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Why Dell Technologies (DELL) is a Top Momentum Stock for the Long-Term
Zacks Investment Research· 2024-03-11 22:56
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.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium also includes the Zacks Style Scores.What a ...
Is It Too Late to Buy Dell Technologies Stock?
The Motley Fool· 2024-03-09 00:05
Parkev Tatevosian, CFA - Parkev Tatevosian, CFA在所提及的股票中没有任何持仓[1] - Parkev Tatevosian是The Motley Fool的关联方,可能会因为推广其服务而获得补偿[2]
The Top 3 AI Stocks to Buy in March 2024
InvestorPlace· 2024-03-08 01:10
人工智能领域投资 - 人工智能是股市的关键领域,许多投资者将资本投入到顶级人工智能股票中[1] - 微软(MSFT)已经充分定位自己以利用人工智能的繁荣,公司在人工智能领域进行了大量投资[3] - Nvidia(NVDA)是人工智能繁荣中的领先公司,其芯片是许多人工智能创新的关键组成部分[7] 微软的发展 - 微软的关键增长驱动力是微软云,该部门在2024财年第二季度经历了24%的年度收入增长[4] Dell Technologies的增长 - Dell Technologies(DELL)的股价在过去一年中翻了三番,公司的AI优化服务器订单增长了近40%[12]
Is Dell Technologies the Next Super Micro Computer?
The Motley Fool· 2024-03-06 22:16
Dell Technologies 股价 - Dell Technologies (DELL) 股价在2024年3月4日的市场价格为基准[1] 最新更新讨论 - 2024年3月5日发布的视频中讨论了影响 Dell Technologies 的最新更新[1]
Dell Technologies Inc. (DELL) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
2024-03-06 13:19
财务数据 - FY '24年度总收入为884亿美元,每股收益为7.13美元,经营现金流为87亿美元[13] - Q4季度收入为223亿美元,每股收益为2.20美元[14] - FY '25年度预计收入和每股收益增长率均为5%[18] 业务展望 - PC业务预计在第二半年开始增长,为2%至3%[24] - AI服务器可能会对利润率产生压力,这将在运营利润率上产生整体压力[33] - ISG业务预计在2025财年将增长中等幅度,AI是支撑这一增长的重要因素[37] 市场趋势 - 83%的世界数据存储在本地,出于成本、性能和安全考虑,大部分客户更倾向于在本地部署生成式AI[38] - 2027年人工智能市场预计达到1520亿美元,戴尔在AI服务器领域表现突出[55] - AI PC的全球出货量预计到2026年将占到50%以上,这一数字相对较高[97] 公司策略 - 公司在传统服务器业务中目标是保持或增加市场份额,认为已经为竞争对手设立了强大的准入壁垒[77] - 公司承诺将80%以上的自由现金流返还给股东,每年至少增长10%的股息[104] - 公司认为股票目前被低估,将继续进行回购以提高股东回报[109]
Seize the Surge: Why Investors Can't Ignore Small Caps, AI and Consumer Confidence Right Now
InvestorPlace· 2024-03-06 02:26
In a previous column, published on Feb. 28, I predicted that medium-cap and small-cap stocks would surge, powered by their “favorable fundamentals and low valuations.” Last week, the latter process did indeed occur to a very large extent. Meanwhile, boding well for the tech sector. the artificial intelligence boom is spreading to many more stocks. And in a phenomenon that’s lifting many consumer discretionary equities, investors’ confidence in the economy appears to be rapidly improving. All in all, it does ...
Dell Technologies and CrowdStrike Expand Partnership Delivering Comprehensive Managed Detection and Response
Prnewswire· 2024-03-05 21:00
Dell Technologies与CrowdStrike战略合作 - Dell Technologies与CrowdStrike宣布扩大战略合作,将Dell的MDR服务与CrowdStrike Falcon® XDR平台结合,帮助客户抵御日益复杂的网络攻击[1] - Dell Technologies的VP Mihir Maniar表示,与CrowdStrike等行业领导者合作对于在复杂的安全领域为客户提供选择和灵活性至关重要,MDR与CrowdStrike平台的结合使客户能够大幅减少威胁暴露,检测和应对事件,并恢复应用程序和系统[3] 网络攻击趋势 - 根据2024年CrowdStrike全球威胁报告,网络攻击变得更快、更复杂、更隐秘,客户需要综合、直观的托管安全解决方案来应对现代威胁[2]
3 Reasons Dell's Good News Is Even Better News for Super Micro Computer
The Motley Fool· 2024-03-05 19:49
The artificial-intelligence revolution is in full swing, not only lighting a fire under the stocks of leading chipmakers like Nvidia, but also less well-regarded "commoditized" server-makers such as Super Micro Computer (SMCI 18.65%) and its "boring," "old tech" rival, Dell Technologies (DELL -2.25%).Of course, there was certainly nothing "boring" about Dell's 32% gain on Friday, March 1, to new all-time highs, following its fourth-quarter earnings report. No surprise: AI servers are leading the way, as man ...
Time to Buy into Dell Technologies (DELL) Post-Earnings Rally?
Zacks Investment Research· 2024-03-05 07:06
Dell Technologies业绩表现 - Dell Technologies (DELL) 股价在强劲的第四季度业绩公布后飙升了32%,显示该公司在人工智能领域持续取得优势[1] - Dell 的第四季度每股收益为2.20美元,超出了分析师预期的1.73美元,销售额达到了22.31亿美元,虽然略低于去年同期的25.03亿美元,但已连续八个季度超出盈利预期[3] - Dell 预计第一季度营收将在210亿至220亿美元之间,全年2025财年营收预计在910亿至950亿美元之间,显示了公司的增长潜力[7]
5 Investors Betting Big on Dell Technologies (DELL) Stock
InvestorPlace· 2024-03-02 04:25
戴尔公司第四季度业绩报告 - 戴尔公司第四季度实现了223.2亿美元的营收,同比下降11%,但超过分析师预期的221.6亿美元[2] - 调整后的每股收益为2.20美元,也超过了分析师预期的1.73美元[2] 戴尔公司业务表现 - 戴尔公司基础设施解决方案集团(ISG)贡献了93亿美元的营收,同比下降6%[3] - 客户解决方案集团(CSG)贡献了117亿美元的营收,同比下降12%[3] 戴尔公司股价表现 - 戴尔公司宣布每股股息增加20%至1.78美元后,股价上涨约30%[1]