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725800.0
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2022-05-09 00:00:00 UTC
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Dell Technologies Inc - Class C Shares Close in on 52-Week Low - Market Mover
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DELL
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https://www.nasdaq.com/articles/dell-technologies-inc-class-c-shares-close-in-on-52-week-low-market-mover
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Dell Technologies Inc - Class C (DELL) shares closed today at 1.8% above its 52 week low of $44.68, giving the company a market cap of $32B. The stock is currently down 18.4% year-to-date, down 8.8% over the past 12 months, and up 1.3% over the past five years. This week, the Dow Jones Industrial Average fell 2.8%, and the S&P 500 fell 4.2%.
Trading Activity
Trading volume this week was 31.0% higher than the 20-day average.
Beta, a measure of the stock’s volatility relative to the overall market stands at 0.9.
Technical Indicators
The Relative Strength Index (RSI) on the stock was between 30 and 70.
MACD, a trend-following momentum indicator, indicates a downward trend.
The stock closed below its Bollinger band, indicating it may be oversold.
Market Comparative Performance
The company's share price is the same as the S&P 500 Index , lags it on a 1-year basis, and lags it on a 5-year basis
The company's share price is the same as the Dow Jones Industrial Average , lags it on a 1-year basis, and lags it on a 5-year basis
The company share price is the same as the performance of its peers in the Information Technology industry sector , lags it on a 1-year basis, and lags it on a 5 year basis
Per Group Comparative Performance
The company's stock price performance year-to-date lags the peer average by 83.5%
The company's stock price performance over the past 12 months lags the peer average by -249.4%
The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -54.9% lower than the average peer.
This story was produced by the Kwhen Automated News Generator. For more articles like this, please visit us at finance.kwhen.com. Write to editors@kwhen.com. © 2020 Kwhen Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies Inc - Class C (DELL) shares closed today at 1.8% above its 52 week low of $44.68, giving the company a market cap of $32B. Beta, a measure of the stock’s volatility relative to the overall market stands at 0.9. Technical Indicators The Relative Strength Index (RSI) on the stock was between 30 and 70.
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Dell Technologies Inc - Class C (DELL) shares closed today at 1.8% above its 52 week low of $44.68, giving the company a market cap of $32B. This week, the Dow Jones Industrial Average fell 2.8%, and the S&P 500 fell 4.2%. Market Comparative Performance The company's share price is the same as the S&P 500 Index , lags it on a 1-year basis, and lags it on a 5-year basis The company's share price is the same as the Dow Jones Industrial Average , lags it on a 1-year basis, and lags it on a 5-year basis The company share price is the same as the performance of its peers in the Information Technology industry sector , lags it on a 1-year basis, and lags it on a 5 year basis Per Group Comparative Performance The company's stock price performance year-to-date lags the peer average by 83.5% The company's stock price performance over the past 12 months lags the peer average by -249.4% The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -54.9% lower than the average peer.
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Dell Technologies Inc - Class C (DELL) shares closed today at 1.8% above its 52 week low of $44.68, giving the company a market cap of $32B. Market Comparative Performance The company's share price is the same as the S&P 500 Index , lags it on a 1-year basis, and lags it on a 5-year basis The company's share price is the same as the Dow Jones Industrial Average , lags it on a 1-year basis, and lags it on a 5-year basis The company share price is the same as the performance of its peers in the Information Technology industry sector , lags it on a 1-year basis, and lags it on a 5 year basis Per Group Comparative Performance The company's stock price performance year-to-date lags the peer average by 83.5% The company's stock price performance over the past 12 months lags the peer average by -249.4% The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -54.9% lower than the average peer. This story was produced by the Kwhen Automated News Generator.
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Dell Technologies Inc - Class C (DELL) shares closed today at 1.8% above its 52 week low of $44.68, giving the company a market cap of $32B. This week, the Dow Jones Industrial Average fell 2.8%, and the S&P 500 fell 4.2%. Technical Indicators The Relative Strength Index (RSI) on the stock was between 30 and 70.
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3d7fbe8a-e4ff-4494-9d1d-ed6b5f1e108e
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725801.0
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2022-05-09 00:00:00 UTC
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3 Companies Jumping on the Web 3.0 Train
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DELL
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https://www.nasdaq.com/articles/3-companies-jumping-on-the-web-3.0-train
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nan
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nan
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips
Web 3.0 refers to the third generation of the World Wide Web after its initial release in 1990 and its subsequent major release in 1994 with HTML 2.0.
Nvidia (NVDA): Nvidia’s GPUs are used in high-performance computing, gaming, and artificial intelligence applications.
Advanced Micro Devices (AMD): AMD is most famous for its high-quality CPUs and GPUs used in computers, consoles, and server farms. AMD chips are ready to fuel the next phase of the internet.
Unity Software (U): With Unity’s platform, you can develop content that you can enjoy in the next generation of Web 3.0.
Source: Shutterstock
The term Web 3.0 refers to a new way of operating on the internet. It is a shift from the traditional Web 2.0, where websites were mostly personal, towards a Web 3.0, where websites are more about interactions with other users and collaboration with other platforms and services.
Web 3.0 is an emerging technology that has not yet been widely adopted by businesses and consumers alike. Its basic principles are still being conceptualized. However, it is one of the most significant technological advancements in recent years, as it will have a major impact on how people use and interact with the internet in the future.
7 Defensive Dividend Healthcare Stocks to Buy Now
If you’re looking to build a solid portfolio, the following three companies are well worth examining.
Ticker Company Current Price
NVDA Nvidia Corporation $186.75
AMD Advanced Micro Devices, Inc. $95.34
U Unity Software Inc. $57.34
Web 3.0 Companies: Nvidia (NVDA)
Source: JHVEPhoto / Shutterstock.com
Nvidia (NASDAQ:NVDA) specializes in the design and manufacture of various types of graphics processing units (GPUs). It provides GPUs to other companies, such as Dell Technologies (NYSE:DELL) and HP (NYSE:HPQ), using Nvidia’s technology to power their computers.
Nvidia also manufactures Tesla P100 GPU accelerators for data center server computers and Tesla V100 GPU accelerators for high-performance computing clusters.
The ability to “train” computers through repetition and feedback is critically reliant on using computer chips. Hence, computers can’t reach their potential without any machine learning capabilities. Nvidia is a famous chip maker, and they are responsible for making the chips that will power Web 3.0.
Advanced Micro Devices (AMD)
Source: JHVEPhoto / Shutterstock.com
Advanced Micro Devices (NASDAQ:AMD) designs and manufactures computer processors and related technologies for the computing, graphics, and communications industries. AMD is one of the top three suppliers of microprocessors. It has been steadily growing its revenues over the past few years. In addition, it is continuously evolving its products to stay on top of the market.
AMD is actively working on Web 3.0, which is a new generation of web applications. Its efforts will give users more control over their data. It will also make it easier for them to use digital services without having to rely on third-party platform providers.
This world has more than eight billion connected IoT devices. The forecast is that by 2030, there will be 24 billion to 26 billion of these devices in the world. This figure can only go up as we keep introducing more technologies into our homes and expanding the digital world. AMD chips are ready to fuel the next phase of this internet revolution.
Web 3.0 Companies: Unity Software (U)
Source: viewimage / Shutterstock.com
Unity Software (NYSE:U) products let developers build interactive 3D and VR experiences. It is one of the most popular game engines in use today. That is because of its ease of use and flexible features, as well as its large community of developers. You can use the engine to create many different types of video games. Some of them include first-person shooters, third-person action games, role-playing games, massively multiplayer online role-playing games, real-time strategy games, sports simulations, casual games, and even virtual reality applications.
Unity is an engine that allows you to create 2D or 3D games, and interactive experiences. In addition, the company has a very impressive list of supported devices. It also includes powerful tools for building virtual reality experiences as well as 3D audio tools like binaural audio rendering.
That’s why we’re excited about Unity. With its platform, you can develop content that users can enjoy in the next generation of Web 3.0.
On the publication date, Faizan Farooque did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
The post 3 Companies Jumping on the Web 3.0 Train appeared first on InvestorPlace.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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It provides GPUs to other companies, such as Dell Technologies (NYSE:DELL) and HP (NYSE:HPQ), using Nvidia’s technology to power their computers. However, it is one of the most significant technological advancements in recent years, as it will have a major impact on how people use and interact with the internet in the future. 7 Defensive Dividend Healthcare Stocks to Buy Now If you’re looking to build a solid portfolio, the following three companies are well worth examining.
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It provides GPUs to other companies, such as Dell Technologies (NYSE:DELL) and HP (NYSE:HPQ), using Nvidia’s technology to power their computers. Ticker Company Current Price NVDA Nvidia Corporation $186.75 AMD Advanced Micro Devices, Inc. $95.34 U Unity Software Inc. $57.34 Web 3.0 Companies: Nvidia (NVDA) Source: JHVEPhoto / Shutterstock.com Nvidia (NASDAQ:NVDA) specializes in the design and manufacture of various types of graphics processing units (GPUs). Nvidia also manufactures Tesla P100 GPU accelerators for data center server computers and Tesla V100 GPU accelerators for high-performance computing clusters.
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It provides GPUs to other companies, such as Dell Technologies (NYSE:DELL) and HP (NYSE:HPQ), using Nvidia’s technology to power their computers. Ticker Company Current Price NVDA Nvidia Corporation $186.75 AMD Advanced Micro Devices, Inc. $95.34 U Unity Software Inc. $57.34 Web 3.0 Companies: Nvidia (NVDA) Source: JHVEPhoto / Shutterstock.com Nvidia (NASDAQ:NVDA) specializes in the design and manufacture of various types of graphics processing units (GPUs). Advanced Micro Devices (AMD) Source: JHVEPhoto / Shutterstock.com Advanced Micro Devices (NASDAQ:AMD) designs and manufactures computer processors and related technologies for the computing, graphics, and communications industries.
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It provides GPUs to other companies, such as Dell Technologies (NYSE:DELL) and HP (NYSE:HPQ), using Nvidia’s technology to power their computers. Nvidia is a famous chip maker, and they are responsible for making the chips that will power Web 3.0. Some of them include first-person shooters, third-person action games, role-playing games, massively multiplayer online role-playing games, real-time strategy games, sports simulations, casual games, and even virtual reality applications.
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4e6a4a84-f2e0-4471-8160-2b76837c6ecc
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725802.0
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2022-05-04 00:00:00 UTC
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4 Top Computer Hardware Stocks To Watch In May 2022
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DELL
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https://www.nasdaq.com/articles/4-top-computer-hardware-stocks-to-watch-in-may-2022
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nan
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Check Out These Top Computer Hardware Stocks In The Stock Market Today
As investors look for opportunities in the stock market, computer hardware stocks would often be in consideration. Having said that, the uncertainties in the stock market have cast a cloud over the industry for some time now. From concerns of inflation to semiconductor shortage, it is no surprise why investors may be cautious. What’s more, some of the companies in the sector which received a boost during the pandemic may now see slowing growth. However, as hybrid working trends could be here to stay, the industry’s long-term potential is likely still intact.
Take Advanced Micro Devices (NASDAQ: AMD) as an example, its first-quarter financials exceeded analysts’ expectations in both earnings and revenue. Despite concerns about the growth slowdown in personal computers, the company’s sales growth of 71% year-over-year may suggest otherwise. Elsewhere, the likes of HP (NYSE: HPQ) and Canon (NYSE: CAJ) continue to improve their product offerings to remain at the top of the industry. On one hand, HP recently announced its new HP ScanJet Pro and Enterprise devices. This comes with the company’s most advanced and sophisticated workflow scanner software. Meanwhile, Canon introduced six new printers with new features to help meet the latest market needs for the hybrid workforce. All in all, it is understandable why investors are constantly on the lookout for top computer hardware stocks. With that in mind, here are some of the top names to keep an eye on in the stock market today.
Computer Hardware Stocks To Watch Today
Western Digital Corp (NASDAQ: WDC)
Logitech International SA (NASDAQ: LOGI)
Dell Technologies Inc (NYSE: DELL)
Pure Storage Inc (NYSE: PSTG)
Western Digital
Western Digital is a developer of data storage devices and solutions. Essentially, the company’s Client Devices solutions consist of hard disk drives (HDDs) and solid-state drives (SSDs). These can largely be found in computing devices such as desktops, notebooks, smart video systems, and gaming consoles. Meanwhile, its Client Solutions provides HDDs and SSDs embedded into external storage products that include universal serial bus (USB) flash drives and wireless drives. Over the past week, WDC stock has been gaining momentum in the stock market, rising more than 20% within the period.
The recent movement is largely aided by the recent letter from activist investor Elliott Management, which held a stake of nearly $1 billion in Western Digital. According to the letter, Elliott urged Western Digital to separate its two different businesses, the HDDs and Nand flash memory. It believes that a separation will allow both businesses to be more successful and create value. Additionally, Elliott believes that this could send WDC stock to above $100 a share by the end of 2023. So, could this new development bring WDC stock to greater heights?
