 3.9% increase from the previous year [3] Earnings Expectations - The consensus EPS estimate has been revised 0.14% lower in the last 30 days, indicating a slight reassessment by analysts [4] - The Most Accurate Estimate for Dell is higher than the Zacks Consensus Estimate, leading to an Earnings ESP of +5.02%, suggesting a likelihood of beating the consensus EPS estimate [10][11] Historical Performance - In the last reported quarter, Dell Technologies exceeded the expected earnings of $2.53 per share by delivering $2.68, resulting in a surprise of +5.93% [12] - Over the past four quarters, Dell has consistently beaten consensus EPS estimates [13] Market Sentiment - The stock's movement may be influenced by how actual results compare to expectations, with potential for a price increase if results exceed estimates [2] - The Zacks Rank for Dell is currently 3 (Hold), which indicates a moderate outlook [11] Industry Context - In comparison, HP is expected to report earnings of $0.80 per share, showing a year-over-year decline of -2.4%, with revenues projected at $13.36 billion, up 4.3% [17] - HP's consensus EPS estimate has been revised up by 8.7% over the last 30 days, but it currently has an Earnings ESP of -1.25%, making it challenging to predict a beat [18]

Apple (AAPL) came out with quarterly earnings of $1.65 per share, beating the Zacks Consensus Estimate of $1.61 per share. This compares to earnings of $1.53 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.48%. A quarter ago, it was expected that this maker of iPhones, iPads and other products would post earnings of $2.36 per share when it actually produced earnings of $2.40, delivering a surprise of 1.69%.Over the last four ...

Technology giant Apple (AAPL) is set to release second-quarter fiscal 2025 results after market close on May 1. Apple has plunged about 16% so far this year, underperforming the industry’s decline of 5.8%. Most notably, the stock tumbled more than 25% around the President’s “Liberation Day” tariff announcement. But shares rebounded 15% about a week later, buoyed by signs of a potential easing in smartphone-related tariff policies.The trend might reverse if the online behemoth beats estimates in its quarterl ...

Dell Technologies (DELL) shares are cheap, as suggested by a Value Score of B. The DELL stock is trading at a significant discount with a forward 12-month P/E of 11.51X compared with the Computer and Technology sector's 23.15X. P/E Ratio (Forward 12 Months) Image Source: Zacks Investment Research YTD DELL Stock Price Performance Image Source: Zacks Investment Research The recent drop in the share price is largely due to broader market weakness. Investor sentiment has soured amid rising trade tension, with a ...