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Dell Braces for Volatility as AI Server Demand Offsets PC Weakness

Dell Braces for Volatility as AI Server Demand Offsets PC Weakness

Author:

Global Cryptocurrency

Published:

2025-11-24 08:59:01

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BTCCSquare news:

Dell Technologies (DELL) faces a pivotal earnings moment, with options traders pricing in a 9.35% stock swing post-Q3 FY26 results—surpassing its average 6.98% earnings move. The divergence between booming AI server sales and sluggish client solutions (PCs) creates a binary setup for investors.

Wall Street anticipates $2.47 EPS (+16% YoY) and $27.13B revenue (+11.3%), but margin pressures from memory costs linger. Bank of America’s Wamsi Mohan maintains a Buy rating despite trimming his target to $160, signaling cautious Optimism about Dell’s infrastructure pivot.

By:

Wall Street Analysts Highlight Microsoft, Booking Holdings, and DoorDash as Top Picks Amid Market Volatility

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