Dell Technologies Stock Is Ripping Higher Thursday: What's Driving The Action?
Dell Technologies Stock Is Ripping Higher Thursday: What's Driving The Action?
Chatterjee noted that the recent decline in Dell stock is due to investor concerns that Dell Technologies Inc (NYSE:DELL) shares are trading higher Thursday following positive analyst coverage from JPMorgan.
摩根大通的分析師給出了正面看法，戴爾科技股票在週四交易中表現更爲強勁。
What Happened: JPMorgan analyst Samik Chatterjee maintained Dell with an Overweight rating and raised the price target from $155 to $160 following the stock's relative underperformance in recent months.
發生了什麼事：摩根大通的分析師Samik Chatterjee維持了戴爾的超重評級，並將價格目標從155美元上調至160美元，這是由於股票在最近幾個月的相對錶現欠佳。
Dell shares are down more than 35% since reporting earnings at the end of May. AI stocks are down just 5% over the same time period and the S&P 500 is up about 4%, the JPMorgan analyst said.
自5月底發佈業績以來，戴爾的股價下跌了逾35％。摩根大通的分析師表示，在同一時期，AI股票下跌僅約5％，而標普500指數上漲約4％。
Chatterjee noted that the recent decline in Dell stock is due to investor concerns that margin pressures could be indicative of rising competition disrupting the AI server market, as well as recent data from Super Micro Computer Inc (NASDAQ:SMCI).
Chatterjee指出，戴爾股票的最近下跌是由於投資者擔心利潤率壓力可能意味着與人工智能服務器市場的激烈競爭有關，以及Super Micro Computer Inc（NASDAQ：SMCI）的最新數據。
The JPMorgan analyst added Dell to the firm's Analyst Focus List (AFL) as it reevaluates its rank order for its coverage on Hardware and Networking companies.
摩根大通分析師將戴爾加入公司的分析重點列表（AFL），因爲它重新評估其對硬件和網絡公司覆蓋的排名順序。
Dell shares may also be getting a lift after Citigroup analyst Asiya Merchant maintained Dell with a Buy rating on Thursday. Merchant lowered the price target from $170 to $155, but raised revenue estimates to reflect "a modestly improving top- line, driven by positive datapoints on recovering general-purpose-infrastructure coupled with improving GPU availability."
Citigroup的分析師Asiya Merchant隨後也維持了戴爾的買入評級。儘管降低了目標股價從170美元至155美元，但上調了營業收入預估，以反映「一般用途基礎設施恢復的積極數據點以及GPU可用性的提高」。
Looking into 2025 and beyond, the Citigroup analyst expects margin pressures from rising component prices to be partially offset by moderating operating expenses. Merchant also expects to see improved margins from broadening enterprise AI and increased storage and services in 2026.
在展望2025年及以後，花旗集團分析師預計，零部件價格上漲帶來的利潤率壓力將在一定程度上被營業費用的減少所抵消。Merchant還預計，2026年將通過拓寬企業人工智能以及加強存儲和服務來提高利潤率。
"Given recent share price retrenchment (-25%), we view current risk/reward as attractive. We maintain our Buy rating." Merchant said.
Merchant表示：「鑑於最近的股價回落（-25％），我們認爲當前的風險/回報比具有吸引力。我們維持買入評級。」
Dell is due to report 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 on revenue of $24.139 billion, according to estimates from Benzinga Pro.
戴爾計劃在8月29日收盤後公佈第二季度業績。據Benzinga Pro的估計，該公司預計報告的每股收益爲1.68美元，營業收入爲241.39億美元。
DELL Price Action: Dell shares were up 7.43% at $110.60 at the time of publication, according to Benzinga Pro.
戴爾的股價在發稿時上漲7.43％，報110.60美元。
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Photo: Shutterstock.
照片：shutterstock。