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DELL

+30 pts



$DELL - Barclays impressed by record Q1 sales, but see supply constraints and tougher comps ahead

By ethonomics on May 28, 2021, 12:19 p.m.
Tagged topics: conservative guidance , earnings results , IT spending , supply constrained , tough comps , Barclays

Views: 406, Votes: 1, Responses: 0, Attachments: 4
STZ , HSY , SEIC , LLY , TMO , DELL , DKNG , FEYE , COUP , CRM , ENPH , ON

+43 pts



Goldman identifies 3 groups of stocks to focus in a 'post-pandemic world' with 'peaking growth, rising volatility, normalizing earnings'

By ethonomics on May 18, 2021, 12:38 p.m.
Tagged topics: macro environment , return-to-normal , post-pandemic , Goldman Sachs , rising volatility

Views: 188, Votes: 7, Responses: 0, Attachments: 13
DELL , VMW

+30 pts



$DELL, $VMW - Morgan Stanley raises Dell target to $117, says VMware spin unlocks Dell equity and accelerates deleveraging

By ethonomics on April 15, 2021, 11:35 a.m.
Tagged topics: deleverage , spin-off , IT spending , analyst raises target , Goldman Sachs , Morgan Stanley , VMware spin , investment grade , special dividend , debt upgrade

Views: 519, Votes: 1, Responses: 0, Attachments: 12
AMZN , GOOGL , AMD , MSFT , DELL , HPE

+35 pts



amd

By Profiteer on March 16, 2021, 7:58 a.m.
Tagged topics: Q2 results , enterprise adoption , market share gains , supply constrained , strong demand , semiconductors , Milan , semi shortage

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMD , HPE , DELL , AMZN , MSFT , GOOGL

+15 pts



$AMD - street impressed by Milan launch and expects strong demand, but supply constraints could limit upside this year

By phenphen on March 15, 2021, 10:52 p.m.
Tagged topics: Q2 results , enterprise adoption , market share gains , supply constrained , strong demand , semiconductors , Milan , semi shortage

Views: 168, Votes: 6, Responses: 1, Attachments: 8
CDW , DELL , HPE , HPQ , IBM , NCR , NTAP , NTNX , PSTG , STX , TDC

+64 pts



Morgan Stanley is 'more bullish than ever' on IT demand post COVID, and 'would be aggressive buyers of enterprise hardware stocks'

By phenphen on March 7, 2021, 2:49 a.m.
Tagged topics: post-COVID , IT spending , Morgan Stanley , tech hardware , enterprise hardware

Views: 189, Votes: 6, Responses: 0, Attachments: 19
DELL

+36 pts



$DELL - Goldman upgrades to Buy and raises target to $96 on ability to rapidly pay down debt

By ethonomics on Feb. 2, 2021, 1:13 p.m.
Tagged topics: buying opportunity , deleverage , analyst upgrade , Goldman Sachs , re-rating

Views: 83, Votes: 1, Responses: 0, Attachments: 9
AAPL , DELL , STX

+31 pts



Morgan Stanley says it's "Time to Buy IT Hardware for the Recovery", naming $AAPL, $DELL, and $STX

By ethonomics on Oct. 13, 2020, 11:08 a.m.
Tagged topics: buying opportunity , IT spending , cyclical recovery

Views: 60, Votes: 1, Responses: 0, Attachments: 21
CRM , WDAY

+31 pts



Application SaaS players are Amazon-proof

By ethonomics on Dec. 17, 2019, 11:35 a.m.
Tagged topics: cloud hyperscalers , infrastructure software , Amazon-proof

Views: 179, Votes: 1, Responses: 0, Attachments: 0
HPE , IBM , CSCO , DELL , VMW

+39 pts



The losers are mostly in hardware and infrastructure software

By phenphen on Dec. 17, 2019, 11:23 a.m.
Tagged topics: cloud hyperscalers , Red Hat , hardware , infrastructure software , application software , EMC , BMC , Terradata

Views: 103, Votes: 3, Responses: 1, Attachments: 0