Source: TD Ameritrade TOS
[Read More] 4 Top Oil Stocks To Watch In The Stock Market Today
Logitech
Another top computer hardware company right now would be Logitech. In detail, the company designs, manufactures and markets products that cater to the digital and cloud experience worldwide. It offers wireless mice, keyboards, computer webcams, and many other tech accessories. To stay at the top of the industry, Logitech is constantly coming up with innovations that will attract the attention of consumers. The company unveiled its Lift Vertical Ergonomic Mouse in April. This is designed for long-term comfort use at the desk and also available in a left-handed version in North America and Europe.
Financially, Logitech just came off a record year for its fiscal full-year 2022. Its sales were a record high at $5.48 billion, up 4% compared to the prior year. Notably, the growth is on top of last year’s 74% growth. In fact, this is the ninth straight year of growth in sales and market share across its portfolio. Not to mention, the company also surpassed its original profit target by more than $100 million. All things considered, would you consider banking on the future of LOGI stock?
Source: TD Ameritrade TOS
[Read More] Stock Market Today: Dow Jones, S&P 500 Ticked Higher Ahead Of Fed Decision; AMD Stock Up On Solid Earnings
Dell
Following that, we have one of the top names in the computer hardware industry, Dell. By and large, the company operates through two segments, Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). On one hand, the ISG segment dwells in the digital transformation of the company’s customers through multi-cloud and big data solutions. Meanwhile, the CSG segment is responsible for the sales to commercial and consumer customers of branded hardware and peripherals. Unfortunately, sentiment around DELL stock has been lackluster since the start of the year. That said, several exciting developments may have a positive impact moving forward.
Yesterday, Dell announced that there are more than 500 software advancements across its Dell PowerStore, PowerMax, and PowerFlex. These improvements will likely deliver faster data insights, better multi-cloud data control, and increased cyber resiliency at no cost to its existing customers. For example, the company claims that its Dell PowerStore can deliver up to 50% better application performance while adding 66% in capacity, and new VMware integrations. As such, organizations using the company’s software will get more value from their data and simplify their IT operations. With that in mind, could DELL stock be a top computer hardware stock to watch now?
Source: TD Ameritrade TOS
[Read More] Best Stocks To Buy Right Now? 5 Aviation Stocks To Watch
Pure Storage
Last but not least, let us look at Pure Storage. As the name suggests, the company focuses on delivering data storage technologies, products, and services. Hence, it can support a range of structured and unstructured data across any data workloads in hybrid and public cloud environments. Some of its notable products and subscriptions include FlashArray, Cloud Block Store, Pure Fusion, and FlashBlade, to list a few. Well, investors who invested in PSTG stock a year ago would have seen gains of over 50% by now.
On Tuesday, Pure Storage announced that its FlashBlade can accelerate time-to-market for electronic design automation (EDA) workloads. Modern EDA chip development requires high-performance storage that has the potential to serve thousands of powerful servers. The company said that Pure FlashBlade is designed to meet the high-concurrency requirements of such EDA workloads and semiconductors. In fact, Pure Storage claims that half of the top semiconductor companies today rely on it to fast-track innovation. Considering this, should investors be keeping a close eye on PSTG stock?
Source: TD Ameritrade TOS
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Computer Hardware Stocks To Watch Today Western Digital Corp (NASDAQ: WDC) Logitech International SA (NASDAQ: LOGI) Dell Technologies Inc (NYSE: DELL) Pure Storage Inc (NYSE: PSTG) Western Digital Western Digital is a developer of data storage devices and solutions. Source: TD Ameritrade TOS [Read More] Stock Market Today: Dow Jones, S&P 500 Ticked Higher Ahead Of Fed Decision; AMD Stock Up On Solid Earnings Dell Following that, we have one of the top names in the computer hardware industry, Dell. Unfortunately, sentiment around DELL stock has been lackluster since the start of the year.
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Computer Hardware Stocks To Watch Today Western Digital Corp (NASDAQ: WDC) Logitech International SA (NASDAQ: LOGI) Dell Technologies Inc (NYSE: DELL) Pure Storage Inc (NYSE: PSTG) Western Digital Western Digital is a developer of data storage devices and solutions. Source: TD Ameritrade TOS [Read More] Stock Market Today: Dow Jones, S&P 500 Ticked Higher Ahead Of Fed Decision; AMD Stock Up On Solid Earnings Dell Following that, we have one of the top names in the computer hardware industry, Dell. Unfortunately, sentiment around DELL stock has been lackluster since the start of the year.
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Computer Hardware Stocks To Watch Today Western Digital Corp (NASDAQ: WDC) Logitech International SA (NASDAQ: LOGI) Dell Technologies Inc (NYSE: DELL) Pure Storage Inc (NYSE: PSTG) Western Digital Western Digital is a developer of data storage devices and solutions. Source: TD Ameritrade TOS [Read More] Stock Market Today: Dow Jones, S&P 500 Ticked Higher Ahead Of Fed Decision; AMD Stock Up On Solid Earnings Dell Following that, we have one of the top names in the computer hardware industry, Dell. Unfortunately, sentiment around DELL stock has been lackluster since the start of the year.
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Computer Hardware Stocks To Watch Today Western Digital Corp (NASDAQ: WDC) Logitech International SA (NASDAQ: LOGI) Dell Technologies Inc (NYSE: DELL) Pure Storage Inc (NYSE: PSTG) Western Digital Western Digital is a developer of data storage devices and solutions. Source: TD Ameritrade TOS [Read More] Stock Market Today: Dow Jones, S&P 500 Ticked Higher Ahead Of Fed Decision; AMD Stock Up On Solid Earnings Dell Following that, we have one of the top names in the computer hardware industry, Dell. Unfortunately, sentiment around DELL stock has been lackluster since the start of the year.
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c419a05d-a715-4e9d-b034-5afea76f2ad2
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725803.0
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2022-05-03 00:00:00 UTC
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These 3 Stocks Could Be Next on Warren Buffett's Shopping List
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DELL
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https://www.nasdaq.com/articles/these-3-stocks-could-be-next-on-warren-buffetts-shopping-list
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nan
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nan
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With the market having a brutal start to the year, and Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) stock outperforming on a relative basis, Warren Buffett has seemingly switched gears from repurchasing Berkshire's stock to buying shares of public equities, after a long dry spell. Berkshire spent $51.1 billion on U.S. equities in the first quarter, versus $9.7 in sales. And we also know Berkshire continued to purchase stocks in April, buying an 11.5% stake HP Inc. (NYSE: HPQ), which had to be disclosed.
We know Buffett was buying lots of oil stocks in the first quarter and into April, and there are indications that another $10 billion went to financial stocks and another $600 million into Apple. Buffett is also playing merger arbitrage currently, with a $5.6 billion bet that Activision Blizzard will soon be acquired by Microsoft.
Given the sell-off in technology and consumer discretionary stocks in the first quarter, these sectors could be next, with the following names potentially on Buffett's buy list.
Alphabet
Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) sold off after its first-quarter earnings release, but its figures didn't seem bad at all. Although YouTube revenue came in lower than expected, Search and cloud revenue both beat expectations. Search is Alphabet's most important segment as the company's main profit center, while cloud computing is perhaps an underappreciated long-term opportunity. So those two key businesses seem to be strong.
YouTube makes up only about 10% of Alphabet's revenues, and it's feeling competitive pressure from TikTok, as well as difficult comparisons to the last big pandemic-affected quarter. Alphabet's equity holdings in its venture capital wing also had to marked down amid the sell-off, hurting the bottom line worse than its own operating earnings.
Still, Alphabet's Search business has a very wide moat, and the company generate lots of free cash flow. That's in spite of continuing losses in the "other bets" segment, which includes long-term futuristic bets such as Waymo self-driving cars.
Although the other bets losses could turn Buffett off, Alphabet's management has become more shareholder-friendly in recent years, steadily increasing share buybacks, which Buffett likes. On the recent release, Alphabet just authorized a $70 billion buyback, up from last year's $50 billion program and 2019's $25 billion authorization. Meanwhile Alphabet's valuation has fallen back to just 21 times this year's earnings estimates. That's an even cheaper multiple that Alphabet had during the trough of the pandemic sell-off in 2020!
GOOG PE Ratio data by YCharts
And Alphabet is even cheaper if you factor in its large cash holdings -- about 10% of its market cap -- as well as billions in ongoing losses at cloud and other bets. Assuming those units have positive value, investors are getting the core digital ads business for a mid- to high-teens P/E multiple. That seems fairly cheap for a company like Alphabet. Buffett and partner Charlie Munger have said in the past that they "missed" buying Google, so today's low price could lure Buffett to finally buy shares, even with the nagging "other bets" losses.
Dell Technologies
While Berkshire has generally shied away from technology stocks in the past, Buffett and his managers Todd Combs and Ted Wechsler have made a few technology bets in recent years. Apple is now Berkshire's biggest position, and we know someone at Berkshire bought a lot of HP stock in April.
If Berkshire likes the lowly valued hardware producer HP, why not Dell? Both companies make similar products in desktops and PCs, and both trade at bargain basement valuations. In addition to PCs, desktops, and peripherals, Dell (NYSE: DELL) also makes enterprise servers, while HP makes printers. Like HP, Dell trades at under seven times earnings, and it recently implemented a dividend that yields over 2.8%.
Image source: Getty Images.
Unlike HP, Dell should benefit from its enterprise exposure this year. It has a large portion of its computer segment going to enterprises, rather than consumers. With enterprise spending seemingly strong even as consumers pull back on low-end PC purchases, Dell's financial results should remain relatively resilient this year compared with other PC-makers.
Dell is also leveraging its large size and incumbency in enterprise servers to develop hardware solutions in close partnership with leading cloud providers, such as Snowflake (NYSE: SNOW). Dell and Snowflake, another Berkshire holding, just announced a close partnership to make it easier to work with data stored in on-premise data centers on Dell servers with Snowflake's cloud data lake. The two plan to integrate products and undertake joint marketing in the second half of this year.
While Dell may seem like a dinosaur and unexciting hardware maker to some, its size and execution is allowing it to benefit from increased digitization across the enterprise. With a bargain-basement valuation, I could see Buffett scooping up shares to complement the HP stake.
RH
This one is cheating a little bit, as Berkshire already owns $1.8 billion of RH (NYSE: RH) stock, formerly known as Restoration Hardware. It's likely that one of Buffett's other managers bought it, as the position makes up only 0.2% of Berkshire's equity portfolio.. However, Berkshire's Apple buy also started out as a purchase by either Todd Combs or Ted Wechsler, so who's to say whether Buffett won't buy more of RH himself?
RH soared after Berkshire bought shares back in 2019, but shares have since fallen more than 50% from their highs, as the pandemic-era boom in home furniture sales have slowed. High inflation is raising costs for RH and squeezing the consumer, which may pull back on discretionary purchases of large durable goods. CEO Gary Friedman basically said as much on last quarter's perilous earnings call.
However, Friedman is also turning RH into a luxury brand, selling fewer items at higher prices to richer people. A few years ago, the company began closing its smaller mall-like stores to open giant flagship multi-story design galleries, complete with restaurants, coffee shops, and full-service staff. The new strategy turns its showrooms into museum-like places, elevating RH's furniture offerings to feel as if they are works of art.
The strategy has been successful, with RH's margins doubling over the past two years. In addition, RH is expanding its brand geographically to Europe this year, and is also opening RH-branded restaurants, hotels, homes, and chartered planes and yachts.
Trading at just 13.5 times this year's earnings estimates, expectations now seem rather low for RH. Yet luxury brands tend to trade at higher multiples than that, since they are usually immune from economic cycles and carry pricing power with their well-off clientele. However, since RH is transitioning from more of a mass brand to a luxury brand, investors aren't willing to give it full credit just yet.
If RH's results stay resilient in a tougher economy, I could see Buffett eying this brand as a luxury complement to Berkshire's low-cost furniture business, the Nebraska Furniture Mart.
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Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Billy Duberstein has positions in Alphabet (C shares), Apple, Berkshire Hathaway (B shares), Dell Technologies, and Microsoft and has the following options: short January 2023 $100 puts on Snowflake and short June 2022 $145 puts on Microsoft. His clients may own shares of the companies mentioned. The Motley Fool has positions in and recommends Activision Blizzard, Alphabet (A shares), Alphabet (C shares), Apple, Berkshire Hathaway (B shares), Dell Technologies, HP, Microsoft, RH, and Snowflake. The Motley Fool recommends the following options: long January 2023 $200 calls on Berkshire Hathaway (B shares), long March 2023 $120 calls on Apple, short January 2023 $200 puts on Berkshire Hathaway (B shares), short January 2023 $265 calls on Berkshire Hathaway (B shares), and short March 2023 $130 calls on Apple. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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With enterprise spending seemingly strong even as consumers pull back on low-end PC purchases, Dell's financial results should remain relatively resilient this year compared with other PC-makers. Dell is also leveraging its large size and incumbency in enterprise servers to develop hardware solutions in close partnership with leading cloud providers, such as Snowflake (NYSE: SNOW). Dell Technologies While Berkshire has generally shied away from technology stocks in the past, Buffett and his managers Todd Combs and Ted Wechsler have made a few technology bets in recent years.
