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 ...

文章核心观点 - 戴尔(Dell)即将在周二收盘后公布第三季度财报 分析师预计销售额和利润将同比增长 但股价进一步上涨空间有限 [1][2][3] - 摩根士丹利分析师认为 戴尔2025年可能会从人工智能(AI)服务器销售加速中获得更多增长 [1][4] 分析师预期 - 华尔街预计戴尔第三季度营收为2468亿美元 同比增长11% 净利润为102亿美元 或每股142美元 高于去年同期的10亿美元或每股136美元 [3] - 在Visible Alpha跟踪的10位分析师中 8位给予戴尔"买入"或同等评级 2位给予"持有"评级 但他们的共识目标价145美元仅比周五收盘价高出不到1% [2] 股价表现 - 戴尔股价今年迄今已上涨近90% 周五收盘价为14421美元 [6] 未来展望 - 摩根士丹利分析师认为 戴尔第三季度财报可能不会有太大上涨空间 但2025年可能会从AI服务器销售加速中获得更多增长 戴尔生产使用英伟达(Nvidia)AI芯片的服务器 [4] - 目前 戴尔的业绩可能会受到"低于季节性"的PC市场趋势和"持平"的季度AI服务器增长的阻碍 [5]

Furious investments in data centers are spurred by our growing need for data storage and processing power and the tremendous requirements of artificial intelligence (AI) programs. While some data centers are relatively small, others are larger than 100,000 square feet (often millions of square feet). Tech titans like Microsoft, Amazon, Alphabet, and Meta typically construct these hyperscale data centers.For instance, in 2025, Meta will break ground on an $800 million, 715,000-square-foot campus in South Car ...

CNBC's Jim Cramer on Friday previewed next week's important Wall Street action, suggesting it's wise to pay attention to a slew of retail earnings as well as reports from Dell and CrowdStrike. He also said that the coming week is typically a good one for the market and advised investors to ring the register on some of their more volatile stocks that have seen significant gains."If you have huge profits in the month of November, could you do me a favor?" he said. "I would show a little thanks next week and t ...

公司财报预期 - 公司预计第三季度营收在240亿至250亿美元之间，中点为245亿美元，同比增长10% [1] - 预计每股收益为2美元（±10美分） [1] - Zacks共识预期营收为245.3亿美元，同比增长10.25% [1] - 季度每股收益共识预期为2.05美元，过去60天未变，同比增长9.04% [2] - 过去四个季度，公司每股收益均超过Zacks共识预期，平均超预期16.32% [2] 行业与市场表现 - 年初至今，公司股价上涨81.6%，超过Zacks计算机与技术行业27.4%的涨幅和Zacks计算机-微型计算机行业19.8%的涨幅 [8] - 除NVIDIA外，公司股价表现优于同行，包括HPQ、Apple和Lenovo [8] - 公司股价交易于50天和200天移动平均线之上，显示看涨趋势 [19] 公司估值 - 公司股价估值较低，价值评分为B [10] - 公司股价交易于14.89倍的前瞻12个月市盈率，远低于Zacks计算机-微型计算机行业26.86倍的市盈率 [10] 公司战略与合作伙伴 - 公司有望在第三季度报告强劲业绩，得益于其产品组合实力和不断扩大的合作伙伴基础，包括NVIDIA、Advanced Micro Devices、Intel和Nokia等 [5] - 第三季度业绩预计受益于对AI优化服务器的需求增加 [6] - 公司AI服务器积压订单在第二季度达到38亿美元 [14] - 公司与NVIDIA合作开发Dell AI Factory，整合NVIDIA的AI Enterprise软件平台和Tensor Core GPU，提升计算价值并简化AI应用开发和部署 [15] - 公司与Ericsson合作开发定制网络云基础设施计划，并在Dell PowerEdge服务器上推出Ericsson Cloud RAN软件 [16] - 公司与Nutanix合作，加速数字化转型，整合Nutanix云平台与Dell的服务器和存储解决方案 [17] 市场挑战 - 消费者收入下降和商业客户收入持平反映出关键细分市场需求疲软 [6] - 消费者需求持续挑战和竞争压力下，消费者PC出货量疲软预计将影响公司第三季度的收入增长 [7] - Gartner报告显示，公司第三季度全球PC出货量同比下降3.9%，是所有供应商中降幅最大的 [7] 投资建议 - 公司强大的合作伙伴基础和增长潜力使其股票对长期投资者具有吸引力 [18] - 公司增长评分为B，对增长型投资者具有吸引力 [18] - 公司目前持有Zacks排名3（持有），建议等待更有利的入场点 [22]

