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17:00
Apr 22 ◎
Jim Cavanaugh IBM Q1 FY26 call
IBM cited 'a very dislocated hardware supply chain market' as a factor behind Red Hat Enterprise Linux (REL) deceleration, indicating hardware availability constraints are slowing enterprise Linux adoption. — Hardware supply chain dislocations are delaying enterprise infrastructure upgrades, potentially impacting revenue for server vendors like HPE and Dell.
DELL
MED

About DELL Analyst Coverage

Buzzberg tracks DELL (Dell Technologies Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Jim Cavanaugh.