DELL Dell Technologies Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
13:39
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02 сен
Dell is today's most important stock.
Author identifies Dell as the most critical stock for market sentiment today, expressing strong hope and expectation for a significant positive move, indicating a bullish stance.
Сред.
12:57
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Author explains Dell's PC slowdown due to memory price pass-through and enterprise.
Author explains Dell's PC slowdown due to memory price pass-through and enterprise prioritization, but offers no personal position or forward call.
Низ.
12:19
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US pre-market movers show Dell and GitLab surging on strong earnings and guidance.
US pre-market movers show Dell and GitLab surging on strong earnings and guidance, Uber cutting jobs, SIRI upgraded, Nvidia near acquisition, and Palo Alto reversing lower despite a beat.
12:16
02 сен
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Dell AI demand boosts sales forecast.
Dell raised its annual sales forecast by $25 billion on strong AI services demand and record server backlog, driving shares higher.
Выс.
11:49
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Premarket movers show mixed Mag 7 performance with notable declines in Credo, EyePoint.
Premarket movers show mixed Mag 7 performance with notable declines in Credo, EyePoint, FuelCell, G-III, MongoDB, and Sprinklr, while Dell and GitLab surge on raised guidance and Knife River is cut to underweight by JPMorgan.
11:39
02 сен
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Dell flags broad supply-chain shortages
Dell disclosed broad supply-chain shortages, a raised revenue target, a $95B backlog, and AI-server margin pressure; no directional view stated.
Низ.
11:31
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02 сен
Dell has AI server upside, growing.
Dell's results included a large revenue upside of about $25 billion this year, roughly 10% ahead of consensus, likely to carry into FY27-28; Dell is a big Nvidia partner and its server sales in both AI and traditional inference servers confirm the broader AI server environment is still growing strongly.
Выс.
11:26
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Dell benefits from AI inference server demand.
Dell is well positioned for the shift from AI training to inference, with strong demand for regular CPU-based servers, its historic core business; this was reflected in a strong revenue forecast.
Сред.
10:00
02 сен
02 сен
Dell recently reported earnings and "crushed" expectations. Strong earnings in the hardware sector validate ongoing AI infrastructure spending. Dell's performance is seen as "saving the economy" and lifting the broader AI sector. Broader market weakness or September seasonality could drag down the stock despite good earnings. NAT GAS - LONG | confidence: 0.75 | sentiment: +0.70 Speaker: r/wallstreetbets community Thesis: Natural gas is showing bullish price action while oil remains a highly crowded trade. Retail and institutional focus is heavily skewed toward oil due to Middle East tensions, leaving Nat Gas under the radar. Going long on Nat Gas offers a less crowded, high-upside energy play during the summer months. Natural gas is historically volatile and summer seasonality can sometimes lead to stagnant price action.
Низ.
09:32
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02 сен
Cramer gives positive but non-committal commentary on several tech names without stating any.
Cramer gives positive but non-committal commentary on several tech names without stating any current positions or forward calls, so all are watch.
Низ.
09:07
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Dell AI demand forecasts cited
Dell earnings cited for inference and power-demand forecasts; no directional view on DELL shares.
Низ.
09:02
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Author argues inference demand growth makes IREN's current $25M/MW contracts potentially.
Author argues inference demand growth makes IREN's current $25M/MW contracts potentially underpriced, framing his own position as early and bullish on future power competition.
Низ.
07:12
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Author hasn't followed Dell closely but notes the stock doesn't look bad.
Author hasn't followed Dell closely but notes the stock doesn't look bad, offering no directional view.
Низ.
06:39
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02 сен
Dell beats on AI server demand.
Dell delivered a significant beat versus expectations for the second half of its fiscal year, with $25 billion upside 10-15% above prior expectations, driven by AI servers using Nvidia chips and a much more important traditional server cycle.
Выс.
06:16
02 сен
02 сен
Author relays a friend's positive anecdote about DELL's stock rise but expresses no personal.
Author relays a friend's positive anecdote about DELL's stock rise but expresses no personal position or forward-looking view.
Низ.
06:15
02 сен
02 сен
Tech and AI demand still strong.
He remains a believer in tech and AI demand. He positioned in CRM before strong earnings, sees Oracle likely to rally, and points to Dell's AI server optimization adding about $7 billion in revenue as evidence this is real demand rather than an AI bubble.
