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Dell Still Screens Margin Risk (Rating Downgrade) (NYSE:DELL)
Seeking Alpha· 2025-11-26 16:45
Core Insights - Dell Technologies Inc. (DELL) shares showed positive movement in pre-market trading following the release of its Q3 results, despite a sequential sales decline of approximately 9% [2] Financial Performance - The Infrastructure Solutions Group (ISG) generated around $14.1 billion in revenue during the reported quarter [2]
Dell Beats Expectations But Investors Still Undervalue Its True Potential For H2 FY2026
Seeking Alpha· 2025-09-03 16:28
Core Viewpoint - The article expresses a bullish outlook on Dell Technologies, highlighting the company's strategic focus on the Infrastructure Solutions Group (ISG) and the positive momentum in the Client Solutions Group (CSG) [1] Group 1: Company Strategy - Dell Technologies is shifting its strategy towards the Infrastructure Solutions Group (ISG) [1] - The Client Solutions Group (CSG) is experiencing strengthening momentum, indicating positive performance [1]