CHONGQING, CHINA - MAY 25: In this photo illustration, the logo of Dell Technologies is displayed on ... More a smartphone screen, with the company's signature blue branding visible in the background, on May 25, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images) From a fundamental perspective, Dell Technologies currently holds an $80 billion market capitalization. Over the last twelve months, the company generated $96 billion in revenue. It was also operationally profitable, with $6.2 ...

公司财报与业绩 - 戴尔科技将于2025年5月29日美股收盘后公布财报 [1] - 分析师对2026财年收入和盈利预期有所下调 [1] - 公司在数据中心容量建设方面的投资保持强劲 [1] 分析师背景 - 分析师Michael Del Monte拥有5年以上买方股票分析经验 [1] - 曾在专业服务领域工作超过十年 覆盖行业包括油气 工业 信息技术和消费 discretionary [1] - 投资建议基于整个投资生态系统而非孤立分析单个公司 [1] 持仓披露 - 分析师通过股票 期权或其他衍生品持有戴尔科技多头头寸 [2]

The booming demand for AI-supportive servers has rapidly turned investor sentiment around a stock that was considered a legacy one. Dell (NYSE: DELL ) suddenly awakened and more than tripled in price between 2022 and mid-2024, reaching an ATH above $150. InI focus on long term growth and dividend growth investing. I follow both the US and the European stock markets, looking for undervalued stock and/or for high quality dividend growing companies that provide me with cash to reinvest. Over time, I have come ...

公司概况 - 戴尔科技公司(NYSE: DELL)主要经营计算机硬件行业 并已扩展至人工智能基础设施市场 [1] - 公司两大核心业务部门为基础设施解决方案集团(ISG)和客户端解决方案集团(CSG) [1] - 美国市场贡献约50%的营收 [1] 业务结构 - 基础设施解决方案集团(ISG)涉及服务器 存储和网络设备等企业级硬件业务 [1] - 客户端解决方案集团(CSG)专注于个人电脑 笔记本电脑等终端设备业务 [1] 市场拓展 - 近年来重点布局人工智能基础设施领域 作为新的业务增长点 [1] 地域分布 - 美国本土市场占据营收的半壁江山 显示其在该区域的市场主导地位 [1]

Dell Technologies (DELL) is scheduled to report its first-quarter fiscal 2026 results on May 29.For the first quarter of fiscal 2026, revenues are expected to be between $22.5 billion and $23.5 billion, with the mid-point of $23 billion suggesting 3% year-over-year growth. Non-GAAP earnings are expected to be $1.65 per share (+/- 10 cents), indicating 25% growth at the midpoint.The Zacks Consensus Estimate for revenues is pegged at $23.10 billion, suggesting 3.86% growth from the figure reported in the year ...

核心观点 - 下周Nvidia、Costco、Dell和Salesforce的季度报告可能影响各自行业及整体市场表现 [1] - 股市表现可能受美国总统特朗普政策行动影响 [1] 公司财报与行业影响 周二报告公司 - AutoZone近期表现稳健 若股价下跌可考虑买入 公司正在实施积极股票回购 [2] - 网络安全公司Okta受到华尔街关注 预计季度表现强劲 [2] 周三报告公司 - Macy's被描述为长期表现不佳的百货连锁 [3] - Dick's Sporting Goods需解释收购Foot Locker的理由 华尔街普遍认为该交易不利 公司股价自宣布后下跌 [3] - Nvidia处于"无人区"状态 预计财报将讨论其不断增长的软件业务 这可能解释股价上涨潜力 [4] - Salesforce的AI平台能否提振收入存在分歧 有传言称公司重新考虑收购数据管理公司Informatica [4] 周四报告公司 - Costco业绩稳定但股价往往在财报后下跌 建议投资者等待而非提前买入 [5] - Gap CEO正努力重塑服装制造商形象 若股价下跌可考虑买入 [5] - Ulta Beauty预计将公布稳健业绩 但零售行业目前难以预测 建议长期持有而非短期交易 [5] - Marvell Technology和Dell都是数据中心关键组成部分 预计Dell将公布强劲业绩 [6] - 云网络安全公司Zscaler习惯性超出预期 [6] 宏观经济因素 - 美国劳工部将发布重要通胀指标个人消费支出报告 通胀降温面临新关税推高商品价格的挑战 [6]

Wall Street analysts forecast that Dell Technologies (DELL) will report quarterly earnings of $1.71 per share in its upcoming release, pointing to a year-over-year increase of 34.7%. It is anticipated that revenues will amount to $23.1 billion, exhibiting an increase of 3.9% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 8% to its current level. This demonstrates the covering analysts' collective reassessment of their initial pr ...

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.My previous and so far the only Seeking Alpha article on Dell Technologies Inc. (NYSE: DELL ) stock came out in February 2024 with a "Strong Buy" rating. I argued that the stock was setting up for a bigHe leads the investing group Beyond the Wall Inv ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Dell Technologies (DELL) reports results for the quarter ended April 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 29. ...

Dell Technologies (DELL) shares have surged 36.6% over the past month, outperforming the Zacks Computer and Technology sector’s appreciation of 18.8% and the Zacks Computer - Micro Computers industry’s growth of 4.3%. The outperformance can be attributed to DELL’s expanding portfolio and rich partner base. The company, through its infrastructure solutions, provides essential hardware and services that support cloud environments. DELL is transforming modern data centers with disaggregated infrastructure solu ...