Выс.
05:47
02 сен
02 сен
The author highlights Dell's strong revenue and AI server backlog as a system integrator.
The author highlights Dell's strong revenue and AI server backlog as a system integrator opportunity, but frames it as research rather than a personal position.
Низ.
05:23
02 сен
02 сен
Dell AI server demand is strong.
Anthony Stevens says Dell's guidance increase of about $25 billion is spectacular, driven by AI server demand, with expenses as a percentage of sales dropping and growth re-accelerating. He argues the pure AI hardware story still looks great and is increasingly about better margins, reassuring Asian AI server supply chain players.
Выс.
05:11
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02 сен
The author quotes Dell's COO emphasizing persistent DRAM and NAND shortages.
The author quotes Dell's COO emphasizing persistent DRAM and NAND shortages, a factual supply constraint report without an explicit position or trade call.
Низ.
03:26
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02 сен
Dell strength positive for server peers
Dell's strong earnings and after-hours surge are positive for server/hardware peers such as Supermicro and HP, but Park warns the read-across is too narrow to lift the entire semiconductor complex.
Сред.
03:00
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Dell's record results confirm AI infrastructure demand.
Dell Technologies reported record earnings and jumped after hours because it is now making money from AI server rack assembly, not just PCs; the record result shows AI server rack demand and infrastructure investment are expanding even while macro fears pressure semiconductor shares.
Выс.
02:17
02 сен
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AI server makers have leveraged upside.
AI server demand is strong while memory supply is tight, leaving server and rack makers with large order backlogs. Companies at the tail end of the AI supply chain, including Dell, HP, Supermicro, and Lenovo, have bullwhip-effect leverage to the AI capex cycle, so their earnings and stock volatility are amplified. As long as the AI industry trend is not damaged, their uptrend should continue, though supply-chain changes are a key risk.
Выс.
02:16
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Dell reports AI order growth and revenue.
Dell reports revenue up 58% and EPS up 203%, with $60.9B in AI server orders this quarter; management cites accelerating AI demand and supply constraints.
Сред.
01:37
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02 сен
Author cites Dell's AI demand as evidence for NBIS upside but hedges on macro timing.
Author cites Dell's AI demand as evidence for NBIS upside but hedges on macro timing, so it is a watch not a position.
Низ.
00:33
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02 сен
Dell highlights supply shortages, author skeptical
Author sarcastically notes Dell's commentary about supply shortages, implying potential pricing/margin implications, but no explicit directional position is taken.
Низ.
00:03
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Author notes a correlation where Dell's success benefits SMCI.
Author notes a correlation where Dell's success benefits SMCI, but frames it as an FYI observation rather than a personal position or explicit trade call.
Низ.
23:47
01 сен
01 сен
Dell's AI infrastructure demand is accelerating.
Dell reported a blowout quarter with 58% revenue growth and huge EPS upside; AI server demand is massive and broad-based, traditional server and storage are accelerating beyond GPUs, and the company is taking share while raising full-year guidance dramatically.
Выс.
23:40
01 сен
01 сен
Dell quarter strong but macro caps.
Dell reported one of the best quarters Cramer has seen and it should change people's minds about Dell, but macro may prevent it from igniting the whole market or the AI trade, so he is watching whether the positive reaction lasts through the day.
Выс.
23:25
01 сен
01 сен
Dell raises its annual sales forecast by $25 billion.
Dell raises its annual sales forecast by $25 billion, exceeding analyst estimates amid strong demand for AI servers.
22:48
01 сен
01 сен
DELL raises outlook on server surge
Dell raised FY guidance by $25B driven by surging server revenue. Factual fundamental event, no explicit directional stance from the speaker.
Сред.
Об аналитическом покрытии DELL
Buzzberg отслеживает DELL (Dell Technologies Inc.) в 98 источниках. Бычьих сигналов: 136, медвежьих: 5, от 157 аналитиков. Сентимент преимущественно бычий (25%). Всего отслеживается 528 торговых идей. За последние 7 дней: бычьих: 27, медвежьих: 1, наблюдение: 75. Последние спикеры: Jim Cramer, finnstockinger, Newsquawk.