Dell (DELL)

[winston]

not vested

Dell shares sink 19% as current-quarter earnings guidance disappoints

by Scott Kanowsky

Lower-than-anticipated current-quarter earnings outlook and indicated that higher spending on building out servers to meet artificial intelligence workloads would weigh on full-year margins.

Source: investing.com

https://www.investing.com/news/stock-ma ... rs-3464289

[winston]

vested

Time to Buy the Post Earnings Dip in Dell Technologies (DELL) Stock

by Shaun Pruitt

Q1 EPS of $1.27 still topped expectations by 1% despite falling -4% from $1.31 a share in the comparative quarter.

DELL has still soared +72% year to date and is now sitting on +200% gains over the last year.

Dell’s stock is back at a very reasonable 16.9X forward earnings multiple which is well below its high of 25.5X over the last year and closer to the median of 13.5X.

Dell’s total sales are projected to be up 9% in its current fiscal 2025 and are forecasted to rise another 8% in FY26 to $104.23 billion.

Plus, annual earnings are slated to increase 9% in FY25 as well and are forecasted to climb another 23% in FY26 to $9.61 per share.

Buying the post-earnings dip in Dell’s stock looks advantageous considering its attractive P/E valuation and the positive trend of earnings estimate revisions.

Notably, the average Zacks Price Target of $151.07 a share suggests 14% upside in Dell's stock from current levels.

Source: Zack's

https://www.zacks.com/commentary/228365 ... 605-FC03-A

[winston]

not vested

Dell Technologies will continue to reduce its workforce this year, trying to control costs amid concerns that demand for personal computers (PCs) has not rebounded and sales of servers optimised for artificial intelligence (AI) are not as profitable as other products.

Dell said a limitation on outside hiring, job reorganisations and other actions will produce a “continued reduction in our overall headcount” in the fiscal year ending in February 2025.

The company is focused on expanding the business of selling high-powered servers for AI work.

This new spigot of growth has excited investors – the stock has gained 39 per cent this year to Tuesday’s (Sep 10) close and will join the S&P 500 Index later this month.

Source: OCBC

[behappyalways]

"Customers Are Hungry For AI ": Dell Upgrades Long-Term Outlook
https://www.zerohedge.com/markets/custo ... rm-outlook

[winston]

not vested

Cloud-flation: Dell's On-Premise AI Bet Pays Off

by Jeffrey Neal Johnson. Date Posted: 5/26/2026.

Dell Technologies has secured over 5,000 enterprise customers and a $43 billion AI server backlog, with shares up more than 95% year-to-date.

Rising agentic AI workloads have caused token consumption to surge 320x, making on-premise hardware a more cost-effective alternative to public cloud deployments.

UBS downgraded Dell to Neutral, citing valuation concerns, while the May 28 earnings report will test whether growth can meet elevated market expectations.

Source: Market Beat