Dell Technologies Stock Is Ripping Higher Thursday: What's Driving The Action?
Dell Technologies Stock Is Ripping Higher Thursday: What's Driving The Action?
Dell Technologies Inc (NYSE:DELL) shares are trading higher Thursday following positive analyst coverage from JPMorgan.
摩根大通的分析师给出了正面看法，戴尔科技股票在周四交易中表现更为强劲。
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.
发生了什么事：摩根大通的分析师Samik Chatterjee维持了戴尔的超重评级，并将价格目标从155美元上调至160美元，这是由于股票在最近几个月的相对表现欠佳。
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月底发布业绩以来，戴尔的股价下跌了逾35％。摩根大通的分析师表示，在同一时期，AI股票下跌仅约5％，而标普500指数上涨约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，戴尔股票的最近下跌是由于投资者担心利润率压力可能意味着与人工智能服务器市场的激烈竞争有关，以及Super Micro Computer Inc（NASDAQ：SMCI）的最新数据。
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.
摩根大通分析师将戴尔加入公司的分析重点列表（AFL），因为它重新评估其对硬件和网络公司覆盖的排名顺序。
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的分析师Asiya Merchant随后也维持了戴尔的买入评级。尽管降低了目标股价从170美元至155美元，但上调了营业收入预估，以反映“一般用途基础设施恢复的积极数据点以及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年及以后，花旗集团分析师预计，零部件价格上涨带来的利润率压力将在一定程度上被营业费用的减少所抵消。Merchant还预计，2026年将通过拓宽企业人工智能以及加强存储和服务来提高利润率。
"Given recent share price retrenchment (-25%), we view current risk/reward as attractive. We maintain our Buy rating." Merchant said.
Merchant表示：“鉴于最近的股价回落（-25％），我们认为当前的风险/回报比具有吸引力。我们维持买入评级。”
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.
戴尔计划在8月29日收盘后公布第二季度财报。据Benzinga Pro的估计，该公司预计报告的每股收益为1.68美元，营业收入为241.39亿美元。
DELL Price Action: Dell shares were up 7.43% at $110.60 at the time of publication, according to Benzinga Pro.
戴尔的股价在发稿时上涨7.43％，报110.60美元。
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Photo: Shutterstock.
照片：shutterstock。