Posts on DELL

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DELL

+12 pts



$DELL Dell Q3 Guidance Below Expectations

By Btam on Sept. 2, 2022, 4:41 a.m.
Tagged topics: earnings results

Views: 12, Votes: 3, Responses: 0, Attachments: 1
DELL , US Macro

+11 pts



2Q23 Report: Feeling the Macro Slowdown, Maintain Outperform

By P on Aug. 29, 2022, 11:11 a.m.
Tagged topics: Data infrastructure

Views: 3, Votes: 2, Responses: 0, Attachments: 1
HPQ , DELL , HPE , NTAP

+12 pts



IT Hardware Preview: Commercial Macro Effects Might Take Longer, But Consumer Worsening; Favor Dell and Cautious on HPQ

By bbern3 on Aug. 18, 2022, 6:34 p.m.
Tagged topics: earnings preview

Views: 6, Votes: 3, Responses: 0, Attachments: 1
DELL , HPQ

+35 pts



Preparing for the Perfect PC Storm: Further Reducing Our PC Market & OEM Forecasts

By mooreideas on Aug. 11, 2022, 11:43 a.m.
Tagged topics: analyst lowers estimates

Views: 17, Votes: 5, Responses: 0, Attachments: 1
DELL , AAPL , HP

+32 pts



PC units decline sharply in 2Q as consumer demand weakens

By bbern3 on July 12, 2022, 12:55 p.m.
Tagged topics: PC market

Views: 11, Votes: 3, Responses: 0, Attachments: 1
ATVI , GOOGL , AMZN , AAPL , BR , CDW , GIB , CSCO , GLW , DELL , EBAY , EA , EFX , FDS , FIS , FISV , GPN , HPE , HPQ , IBM , MSFT , MCO , MSI , ORCL , PYPL , CRM , NOW , SPGI , VRSK , VMW

+36 pts



A summary of credit analyst recommendations in the Technology (ex-Semiconductors) sector

By realjoe on July 6, 2022, 10:39 a.m.
Tagged topics: credit research

Views: 21, Votes: 3, Responses: 0, Attachments: 1
AAPL , HPE , NTAP , DELL , PSTG

+35 pts



IT Hardware - More cautious on demand

By puckerman17 on June 14, 2022, 12:06 p.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 107, Votes: 4, Responses: 0, Attachments: 1
DELL , NTAP , HPE , HPQ

+32 pts



IT Hardware likely to see tough earnings setup over coming weeks given supply constraints and valuations yet to bottom

By realjoe on May 25, 2022, 12:08 p.m.
Tagged topics: downside risk , earnings preview

Views: 138, Votes: 2, Responses: 0, Attachments: 1
ANET , AVYA , CDW , CSCO , CIEN , COMM , DELL , FFIV , FN , HPE , HPQ , IIVI , INFN , JNPR , KEYS , LITE , NATI , NTAP , VIAV , WOLF , XRX

+33 pts



Networking & Hardware - investors finally returning to fundamentals

By bbern3 on April 18, 2022, 10:58 a.m.
Tagged topics: earnings preview

Views: 24, Votes: 2, Responses: 0, Attachments: 1
HPQ , DELL

+34 pts



$HPQ $DELL - Why it may be too early to short PC names

By bbern3 on April 18, 2022, 10:32 a.m.
Tagged topics: analyst checks

Views: 103, Votes: 4, Responses: 0, Attachments: 1
DELL , HPQ , SWKS , CSCO , AVT , KLAC , CRM , MU , AVGO , QCOM

+36 pts



Hard times in hardware - Trade ideas and ratings changes in IG Tech

By bbern3 on April 6, 2022, 11:43 a.m.
Tagged topics: credit research

Views: 31, Votes: 3, Responses: 0, Attachments: 1
DELL

+32 pts



$DELL - fundamental risk offsets attractive valuation

By ethonomics on April 1, 2022, 3:55 p.m.
Tagged topics: analyst downgrade

Views: 32, Votes: 2, Responses: 0, Attachments: 1
DELL , HPQ , CDW

+33 pts



Macro Uncertainty Contributing to Cautious Hardware Outlook; Cutting PC Forecasts & Ratings

By mooreideas on March 31, 2022, 3:15 p.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 29, Votes: 3, Responses: 0, Attachments: 1
HPQ , DELL , AAPL

+34 pts



Increased Component Shortages Whipsaw Forecasts

By realjoe on Feb. 15, 2022, 12:09 p.m.
Tagged topics: analyst checks

Views: 26, Votes: 3, Responses: 0, Attachments: 1
AAPL , QCOM , ANET , CIEN , DELL , HPQ , NTAP

+42 pts



$AAPL & $QCOM positioned to outperform on estimates upside and improving supply management

By puckerman17 on Feb. 7, 2022, 11:40 a.m.
Tagged topics: analyst checks

Views: 322, Votes: 5, Responses: 0, Attachments: 1
DELL , IBM , HPQ , LOGI

+34 pts



4Q21 VAR Survey: Data Center Infrastructure Over PCs & Peripherals

By underdog on Jan. 21, 2022, 2:40 p.m.
Tagged topics: deep dive

Views: 48, Votes: 2, Responses: 0, Attachments: 1
CSCO , ANET , JNPR , FFIV , HPE , DELL , AAPL

+32 pts



Checks indicate supply headwinds showing signs of easing, though still elevated

By bbern3 on Jan. 20, 2022, 4:34 p.m.
Tagged topics: analyst checks , supply constrained

Views: 33, Votes: 1, Responses: 0, Attachments: 1
AAPL , ANET , CDW , CIEN , FFIV , KEYS , QCOM , TEL , WOLF , DELL , JNPR , ST

+78 pts



Current Value over Growth rotation is driving support for 2021 underperformers rather than focusing on fundamentals

By bbern3 on Jan. 20, 2022, 4:01 p.m.
Tagged topics: sector rotation , growth vs value

Views: 227, Votes: 8, Responses: 2, Attachments: 1
MSFT , AMZN , CSCO , VMW , DELL , IBM , GOOGL , CRM , ORCL , NOW

+45 pts



CIO spending intentions for 2022 is strong and improving; security remains priority

By ethonomics on Jan. 17, 2022, 12:10 p.m.
Tagged topics: analyst checks

Views: 295, Votes: 6, Responses: 0, Attachments: 1
MU , ASML , LRCX , AMAT , DELL , CSCO , AAPL , HPE

+36 pts



DRAM likely to have a positive inflection in mid-2022 and next upcycle expected to last until 2023

By bbern3 on Jan. 11, 2022, 12:39 p.m.
Tagged topics: deep dive

Views: 231, Votes: 3, Responses: 0, Attachments: 2