Dell added to 'Tactical Outperform' list ahead of Q3 earnings: Evercore

seekingalpha11-21 00:27

Lina Moiseienko/iStock Editorial via Getty Images Dell Technologies (NYSE:DELL) was added to the Evercore ISI Tactical Outperform list ahead of its third quarter fiscal 2025 financial results due in ...

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/2485144809?lang=en_US&edition=fundamental","thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/996055166/image_996055166.jpg?io=getty-c-w750","is_english":true,"pubTime":"2024-11-21 00:27","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2485144809","market":"hk","top_or_hot":-1,"title":"Dell added to 'Tactical Outperform' list ahead of Q3 earnings: Evercore","media":"seekingalpha","content":"<div>\n<p>Lina Moiseienko/iStock Editorial via Getty Images Dell Technologies (NYSE:DELL) was added to the Evercore ISI Tactical Outperform list ahead of its third quarter fiscal 2025 financial results due in ...</p>\n\n<a href=\"https://seekingalpha.com/news/4312466-dell-added-to-tactical-outperform-list-ahead-of-q3-earnings-evercore\">Source Link</a>\n\n</div>\n","source":"seekingalpha_trending_news","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 'Tactical Outperform' list ahead of Q3 earnings: Evercore</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 'Tactical Outperform' list ahead of Q3 earnings: Evercore\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-21 00:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4312466-dell-added-to-tactical-outperform-list-ahead-of-q3-earnings-evercore><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lina Moiseienko/iStock Editorial via Getty Images Dell Technologies (NYSE:DELL) was added to the Evercore ISI Tactical Outperform list ahead of its third quarter fiscal 2025 financial results due in ...</p>\n\n<a href=\"https://seekingalpha.com/news/4312466-dell-added-to-tactical-outperform-list-ahead-of-q3-earnings-evercore\">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":"DVMT","symbol_name":"Dell Technologies Inc. Class V","start_time":0,"source_url":"https://seekingalpha.com/news/4312466-dell-added-to-tactical-outperform-list-ahead-of-q3-earnings-evercore","article_id":"2485144809","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/996055166/image_996055166.jpg?io=getty-c-w750"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2485144809","pubTimestamp":1732120022,"sourceInfo":{"source_id":"seekingalpha_trending_news","name":"Seeking Alpha Trending News"},"weMediaInfo":null,"summary":"Lina Moiseienko/iStock Editorial via Getty Images Dell Technologies  was added to the Evercore ISI Tactical Outperform list ahead of its third quarter fiscal 2025 financial results due in part to its artificial intelligence exposure. \"DELL is well positioned to report upside to consensus Oct-qtr rev/EPS estimates of $24.69B/$2.07, driven by strength in ISG segment on the heels of storage, general-purpose compute, and AI server strength,\" said Evercore analysts, led by Amit Daryanani, in a Wednesday note. Evercore also expects Dell to report AI server revenue of more than $3.1B during the third quarter, with an AI server backlog ranging from $3.5B to $4B. \"Although upside to AI server sales would dampen margin expectations, we think an incrementally better storage environment will help DELL more than offset those headwinds,\" Daryanani added. \"Despite AI server demand, Dell admits AI servers are margin rate dilutive, not margin dollar accretive,\" said Seeking Alpha analyst Luca Socci. Ev","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":["rate","earning"],"viewcount":null,"language":"en","relate_stocks":{"DVMT":"Dell Technologies Inc. Class V","DELL":"戴尔"},"translate_title":"Evercore：戴尔在第三季度财报公布前被列入“战术跑赢大盘”名单","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DVMT":1,"DELL":0.9},"content_text":"Lina Moiseienko/iStock Editorial via Getty Images Dell Technologies (NYSE:DELL) was added to the Evercore ISI Tactical Outperform list ahead of its third quarter fiscal 2025 financial results due in part to its artificial intelligence exposure. \"DELL is well positioned to report upside to consensus Oct-qtr rev/EPS estimates of $24.69B/$2.07, driven by strength in ISG segment on the heels of storage, general-purpose compute, and AI server strength,\" said Evercore analysts, led by Amit Daryanani, in a Wednesday note. Evercore also expects Dell to report AI server revenue of more than $3.1B during the third quarter, with an AI server backlog ranging from $3.5B to $4B. \"Although upside to AI server sales would dampen margin expectations, we think an incrementally better storage environment will help DELL more than offset those headwinds,\" Daryanani added. \"Despite AI server demand, Dell admits AI servers are margin rate dilutive, not margin dollar accretive,\" said Seeking Alpha analyst Luca Socci. Evercore has a $150 price target on the stock. Shares have increased about 85% over the past year. Dell is scheduled to report its third quarter results post-market on Tuesday, November 26. A consensus estimate expects adjusted earnings per share of $2.05 on revenue of $24.72B.","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/2485144809"}