All articles tagged with #dell technologies
Dell Technologies raised its long-term revenue growth forecast to 7-9% and its earnings growth target to 15% or more, driven by strong demand for AI infrastructure, leading to a stock increase and a potential new 52-week high.
With the S&P 500 reaching new highs, now may be an opportune time to invest in dividend stocks for 2025. Dell Technologies is highlighted as a promising option due to its significant role in supplying infrastructure for the rapidly expanding hyperscale data centers driven by AI demand. Dell's Infrastructure Solutions Group saw a 34% revenue increase, primarily from servers and networking, despite a slight decline in its other business segment. Investing in such stocks could be a wise use of extra holiday cash or matured investments.
Jim Cramer, host of Mad Money, discussed the role of Bitcoin in a diversified investment portfolio, emphasizing that it should complement rather than replace traditional stocks. He praised Bitcoin's growth and noted its potential as a store of value similar to gold, suggesting up to 10% of a portfolio could be in Bitcoin. Cramer also highlighted former President Trump's pro-Bitcoin stance and the strategic importance of cryptocurrency. He recommended balancing Bitcoin with stocks, such as Dell Technologies, to maximize investment potential.
Despite Dell Technologies' stock dropping over 10% following mixed Q3 results and lowered guidance, analysts remain optimistic, reiterating Buy ratings and raising price targets. Analysts highlight Dell's growth potential in AI servers, with sales rising 34% to $11.40 billion in Q3. The stock has a consensus Strong Buy rating, with an average price target suggesting a 19.36% upside.
Dell Technologies Inc held its Q3 2025 earnings call, led by Paul Frantz, VP of Investor Relations, with key executives including COO Jeffrey Clarke and CFO Yvonne McGill. The call covered financial results, guidance, and non-GAAP financial measures, with a focus on year-over-year growth. Forward-looking statements were made, with a disclaimer on potential risks and uncertainties affecting actual outcomes.
Dell Technologies, MicroStrategy, and Urban Outfitters are among the stocks experiencing significant premarket movements. These shifts are drawing attention from investors as they assess market trends and company performances.
Super Micro is facing significant challenges following allegations of accounting manipulation and export control violations by Hindenburg Research, leading to a sharp decline in its stock value. The company's auditor, Ernst & Young, resigned, citing concerns over financial statements, further exacerbating the situation. As Super Micro struggles, Dell Technologies and HP Enterprise are poised to benefit from reduced competition in the AI server market, particularly with Nvidia's GPUs. Dell has already seen a substantial increase in AI server sales and is expected to capitalize on Super Micro's difficulties.
Michael Dell's net worth plummeted by $11.7 billion in a single day after Dell Technologies' shares fell 18% due to disappointing revenue results, despite a quarterly increase. Dell's wealth, heavily tied to the company and his stake in Broadcom, now stands at $107.1 billion.
The Dow Jones Industrial Average saw modest gains after the release of the Federal Reserve's preferred inflation measure, the Personal Consumption Expenditures price index, which met expectations. Dell Technologies' stock plunged 19% following a disappointing forecast, while other notable stock movements included Gap's 20% rise and MongoDB's 23% drop. The 10-year Treasury yield slipped to 4.51%, and oil prices climbed.
Stocks making significant moves in premarket trading include Dell Technologies, Ulta Beauty, Ambarella, and Gap.
Dell Technologies reported better-than-expected fiscal first-quarter revenue and earnings, raising its full-year outlook and providing strong Q2 guidance. The company highlighted its Nvidia-based AI server backlog and opportunities in AI, despite challenges in margins. Dell's AI-optimized server orders surged, and the company emphasized its strategic partnerships with major tech firms. Despite the positive outlook, Dell shares fell 18.2% in extended trading.
Stocks of Dell Technologies, MongoDB, Zscaler, and Gap experienced significant movements in after-hours trading.
U.S. stocks fell on Thursday, with the Nasdaq dropping over 1% due to a disappointing Salesforce forecast and slower-than-expected economic growth in Q1. Salesforce shares plunged nearly 20%, dragging down the tech sector. Dell shares also fell after earnings, while Tesla rose on news about its Full Self-Driving software in China.
Dell Technologies reported a 6% year-over-year increase in first-quarter fiscal 2025 revenue, reaching $22.2 billion. The Infrastructure Solutions Group saw a 22% rise in revenue, driven by a 42% increase in servers and networking. The Client Solutions Group's revenue remained flat. Diluted earnings per share rose 67% to $1.32, while non-GAAP diluted earnings per share fell 3% to $1.27. Dell returned $1.1 billion to shareholders and ended the quarter with $7.3 billion in cash and investments.
Dell Technologies' stock has tripled in the past year due to its strategic focus on AI-optimized servers and AI-enabled PCs. The company is capitalizing on the booming AI server market, with significant demand for its products, especially those optimized for Nvidia's next-gen GPUs. Additionally, Dell is poised for a turnaround in the PC market with new AI features. Despite recent gains, Dell's stock is considered a good buy due to its growth potential and current valuation.