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Dell and Snowflake, another Berkshire holding, just announced a close partnership to make it easier to work with data stored in on-premise data centers on Dell servers with Snowflake's cloud data lake. The Motley Fool has positions in and recommends Activision Blizzard, Alphabet (A shares), Alphabet (C shares), Apple, Berkshire Hathaway (B shares), Dell Technologies, HP, Microsoft, RH, and Snowflake. Dell Technologies While Berkshire has generally shied away from technology stocks in the past, Buffett and his managers Todd Combs and Ted Wechsler have made a few technology bets in recent years.
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The Motley Fool has positions in and recommends Activision Blizzard, Alphabet (A shares), Alphabet (C shares), Apple, Berkshire Hathaway (B shares), Dell Technologies, HP, Microsoft, RH, and Snowflake. Dell Technologies While Berkshire has generally shied away from technology stocks in the past, Buffett and his managers Todd Combs and Ted Wechsler have made a few technology bets in recent years. If Berkshire likes the lowly valued hardware producer HP, why not Dell?
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The Motley Fool has positions in and recommends Activision Blizzard, Alphabet (A shares), Alphabet (C shares), Apple, Berkshire Hathaway (B shares), Dell Technologies, HP, Microsoft, RH, and Snowflake. Dell Technologies While Berkshire has generally shied away from technology stocks in the past, Buffett and his managers Todd Combs and Ted Wechsler have made a few technology bets in recent years. If Berkshire likes the lowly valued hardware producer HP, why not Dell?
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725804.0
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2022-05-02 00:00:00 UTC
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3 Top Tech Stocks to Buy in May 2022
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https://www.nasdaq.com/articles/3-top-tech-stocks-to-buy-in-may-2022
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips
These tech stocks to buy in May are prime candidates for a rebound.
Dell Technologies (DELL): Strong sales growth and a dividend yield make it a compelling buy.
Micron Technology (MU): A semiconductor stock that is cheap with a balance in value and growth.
HP (HPQ): A personal computing giant with strong profitability and surging free cash flow that offers an attractive dividend yield as a bonus.
Source: Connect world / Shutterstock.com
2022 has been until today a turbulent year for the U.S. stock market and other global financial markets. The Nasdaq Composite closed at 12,488.93 points on April 27, having losses of -20.17% year-to-date. It is almost at the level of 12,464 back in late November 2020. So many reasons have caused the latest tech stocks rout, the uncertainty of war in Ukraine, the high inflation rate, the Federal Reserve and its hawkish statements about interest rate hikes, high energy prices, and broader risk-off investment sentiment.
The adage “sell in May and go away” this year may not apply. Of course, it does not mean that it is a universal rule of stock investing by no means. If only investing in stocks was that easy. Why may this adage not occur this May? Stocks and especially tech stocks have been beaten down and could well be in a rebound soon. Here is a tricky part. Or to be more precise a very risky and tricky factor to consider now.
The Federal Reserve could surprise us with a 50-basis interest rate hike soon. This scenario could be an early shock until all market participants realize its deeper implications. So instead of buying tech stocks that even after their latest decline remain overvalued, the scenario of investing in high-quality, undervalued tech stocks with strong fundamentals seems better to withstand future selling waves and provide risk-adjusted returns.
7 Long-Term Stocks to Buy for a Robust Retirement
These top tech stocks to buy offer a balance in terms of growth, valuation, and strong fundamentals. Let’s dive into them.
DELL Dell Technologies $46.72
MU Micron Technology $68.63
HPQ HP $36.29
Dell Technologies (DELL)
Source: Ken Wolter / Shutterstock.com
Dell Technologies (NYSE:DELL) have losses of nearly 17% year-to-date and now presents a very attractive investment opportunity. It is not just the price-earnings (PE) ratio trailing 12 months (TTM) of 6.63 as of Apr. 27 but there is a combination of factors that are in the stock’s favor here. The forward dividend & yield of $1.32 and 2.81% respectively can generate additional passive income. The 1-year estimated price target is $61.78.
In FY 2022 the company reported sales growth of 16.45% to $101.04 billion and a net income of $4.95 billion surged 120.01%.
There is one key metric, in particular, to get excited about that reflects how well Dell Technologies adds value to its shareholders. The return on equity % ratio for FY 2021 was 324.03% and for FY 2022 it increased to 878.83%. This is a very strong financial performance.
With an expected earnings-per-share (EPS) growth of 12% for the next three to five years and a price/earnings-to-growth (PEG) ratio of 0.59, DELL stock is hard to ignore today.
Micron Technology (MU)
Source: Charles Knowles / Shutterstock.com
Shares of Micron Technology (NASDAQ:MU) were trading at nearly $96 back in February 2022 and as of April 27, the closing price was $66.47. This decline of nearly 30% should not be the sole reason to invest in MU stock as it is a naïve investment decision, buying the dip is not always a good idea. On the contrary, I consider this selloff ideal for patient investors, and for traders that want to buy a value and growth stock at a severe discount now.
Micron technologies in its latest earnings report on March 2022 reported a beat on EPS and revenue.
A EPS generally accepted accounting principles (GAAP) of $2 was a beat by 16 cents, and revenue of $7.79 billion was a beat by $241.85 million. The stock has a PE Ratio (TTM) of 8.56 and it should benefit from the global chip shortage over the next quarters. One specific reason to be very bullish on Micron Technology is the company’s free cash flow (FCF) growth of 2,837.35% in 2021 to $2.44 billion compared to a FCF of $83 million in 2020.
7 A-Rated Dividend Stocks to Buy Forever
The 1-year target estimate on Yahoo Finance is $111.82 and the stock is having a PEG ratio of only 0.22 and an expected three to five year EPS growth of 32.04%.
HP (HPQ)
Source: Shutterstock
HP (NYSE:HPQ) has seen its shares maintain resiliency to the broader stock market selloff, as they have losses of nearly 2% year-to-date. The PE Ratio (TTM) of 6.64 is cheap and the forward dividend and yield of 1.00 and 2.75% respectively are attractive.
HP had a strong latest quarter’s earnings report back in late February 2022, reporting EPS GAAP of 99 cents a beat by 1 cent, and revenue of $17.03 billion, a beat by $504.85 million. For FY 2021 HP had a sales growth of 12.68% to $63.7 billion and a significant increase in net income of 128.66% to $6.5 billion compared to a net income of $2.84 billion in 2020.
Berkshire Hathaway (NYSE:BRK-A, NYSE:BRK-B) has disclosed a stake of 11% in HP and that can be fully justified. HP has improved its gross margin, net margin, and return on assets (ROA) in 2021.
These are signs of strong financial performance, and improved efficiency, the type of companies legendary Warren Buffet invests in. FCF increased 55.97% in 2021 to $5.83 billion, another very positive factor to be bullish for HPQ stock. This makes it a real player among these top tech stocks to buy.
On the date of publication, Stavros Georgiadis, CFA did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
The post 3 Top Tech Stocks to Buy in May 2022 appeared first on InvestorPlace.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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With an expected earnings-per-share (EPS) growth of 12% for the next three to five years and a price/earnings-to-growth (PEG) ratio of 0.59, DELL stock is hard to ignore today. Dell Technologies (DELL): Strong sales growth and a dividend yield make it a compelling buy. DELL Dell Technologies $46.72 MU Micron Technology $68.63
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Dell Technologies (DELL): Strong sales growth and a dividend yield make it a compelling buy. DELL Dell Technologies $46.72 MU Micron Technology $68.63 Dell Technologies (DELL) Source: Ken Wolter / Shutterstock.com Dell Technologies (NYSE:DELL) have losses of nearly 17% year-to-date and now presents a very attractive investment opportunity.
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Dell Technologies (DELL): Strong sales growth and a dividend yield make it a compelling buy. DELL Dell Technologies $46.72 MU Micron Technology $68.63 Dell Technologies (DELL) Source: Ken Wolter / Shutterstock.com Dell Technologies (NYSE:DELL) have losses of nearly 17% year-to-date and now presents a very attractive investment opportunity.
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Dell Technologies (DELL): Strong sales growth and a dividend yield make it a compelling buy. DELL Dell Technologies $46.72 MU Micron Technology $68.63 Dell Technologies (DELL) Source: Ken Wolter / Shutterstock.com Dell Technologies (NYSE:DELL) have losses of nearly 17% year-to-date and now presents a very attractive investment opportunity.
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2022-04-27 00:00:00 UTC
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Can Continued Services Growth Aid Apple's (AAPL) Q2 Earnings?
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DELL
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https://www.nasdaq.com/articles/can-continued-services-growth-aid-apples-aapl-q2-earnings
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Apple’s AAPL second-quarter fiscal 2022 results, to be reported on Apr 28, are expected to have benefited from continued momentum in the Services business.
The segment, which includes revenues from the App Store, Apple Music, iCloud, Apple Arcade, Apple TV+, Apple News+ and Apple Card, accounted for 15.7% of sales in first-quarter fiscal 2022.
Apple currently has more than 785 million paid subscribers across its Services portfolio. The App Store continues to draw the attention of prominent developers from around the world, helping the company offer appealing new apps that drive App Store traffic, thereby expanding subscriber base.
Apple expects Services revenue growth to be in strong double digits. However, the growth rate is expected to be lower than in the December quarter.
Apple Inc. Revenue (TTM)
Apple Inc. revenue-ttm | Apple Inc. Quote
Click here to know how Apple’s overall second-quarter results are likely to be.
Apple’s Non-iPhone Portfolio to Boost Revenues
Apple’s non-iPhone portfolio, which comprises Mac, iPad and Wearables, is expected to have aided its top-line growth in the fiscal second quarter.
This Zacks Rank #3 (Hold) company’s Mac sales are expected to have remained strong. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Markedly, per Gartner’s latest report, 77.9 million PCs were shipped during the first quarter of 2022, down 6.8% from the year-ago period. Lenovo LNVGY and HP HPQ witnessed 11.1% and 17.8% declines, respectively.
Overall, Lenovo remained the top vendor with a market share of 23.8%. However, its market share shrunk 120 basis points. HP holds the second spot with a market share of 20.4% in worldwide PC shipments.
However, Dell Technologies DELL, Apple and ASUS were the PC manufacturers that registered year-over-year growth.
Dell’s market share increased from 15.6% in the year-ago quarter to 17.7% in first-quarter 2022.
Apple’s market share, on the other hand, grew from 7.7% to 9%. The company is expected to have benefited from the introduction of Mac Studio, an M1-based premium desktop model, in the to-be-reported quarter.
Apple’s all-new Mac Studio is a high-performance desktop system with a reimagined compact design consuming up to 1,000 kilowatt-hours less energy than that of a high-end PC desktop over the course of 12 months. The newly released desktop helps clients render massive 3D environments and playback 18 streams of ProRes video with the M1 Ultra chip. It remains quiet even under the heaviest workloads.
Mac Studio features unified memory of up to 64 GB on M1 Max systems and up to 128 GB on M1 Ultra systems.
The Zacks Consensus Estimate for Mac revenues stands at $9.187 billion, implying 0.9% growth from the figure reported in the year-ago quarter.
Apple is also riding on its strong market share in the wearables space. The company’s endeavor to add healthcare features to its smartwatch has been a game changer for the device that faces significant competition from the likes of Google, Xiaomi, Samsung Electronics and Huawei Technologies.
However, iPad sales are expected to decline in the to-be-reported quarter. The Zacks Consensus Estimate for the same stands at $7.035 billion, suggesting 9.9% decline from the figure reported in the year-ago quarter.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
It’s a little-known chemical company that’s up 65% over last year, yet still dirt cheap. With unrelenting demand, soaring 2022 earnings estimates, and $1.5 billion for repurchasing shares, retail investors could jump in at any time.
This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
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Apple Inc. (AAPL): Free Stock Analysis Report
HP Inc. (HPQ): Free Stock Analysis Report
Dell Technologies Inc. (DELL): Free Stock Analysis Report
Lenovo Group Ltd. (LNVGY): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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However, Dell Technologies DELL, Apple and ASUS were the PC manufacturers that registered year-over-year growth. Dell’s market share increased from 15.6% in the year-ago quarter to 17.7% in first-quarter 2022. Dell Technologies Inc. (DELL): Free Stock Analysis Report
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Dell Technologies Inc. (DELL): Free Stock Analysis Report However, Dell Technologies DELL, Apple and ASUS were the PC manufacturers that registered year-over-year growth. Dell’s market share increased from 15.6% in the year-ago quarter to 17.7% in first-quarter 2022.
