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29.05.26 - 21:30
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Dell Soars Most in Two Years on Outlook (Bloomberg)
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Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst, says "in terms of scale" he would put his money on Dell.
Dell shares surged the most in two years on Friday after the hardware maker gave an outlook for annual sales that far surpassed analysts' estimates, fueled by demand for servers that power artificial intelligence work. (Source: Bloomberg)...
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29.05.26 - 17:06
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Gap Lowers Sales Outlook; Dell Soars on AI Demand | Stock Movers (Bloomberg)
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On this episode of Stock Movers with Alexis Christoforous:
- Dell (DELL) shares are soaring after the company gave an outlook for annual sales that far surpassed analysts' estimates, fueled by demand for servers that power artificial intelligence work.
- Gap (GAP) shares plunged after the company lowered its sales outlook due to struggles with its product mix.
- NetApp (NTAP) shares jumped after the data storage provider reported its latest earnings. Analyst say the report is a strong print from the company, showing strong growth, with upgrades to consensus expected. (Source: Bloomberg)...
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29.05.26 - 14:12
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"Significantly Exceeding Expectations": Dell Erupts 40% After AI-Fueled Beat, Outlook Hike (ZeroHedge)
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"Significantly Exceeding Expectations": Dell Erupts 40% After AI-Fueled Beat, Outlook Hike
Dell Technologies surged 38% in New York premarket trading after delivering a major earnings beat and issuing a stronger-than-expected annual sales forecast, fueled by explosive demand for AI servers that continues to reshape the hardware sector.
Earnings results reinforce Dell's position as a direct beneficiary of the AI infrastructure buildout, as hyperscaler capex accelerates toward an estimated $800 billion this year and demand for compute-heavy server infrastructure remains robust.
We're building a Dell AI factory with @nvidia to power @grok for @xai @elonmusk pic.twitter.com/2aTYLtCBup
— Michael Dell ?? (@MichaelDell) June 19, 2024
Dell now expects fiscal 2027 revenue of $165 billion to $169 billion, far above its prior forecast of $138 billion to $142 billion and Bloomberg consensus of $142.1 billion. Adjusted earnings are now projected at $17.65 to $18.15 a share, versus the p...
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29.05.26 - 05:06
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Dell posts record results and lifts full-year outlook on AI demand (Digitimes)
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Dell reported a record first quarter for fiscal 2027, with revenue rising 88% to US$43.8 billion and diluted earnings per share climbing 214% to US$4.86. The company said demand was stronger than expected across all businesses and geographies as customers moved to secure supply in a difficult environment....
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29.05.26 - 00:12
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Dell CFO Kennedy Sees AI Server Demand Driving Sales Growth (Bloomberg)
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Dell CFO David Kennedy says the increase in AI server demand is why the company boosted its annual sales forecast. Speaking with Ed Ludlow on "Balance of Power: Evening Edition," Kennedy also comments on Dell's $9.7 billion Pentagon software deal. (Source: Bloomberg)...
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