Latest news with #servers
Globe and Mail
a day ago
- Business
- Globe and Mail
Top Stock Picks for Week of June 30, 2025
Dell Technologies ( DELL ) is a leading provider of servers, storage and PCs. Dell's first-quarter performance benefited from strong demand for AI servers driven by ongoing digital transformation and heightened interest in generative AI applications. It secured $12.1 billion in AI server orders, surpassing shipments and building a strong backlog. Strong enterprise demand for AI-optimized servers aids DELL. A robust partner base that includes the likes of NVIDIA, Google and Microsoft has been a major growth driver. Shares of this computer and technology services provider have returned +10.9% over the past month versus the Zacks S&P 500 composite's +6% change. The Zacks Computer - Micro Computers industry, to which Dell Technologies belongs, has gained 3.1% over this period. Dell Technologies is expected to post earnings for the current quarter, representing a year-over-year change of +19.6%. Over the last four quarters, Dell Technologies surpassed consensus EPS estimates three times. The company topped consensus revenue estimates two times over this period. Dell's shareholder-friendly approach through share buybacks and dividend payout makes it an attractive investment. Taiwan Semiconductor Manufacturer Co. ( TSM ) is the world's largest dedicated integrated circuit foundry. Taiwan Semiconductor Manufacturing Company Limited has had a solid 2025. Its robust performance has been closely tied to the booming demand for artificial intelligence (AI) and the broader recovery in semiconductor stocks. TSM reported first-quarter 2025 earnings beating the Zacks Consensus Estimate. The company also reported revenues beating the Zacks Consensus Estimate. Year to date, TSM has grown 15.8% compared with a 13.4% advance for its Zacks Peer Group. In short, TSM in 2025 is a powerhouse riding the global AI wave. Its growth isn't just cyclical, it's strategic. Even as investors monitor geopolitical and currency risks, most see the company as the backbone of the AI infrastructure, with a long runway ahead. Its role in supplying chips for everything from generative AI to AI-powered smartphones cements its central position in the coming decade. Zacks Names #1 Semiconductor Stock It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom. With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028. See This Stock Now for Free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dell Technologies Inc. (DELL): Free Stock Analysis Report
Yahoo
a day ago
- Business
- Yahoo
KeyBanc Starts Coverage of Dell Technologies (DELL) Stock, Gives Sector Weight Rating
Dell Technologies Inc. (NYSE:DELL) is one of the Top 10 AI and Technology Stocks to Buy According to Analysts. On June 26, KeyBanc began coverage of the company's stock with a 'Sector Weight' rating, as reported by The Fly. As per the firm, Dell Technologies Inc. (NYSE:DELL) has executed well and there remains a strong revenue growth profile, operating efficiency, and ultimately a robust FCF/capital return profile. That being said, the firm opines that the revenue growth is being aided by lower margin AI Servers, where the firm expects gross margin pressure to continue. A team of IT experts discussing the latest network security trends over a laptop screen. Furthermore, the firm remains more skeptical of the magnitude of the PC refresh cycle, concluding that Dell Technologies Inc. (NYSE:DELL) is fairly valued at the current juncture. In Q1 2026, the company saw record servers and networking revenue of $6.3 billion, and it continues to experience healthy demand for its AI-optimized servers. Dell Technologies Inc. (NYSE:DELL) generated $12.1 billion in AI orders in Q1 2026 alone, exceeding the entirety of shipments in all of FY 2025 and leaving the company with a backlog to the tune of $14.4 billion. For FY 2026, the company expects revenue of between $101.0 billion – $105.0 billion, reflecting a rise of 8% YoY at the midpoint of $103.0 billion. Dell Technologies Inc. (NYSE:DELL) plays a critical role in offering the hardware infrastructure and solutions critical for AI workloads, data centers, enterprise IT systems, and cloud computing. While we acknowledge the potential of DELL to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than DELL and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds' investor letters by entering your email address below.
