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（紐交所：DELL）的股票價格週三可能因與Super Micro Computer Inc（納斯達克：SMCI）同步下跌而下降，SMCI在公司公佈第四季度財務業績後下跌。
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發生了什麼: Super Micro第四季度的營業收入爲53.1億美元，符合分析師的預期，但每股盈利爲6.25美元，低於每股8.10美元的預期。
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預計第一季度營業收入將在60億至70億美元區間內，而分析師預計爲53億美元。公司預計2025財年的營業收入將在260億至300億美元區間內。
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的董事會還批准了一項10股合1的普通股前向拆分。公司預計分拆後的股票將於10月1日開始交易。
"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.
“我們的技術領導力（包括機架式dlc液冷）和我們新的數據中心建築模塊化解決方案的商業價值，使我們有望成爲最大的IT基礎設施公司。在馬來西亞和硅谷擴張的投資將進一步加強我們的供應鏈、安全性和規模經濟，以應對不斷增長的人工智能革命，”Super Micro的總裁兼首席執行官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.
發佈業績後，Wells Fargo分析師Aaron Rakers維持對Super Micro的中性評級，將目標價從890美元下調至650美元。另一方面，Rosenblatt分析師Hans Mosesmann維持對Super Micro的買入評級，並將目標價設爲1300美元。
Super Micro shares were down nearly 17% at the time of writing.
撰文時，Super Micro的股價下跌近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.
對於Dell的意義: Dell是Super Micro的主要競爭對手。兩家公司都是人工智能芯片領導者英偉達公司的供應商。Dell和Super Micro都將英偉達的芯片打包成服務器，然後出售給人工智能超大規模運算商。
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將於8月29日市場收盤後發佈第二季度財務業績。據Benzinga Pro的預測，公司將報告每股1.68美元的收益和241.39億美元的營業收入。
DELL Price Action: Dell shares were down 4.75% at $90.17 at the time of publication, according to Benzinga Pro.
DELL價格行動：據Benzinga Pro稱，Dell的股價在發稿時下跌4.75％，爲90.17美元。