$Dell Technologies Inc.(DELL)$-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Dell Technologies Inc.(DELL)$

Morgan Stanley Raises PT on $DELL to $155 from $152

“Near-term expectations got ahead of themselves, but we’re confidently buying the dip as our FY26 EPS increases to $10.34 given building AI ecosystem momentum,”

The Analyst believes the weak ISG margins were mostly due to pricing competition and underperformance in the Storage segment, which they believe can be corrected.

“What stood out to us positively, and is more impactful to our Overweight thesis, is that AI server momentum continues to build, with April quarter revenue recognition better than we expected, orders higher than expected, backlog and pipeline combined in the $12B+ range exiting the quarter (greater than our FY25 AI server revenue forecast), margins flat to improving, and management hinting that CSP demand for AI servers should grow Y/Y in FY26,”

Analyst: Erik Woodring

DELL -20%! Is AIPC Dead?

DELL's revenue exceeded expectations, but adjusted operating profit fell short. Adjusted operating profit was $1.47 billion, while analysts expected $1.48 billion. ---------------- DELL is plummeting! Will we sell or hold? Is the AIPC concept dead?

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