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However, Dell Technologies DELL, Apple and ASUS were the PC manufacturers that registered year-over-year growth. Dell’s market share increased from 15.6% in the year-ago quarter to 17.7% in first-quarter 2022. Dell Technologies Inc. (DELL): Free Stock Analysis Report
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However, Dell Technologies DELL, Apple and ASUS were the PC manufacturers that registered year-over-year growth. Dell’s market share increased from 15.6% in the year-ago quarter to 17.7% in first-quarter 2022. Dell Technologies Inc. (DELL): Free Stock Analysis Report
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725806.0
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2022-04-25 00:00:00 UTC
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After Hours Most Active for Apr 25, 2022 : SABR, MRO, NKTX, ATEN, AAPL, STNE, KBWB, MSFT, DELL, MO, TWTR, X
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DELL
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https://www.nasdaq.com/articles/after-hours-most-active-for-apr-25-2022-%3A-sabr-mro-nktx-aten-aapl-stne-kbwb-msft-dell-mo
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The NASDAQ 100 After Hours Indicator is up 2.44 to 13,535.67. The total After hours volume is currently 88,099,161 shares traded.
The following are the most active stocks for the after hours session:
Sabre Corporation (SABR) is unchanged at $11.14, with 6,763,329 shares traded. SABR's current last sale is 92.83% of the target price of $12.
Marathon Oil Corporation (MRO) is +0.05 at $24.19, with 5,063,763 shares traded. Over the last four weeks they have had 5 up revisions for the earnings forecast, for the fiscal quarter ending Mar 2022. The consensus EPS forecast is $0.94. As reported by Zacks, the current mean recommendation for MRO is in the "buy range".
Nkarta, Inc. (NKTX) is -0.8 at $17.92, with 2,897,346 shares traded. As reported in the last short interest update the days to cover for NKTX is 7.757576; this calculation is based on the average trading volume of the stock.
A10 Networks, Inc. (ATEN) is unchanged at $14.92, with 2,649,985 shares traded. As reported by Zacks, the current mean recommendation for ATEN is in the "buy range".
Apple Inc. (AAPL) is +0.2444 at $163.12, with 2,550,815 shares traded.AAPL is scheduled to provide an earnings report on 4/28/2022, for the fiscal quarter ending Mar2022. The consensus earnings per share forecast is 1.43 per share, which represents a 140 percent increase over the EPS one Year Ago
StoneCo Ltd. (STNE) is +0.09 at $9.78, with 2,414,163 shares traded. STNE's current last sale is 61.13% of the target price of $16.
Invesco KBW Bank ETF (KBWB) is -0.837 at $58.76, with 2,220,958 shares traded. This represents a -1.32% decrease from its 52 Week Low.
Microsoft Corporation (MSFT) is unchanged at $280.72, with 1,822,622 shares traded.MSFT is scheduled to provide an earnings report on 4/26/2022, for the fiscal quarter ending Mar2022. The consensus earnings per share forecast is 2.18 per share, which represents a 195 percent increase over the EPS one Year Ago
Dell Technologies Inc. (DELL) is unchanged at $47.27, with 1,791,536 shares traded. As reported by Zacks, the current mean recommendation for DELL is in the "buy range".
Altria Group (MO) is unchanged at $55.23, with 1,767,038 shares traded.MO is scheduled to provide an earnings report on 4/28/2022, for the fiscal quarter ending Mar2022. The consensus earnings per share forecast is 1.09 per share, which represents a 107 percent increase over the EPS one Year Ago
Twitter, Inc. (TWTR) is +0.29 at $51.99, with 1,530,681 shares traded.TWTR is scheduled to provide an earnings report on 4/28/2022, for the fiscal quarter ending Mar2022. The consensus earnings per share forecast is -0.19 per share, which represents a 6 percent increase over the EPS one Year Ago
United States Steel Corporation (X) is unchanged at $32.63, with 1,444,847 shares traded.X is scheduled to provide an earnings report on 4/28/2022, for the fiscal quarter ending Mar2022. The consensus earnings per share forecast is 3 per share, which represents a 108 percent increase over the EPS one Year Ago
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies Inc. (DELL) is unchanged at $47.27, with 1,791,536 shares traded. As reported by Zacks, the current mean recommendation for DELL is in the "buy range". As reported in the last short interest update the days to cover for NKTX is 7.757576; this calculation is based on the average trading volume of the stock.
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Dell Technologies Inc. (DELL) is unchanged at $47.27, with 1,791,536 shares traded. As reported by Zacks, the current mean recommendation for DELL is in the "buy range". The consensus earnings per share forecast is 1.43 per share, which represents a 140 percent increase over the EPS one Year Ago
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Dell Technologies Inc. (DELL) is unchanged at $47.27, with 1,791,536 shares traded. As reported by Zacks, the current mean recommendation for DELL is in the "buy range". The consensus earnings per share forecast is 1.43 per share, which represents a 140 percent increase over the EPS one Year Ago
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Dell Technologies Inc. (DELL) is unchanged at $47.27, with 1,791,536 shares traded. As reported by Zacks, the current mean recommendation for DELL is in the "buy range". Sabre Corporation (SABR) is unchanged at $11.14, with 6,763,329 shares traded.
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725807.0
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2022-04-21 00:00:00 UTC
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Q1 Could Be Tough for HP and Lenovo, but Not So Much for Dell
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DELL
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https://www.nasdaq.com/articles/q1-could-be-tough-for-hp-and-lenovo-but-not-so-much-for-dell
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After a couple of years' worth of pandemic-driven growth, the personal computer industry is finally hitting a wall. That is to say, sales of PCs tumbled year over year during the first quarter of 2022. Most anybody who needed to buy one for work or to attend school at home has made such a purchase. They don't need a new one just yet.
The funny thing is, the sales slowdown isn't as uniform from one brand to another as you might expect. And there's a reason. Investors need to understand this reason before the industry's biggest names start releasing their latest quarterly results.
Image source: Getty Images.
Sales are remarkably different based on brand
For the three-month stretch ending in March, worldwide computer shipments fell by 5.1% on a year-over-year basis. That's the number from technology market research outfit IDC, and the scope is confirmed by Gartner, which says shipments fell by 7.3%. No matter how you slice it, though, it's the first time the industry has suffered a sales slump since early 2020 when the pandemic put PC purchases into high gear. Deliveries also tumbled from Q4's levels, although that lull isn't unusual.
The slowdown, however, is impacting some manufacturers more than others, if it's impacting them at all. IDC's data indicates Lenovo's (OTC: LNVGY) PC shipments fell 9.2% last quarter, while Dell Technologies (NYSE: DELL) mustered 6.1% growth. Though Apple and ASUSTeK Computer you know it better as just Asus -- both enjoyed year-over-year shipment increases, both are relatively small players that weren't competing against unfairly high comps.
The surprisingly big loser last quarter? PC industry stalwart HP (NYSE: HPQ). Its deliveries fell by 17.8%, according to IDC -- a figure Gartner completely agrees with. The image below tells the tale.
Data source: IDC. Chart by author.
No, you're not seeing things. HP's deliveries have been weakening since the middle of last year, making it the only vendor to experience this phenomenon to this degree. Likewise, Dell was the only manufacturer to see significant sales growth even as the pandemic pressed on.
Different approaches to the same business
It's easy to dismiss anything that happens during a pandemic as merely pandemic-driven, and therefore only temporary. And perhaps that's a partial explanation for this divergence.
Just as much a factor behind the disparity between Dell's and HP's quarterly deliveries, however, is how each company approaches its design, manufacturing, and selling process.
It's not exactly easy to see unless you're explicitly looking for it, but Dell doesn't prioritize the use of mass-produced computers sold through conventional retail channels. While this is certainly part of its revenue mix, a bigger part comes from its build-to-order approach. Not only is this better for more patient customers, it gives Dell complete and ongoing control of its manufacturing process. If component availability is going to be an issue, Dell can adjust as needed before agreeing to deliver products it can't actually manufacture.
As Dell COO Jeffrey Clarke voiced it a couple of quarterly conference calls ago, "we have fewer SKUs, less complexity," adding, "we have a design methodology that has interchangeability and leverage and reuse."
This back-office control also allows the company to fully digitize every aspect of its designing and building process, including component procurement. From that same conference call:
... what I like about our supply chain is we've digitized it over the years. We're now able to do scenario planning and simulations. That simulation allows us to make quicker decisions.
HP is moving in the same direction, for the record. But it's clearly not moving quickly enough. CEO Enrique Lores conceded -- and not for the first time -- during February's Q1 conference call, "From the hardware perspective, shipments this quarter have been impacted by availability of supply." CFO Marie Myers also cautioned investors during the same call that "for Q2, we expect our top-line results to be incrementally constrained by a volatile supply chain and logistics environment and also the dynamic macro environment, including the Russia situation, all negatively impacting our top line."
A great deal of this headache stems from the fact HP only began seriously embracing the idea of digitizing its supply chain during the pandemic, when doing anything was tough to do. The company's current challenges are bolstered by the complicated fact, however, that a great deal of its business is done through third-party retailers looking to sell mass-produced, ready-to-run systems.
Perspective is everything
It's not necessarily all bad news. HP's unit shipments were falling year over year beginning in the third calendar quarter of last year, but higher selling prices allowed the company to grow personal systems revenue by double-digit percentages during the three-month stretch ending in January. End result? HP managed to top that quarter's earnings estimates with a solid bottom line of $1.72 per share. Meanwhile, Dell fell short of its earnings estimates for the comparable quarter.
Be careful of making more of estimates than is merited, though. HP's revenue inched up less than 9% for the quarter in question, while Dell's top line improved by an incredible 17% on a year-over-year basis.
As the old adage goes, there's always more to the story.
Oh, and in case you're wondering, analysts are calling for revenue growth of only 2% from HP for the quarter ending this month, yet are modeling about the same degree of growth from Dell. Somehow those identical expectations seem radically different for the two outfits, though, and both largely hinge on last quarter's pricing power.
Just keep in mind that much of these companies' definition of success is relative.
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James Brumley has no position in any of the stocks mentioned. The Motley Fool owns and recommends Apple and Dell Technologies Inc. The Motley Fool recommends Gartner and HP and recommends the following options: long March 2023 $120 calls on Apple and short March 2023 $130 calls on Apple. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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As Dell COO Jeffrey Clarke voiced it a couple of quarterly conference calls ago, "we have fewer SKUs, less complexity," adding, "we have a design methodology that has interchangeability and leverage and reuse." IDC's data indicates Lenovo's (OTC: LNVGY) PC shipments fell 9.2% last quarter, while Dell Technologies (NYSE: DELL) mustered 6.1% growth. Likewise, Dell was the only manufacturer to see significant sales growth even as the pandemic pressed on.
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IDC's data indicates Lenovo's (OTC: LNVGY) PC shipments fell 9.2% last quarter, while Dell Technologies (NYSE: DELL) mustered 6.1% growth. Likewise, Dell was the only manufacturer to see significant sales growth even as the pandemic pressed on. Just as much a factor behind the disparity between Dell's and HP's quarterly deliveries, however, is how each company approaches its design, manufacturing, and selling process.
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IDC's data indicates Lenovo's (OTC: LNVGY) PC shipments fell 9.2% last quarter, while Dell Technologies (NYSE: DELL) mustered 6.1% growth. Just as much a factor behind the disparity between Dell's and HP's quarterly deliveries, however, is how each company approaches its design, manufacturing, and selling process. Likewise, Dell was the only manufacturer to see significant sales growth even as the pandemic pressed on.
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IDC's data indicates Lenovo's (OTC: LNVGY) PC shipments fell 9.2% last quarter, while Dell Technologies (NYSE: DELL) mustered 6.1% growth. Likewise, Dell was the only manufacturer to see significant sales growth even as the pandemic pressed on. Just as much a factor behind the disparity between Dell's and HP's quarterly deliveries, however, is how each company approaches its design, manufacturing, and selling process.
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725808.0
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2022-04-19 00:00:00 UTC
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IBM forecasts upbeat 2022 revenue on cloud strength; flags Russia hit
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DELL
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https://www.nasdaq.com/articles/ibm-forecasts-upbeat-2022-revenue-on-cloud-strength-flags-russia-hit-0
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By Chavi Mehta
April 19 (Reuters) - IBM IBM.N said on Tuesday it expects to hit the top end of its revenue growth forecast for 2022 even as it accounted for a hit of a "few hundred million dollars" from the suspension of its business in Russia.
