This summary was created by AI, based on 5 opinions in the last 12 months.
Dell Computers (DELL-N) has been a key player in installing Nvidia's systems, highlighting its crucial role in the industry. Its recent earnings report showcased increasing demand for AI servers, along with some declines in other segments. Despite this, the company is seen as a stable option at a good valuation, with potential for long-term growth. However, some experts believe that the market may have overreacted to the positive news, leading to a sharp upswing in shares. Overall, Dell is viewed as a conservative play with a focus on generative AI and data centers, making it an interesting value name with a yield of 3.14%.
It's had a huge run and the stock got ahead of him. Not only will the iPhone have a new refresh cycle, but also Dell. He will buy it.
Generative AI came along, and the hyperscalers need the servers and blades. Stock sold off because the whisper numbers were so high, earnings couldn't meet expectations.
See his Top Picks for something still left in the food chain.
It's a major enabler of AI chips and now trades at attractive levels.
Entering the S&P index will be positive for them. It's always been well-managed. There's excitement in Dell now because the impact they're making in data centres, and there is a major PC/laptop upgrade cycle coming.
It had a big run up then fell 20% after reporting last week. Dell will benefit from AI. They make good products and services. You can make money in this long term, maybe not short.
Good stock that's come down. Sitting right along its 50-day MA, which traditionally is a great entry point if you think a stock's going to go up. Will continue to see demand in the AI server category. Hopefully, will see better margins come out of that as demand increases. Less risk, as you balance AI exposure with diversity from its more traditional businesses. Yield is 1.4%.
(Analysts’ price target is $161.25)They reported last Thursday. Shares plunged 18% and another 5% today. It was priced for perfection and shares were in a hot rally in previous quarters leading up that report. Expectations were too high and maybe their AI business may not be as profitable as expected. That said, sales momentum is strong and their AI server backlog is up 30% over the past quarter, but isn't driving earnings much yet. The pullback is healthy given the overheated rally before. The AI story is on track but could take a little longer to play out. He still likes it.
It reports Thursday. Their partnership with Nvidia is great. Shares keep rising.
Flying under the radar, snuck up and popped. 12-month price target of $135.
They delivered a blow-out quarter. There's more room to run. Dell is crucial in installing Nvidia's systems.
DELL's forward PE is currently 16.3x and it was at about ~12x before the big jump it just had prior to its earnings release. DELL's recent earnings highlighted increasing demand for its AI servers and reported servers and networking revenue of $4.9B. DELL did see declines in other revenue segments such as the Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) which highlight the general mature nature of the company. DELL is benfitting from AI tailwinds and while it is definitely a stable option at a good valuation, we would not necessarily characterize it as a growth name. With strong recent performance and also paying a small yield of 1.38%, we like DELL as a value name, however would not expect the same growth that it has had in the last year to be a long-term trend.
Unlock Premium - Try 5i Free
Their earnings beat surprised the market. It's also under-owned. Both account for the sharp upswing in shares today.
Hitting new highs after reporting a strong beat, based on demand for AI servers. They had a good, not great quarter: good AI server revenues and their backlog jumped from $1.6 billion to $2.9 billion, but it's a $90-billion revenue company. Revenue was in line and they lowered guidance for the next quarter. This doesn't justify their market cap jumping by a third.
Dell Computers is a American stock, trading under the symbol DELL-N on the New York Stock Exchange (DELL). It is usually referred to as NYSE:DELL or DELL-N
In the last year, 13 stock analysts published opinions about DELL-N. 12 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Dell Computers.
Dell Computers was recommended as a Top Pick by on . Read the latest stock experts ratings for Dell Computers.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
13 stock analysts on Stockchase covered Dell Computers In the last year. It is a trending stock that is worth watching.
On 2024-07-26, Dell Computers (DELL-N) stock closed at a price of $113.56.
He just bought Dell recently, and will add more if shares fall. In fact, it was a gift that shares fell after earnings. Sure, there are profitability concerns, but the bigger story is their 30% backlog. They will continue to grow. They will be at the centre of AI hardware.