Yahoo
2 days ago
- Business
- Yahoo
Hewlett Packard Enterprise Company (HPE) Left Me Impressed At GTC, Says Jim Cramer
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the . Hewlett Packard Enterprise Company (NYSE:HPE) is one of the biggest enterprise computing companies in the world. The firm provides enterprise computing products such as servers, WiFi switches, and gateways. Consequently, Hewlett Packard Enterprise Company (NYSE:HPE)'s shares are linked to broader business spending instead of AI-linked spending only. The shares have lost 14% year-to-date as a result, with investors also worrying about the impact of tariffs. Cramer's previous comments about Hewlett Packard Enterprise Company (NYSE:HPE) have shared that the firm is facing tough market share and advised viewers to sell the shares and probably buy Dell. This time around, he commented on the firm's booth at the GTC conference: 'You have to go booth by booth, at the GTC, the conference. And what happens is you see, like I went to the HPE. . . and I said I want to speak to the CEO. So the CEO is just produced, even though he's right next to me. Talked to him. David, it's going to beyond cool. It's more than just picking up jello cubes. They don't have enough people to come work at a warehouse.' A woman programmer in a modern office working with multiple computer servers. Previously, Cramer commented on Hewlett Packard Enterprise Company (NYSE:HPE)'s earnings report: '[HPE on a 52-week low] That was a terrible call. The conference call. Because Neri I think was way too bullish. When they start telling you everything is good, good, good, oh but we did have some 800 basis points of margin pressure. No, no you start with that call by saying, okay we don't have the horses. And we're gonna get 'em. But we don't have the horses. You do not start optimistic. And I like Mr. Neri very much. But he was way too glib about the problems that are facing him. And he should have been more apologetic. About what he did.' 'Well, first he, tariff uncertainty. The other guys are killing him. They're taking big share from him. He starts you know, he's focused on that acquisition that I don't think. . . .he starts with that. But he just says look I'm very proud of the quarter. I mean don't be proud of a bad quarter. People see you as, listen to me, when you have a huge miss like he, when you have gigantic decline in gross margins, down 680 basis. Uh weak server numbers that were just terrible. You have big work reductions. Uh you have tariff uncertainty. It was a terrible quarter. Why not just say, you know what, we didn't do a good job. And then I would say, okay well let's work on that. You had to do layoffs, you're biting the bullet, that's terrific. But you can't be glib. And I think part of the problem is he's got that great optimistic nature. But sometimes you have to just you know what, we didn't deliver. And you have to swallow your optimism and come in a little more humble.' While we acknowledge the potential of HPE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
2 days ago
- Business
- Yahoo
DELL's AI Server Strategy Could Boost EPS, Says Analyst
Dell Technologies Inc. (NYSE:DELL) is one of the . On June 26, Morgan Stanley analyst Erik Woodring reiterated the stock as 'Overweight' and kept the price target at $135.00. The firm said it is sticking with shares of Dell. Woodring believes that Dell is well-positioned to perform strongly in the AI server market, with significant growth anticipated in its AI server sales. Firm projections suggest a major increase beyond current estimates, which is likely to contribute positively to Dell's earnings per share. This is despite potential pressures on operating margins. A close up of a computer server rack powering the backbone of a wireless infrastructure. Dell has effective strategies in place for cost efficiency and storage outperformance, which is why Woodring is confident that Dell can handle margin pressures well. These strategies will help the company maintain operating margin expansion and also capitalize on the AI server market's growth. 'With conviction in DELL' s ability to offset gross margin pressure with cost efficiency in an AI server bull case, we remain OW-rated.' Dell Technologies Inc. (NYSE:DELL) provides IT solutions, including servers, storage, networking, and personal computing devices, to businesses and consumers worldwide. While we acknowledge the potential of DELL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks in the Spotlight and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
DELL's AI Server Strategy Could Boost EPS, Says Analyst
Dell Technologies Inc. (NYSE:DELL) is one of the . On June 26, Morgan Stanley analyst Erik Woodring reiterated the stock as 'Overweight' and kept the price target at $135.00. The firm said it is sticking with shares of Dell. Woodring believes that Dell is well-positioned to perform strongly in the AI server market, with significant growth anticipated in its AI server sales. Firm projections suggest a major increase beyond current estimates, which is likely to contribute positively to Dell's earnings per share. This is despite potential pressures on operating margins. A close up of a computer server rack powering the backbone of a wireless infrastructure. Dell has effective strategies in place for cost efficiency and storage outperformance, which is why Woodring is confident that Dell can handle margin pressures well. These strategies will help the company maintain operating margin expansion and also capitalize on the AI server market's growth. 'With conviction in DELL' s ability to offset gross margin pressure with cost efficiency in an AI server bull case, we remain OW-rated.' Dell Technologies Inc. (NYSE:DELL) provides IT solutions, including servers, storage, networking, and personal computing devices, to businesses and consumers worldwide. While we acknowledge the potential of DELL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks in the Spotlight and . Disclosure: None.