IBM expects the impact from Russia to be less than "half a percent" of total revenue last year, or a little over $200 million, Chief Financial Officer James Kavanaugh told Reuters.
Servers from IBM, Dell Technologies Inc DELL.N and Hewlett Packard Enterprise Co HPE.N top the market in Russia. IBM had generated "a couple hundred million dollars" in profit from the region last year, Kavanaugh said.
The century-old company said it expects to hit the higher end of its mid-single-digit revenue growth forecast for this year, after it trounced first-quarter estimates for revenue and profit, energized by its focus on cloud services amid higher global spending on technology.
Kavanaugh said the growth indicated in the new forecast is expected from its consulting business, where IBM is seeing a strong demand as clients are pushing to digitize operations, including in Europe despite the Ukraine crisis.
IBM's revenue grew 3.9% in 2021. Analysts on average expect annual revenue of $60.69 billion, which implies a 5.8% rise from last year, according to IBES data from Refinitiv. Shares of the company rose 3% in extended trading.
Having shed its large and laggard IT managed infrastructure business last year, IBM has placed its bets on high-growth software and consulting businesses with a focus on the so-called "hybrid cloud", to put an end to its years of stagnating revenue growth.
IBM's cloud revenue grew 14% to $5 billion during the quarter ended March 31.
Total revenue rose 8% to $14.20 billion during the quarter, beating estimates of $13.85 billion. Adjusted profit was $1.38 per share, which also beat estimates.
(Reporting by Chavi Mehta in Bengaluru; Editing by Krishna Chandra Eluri)
((Chavi.Mehta@thomsonreuters.com;))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Servers from IBM, Dell Technologies Inc DELL.N and Hewlett Packard Enterprise Co HPE.N top the market in Russia. IBM expects the impact from Russia to be less than "half a percent" of total revenue last year, or a little over $200 million, Chief Financial Officer James Kavanaugh told Reuters. Kavanaugh said the growth indicated in the new forecast is expected from its consulting business, where IBM is seeing a strong demand as clients are pushing to digitize operations, including in Europe despite the Ukraine crisis.
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Servers from IBM, Dell Technologies Inc DELL.N and Hewlett Packard Enterprise Co HPE.N top the market in Russia. The century-old company said it expects to hit the higher end of its mid-single-digit revenue growth forecast for this year, after it trounced first-quarter estimates for revenue and profit, energized by its focus on cloud services amid higher global spending on technology. IBM's cloud revenue grew 14% to $5 billion during the quarter ended March 31.
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Servers from IBM, Dell Technologies Inc DELL.N and Hewlett Packard Enterprise Co HPE.N top the market in Russia. By Chavi Mehta April 19 (Reuters) - IBM IBM.N said on Tuesday it expects to hit the top end of its revenue growth forecast for 2022 even as it accounted for a hit of a "few hundred million dollars" from the suspension of its business in Russia. The century-old company said it expects to hit the higher end of its mid-single-digit revenue growth forecast for this year, after it trounced first-quarter estimates for revenue and profit, energized by its focus on cloud services amid higher global spending on technology.
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Servers from IBM, Dell Technologies Inc DELL.N and Hewlett Packard Enterprise Co HPE.N top the market in Russia. By Chavi Mehta April 19 (Reuters) - IBM IBM.N said on Tuesday it expects to hit the top end of its revenue growth forecast for 2022 even as it accounted for a hit of a "few hundred million dollars" from the suspension of its business in Russia. IBM's cloud revenue grew 14% to $5 billion during the quarter ended March 31.
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7028b5a4-a51d-4c55-9644-38ee830f8e2b
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725809.0
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2022-04-19 00:00:00 UTC
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IBM forecasts upbeat 2022 revenue on cloud strength; flags Russia hit
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DELL
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https://www.nasdaq.com/articles/ibm-forecasts-upbeat-2022-revenue-on-cloud-strength-flags-russia-hit
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nan
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nan
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By Chavi Mehta
April 19 (Reuters) - IBM IBM.N said on Tuesday it expects to hit the top end of its revenue growth forecast for 2022 even as it accounted for a hit of a "few hundred million dollars" from the suspension of its business in Russia.
IBM expects the impact from Russia to be less than "half a percent" of total revenue last year, or a little over $200 million, Chief Financial Officer James Kavanaugh told Reuters.
Servers from IBM, Dell Technologies Inc DELL.N and Hewlett Packard Enterprise Co HPE.N top the market in Russia. IBM had generated "a couple hundred million dollars" in profit from the region last year, Kavanaugh said.
The century-old company said it expects to hit the higher end of its mid-single-digit revenue growth forecast for this year, after it trounced first-quarter estimates for revenue, energized by its focus on cloud services amid higher global spending on technology.
IBM's revenue grew 3.9% in 2021. Analysts on average expect annual revenue of $60.69 billion, which implies a 5.8% rise from last year, according to IBES data from Refinitiv.
Having shed its large and laggard IT managed infrastructure business last year, IBM has placed its bets on high-growth software and consulting businesses with a focus on the so-called "hybrid cloud" to put an end to its years of stagnating revenue growth.
Hybrid cloud, in which enterprises use a combination of their own data centers and leased computing resources to store and process data, lets IBM take a dip in the lucrative enterprise cloud market without having to directly compete with large providers such as Amazon.com's AMZN.O AWS and Microsoft's MSFT.O Azure.
IBM's cloud revenue grew 14% to $5 billion during the quarter ended March 31.
Revenue from software and consulting segments, which make up over 70% of IBM's business, rose 12% and 13%, respectively.
Total revenue rose 8% to $14.20 billion during the quarter, beating estimates of $13.85 billion.
(Reporting by Chavi Mehta in Bengaluru; Editing by Krishna Chandra Eluri)
((Chavi.Mehta@thomsonreuters.com;))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Servers from IBM, Dell Technologies Inc DELL.N and Hewlett Packard Enterprise Co HPE.N top the market in Russia. IBM expects the impact from Russia to be less than "half a percent" of total revenue last year, or a little over $200 million, Chief Financial Officer James Kavanaugh told Reuters. Analysts on average expect annual revenue of $60.69 billion, which implies a 5.8% rise from last year, according to IBES data from Refinitiv.
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Servers from IBM, Dell Technologies Inc DELL.N and Hewlett Packard Enterprise Co HPE.N top the market in Russia. By Chavi Mehta April 19 (Reuters) - IBM IBM.N said on Tuesday it expects to hit the top end of its revenue growth forecast for 2022 even as it accounted for a hit of a "few hundred million dollars" from the suspension of its business in Russia. Having shed its large and laggard IT managed infrastructure business last year, IBM has placed its bets on high-growth software and consulting businesses with a focus on the so-called "hybrid cloud" to put an end to its years of stagnating revenue growth.
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Servers from IBM, Dell Technologies Inc DELL.N and Hewlett Packard Enterprise Co HPE.N top the market in Russia. By Chavi Mehta April 19 (Reuters) - IBM IBM.N said on Tuesday it expects to hit the top end of its revenue growth forecast for 2022 even as it accounted for a hit of a "few hundred million dollars" from the suspension of its business in Russia. The century-old company said it expects to hit the higher end of its mid-single-digit revenue growth forecast for this year, after it trounced first-quarter estimates for revenue, energized by its focus on cloud services amid higher global spending on technology.
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Servers from IBM, Dell Technologies Inc DELL.N and Hewlett Packard Enterprise Co HPE.N top the market in Russia. By Chavi Mehta April 19 (Reuters) - IBM IBM.N said on Tuesday it expects to hit the top end of its revenue growth forecast for 2022 even as it accounted for a hit of a "few hundred million dollars" from the suspension of its business in Russia. Having shed its large and laggard IT managed infrastructure business last year, IBM has placed its bets on high-growth software and consulting businesses with a focus on the so-called "hybrid cloud" to put an end to its years of stagnating revenue growth.
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c0afcc45-d700-4322-a8d4-5a9676b6d4e0
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725810.0
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2022-04-18 00:00:00 UTC
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Ex-Dividend Reminder: LTC Properties, Dell Technologies and West Pharmaceutical Services
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DELL
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https://www.nasdaq.com/articles/ex-dividend-reminder%3A-ltc-properties-dell-technologies-and-west-pharmaceutical-services
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nan
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nan
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Looking at the universe of stocks we cover at Dividend Channel, on 4/20/22, LTC Properties, Inc. (Symbol: LTC), Dell Technologies Inc (Symbol: DELL), and West Pharmaceutical Services, Inc. (Symbol: WST) will all trade ex-dividend for their respective upcoming dividends. LTC Properties, Inc. will pay its monthly dividend of $0.19 on 4/29/22, Dell Technologies Inc will pay its quarterly dividend of $0.33 on 4/29/22, and West Pharmaceutical Services, Inc. will pay its quarterly dividend of $0.18 on 5/4/22. As a percentage of LTC's recent stock price of $36.95, this dividend works out to approximately 0.51%, so look for shares of LTC Properties, Inc. to trade 0.51% lower — all else being equal — when LTC shares open for trading on 4/20/22. Similarly, investors should look for DELL to open 0.70% lower in price and for WST to open 0.05% lower, all else being equal.
Below are dividend history charts for LTC, DELL, and WST, showing historical dividends prior to the most recent ones declared.
LTC Properties, Inc. (Symbol: LTC):
Dell Technologies Inc (Symbol: DELL):
West Pharmaceutical Services, Inc. (Symbol: WST):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 6.17% for LTC Properties, Inc., 2.79% for Dell Technologies Inc, and 0.19% for West Pharmaceutical Services, Inc..
In Monday trading, LTC Properties, Inc. shares are currently up about 0.5%, Dell Technologies Inc shares are up about 0.9%, and West Pharmaceutical Services, Inc. shares are up about 0.3% on the day.
Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Looking at the universe of stocks we cover at Dividend Channel, on 4/20/22, LTC Properties, Inc. (Symbol: LTC), Dell Technologies Inc (Symbol: DELL), and West Pharmaceutical Services, Inc. (Symbol: WST) will all trade ex-dividend for their respective upcoming dividends. If they do continue, the current estimated yields on annualized basis would be 6.17% for LTC Properties, Inc., 2.79% for Dell Technologies Inc, and 0.19% for West Pharmaceutical Services, Inc.. LTC Properties, Inc. will pay its monthly dividend of $0.19 on 4/29/22, Dell Technologies Inc will pay its quarterly dividend of $0.33 on 4/29/22, and West Pharmaceutical Services, Inc. will pay its quarterly dividend of $0.18 on 5/4/22.
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Looking at the universe of stocks we cover at Dividend Channel, on 4/20/22, LTC Properties, Inc. (Symbol: LTC), Dell Technologies Inc (Symbol: DELL), and West Pharmaceutical Services, Inc. (Symbol: WST) will all trade ex-dividend for their respective upcoming dividends. LTC Properties, Inc. will pay its monthly dividend of $0.19 on 4/29/22, Dell Technologies Inc will pay its quarterly dividend of $0.33 on 4/29/22, and West Pharmaceutical Services, Inc. will pay its quarterly dividend of $0.18 on 5/4/22. LTC Properties, Inc. (Symbol: LTC): Dell Technologies Inc (Symbol: DELL): West Pharmaceutical Services, Inc. (Symbol: WST): In general, dividends are not always predictable, following the ups and downs of company profits over time.
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Looking at the universe of stocks we cover at Dividend Channel, on 4/20/22, LTC Properties, Inc. (Symbol: LTC), Dell Technologies Inc (Symbol: DELL), and West Pharmaceutical Services, Inc. (Symbol: WST) will all trade ex-dividend for their respective upcoming dividends. LTC Properties, Inc. will pay its monthly dividend of $0.19 on 4/29/22, Dell Technologies Inc will pay its quarterly dividend of $0.33 on 4/29/22, and West Pharmaceutical Services, Inc. will pay its quarterly dividend of $0.18 on 5/4/22. LTC Properties, Inc. (Symbol: LTC): Dell Technologies Inc (Symbol: DELL): West Pharmaceutical Services, Inc. (Symbol: WST): In general, dividends are not always predictable, following the ups and downs of company profits over time.
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If they do continue, the current estimated yields on annualized basis would be 6.17% for LTC Properties, Inc., 2.79% for Dell Technologies Inc, and 0.19% for West Pharmaceutical Services, Inc.. Looking at the universe of stocks we cover at Dividend Channel, on 4/20/22, LTC Properties, Inc. (Symbol: LTC), Dell Technologies Inc (Symbol: DELL), and West Pharmaceutical Services, Inc. (Symbol: WST) will all trade ex-dividend for their respective upcoming dividends. LTC Properties, Inc. will pay its monthly dividend of $0.19 on 4/29/22, Dell Technologies Inc will pay its quarterly dividend of $0.33 on 4/29/22, and West Pharmaceutical Services, Inc. will pay its quarterly dividend of $0.18 on 5/4/22.
