Dell added to Evercore ISI's Tactical Outperform list

Investing.com11-20 20:46

Investing.com -- Dell Technologies has been added to Evercore ISI's Tactical Outperform list ahead of its October-quarter earnings report, reflecting analysts' optimism about strong results driven by ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2484115827?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-11-20 20:46","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2484115827","market":"us","top_or_hot":-1,"title":"Dell added to Evercore ISI's Tactical Outperform list","media":"Investing.com","content":"<div>\n<p>Investing.com -- Dell Technologies has been added to Evercore ISI's Tactical Outperform list ahead of its October-quarter earnings report, reflecting analysts' optimism about strong results driven by ...</p>\n\n<a href=\"https://finance.yahoo.com/news/dell-added-evercore-isis-tactical-124609224.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dell added to Evercore ISI's Tactical Outperform list</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDell added to Evercore ISI's Tactical Outperform list\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-20 20:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/dell-added-evercore-isis-tactical-124609224.html><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing.com -- Dell Technologies has been added to Evercore ISI's Tactical Outperform list ahead of its October-quarter earnings report, reflecting analysts' optimism about strong results driven by ...</p>\n\n<a href=\"https://finance.yahoo.com/news/dell-added-evercore-isis-tactical-124609224.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DELL","symbol_name":"戴尔","start_time":0,"source_url":"https://finance.yahoo.com/news/dell-added-evercore-isis-tactical-124609224.html","article_id":"2484115827","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2484115827","pubTimestamp":1732106769,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Investing.com --Dell Technologies has been added to Evercore ISI's Tactical Outperform list ahead of its October-quarter earnings report, reflecting analysts' optimism about strong results driven by its Infrastructure Solutions Group .Evercore ISI highlighted Dell 's potential to exceed consensus revenue and EPS estimates of $24.69 billion and $2.07, respectively, citing robust performance in storage, general-purpose computing, and AI server sales.\"We expect AI server shipments of over $3.1 billion during the October quarter, ahead of management's flat-to-down quarter-over-quarter guidance,\" wrote Evercore ISI, attributing the strength to intra-quarter data points such as Tesla  pull-ins and the expansion of xAI's Colossus cluster.Analysts also forecast Dell's AI server backlog exiting the quarter to remain between $3 billion and $4 billion, signaling continued demand momentum.While weaker results in Dell's Client Solutions Group , including PCs, are expected to partially offset ISG's ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"DELL":"戴尔","EVR":"Evercore","DVMT":"Dell Technologies Inc. Class V"},"translate_title":"戴尔加入Evercore ISI的战术跑赢大盘名单","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DVMT":1,"DELL":0.9,"EVR":0.9},"content_text":"Investing.com -- Dell Technologies has been added to Evercore ISI's Tactical Outperform list ahead of its October-quarter earnings report, reflecting analysts' optimism about strong results driven by its Infrastructure Solutions Group (ISG).\nEvercore ISI highlighted Dell (NYSE:DELL)'s potential to exceed consensus revenue and EPS estimates of $24.69 billion and $2.07, respectively, citing robust performance in storage, general-purpose computing, and AI server sales.\n\"We expect AI server shipments of over $3.1 billion during the October quarter, ahead of management's flat-to-down quarter-over-quarter guidance,\" wrote Evercore ISI, attributing the strength to intra-quarter data points such as Tesla (NASDAQ:TSLA) pull-ins and the expansion of xAI's Colossus cluster.\nAnalysts also forecast Dell's AI server backlog exiting the quarter to remain between $3 billion and $4 billion, signaling continued demand momentum.\nWhile weaker results in Dell's Client Solutions Group (CSG), including PCs, are expected to partially offset ISG's strength, Evercore ISI emphasized the importance of ISG margins.\n\"Investor focus will remain on ISG margins and whether there's a line-of-sight to 11-14% EBIT margins on an annual basis exiting FY25,\" the note stated.\nStorage strength, pricing tailwinds, and an improving demand environment are expected to help Dell counterbalance any margin pressure from growing AI server sales.\nEvercore ISI maintains an Outperform rating and a $150 price target for Dell, with a bullish scenario potentially driving EPS to $10-$12 and the stock price to $160-$170+.\n\"If ISG margins continue to tick higher (storage and attach strength), DELL upsides AI server expectations, and management provides positive qualitative commentary around Blackwell ramps in FY26, we think investors will be willing to overlook the PC shortfalls in FY25,\" the analysts concluded.\nRelated Articles\nDell added to Evercore ISI's Tactical Outperform list\nFutures muted in run-up to Nvidia earnings; Target plunges\nOil majors are betting big on biofuels with over 40 projects by 2030, Rystad says","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2484115827"}