"Dell (DELL) has beaten earnings estimates in 6 of its last 8 quarters but the stock declined after 5 of its last 6 reports. Dell postponed Project Maverick due to unforeseen challenges and scalability concerns. Dell trades at a 27.6% discount to the average analyst target price of $162.38. Nvidia made early investors rich, but there is a new class of Next Nvidia Stocks' that could be even better; learn more here."
"That disconnect reveals investor skepticism about the sustainability of AI-driven growth and profitability. Last quarter's Q2 beat delivered $2.32 per share versus the $2.29 estimate, but shares still traded down from $164 in late October to $124 by November 20. The stock has since recovered 8.4% to $127, but remains 11.4% below its 50-day moving average. Management's tone on this call matters more than the numbers themselves."
Dell has beaten earnings estimates in six of its last eight quarters while the stock has fallen after five of its last six reports. The company postponed Project Maverick because of unforeseen challenges and scalability concerns. Shares trade about 27.6% below the average analyst target of $162.38. Fiscal Q3 2026 results are due after the close, with Street estimates of $27.3 billion revenue and $2.48 normalized EPS. Shares fell roughly 30% from October highs and face recurring post-earnings selloffs. Key focus areas include AI server demand and backlog, margin pressure, and management commentary on execution.
Read at 247wallst.com
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