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d3d312ca-efbd-4bdc-982a-a521ee813235
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725811.0
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2022-04-15 00:00:00 UTC
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Apple, others face shipment delays as China COVID curbs squeeze suppliers - analysts
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DELL
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https://www.nasdaq.com/articles/apple-others-face-shipment-delays-as-china-covid-curbs-squeeze-suppliers-analysts
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nan
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nan
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By Josh Horwitz and Sarah Wu
SHANGHAI/TAIPEI, April 15 (Reuters) - Shipments of some Apple products, as well as Dell and Lenovo laptops are likely to face delays if China's COVID-19 lockdowns persist, analysts said, as curbs force assemblers to shut down and closed-loop arrangements get harder to maintain.
China's race to stop the spread of COVID-19 has jammed highways and ports, stranded workers and left countless factories awaiting government approval to reopen - disruptions that are rippling through global supply chains.
Apple Inc AAPL.O supplier Pegatron Corp 4938.TW said this week it would suspend its plants in Shanghai and Kunshan, where according to supply chain experts it produces the iPhone 13, the iPhone SE series, and other legacy models.
Quanta Computer Inc 2382.TW, which produces some three-quarters of Apple's Macbooks globally, also shut operations, which could impact delivers more severely, analysts said.
The final impact on Apple's supply chain is uncertain and depends on factors including how long lockdowns persist.
The company may also consider re-routing production out of Shanghai and Kunshan to factories elsewhere, such as Shenzhen, which currently is not under lockdown, analysts said.
"Apple may consider transferring the orders from Pegatron to Foxconn, but we expect the volume may be limited due to the logistics issue and the difficulty of equipment adjustment," said Taipei-based Eddie Han, a senior analyst at Isaiah Research. Foxconn is the trade name of Hon Hai Precision Industry Co Ltd 2317.TW.
As a worst-case scenario, Pegatron may fall behind on 6 million to 10 million iPhone units if the lockdowns last two months and Apple cannot reroute orders, Han said.
Apple did not respond to a request for comment.
The chief executives of Huawei Technologies Co Ltd HWT.UL and Xpeng Inc 9868.HK have flagged huge economic costs if factories in Shanghai cannot resume production soon.
Shanghai is approaching its third week of lockdown and has shown no sign of a wide re-opening.
Forrest Chen, research manager at Trendforce told Reuters that if lockdowns lift in a few weeks, there is still a chance to recover.
However, "if the lockdown lasts longer than two months, there is already no way to recover. At that point, after lockdown lifts, there would be a shortage for end-users," he said.
Some suppliers may be able to re-route production.
Unimicron Technology Corp 3037.TW, which makes printed circuit boards for companies including Apple, told Reuters the impact of the Kunshan lockdown so far has been minor and that it can rely on other plants in the Hubei province and Taiwan to support production.
But logistics and transport remain a nationwide issue, as cities across China enact measures.
One factory owner in Kunshan told Reuters that the district government had announced protocol for re-opening but provided no date for implementation.
Laptop makers may also suffer, including Compal Electronics Inc 2324.TW, a Taiwan-based company that makes PCs for Dell Technologies Inc DELL.N and Lenovo Group Ltd 0992.HK from its plants in Kunshan. Chen estimates that roughly 50% of Compal's laptop production is located in Kunshan.
Compal told Reuters on Friday that it had not halted production in Kunshan. Dell and Lenovo did not respond to emails seeking comment.
(Reporting by Josh Horwitz in Shanghai and Sarah Wu in Taipei; Editing by Sayantani Ghosh and Christopher Cushing)
((Josh.Horwitz@thomsonreuters.com; +86 21 20830007;))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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By Josh Horwitz and Sarah Wu SHANGHAI/TAIPEI, April 15 (Reuters) - Shipments of some Apple products, as well as Dell and Lenovo laptops are likely to face delays if China's COVID-19 lockdowns persist, analysts said, as curbs force assemblers to shut down and closed-loop arrangements get harder to maintain. Laptop makers may also suffer, including Compal Electronics Inc 2324.TW, a Taiwan-based company that makes PCs for Dell Technologies Inc DELL.N and Lenovo Group Ltd 0992.HK from its plants in Kunshan. Dell and Lenovo did not respond to emails seeking comment.
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By Josh Horwitz and Sarah Wu SHANGHAI/TAIPEI, April 15 (Reuters) - Shipments of some Apple products, as well as Dell and Lenovo laptops are likely to face delays if China's COVID-19 lockdowns persist, analysts said, as curbs force assemblers to shut down and closed-loop arrangements get harder to maintain. Laptop makers may also suffer, including Compal Electronics Inc 2324.TW, a Taiwan-based company that makes PCs for Dell Technologies Inc DELL.N and Lenovo Group Ltd 0992.HK from its plants in Kunshan. Dell and Lenovo did not respond to emails seeking comment.
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By Josh Horwitz and Sarah Wu SHANGHAI/TAIPEI, April 15 (Reuters) - Shipments of some Apple products, as well as Dell and Lenovo laptops are likely to face delays if China's COVID-19 lockdowns persist, analysts said, as curbs force assemblers to shut down and closed-loop arrangements get harder to maintain. Laptop makers may also suffer, including Compal Electronics Inc 2324.TW, a Taiwan-based company that makes PCs for Dell Technologies Inc DELL.N and Lenovo Group Ltd 0992.HK from its plants in Kunshan. Dell and Lenovo did not respond to emails seeking comment.
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By Josh Horwitz and Sarah Wu SHANGHAI/TAIPEI, April 15 (Reuters) - Shipments of some Apple products, as well as Dell and Lenovo laptops are likely to face delays if China's COVID-19 lockdowns persist, analysts said, as curbs force assemblers to shut down and closed-loop arrangements get harder to maintain. Laptop makers may also suffer, including Compal Electronics Inc 2324.TW, a Taiwan-based company that makes PCs for Dell Technologies Inc DELL.N and Lenovo Group Ltd 0992.HK from its plants in Kunshan. Dell and Lenovo did not respond to emails seeking comment.
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0ab77251-cedd-4ceb-aa46-b0b8a41f3d83
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725812.0
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2022-04-13 00:00:00 UTC
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VMware (VMW) Cloud Services Now Available in Azure Marketplace
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DELL
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https://www.nasdaq.com/articles/vmware-vmw-cloud-services-now-available-in-azure-marketplace
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nan
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nan
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VMware VMW recently announced that the company's cross-cloud services will now be available on Microsoft's MSFT Azure Marketplace. This recent collaboration is expected to aid VMware customers in accelerating application modernization, migrating workloads faster and in a cost-effective manner to the cloud. It will also help in scaling virtual desktops more securely and efficiently to support a distributed workforce.
The availability in Microsoft Azure Marketplace will provide VMware access to a new customer base. The Azure marketplace is one of the most comprehensive marketplaces, with thousands of certified apps tailored to provide specific applications and services required by the customers.
VMware Cross-Cloud services is a group of multi-cloud services that customers can use to build and manage in Microsoft Azure. The following VMware services — Microsoft Azure VMware solution, VMware Tanzu, Azure Spring Cloud Enterprise Tier, Horizon Cloud Services — are immediately available.
VMware's new collaboration with Microsoft is expected to drive demand for its offerings in domains like SDDC (vSphere, vSAN, NSX), hybrid cloud (vCloud Air, VMware Cloud Provider Program) and EUC (AirWatch, Horizon). This, in turn, will aid the company gain market share and bolster revenue growth.
For first-quarter fiscal 2023, VMware anticipates revenues of roughly $3.185 billion, suggesting year-over-year growth of more than 6.5%. VMware currently carries a Zacks Rank #3 (Hold). The company's shares have fallen 4% in the year-to-date period compared with the Zacks Computer - Software industry and the Zacks Computer and technology sector's declines of 13.7% and 13.6%, respectively. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
VMware, Inc. Price and Consensus
VMware, Inc. price-consensus-chart | VMware, Inc. Quote
Key Partnerships And Acquisitions Driving VMware Growth
VMware has been consistently undertaking initiatives to diversify its product portfolio to include most aspects of the global IT infrastructure.
In order to cover most aspects of the IT infrastructure, VMware has been strategically building partnerships with companies, including Amazon's AMZN AWS and Dell Technologies DELL, to provide various services.
Similar to the partnership with Microsoft, VMware previously partnered with Amazon's AWS to offer an integrated hybrid cloud solution, functioning much like a Software-Defined Data Center ("SDDC").
VMware and AWS have expanded their partnership, which now enables the latter to resell VMware Cloud on its platform. VMware Cloud on AWS is now available in more than 17 regions globally.
Dell has been promoting VMware's Carbon Black Cloud solutions, along with Dell Trusted Devices and Secureworks, as the preferred endpoint security solution to its commercial customers.
The partnership with Dell is contributing to VMware's storage and availability business in the SDDC segment.
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Dell Technologies Inc. (DELL): Free Stock Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In order to cover most aspects of the IT infrastructure, VMware has been strategically building partnerships with companies, including Amazon's AMZN AWS and Dell Technologies DELL, to provide various services. Dell has been promoting VMware's Carbon Black Cloud solutions, along with Dell Trusted Devices and Secureworks, as the preferred endpoint security solution to its commercial customers. The partnership with Dell is contributing to VMware's storage and availability business in the SDDC segment.
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In order to cover most aspects of the IT infrastructure, VMware has been strategically building partnerships with companies, including Amazon's AMZN AWS and Dell Technologies DELL, to provide various services. Dell Technologies Inc. (DELL): Free Stock Analysis Report Dell has been promoting VMware's Carbon Black Cloud solutions, along with Dell Trusted Devices and Secureworks, as the preferred endpoint security solution to its commercial customers.
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In order to cover most aspects of the IT infrastructure, VMware has been strategically building partnerships with companies, including Amazon's AMZN AWS and Dell Technologies DELL, to provide various services. Dell has been promoting VMware's Carbon Black Cloud solutions, along with Dell Trusted Devices and Secureworks, as the preferred endpoint security solution to its commercial customers. The partnership with Dell is contributing to VMware's storage and availability business in the SDDC segment.
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In order to cover most aspects of the IT infrastructure, VMware has been strategically building partnerships with companies, including Amazon's AMZN AWS and Dell Technologies DELL, to provide various services. Dell has been promoting VMware's Carbon Black Cloud solutions, along with Dell Trusted Devices and Secureworks, as the preferred endpoint security solution to its commercial customers. The partnership with Dell is contributing to VMware's storage and availability business in the SDDC segment.
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38851d4a-4fc7-48c0-afb2-7697dd0d666d
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725813.0
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2022-04-12 00:00:00 UTC
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The Zacks Analyst Blog Highlights Dell Technologies, Apple, Lenovo, and HP
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DELL
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https://www.nasdaq.com/articles/the-zacks-analyst-blog-highlights-dell-technologies-apple-lenovo-and-hp
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nan
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nan
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For Immediate Release
Chicago, IL – April 12, 2022 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Dell Technologies DELL, Apple AAPL, Lenovo LNVGY, and HP Inc. HPQ.
Here are highlights from Monday’s Analyst Blog:
Vendors Ship More Than 80M PCs in Q1, Despite Supply-Chain Issues
After seven consecutive quarters of volume growth, worldwide PC (personal computer) shipments plunged in the first quarter of 2022, according to the latest data compiled by the International Data Corporation ("IDC").
According to the latest data compiled by the technology research and consulting company, vendors shipped 80.5 million PCs in the first quarter, 5.1% lower units than the year-ago quarter, mainly due to supply-chain and geopolitical challenges.
Is the PC Industry in a Downward Spiral?
Over the past two years, PC manufacturers have been benefiting from increased demand amid the pandemic-induced remote-working and online-learning wave. The pandemic necessitated the use of PC systems, be it for remote work, web-based learning, video conferencing, video gaming, social media, consumer entertainment and streaming or online shopping.
However, does the decline in first-quarter PC shipments depict an end of demand boom for the industry?
IDC doesn't believe so. The research firm noted that the first-quarter decline was anticipated as the industry is encountering massive supply chain and logistical issues along with several pandemic-related and geopolitical challenges, including the ongoing Russia-Ukraine war.
Despite these challenges, PC vendors managed to deliver more than 80 million units for the seventh consecutive quarter, an accomplishment not seen since 2012.
Per data compiled by IDC, PC demand across consumer and education markets remained weak but the commercial market stayed firm. However, the market research firm expects the demand for consumer PCs to pick up again in the near future.
Computer - Mini computers Industry 5YR % Return
Top Vendors
Per data compiled by IDC, among big PC vendors, Dell Technologies, Apple and ASUS registered an increase in shipments, while Lenovo, HP Inc. and Acer Group witnessed a year-over year decline.
