The outlook must have been a real disappointment. Currently around -15% at the 200 T. line 🥶
Dell Tech
Price
Debate sobre DELL
Puestos
38⬆️⬆️⬆️
- GOLDMAN raises the price target for DELL from USD 155 to USD 165. Buy. $DELL (+2,56 %)
- GOLDMAN raises the price target for ANALOG DEVICES from USD 247 to USD 261. Buy. $ADI (+2,04 %)
- GOLDMAN raises the price target for HP INC from USD 35 to USD 38. Neutral. $HPQ (+0,51 %)
- WARBURG RESEARCH raises the price target for VONOVIA from EUR 40.20 to EUR 42.30. Buy. $VNA (+2,37 %)
- WARBURG RESEARCH upgrades STRATEC from Hold to Buy. Target price 40 EUR. $SBS4
- DEUTSCHE BANK RESEARCH raises the price target for DEUTSCHE BÖRSE from EUR 235 to EUR 237. Buy. $DB1 (-0,38 %)
- MORGAN STANLEY raises the target price for DEUTSCHE TELEKOM from EUR 33 to EUR 38. Overweight. $DTE (-0,92 %)
- GOLDMAN raises the price target for TRATON from EUR 31.80 to EUR 35.50. Neutral. $8TRA (-1,87 %)
- GOLDMAN raises the price target for BRENNTAG from EUR 94 to EUR 95. Buy. $BNR (+0,14 %)
- BERENBERG upgrades EQUINOR from Hold to Buy and raises target price from NOK 290 to NOK 325. $EQNR (-0,22 %)
- JPMORGAN raises the target price for BEIERSDORF from EUR 150 to EUR 160. Overweight. $BEI (-0,06 %)
- JPMORGAN upgrades HENKEL from Neutral to Overweight and raises target price from EUR 82 to EUR 100. $HEN (+0,54 %)
- JPMORGAN upgrades BRITISH AMERICAN TOBACCO to Neutral. $BATS (-0,24 %)
- JPMORGAN raises the price target for EON from EUR 15.50 to EUR 16. Overweight. $EOAN (-0,18 %)
- JPMORGAN raises the target price for AUTO1 from EUR 12.10 to EUR 17.10. Overweight. $AG1 (+3,11 %)
⬇️⬇️⬇️
- STIFEL lowers the price target for SIEMENS from EUR 207 to EUR 202. Buy. $SIE (-0,29 %)
- JPMORGAN lowers the price target for HP INC from USD 41 to USD 40. Overweight. $HPQ (+0,51 %)
- WARBURG RESEARCH lowers the price target for LANXESS from EUR 40 to EUR 37. Buy. $LXS (-0,26 %)
- CITIGROUP lowers the price target for BASF from EUR 49 to EUR 46. Neutral. $BAS (-0,12 %)
- RBC lowers the target price for COMMERZBANK from EUR 18 to EUR 17.25. Sector Perform. $CBK (-1,64 %)
- RBC lowers the target price for ING from EUR 17.50 to EUR 16.75. Sector-Perform. $ING (-0,67 %)
- RBC lowers the price target for BNP PARIBAS from EUR 79 to EUR 78. Outperform. $BNP (-0,42 %)
- JPMORGAN lowers the price target for ELRINGKLINGER from EUR 6.70 to EUR 6. Neutral. $ELLRY
- JPMORGAN lowers the price target for SYMRISE from EUR 130 to EUR 120. Overweight. $SY1 (-0,34 %)
$DELL (+2,56 %) Q3 Earnings Highlights:
🔹 EPS: $2.15 (Est. $2.07) 🟢; UP +16% YoY
🔹 Revenue: $24.4B (Est. $24.66B) 🔴; UP +10% YoY
🔹 Operating Income: $1.7B (UP +12% YoY)
🔹 Non-GAAP Operating Income: $2.2B (UP +12% YoY)
🔹 Non-GAAP Diluted EPS: $2.15 (Est. $2.07) 🟢; UP +14% YoY
Q3 Segment:
Infrastructure Solutions Group (ISG):
🔹 Revenue: $11.4B (Est. $11.38B) 🟡; UP +34% YoY
🔹 Servers and Networking Revenue: $7.4B (Est. $7.62B) 🔴; UP +58% YoY
🔹 Storage Revenue: $4.0B (Est. $3.80B) 🟢; UP +4% YoY
🔸 Operating Income: $1.5B; UP +41% YoY
🔸 Operating Margin: 13.3% (Est. 12.4%) 🟢
Client Solutions Group (CSG):
🔹 Revenue: $12.1B (Est. $12.36B) 🔴; DOWN -1% YoY
🔹 Commercial Revenue: $10.1B (Est. $10.46B) 🔴; UP +3% YoY
🔹 Consumer Revenue: $2.0B (Est. $1.95B) 🟡; DOWN -18% YoY
🔸 Operating Income: $694M; DOWN -25% YoY
🔸 Operating Margin: 5.7% (Est. 6.4%) 🔴
Key Metrics:
🔹 Combined ISG and CSG Revenue: $23.5B; UP +13% YoY
🔹 AI Server Order Demand: $3.6B, pipeline growth +50%
Cash and Financial Health:
🔹 Cash Flow from Operations: $1.6B
🔹 Ending Cash and Investments: $6.6B
CEO and Executive Commentary:
🔸 CFO Yvonne McGill: "Our continued focus on profitability resulted in EPS growth outpacing revenue growth, with strong cash performance."
🔸 COO Jeff Clarke: "Interest in our portfolio is at an all-time high, with record AI server order demand and robust opportunities in AI growth."
The Super Micro Computer share has three things in common with Wirecard:
1) There were earlier signs of fraud.
2) Reports are missing and are repeatedly postponed.
3) The company's own auditor refuses to issue an audit certificate.
>> Since the all-time high in the AI hype in March, the share has fallen 76%. Is $SMCI AI wirecard?
#ai
#ki
#künstlicheinteligenz
$NVDA (+2,01 %)
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$DELL (+2,56 %)
$WDI
Dell
$DELL (+2,56 %) will launch servers with Nvidia's
$NVDA (+2,01 %) new Blackwell AI chips from next month - Bloomberg.
Dell Technologies
$DELL (+2,56 %) today announced new integrated rack-scalable systems, server, storage and data management innovations for the Dell AI Factory solution.
These solutions enable high-density computing and AI workloads efficiently and at scale. -Bloomberg
Goldman Sachs
$GS (+1,09 %) forecasts a nearly 40% upside upside potential for Dell
$DELL (+2,56 %)due to the demand for AI servers and the renewal of PCs - CNBC.
At $DELL (+2,56 %) checkout and took the 40%.
It doesn't seem to know where it wants to go and the lever was very aggressive.
Nevertheless, nice return for a few days holding period.
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