公司2024年股票表现 - 戴尔科技公司（DELL）在2024年股市表现强劲截至撰写时上涨了76%这得益于人工智能芯片服务器解决方案需求增长带来的命运转机[1] 即将发布的财报预期 - 11月26日戴尔将发布2025财年第三季度财报其第二季度财报时管理层指出下半年增长可能加快指引第三季度营收中点为245亿美元较去年同期增长10%[3] - 戴尔预计调整后每股收益中点为2美元雅虎财经共识估计营收247亿美元每股收益2.04美元鉴于人工智能服务器需求强劲戴尔超出华尔街预期也不奇怪[4] - 第二季度戴尔售出价值32亿美元的人工智能服务器第一季度为26亿美元第二季度末人工智能服务器订单积压达38亿美元若供应链改善发货更多有望超出预期[5] 竞争对手因素 - 竞争对手超微电脑（SMCI）面临会计操纵指控审计师辞职未按时提交年报等问题股价暴跌[6] - 超微电脑的客户正在转移订单马斯克的xAI已将价值60亿美元的人工智能服务器订单从超微电脑转走戴尔可能是最大受益者之一[7] - 戴尔据报掌握马斯克旗下公司一半的人工智能服务器订单若超微电脑失去订单戴尔更有可能交出好于预期的业绩和指引[8] 长期前景 - 全球人工智能服务器市场预计到2032年营收将达1770亿美元较去年的380亿美元增长戴尔管理层称人工智能服务器客户渠道稳固大于积压若转化为实际营收有望长期加速营收和盈利增长[9][10] - 戴尔2024财年每股收益较上年下降6%至7.13美元2025财年预计每股收益7.80美元较上年增长9%未来几年预测显示利润将有更大跃升[11] 估值情况 - 戴尔目前的市盈率为25倍预期市盈率为13倍投资者现在买入很划算财报发布后可能起飞[13]

Key TakeawaysShares of Supermicro, Dell, and other Nvidia partners surged Thursday after the chipmaker’s third-quarter results blew past analysts’ expectations.Supermicro and Dell were both among the other companies mentioned in Nvidia's earnings call Wednesday.In a sign of Nvidia's growing influence, mentions of the chipmaker have also climbed in other companies' earnings calls and other corporate events, according to transcript data compiled by AlphaSense. Shares of Super Micro Computer (SMCI), Dell (DELL ...

Wall Street analysts forecast that Dell Technologies (DELL) will report quarterly earnings of $2.05 per share in its upcoming release, pointing to a year-over-year increase of 9%. It is anticipated that revenues will amount to $24.53 billion, exhibiting an increase of 10.3% compared to the year-ago quarter.The current level reflects a downward revision of 0.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reapprai ...

Advertisement Dell has agreed to pay $2.3 million to settle claims that it violated the False Claims Act.Dell and reseller Iron Bow overcharged the US Army for computers over four years, the DOJ said.Fraud in the government contract process costs taxpayers, said a US attorney involved in the case.Dell has agreed to pay $2.3 million to resolve allegations it violated the False Claims Act in its business with the US Army.The Department of Justice said the Texas-based tech giant and one of its resellers, Iron ...

ROUND ROCK, Texas, Nov. 20, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces that Arthur Lewis, president of Infrastructure Solutions Group, will present in a fireside chat at the following conference:UBS Global Technology and AI Conference – Scottsdale, AZTuesday, Dec. 3, 20242:15 p.m. MT / 4:15 p.m. ETA live webcast and a replay of all conference webcasts will be available on Dell Technologies' Investor Relations page at investors.delltechnologies.com.About Dell TechnologiesDell Technologies ...