In terms of volume, Lenovo remained the top vendor with a market share of 22.7%. However, its market share shrunk 100 basis points (bps) while shipments plunged 9.2% to 18.3 million units during the quarter.
HP's shipments declined 17.8% to 15.8 million units during the quarter. The company holds the second spot with a market share of 19.7% in worldwide PC shipments, down 300 bps from 22.7% in the year-ago quarter.
Dell Technologies and Apple hold the third and fourth positions with a market share of 17.1% and 8.9%, respectively, depicting year-over-year improvement of 180 bps and 80 bps. While PC sales for Dell improved 6.1% year over year to 13.7 million units, Apple witnessed an increase of 4.3% to 7.2 million units.
ASUS and Acer Group jointly hold the fifth spot as the research firm declares a tie for PC vendors if there is a difference of 0.1% or less in shipment market share.
ASUS shipped 5.5 million PCs during the quarter, 17.7% higher than the year-ago quarter. Its market share improved 130 bps on a year-over-year basis to 6.9%. Meanwhile, Acer Group's market share remained flat at 6.8%, while it delivered 5.4 million PCs, which was 5.9% lower than the year-ago quarter.
Among the top vendors, while Apple and Lenovo have a Zacks Rank #2 (Buy), HP Inc. carries a Zacks Rank #3 (Hold). Dell Technologies has a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Stocks recently featured in the blog include Dell Technologies DELL, Apple AAPL, Lenovo LNVGY, and HP Inc. HPQ. Computer - Mini computers Industry 5YR % Return Top Vendors Per data compiled by IDC, among big PC vendors, Dell Technologies, Apple and ASUS registered an increase in shipments, while Lenovo, HP Inc. and Acer Group witnessed a year-over year decline. Dell Technologies and Apple hold the third and fourth positions with a market share of 17.1% and 8.9%, respectively, depicting year-over-year improvement of 180 bps and 80 bps.
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Stocks recently featured in the blog include Dell Technologies DELL, Apple AAPL, Lenovo LNVGY, and HP Inc. HPQ. Computer - Mini computers Industry 5YR % Return Top Vendors Per data compiled by IDC, among big PC vendors, Dell Technologies, Apple and ASUS registered an increase in shipments, while Lenovo, HP Inc. and Acer Group witnessed a year-over year decline. Dell Technologies and Apple hold the third and fourth positions with a market share of 17.1% and 8.9%, respectively, depicting year-over-year improvement of 180 bps and 80 bps.
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Computer - Mini computers Industry 5YR % Return Top Vendors Per data compiled by IDC, among big PC vendors, Dell Technologies, Apple and ASUS registered an increase in shipments, while Lenovo, HP Inc. and Acer Group witnessed a year-over year decline. Stocks recently featured in the blog include Dell Technologies DELL, Apple AAPL, Lenovo LNVGY, and HP Inc. HPQ. Dell Technologies and Apple hold the third and fourth positions with a market share of 17.1% and 8.9%, respectively, depicting year-over-year improvement of 180 bps and 80 bps.
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Computer - Mini computers Industry 5YR % Return Top Vendors Per data compiled by IDC, among big PC vendors, Dell Technologies, Apple and ASUS registered an increase in shipments, while Lenovo, HP Inc. and Acer Group witnessed a year-over year decline. Stocks recently featured in the blog include Dell Technologies DELL, Apple AAPL, Lenovo LNVGY, and HP Inc. HPQ. Dell Technologies and Apple hold the third and fourth positions with a market share of 17.1% and 8.9%, respectively, depicting year-over-year improvement of 180 bps and 80 bps.
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98156cdc-89b7-4230-8007-b2f7cbe2f6cc
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725814.0
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2022-04-08 00:00:00 UTC
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VMware's (VMW) Digital Hub in Singapore to Foster Economic Growth
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DELL
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https://www.nasdaq.com/articles/vmwares-vmw-digital-hub-in-singapore-to-foster-economic-growth
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nan
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nan
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VMware VMW is set to benefit from the ongoing cloud-based digital revolution. In order to augment its benefits from the same, the company has increased operations in countries in the Asia Pacific region like Singapore, who are pursuing smart-nation initiatives.
VMware recently announced that it has opened a new Regional Digital Innovation Hub in Singapore. The newly opened hub is expected to empower businesses with new digital and cloud solutions, and bolster Southeast Asia’s growth as an important international technological hub.
The new hub by VMware now joins nine other virtual briefing centers located in key centers around the world, including Bangalore, Beijing, Tokyo, and Sydney in the Asia Pacific.
VMware is consistently making efforts to strategically place itself in growing economies that are making efforts to become innovation powerhouses. Singapore, as the most proficient innovation epicenter outside of the Silicon Valley, is at the heart of the Association of Southeast Asian Nations or ASEAN being on track to become a $1-trillion digital economy by 2030,
VMware’s new digital hub in Singapore is expected to drive demand for its offerings in domains like SDDC (vSphere, vSAN, NSX), hybrid cloud (vCloud Air, VMware Cloud Provider Program) and EUC (AirWatch, Horizon), and consequentially help the company gain market share.
The newly opened digital hub is expected to bolster revenue growth of the company as reflected by its revenue guidance for first-quarter fiscal 2023. For first-quarter fiscal 2023, VMware anticipates revenues of roughly $3.185 billion, suggesting year-over-year growth of more than 6.5%.
VMware currently carries a Zacks Rank # 3 (Hold). The company's shares have fallen 4% in the year-to-date period compared with the Zacks Computer - Software industry and the Zacks Computer and technology sector’s declines of 13.7% and 13.6%, respectively.
VMware, Inc. Price and Consensus
VMware, Inc. price-consensus-chart | VMware, Inc. Quote
Partnerships & Acquisitions: Key Catalysts
VMware has been consistently undertaking initiatives to diversify its product portfolio to include most aspects of the global IT infrastructure.
In order to cover most aspects of the IT infrastructure, VMware has been strategically building partnerships with companies, including Amazon’s AMZN AWS and Dell Technologies DELL, to provide various services.
VMware has partnered with Amazon’s AWS to offer an integrated hybrid cloud solution, functioning much like a Software-Defined Data Center (“SDDC”).
VMware and AWS have also expanded their partnership, which now enables the latter to resell VMware Cloud on its platform. VMware Cloud on AWS is now available in more than 17 regions globally.
Dell has been promoting VMware’s Carbon Black Cloud solutions, along with Dell Trusted Devices and Secureworks, as the preferred endpoint security solution to its commercial customers.
The partnership with Dell is driving VMware’s storage and availability business in the SDDC segment.
Stock to Consider
While VMware is a good stock to retain in your portfolio, here is a better-ranked stock that can increase your portfolio returns.
ASGN ASGN currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
ASGN shares have decreased 8.2% in the year-to-date period, compared with the Zacks Computers - IT Services industry’s decline of 19.3%.
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Amazon.com, Inc. (AMZN): Free Stock Analysis Report
VMware, Inc. (VMW): Free Stock Analysis Report
Dell Technologies Inc. (DELL): Free Stock Analysis Report
ASGN Incorporated (ASGN): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In order to cover most aspects of the IT infrastructure, VMware has been strategically building partnerships with companies, including Amazon’s AMZN AWS and Dell Technologies DELL, to provide various services. Dell has been promoting VMware’s Carbon Black Cloud solutions, along with Dell Trusted Devices and Secureworks, as the preferred endpoint security solution to its commercial customers. The partnership with Dell is driving VMware’s storage and availability business in the SDDC segment.
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In order to cover most aspects of the IT infrastructure, VMware has been strategically building partnerships with companies, including Amazon’s AMZN AWS and Dell Technologies DELL, to provide various services. Dell has been promoting VMware’s Carbon Black Cloud solutions, along with Dell Trusted Devices and Secureworks, as the preferred endpoint security solution to its commercial customers. The partnership with Dell is driving VMware’s storage and availability business in the SDDC segment.
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In order to cover most aspects of the IT infrastructure, VMware has been strategically building partnerships with companies, including Amazon’s AMZN AWS and Dell Technologies DELL, to provide various services. Dell has been promoting VMware’s Carbon Black Cloud solutions, along with Dell Trusted Devices and Secureworks, as the preferred endpoint security solution to its commercial customers. The partnership with Dell is driving VMware’s storage and availability business in the SDDC segment.
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In order to cover most aspects of the IT infrastructure, VMware has been strategically building partnerships with companies, including Amazon’s AMZN AWS and Dell Technologies DELL, to provide various services. Dell has been promoting VMware’s Carbon Black Cloud solutions, along with Dell Trusted Devices and Secureworks, as the preferred endpoint security solution to its commercial customers. The partnership with Dell is driving VMware’s storage and availability business in the SDDC segment.
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9c737fae-373c-4ddf-81d9-ada3bc7cc02d
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725815.0
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2022-04-07 00:00:00 UTC
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4 Top Computer Hardware Stocks To Watch Right Now
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DELL
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https://www.nasdaq.com/articles/4-top-computer-hardware-stocks-to-watch-right-now
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nan
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nan
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Are These The Top Computer Hardware Stocks To Watch Now?
The best computer hardware stocks show up on the radar of many investors from time to time. However, the stock market volatility may have cast a cloud over the industry for a while now. From concerns of inflation to semiconductor shortage, it is no surprise why investors may be cautious. What’s more, some of the companies in the sector which received a boost during the pandemic may now see slowing growth. That said, as hybrid working trends will likely stick around, this will likely provide support for sentiments in the computer hardware industry. So, it would be safe to assume that the long-term potential of the industry is probably still intact. Therefore, top companies with a strong foundation such as Apple (NASDAQ: AAPL) and Intel (NASDAQ: INTC) could be solid additions to one’s portfolio right now.
Not to mention, the computer hardware industry is one that emphasizes collaboration to drive innovation. Recently, Western Digital (NASDAQ: WDC) and Samsung Electronics announced a memorandum of understanding for a unique collaboration. This is to standardize and drive broad adoption of next-generation data placement, processing, and fabrics storage technologies. Thus, end-users can have confidence that these emerging storage solutions will have support from multiple device vendors. All in all, let’s look at some of these top computer hardware stocks that may be worth watching in the stock market today.
Computer Hardware Stocks To Watch Now
HP Inc (NYSE: HPQ)
Dell Technologies Inc (NYSE: DELL)
Seagate Technology Holdings PLC (NASDAQ: STX)
Lenovo Group Limited (OTCMKTS: LNVGY)
HP
HP, also known as Hewlett-Packard,is one of the leading global providers of personal computers (PCs) and other access devices. Its products and services are catered to individual consumers, businesses, and even large enterprises. With more than 80 years of experience within the industry, HP believes that it can continue to innovate and provide extraordinary contributions to technology and humanity as a whole. Now, HPQ has been gaining the attention of many investors today. This is largely driven by the news that Warren Buffett’s Berkshire Hathaway (NYSE: BRK.A) purchased a stake in the company stock worth $4.2 billion. In light of this, HPQ stock is climbing by over 10% at today’s opening bell.
Besides that, HP also has some exciting developments of its own. Last week, the company and Legor Group SPA announced a partnership for the development of innovative precious metals for HP’s Metal Jet system. HP believes that there will come a day when all modern businesses will rely on HP’s state-of-the-art binder jetting printers in their facilities. So, this collaboration aligns perfectly with its vision to disrupt manufacturing norms and accelerate digital manufacturing. Given these compelling developments, could HPQ stock be worth watching right now?
Source: TD Ameritrade TOS
[Read More] Best Stocks To Buy Right Now? 5 Aviation Stocks To Watch
Dell
Another top computer hardware giant that would be no stranger to most would be Dell. In detail, the company operates through the Infrastructure Solutions Group segment (ISG) and Client Solutions Group (CSG) segment. The ISG segment is responsible for the digital transformation of its customers by leveraging its multi-cloud and big data solutions. On another hand, the CSG segment includes hardware and peripherals, making Dell one of the top computer hardware companies in the world. However, DELL stock has had a rough start to the year thus far.
At its current valuation, some investors may argue that it would be an intriguing opportunity given the strong fundamentals that it boasts. Fiscal 2022 is the best year in Dell’s history as a listed company. Its full-year revenue was a record $101.2 billion, representing an increase of 17% year-over-year. Meanwhile, its diluted earnings per share for the year was a record $6.26, up by a whopping 114% year-over-year. This is due to the continued growth across all its business units and record personal computer shipments. So, should investors be keeping a close eye on DELL stock?
Source: TD Ameritrade TOS
Seagate
Following that, we will be looking at the provider of electronic data storage technology and solutions, Seagate. The company’s principal products are hard disk drives (HDDs) but it also produces a range of electronic data storage devices such as solid-state hybrid drives, solid-state drives, and many more. In March, Seagate and ROVE announced a collaboration, providing Lyve™ Mobile and Lyve™ Cloud to solve mass data storage complexities while driving value for distributed enterprises. It would help clients accelerate time to data and enable businesses to move mass data across their datasphere regardless of the platform.
