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Dell Tech
Price
Discussion about DELL
Posts
47Quarterly figures 25.08-29.08.25

Retirement with...?
Hello everyone,
Do you think it's possible to retire early with the portfolio?
At...80?
I would like to get out of many stocks as soon as I am in the black and reinvest.
The plan is to get out of:
$BBAI (+0%) I would like to reduce my position and possibly wait for a new entry.
What is your opinion, what can you recommend?
- I am looking forward to your opinions.

Is Dell underestimated?
Dell share: Chart from 03.06.2025, Price: 108 USD - Symbol: DELL | Source: TWS
If Dell now manages to break out above USD 117, a procyclical uptrend will ensue Kaufsignalwith possible price targets at USD 128, USD 133 and USD 147.
If, on the other hand, the share falls below USD 105, a renewed setback towards USD 90 must be expected. At this level, increased buying interest from anti-cyclical investors can be expected.
Figures under the microscope
However, there was a revival in the CSG segment in the last quarter. Sales increased by 5% to USD 12.5 billion.
The Infrastructure Solutions Group recorded a 12% increase in sales to USD 10.3 billion.
Earnings for the year increased by 17% to USD 1.55 per share, although expectations were not met.
However, the disappointment should have quickly faded after the company announced sales of USD 28.5 - 29.5 billion and earnings of USD 2.25 per share for the second quarter in the same breath.
Previously, sales of USD 25.1 billion and earnings of USD 2.10 per share had been expected.
In addition, the forecast for annual earnings was raised from USD 9.30 to USD 9.40 per share.
This gives Dell a forward P/E of 11.5, which is easily justifiable in view of the double-digit profit increases.
More shareholder-friendly than ever
What is particularly impressive, however, is the extent to which Dell is distributing capital to shareholders. In the last quarter, the company invested USD 2.4 billion in Dividenden and share buybacks, which corresponds to 3.2% of Dell's market capitalization.
The founder, CEO and largest shareholder has ensured that Dell has not been Börsengang of Dell has ensured that not only he but also all other shareholders have been handsomely rewarded.
During this time, the company has grown strongly, massively reduced its debt, has paid a decent dividend since 2023 and is buying back its own shares on a large scale. Aktienown shares.
Strategically, the company has hit one bull's eye after another.

DELL Q1 Earnings Highlights
🔹 Revenue: $23.38B (Est. $23.14B) 🟢; +5% YoY
🔹 Adj. EPS: $1.55 (Est. $1.69) 🔴; +17% YoY
🔸 AI Server Demand: $12.1B in AI orders this quarter alone; $14.4B AI backlog
Q2 Guidance:
🔹 Revenue: $28.5B–$29.5B (Est. $25.35B) 🟢
🔹 Adj. EPS: ~$2.25 (Est. $2.09) 🟢
🔹 GAAP EPS: ~$1.85
FY Guidance:
🔹 Revenue: $101B–$105B (Est. $103B midpoint) 🟡
🔹 Adj. EPS: ~$9.40 (Est. $9.20) 🟢
🔹 GAAP EPS: ~$7.99
Q1 Segment Highlights:
🔸 ISG Revenue: $10.3B; +12% YoY
🔹 Servers & Networking: $6.3B; +16% YoY
🔹 Storage: $4.0B; +6% YoY
🔸 ISG Operating Income: $998M; +36% YoY
🔸 CSG Revenue: $12.5B; +5% YoY
🔹 Commercial: $11.0B; +9% YoY
🔹 Consumer: $1.5B; −19% YoY
🔸 CSG Operating Income: $653M; −16% YoY
Other Key Q1 Metrics:
🔹 Record Cash Flow from Ops: $2.80B; +168% YoY
🔹 Adj. Free Cash Flow: $2.23B; +258% YoY
🔹 Capital Return: $2.4B to shareholders (buybacks + dividends)
🔸 Server/Networking Revenue: Record quarter
Customs exceptions
According to the CNBC report, the following product categories are exempt from the new US tariffs on Chinese imports: Smartphones, laptops, desktop computers, tablets, semiconductor chips as well as networking equipment and server components. The exemptions particularly affect tech companies such as Apple, Dell and HP.
Zur vollständigen Übersicht im Artikel bei CNBC
The news is based on what I personally consider to be reputable sources. No investment advice. Follow me for more updates!
$AAPL (+0.28%)
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Shopping time
I think it's about time. But not for an all-in, because 🍊 is unpredictable 😄
Also bought:
$AMZN (+2.06%) (x2) $GOOGL (+2.32%) (x2) $NVDA (+0.78%) (already a few days ago) $DELL (+1.13%) (x2) $PG (-1.12%)
x2 means a few days ago and today.
At the top of the list are $NEE (-0.18%)
$WM (-2.41%)
$ORI (-0.21%)
$PANW (+0.75%)
$HD (+2.45%)
PS: my crystal ball says it's time, because we've now approached a zone twice. But whether this is actually a first indicator of a positive outlook... who knows...
Any thoughts?
Does anybody have thoughts on or valid opinions about $APO (-0.78%) or $DELL (+1.13%) ?
Stocks on Sale? Time to Go Shopping
Hey guys !
It’s been a choppy ride in the US markets lately — lots of red, lots of noise. But let’s be real: these are the moments where long-term portfolios are built.
Corrections like this tend to reveal some solid opportunities. We’re not talking about hype — we’re talking about fundamentally strong businesses trading below their fair value.
Here are a few names that caught our eye this week:
- $AMZN (+2.06%) – Amazon: E-commerce giant with AWS as a long-term cash machine. Recently pulled back = potential entry.
- $DAL (+5.68%) – Delta Airlines: Low valuation, reopening tailwinds still in play, and demand for travel isn’t slowing.
- $DELL (+1.13%) – Dell Technologies: Quiet AI exposure, strong cash flow, and trading way below tech sector averages.
- $FSLR (+4.47%) – First Solar: Clean energy isn’t a trend — it’s the future. Undervalued relative to growth potential.
- $COP (+1.26%) – ConocoPhillips: Solid play in the energy space with decent dividend and upside ahead.
We’re not saying “back up the truck” — but these names are definitely on my radar.
Your turn — what’s on your watchlist right now?
Let’s swap notes. Any other discounted gems we should be looking at?
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