CANTON, Mass., June 12, 2025 (GLOBE NEWSWIRE) -- UNICOM Engineering, a trusted leader in purpose-built application platforms and global deployment services, is proud to announce it has been named the Dell Technologies 2025 OEM Solutions Services Sales Partner of the Year. This award recognizes the company’s outstanding achievements in delivering innovative, high-quality OEM solutions that help customers accelerate time to market and optimize operational efficiency. The recognition comes as part of Dell Tech ...

Two stocks that are curious cases in tech after recent earnings are Dell Technologies NYSE: DELL and Hewlett-Packard Enterprise NYSE: HPE. As of the June 10 close, Dell and HPE are up 0.5% and 3.5%, respectively, since releasing their results. However, Wall Street price target changes suggest these moves should have been much larger. This divergence in realized price action versus Wall Street targets suggests that there could be room for these names to run. Below is a breakdown of the shifts in Wall Street ...

Stock market guru Warren Buffett is renowned as a value investor who believes that it's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.Yet applying Buffett's approach to the artificial intelligence (AI) market can prove challenging. Finding reasonably priced AI stocks isn't easy in this hot sector, but good values do exist.Three of them are Micron Technology (MU 1.98%), Dell Technologies (DELL -1.13%), and Google parent Alphabet (GOOGL -0.04%) (GOOG -0.11%). T ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 2, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37867 Dell Technologies Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction o ...

Dell Technologies (DELL) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The pow ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are t ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Dell Technologies (DELL) .Dell Technologies currently has an aver ...

Hello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a dedicated business student with a fervent passion for the world of investing. With a solid foundation in both theoretical knowledge and practical experience, I bring a unique perspective to the realm of financial analysis.My journey into the world of investing began during my undergraduate studies in Finance at Arizona State University, where I developed a keen interest in dissecting financial markets and evaluating investment opp ...

行业概况 - 全球PC市场预计2025年规模达2226.4亿美元，2030年增至3441.3亿美元，2025-2030年复合增长率9.1% [2] - 2025年全球PC出货量预计增长4.1%至2.74亿台 [3] - AI PC将成为重要增长点，未来三年40-60%的PC将配备AI功能 [9] 戴尔(DELL)分析 - 企业级产品组合优势显著，涵盖服务器、存储设备和AI基础设施，商业客户收入同比增长9%至110.4亿美元 [1][6] - 2026财年Q1客户解决方案集团(CSG)总收入125亿美元（同比+5%），但消费端收入下降19%至14.6亿美元 [6] - 推出搭载NVIDIA RTX PRO Blackwell GPU及Intel/AMD最新处理器的AI PC产品线，强化企业级应用场景 [5] - 与NVIDIA扩大AI工厂合作，推动边缘计算和AI商业化部署 [4][7] - 当前估值：远期市销率0.74倍，2026财年每股收益预期9.25美元（30日内上调3.9%） [16][19] 惠普(HPQ)分析 - 消费PC和打印机业务占主导地位，近期推出HP EliteBook/EliteDesk等AI PC产品线 [1][10] - 面临中国供应链风险，若中美关税升级将直接冲击其在中国组装的PC/打印机产品利润率 [12] - 2025财年每股收益预期3.09美元（30日内下调8.8%），远期市销率0.43倍低于戴尔 [16][19] - 股价年内下跌22.2%，受科技板块疲软和关税担忧拖累 [13] 核心对比 - 戴尔商业端增长强劲（Q1商用收入+9%），惠普更依赖消费市场且面临地缘政治风险 [6][12] - 戴尔AI布局更全面（企业级+边缘计算），惠普聚焦消费级AI PC产品迭代 [4][9] - 戴尔2026年盈利预期同比+13.64%，惠普2025年预期同比-8.58% [19]

公司业绩表现 - ISG部门上季度营收达103亿美元 同比增长12% 实现连续第五个季度两位数增长 [5] - 经营利润约10亿美元 同比增长36% 增速为营收增长的3倍 [5] - 经营利润连续四个季度保持增长态势 [5] 业务部门构成 - ISG部门涵盖服务器、存储、网络服务等基础设施解决方案 [1] - 近期在AI领域处于领先地位 并在Dell Tech World发布了相关产品 [2] 行业活动参与 - 公司出席美国银行全球科技会议 由ISG总裁Arthur Lewis作为代表 [1] - 会议聚焦AI等前沿技术话题 公司展示了技术领先性 [2]