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pcweakness
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$DELL DOWNGRADED TO HOLD AFTER 200% RALLY LIMITS UPSIDE ๐ฅ
Dell stock surged 200% since its last earnings report, but Jeff Pu at GF Securities downgraded $DELL to Hold. The valuation has exceeded 20 times expected EPS for 2028, leaving little room for further upside. In the AI server space, SMCI is increasingly competitive, expected to win more NVL72 orders for SpaceX's upcoming data center projects.
Additionally, large clients are considering direct ODM partnerships, bypassing Dell entirely. With traditional PC shipments declining sequentially, growth momentum is clearly slowing.
Are you adjusting your position in $DELL ?
Not financial advice. Always manage your risk.
#DELL #Downgrade #Hold #AICompetition #PCWeakness
๐ฅ
$DELL DOWNGRADED TO HOLD AFTER 200% RALLY LIMITS UPSIDE ๐ฅ
Dell stock surged 200% since its last earnings report, but Jeff Pu at GF Securities downgraded $DELL to Hold. The valuation has exceeded 20 times expected EPS for 2028, leaving little room for further upside. In the AI server space, SMCI is increasingly competitive, expected to win more NVL72 orders for SpaceX's upcoming data center projects.
Additionally, large clients are considering direct ODM partnerships, bypassing Dell entirely. With traditional PC shipments declining sequentially, growth momentum is clearly slowing.
Are you adjusting your position in $DELL ?
Not financial advice. Always manage your risk.
#DELL #Downgrade #Hold #AICompetition #PCWeakness
๐ฅ
Dell stock surged 200% since its last earnings report, but Jeff Pu at GF Securities downgraded $DELL to Hold. The valuation has exceeded 20 times expected EPS for 2028, leaving little room for further upside. In the AI server space, SMCI is increasingly competitive, expected to win more NVL72 orders for SpaceX's upcoming data center projects.
Additionally, large clients are considering direct ODM partnerships, bypassing Dell entirely. With traditional PC shipments declining sequentially, growth momentum is clearly slowing.
Are you adjusting your position in $DELL ?
Not financial advice. Always manage your risk.
#DELL #Downgrade #Hold #AICompetition #PCWeakness
๐ฅ
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