What's Going On With Dell Technologies Stock Today?
What's Going On With Dell Technologies Stock Today?
Dell Technologies Inc (NYSE:DELL) shares are moving lower Wednesday in possible sympathy with Super Micro Computer Inc (NASDAQ:SMCI), which fell after the company reported fourth-quarter financial results.
Dell Technologies Inc（纽交所：DELL）的股票价格周三可能因与Super Micro Computer Inc（纳斯达克：SMCI）同步下跌而下降，SMCI在公司公布第四季度财务业绩后下跌。
What Happened With SMCI: Super Micro's fourth-quarter revenue of $5.31 billion was in line with analyst estimates, but earnings of $6.25 per share fell short of estimates of $8.10 per share.
SMCI发生了什么: Super Micro第四季度的营业收入为53.1亿美元，符合分析师的预期，但每股盈利为6.25美元，低于每股8.10美元的预期。
Super Micro expects first-quarter revenue to be in the range of $6 billion to $7 billion versus estimates of $5.3 billion. The company expects fiscal year 2025 revenue to be in the range of $26 billion to $30 billion.
Super Micro预计第一季度营业收入将在60亿至70亿美元区间内，而分析师预计为53亿美元。公司预计2025财年的营业收入将在260亿至300亿美元区间内。
Super Micro's board also authorized a 10-for-1 forward split of its common stock. The company expects shares to begin trading on a split-adjusted basis on Oct. 1.
Super Micro的董事会还批准了一项10股合1的普通股前向拆分。公司预计分拆后的股票将于10月1日开始交易。
"We are well positioned to become the largest IT infrastructure company, driven by our technology leadership including rack-scale DLC liquid cooling and business values of our new Datacenter Building Block Solutions. The investments in Malaysia and Silicon Valley expansions will further strengthen our supply chain, security, and economies of scale necessary for the growing AI revolution," said Charles Liang, president and CEO of Super Micro.
“我们的技术领导力（包括机架式dlc液冷）和我们新的数据中心建筑模块化解决方案的商业价值，使我们有望成为最大的IT基础设施公司。在马来西亚和硅谷扩张的投资将进一步加强我们的供应链、安全性和规模经济，以应对不断增长的人工智能革命，”Super Micro的总裁兼首席执行官Charles Liang表示。
Following the print, Wells Fargo analyst Aaron Rakers maintained Super Micro with an Equal-Weight and lowered the price target from $890 to $650. On the other hand, Rosenblatt analyst Hans Mosesmann maintained Super Micro with a Buy and price target of $1,300.
发布财报后，Wells Fargo分析师Aaron Rakers维持对Super Micro的中性评级，将目标价从890美元下调至650美元。另一方面，Rosenblatt分析师Hans Mosesmann维持对Super Micro的买入评级，并将目标价设为1300美元。
Super Micro shares were down nearly 17% at the time of writing.
撰文时，Super Micro的股价下跌近17％。
Why It Matters For DELL: Dell is Super Micro's main competitor. Both companies are suppliers for AI chip leader Nvidia Corp (NASDAQ:NVDA). Both Dell and Super Micro take Nvidia's chips, package them into servers and then sell them to AI hyperscalers.
对于Dell的意义: Dell是Super Micro的主要竞争对手。两家公司都是人工智能芯片领导者英伟达公司的供应商。Dell和Super Micro都将英伟达的芯片打包成服务器，然后出售给人工智能超大规模运算商。
Dell is due to report its financial results for the second quarter after the market close on Aug. 29. The company is expected to report earnings of $1.68 per share and revenue of $24.139 billion, according to estimates from Benzinga Pro.
Dell将于8月29日市场收盘后发布第二季度财务业绩。据Benzinga Pro的预测，公司将报告每股1.68美元的收益和241.39亿美元的营业收入。
DELL Price Action: Dell shares were down 4.75% at $90.17 at the time of publication, according to Benzinga Pro.
DELL价格行动：据Benzinga Pro称，Dell的股价在发稿时下跌4.75％，为90.17美元。
Photo: Shutterstock.
照片：shutterstock。