DELL Fell After Earnings: Would You Buy the Dip?

Dell shares fall on light forecast despite growing AI sales. ---------------- How do you view AI trend? Is it a buy after slight earnings miss and drop?

avatarJonnersLL
12-02 07:31
Yes but it's recovering well post earnings and will continue to grow. Business should get a good boost from Cyber Monday and Xmas shopping in December.
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avatarSpiders
11-29
Dell's stock took a hit after its latest earnings report, but I’m not jumping on the dip just yet. The company's fiscal Q4 guidance seems underwhelming to me, signaling potential challenges ahead. Despite the drop, the stock price still feels too high—it's nowhere near its 52-week low, which makes me hesitant to buy in now. Additionally, the dividend yield is relatively low, which doesn’t provide much incentive for long-term holding, especially considering the uncertainty surrounding the company’s near-term outlook. For me, the risks still outweigh the potential rewards at this price point.
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avatarAN88
11-29
Buy as they will.always pick up as they always make people redundant 
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avataryourcelesttyy
11-28

Why Did Dell Plunge Despite Strong AI Growth?

$Dell Technologies Inc.(DELL)$ Dell Technologies' stock fell sharply following its Q3 FY2025 earnings report, dropping 12% in after-hours trading despite notable AI service growth. Let's dive into the numbers and factors driving this reaction. Financial Highlights vs. Market Expectations Revenue: $24.37B (+10.1% YoY), missed the expected $24.52B. Operating Profit: $2.2B (+2% YoY), beating the $2.16B consensus. EPS: $2.07 (+9% YoY), surpassing expectations. Business Segment Performance Infrastructure Solutions Group (ISG): Revenue surged 34% YoY to $11.37B, driven by strong storage and networking demand.AI servers delivered $2.9B in revenue, exceeding the $2.8B forecast. Customer Solutions Group (CSG): Consumer PC sales fell 2% YoY, dragging total
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Why Did Dell Plunge Despite Strong AI Growth?
avatarXavang
11-28
buy nvda. AI data center，Blackwell
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avatarAN88
11-28
Yes buy the dip. It will climb as they always make people redundant lol
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avatarKKLEE
11-28
Dell Technologies Inc. (DELL) recently reported its fiscal third-quarter earnings, revealing a 10% year-over-year revenue increase to $24.4 billion, slightly below expectations. Despite this, the company reported a net income of $1.1 billion, or $1.58 per share, surpassing projections. The Infrastructure Solutions Group, which includes server and networking, achieved a 34% revenue increase to $11.37 billion. However, the Client Solutions Group, encompassing PCs, saw a 1% decline in revenue to $12.1 billion, missing expectations. Following the earnings release, Dell's stock experienced a significant decline, dropping over 10% in after-hours trading. This reaction was primarily due to the revenue miss and a cautious outlook for the fourth quarter, with projected revenues between $24 billion
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avatarPauProFatSir
11-27
DELL is a potential comaony and will bounce aback soon！！
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avatarMadluvyz
11-27
Disclaimer: Whatever I say or post doesn't act as financial advice, so please do your due diligence before making any decision. I will wait for it to test the bottom regression line @ $101.75 before entertaining the idea of opening a trade. Patience is key.  @madluvyz - Specialist in using TA to sell options and swing trade.
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avatarFenri5
11-27
$NVIDIA Corp(NVDA)$  real poor earnings results from dell . Nvidia will no doubt sink with it. Will be keen to enter at around 105
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avatarMIe
11-27
Dell ai dc upside 
Sorry, the original content has been removed
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avatarValue_investing
11-27

Earnings Digest | Dell's Plunge: Opportunity or Risk?

$Dell Technologies Inc.(DELL)$Why DELL Could Be a Long-Term AI PlayWhy DELL is tumbling while its AI service performs strong?Post-Earnings SelloffDell Technologies' stock dropped 11.3% in after-hours trading following the release of its FY2025 Q3 earnings (as of November 1). Revenue slightly missed expectations, and weak Q4 guidance, driven by a decline in AI server shipments, triggered the sharp selloff.Key Q3 MetricsTotal Revenue: $24.37 billion, up 9.5% YoY, slightly below the $24.59 billion analyst consensus and below the midpoint of Dell's own guidance.Segment PerformanceServers & Networking: $7.36
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Earnings Digest | Dell's Plunge: Opportunity or Risk?
avatarTigerOptions
11-27

Why DELL Could Be a Long-Term AI Play

$Dell Technologies Inc.(DELL)$ has been a key player in the tech industry for decades, and its recent focus on AI infrastructure places it in a promising position for the future. While its Q3 earnings report disappointed the market, leading to a sharp after-hours drop, I see this as a potential opportunity to start building a position. Here's why I believe Dell's long-term AI narrative remains intact, and why the current price levels are attractive for accumulation. Earnings Recap: Strong Growth in AI, Weak Guidance Weighs on Sentiment Dell's Q3 results showed clear strength in its AI-driven segments, but cautious guidance overshadowed the positives: Earnings per Share (EPS): Adjusted EPS came in at $2.15, beating estimates of $2.06. Revenue: $24.
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Why DELL Could Be a Long-Term AI Play
avatarMaverickWealthBuilder
11-27

Why DELL is tumbling while its AI service performs strong?

$Dell Technologies Inc.(DELL)$ reported results for the Q3 quarter of its fiscal year 2025 ending November 1, 2024 and plunged 12% after hours, triggering widespread concern in the market.Financials vs. market expectationsTotal revenue of $24.37 billion (up 10.1% year-over-year), slightly below market expectations of $24.52 billion, andOperating profit of $2.2 billion, up 2% year-over-year, above the market consensus estimate of $2.16 billionEarnings per share EPS: $2.07, up 9% year-over-yearBusiness Performance by SegmentThe Infrastructure Solutions Group and the PC business were key areas:Infrastructure Solutions Group: significant revenue growth, up 34% year-on-year to $11.37 billion, driven by strong demand for storage and networking products.
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Why DELL is tumbling while its AI service performs strong?
avatarMoney365
11-27
$Dell Technologies Inc.(DELL)$  who buy long? This kind of economy everywhere cut job and cut cost order sure affected. I will short HPQ too. Big win la short
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avatarBarcode
11-26
$Dell Technologies Inc.(DELL)$  🔺🅱️🆄🅻🅻🅸🆂🅷🔺 💻📈📊 Dell Earnings: AI-Powered Bulls or PC Bear Trap? 📊📈💻 Kia ora Tiger traders! Dell Technologies (DELL) is set to report its third-quarter earnings today after market close, and the stakes are sky-high. While analysts forecast solid growth, traders are eyeing Dell’s AI-driven potential and wondering if it can shake off near-term PC headwinds. Here’s your fully loaded analysis: 📊 The Numbers to Watch: • Expected Revenue: $24.68 billion (+11% YoY) • Net Income: $1.02 billion or $1.42 per share (up from $1 billion or $1.36 YoY) • Analysts’ Consensus Price Target: $145 (implies <1% upside from Friday’s $144.21 close) 📌 Chart Analysis: Dell’s price is forming a bullish wedge breakout, as highlighted o
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avatarhighhand
11-26
dell and hpq looks good to capitalize on SMCI problems. watch them
@Tiger_Earnings:🎁Weekly Higher EPS Estimates: DELL, WDAY, ADSK, A, HPQ & More
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avatarMicroStrategist
11-26
Dell is a good buy
@Tiger_Earnings:🎁Weekly Higher EPS Estimates: DELL, WDAY, ADSK, A, HPQ & More
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