Now, Seagate is not resting on its laurels. On Wednesday, the company and Phison Electronics Corp announced plans of expanding their SSD portfolio. The new SSDs will consist of next-generation high-performance, high-density enterprise NVMe SSDs. These would likely help enterprises lower total cost ownership through increased storage density, higher performance, and lower power consumption. Safe to say, this new long-term partnership will strengthen the development cycle and distribution of enterprise-class SSDs. All things considered, would you be adding STX stock to your watchlist?
Source: TD Ameritrade TOS
[Read More] Stock Market Today: Dow Jones, S&P 500 Open Mixed As Ukraine Asks NATO For More Weapons; Berkshire Stake Sends HP Stock Higher
Lenovo
To sum up the list, we have another top computer hardware company that is often overlooked, Lenovo. For those unaware, this is an investment holding company that engages in personal computers and related businesses. Lenovo’s core products include Think-branded commercial PCs and Idea-branded consumer PCs. Additionally, it also produces tablets, smartphones, and workstations. Recently, the company announced its bold vision for the year ahead. The vision includes building on its commitment to double investment in Research and Development (R&D). Also, the company will be hiring 12,000 R&D professionals around the world over the next three years to support this commitment.
Well, such commitments are necessary as Lenovo continues its transformation from a devices company to a global technology powerhouse. On top of that, the company also announced an expansion of its global partnership with Kyndryl (NYSE: KD) in March. Together, the extended collaboration will create joint solutions that employ automation, differentiated IT infrastructure services, and optimization. Hence, it will help customers meet their mission-critical on-premises and cloud-based distributed application service needs. Overall, Lenovo appears to be making strides in the right direction for long-term growth. As such, could LNVGY stock be a hidden gem in the tech sector right now?
Source: TD Ameritrade TOS
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Computer Hardware Stocks To Watch Now HP Inc (NYSE: HPQ) Dell Technologies Inc (NYSE: DELL) Seagate Technology Holdings PLC (NASDAQ: STX) Lenovo Group Limited (OTCMKTS: LNVGY) 5 Aviation Stocks To Watch Dell Another top computer hardware giant that would be no stranger to most would be Dell. On another hand, the CSG segment includes hardware and peripherals, making Dell one of the top computer hardware companies in the world.
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Computer Hardware Stocks To Watch Now HP Inc (NYSE: HPQ) Dell Technologies Inc (NYSE: DELL) Seagate Technology Holdings PLC (NASDAQ: STX) Lenovo Group Limited (OTCMKTS: LNVGY) 5 Aviation Stocks To Watch Dell Another top computer hardware giant that would be no stranger to most would be Dell. On another hand, the CSG segment includes hardware and peripherals, making Dell one of the top computer hardware companies in the world.
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Computer Hardware Stocks To Watch Now HP Inc (NYSE: HPQ) Dell Technologies Inc (NYSE: DELL) Seagate Technology Holdings PLC (NASDAQ: STX) Lenovo Group Limited (OTCMKTS: LNVGY) 5 Aviation Stocks To Watch Dell Another top computer hardware giant that would be no stranger to most would be Dell. On another hand, the CSG segment includes hardware and peripherals, making Dell one of the top computer hardware companies in the world.
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Computer Hardware Stocks To Watch Now HP Inc (NYSE: HPQ) Dell Technologies Inc (NYSE: DELL) Seagate Technology Holdings PLC (NASDAQ: STX) Lenovo Group Limited (OTCMKTS: LNVGY) 5 Aviation Stocks To Watch Dell Another top computer hardware giant that would be no stranger to most would be Dell. On another hand, the CSG segment includes hardware and peripherals, making Dell one of the top computer hardware companies in the world.
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c7169dae-dd26-49b7-bc1a-c1927f76fdbd
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725816.0
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2022-04-06 00:00:00 UTC
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Pre-Market Most Active for Apr 6, 2022 : SQQQ, TQQQ, TLRY, TWTR, QQQ, DIDI, CL, NIO, NVDA, DHI, DELL, AAPL
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DELL
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https://www.nasdaq.com/articles/pre-market-most-active-for-apr-6-2022-%3A-sqqq-tqqq-tlry-twtr-qqq-didi-cl-nio-nvda-dhi-dell
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nan
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The NASDAQ 100 Pre-Market Indicator is down -236.29 to 14,584.35. The total Pre-Market volume is currently 29,788,601 shares traded.
The following are the most active stocks for the pre-market session:
ProShares UltraPro Short QQQ (SQQQ) is +1.56 at $35.33, with 3,478,365 shares traded. This represents a 25.51% increase from its 52 Week Low.
ProShares UltraPro QQQ (TQQQ) is -2.64 at $54.84, with 2,946,224 shares traded. This represents a 38.62% increase from its 52 Week Low.
Tilray Brands, Inc. (TLRY) is +0.55 at $7.58, with 2,255,376 shares traded. Smarter Analyst Reports: Tilray Acquires Breckenridge Distillery; Shares Gain
Twitter, Inc. (TWTR) is -1.19 at $49.79, with 1,844,459 shares traded. TWTR's current last sale is 84.39% of the target price of $59.
Invesco QQQ Trust, Series 1 (QQQ) is -5.45 at $355.65, with 1,507,847 shares traded. This represents a 12.55% increase from its 52 Week Low.
DiDi Global Inc. (DIDI) is +0.05 at $2.70, with 1,341,483 shares traded. DIDI's current last sale is 17.31% of the target price of $15.6.
Colgate-Palmolive Company (CL) is -0.14 at $77.31, with 1,325,817 shares traded. CL's current last sale is 86.87% of the target price of $89.
NIO Inc. (NIO) is -0.68 at $21.79, with 1,264,502 shares traded. As reported by Zacks, the current mean recommendation for NIO is in the "buy range".
NVIDIA Corporation (NVDA) is -10.3128 at $249.00, with 1,194,663 shares traded. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
D.R. Horton, Inc. (DHI) is -0.55 at $73.50, with 1,144,707 shares traded., following a 52-week high recorded in prior regular session.
Dell Technologies Inc. (DELL) is -0.66 at $48.00, with 1,142,512 shares traded. As reported by Zacks, the current mean recommendation for DELL is in the "buy range".
Apple Inc. (AAPL) is -2.49 at $172.57, with 974,506 shares traded. As reported by Zacks, the current mean recommendation for AAPL is in the "buy range".
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies Inc. (DELL) is -0.66 at $48.00, with 1,142,512 shares traded. As reported by Zacks, the current mean recommendation for DELL is in the "buy range". ProShares UltraPro Short QQQ (SQQQ) is +1.56 at $35.33, with 3,478,365 shares traded.
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As reported by Zacks, the current mean recommendation for DELL is in the "buy range". Dell Technologies Inc. (DELL) is -0.66 at $48.00, with 1,142,512 shares traded. As reported by Zacks, the current mean recommendation for NIO is in the "buy range".
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Dell Technologies Inc. (DELL) is -0.66 at $48.00, with 1,142,512 shares traded. As reported by Zacks, the current mean recommendation for DELL is in the "buy range". The total Pre-Market volume is currently 29,788,601 shares traded.
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Dell Technologies Inc. (DELL) is -0.66 at $48.00, with 1,142,512 shares traded. As reported by Zacks, the current mean recommendation for DELL is in the "buy range". The NASDAQ 100 Pre-Market Indicator is down -236.29 to 14,584.35.
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44353ff8-e367-495d-a87d-07cf49077e54
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725817.0
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2022-03-30 00:00:00 UTC
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VMware (VMW) Launches 5G Across UK & EU With Virgin Media
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DELL
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https://www.nasdaq.com/articles/vmware-vmw-launches-5g-across-uk-eu-with-virgin-media
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nan
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nan
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VMware VMW partnered with Virgin Media O2 to deploy 5G network across the U.K. and the rest of Europe over the past 16 months. Virgin Media is utilizing VMware’s various services to modernize its networking systems and successfully rollout 5G network.
The rollout of 5G networking is almost close to completion across the U.K. Service providers need to modernize their network infrastructure to be compatible with the 5G technology.
VMware is aiding Virgin Media O2 specifically by providing a secure network infrastructure that enables the successful rollout of 5G services without any glitches by using the consistency of a common platform.
Virgin Media is utilizing VMware’s Telco Cloud Infrastructure platform for a single horizontal platform to scale and protect its core cloud networks while 5G rollout takes place. The company is using VMware’s Tanzu Kubernetes cluster, which will help Virgin Media to interoperate with different vendors seamlessly.
VMware, Inc. Price and Consensus
VMware, Inc. price-consensus-chart | VMware, Inc. Quote
Partnerships & Acquisitions: Key Catalysts
VMware has been consistently undertaking initiatives to diversify its product portfolio to include most of the IT infrastructure.
In order to cover most of the IT infrastructure, VMware has been strategically building partnerships with companies, including Amazon’s AMZN AWS and Dell Technologies DELL, to provide various services.
VMware has partnered with AWS to offer an integrated hybrid cloud solution, functioning much like a Software-Defined Data Center (SDDC).
VMware and AWS have also expanded their partnership, which now enables the latter to resell VMware Cloud on its platform. VMware Cloud on AWS is now available in more than 17 regions globally.
Dell has been promoting VMware’s Carbon Black Cloud solutions, along with Dell Trusted Devices and Secureworks, as the preferred endpoint security solution to its commercial customers.
Partnership with Dell is driving VMware’s storage and availability business in the SDDC segment.
Partnerships are expected to drive VMware’s revenues in fiscal 2023. For first-quarter fiscal 2023, VMware anticipates revenues of roughly $3.185 billion, suggesting year-over-year growth of more than 6.5%.
VMware currently carries a Zacks Rank# 3 (Hold). The company's shares have returned 2.9% in the year-to-date period against the Zacks Computer - Software industry and the Zacks Computer and technology sector’s decline of 10.4% and 9.7%, respectively.
Stock to Consider
While VMware is a good stock to retain in your portfolio, here is a better-ranked stock that can increase your portfolio returns.
ASGN ASGN carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
ASGN shares have fallen 3.5% in the year-to-date period, compared with the Zacks Computers - IT Services industry’s decline of 14.1%.
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Amazon.com, Inc. (AMZN): Free Stock Analysis Report
VMware, Inc. (VMW): Free Stock Analysis Report
Dell Technologies Inc. (DELL): Free Stock Analysis Report
ASGN Incorporated (ASGN): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In order to cover most of the IT infrastructure, VMware has been strategically building partnerships with companies, including Amazon’s AMZN AWS and Dell Technologies DELL, to provide various services. Dell has been promoting VMware’s Carbon Black Cloud solutions, along with Dell Trusted Devices and Secureworks, as the preferred endpoint security solution to its commercial customers. Partnership with Dell is driving VMware’s storage and availability business in the SDDC segment.
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Dell Technologies Inc. (DELL): Free Stock Analysis Report In order to cover most of the IT infrastructure, VMware has been strategically building partnerships with companies, including Amazon’s AMZN AWS and Dell Technologies DELL, to provide various services. Dell has been promoting VMware’s Carbon Black Cloud solutions, along with Dell Trusted Devices and Secureworks, as the preferred endpoint security solution to its commercial customers.
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In order to cover most of the IT infrastructure, VMware has been strategically building partnerships with companies, including Amazon’s AMZN AWS and Dell Technologies DELL, to provide various services. Dell has been promoting VMware’s Carbon Black Cloud solutions, along with Dell Trusted Devices and Secureworks, as the preferred endpoint security solution to its commercial customers. Partnership with Dell is driving VMware’s storage and availability business in the SDDC segment.
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In order to cover most of the IT infrastructure, VMware has been strategically building partnerships with companies, including Amazon’s AMZN AWS and Dell Technologies DELL, to provide various services. Dell Technologies Inc. (DELL): Free Stock Analysis Report Dell has been promoting VMware’s Carbon Black Cloud solutions, along with Dell Trusted Devices and Secureworks, as the preferred endpoint security solution to its commercial customers.
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8e016a48-9548-4edf-b31b-a96f594fa8c2
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725818.0
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2022-03-21 00:00:00 UTC
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Golf-In-form Burns withdraws from WGC Match Play event
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DELL
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https://www.nasdaq.com/articles/golf-in-form-burns-withdraws-from-wgc-match-play-event
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nan
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nan
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March 21 (Reuters) - World number 10 Sam Burns, fresh from securing the third PGA Tour victory of his career, said on Monday he had decided to withdraw from this week's WGC-Dell Technologies Match Play event in Austin, Texas.
Burns made the decision a day after successfully defending his Valspar Championship title in Palm Harbor, Florida, where he edged PGA Tour rookie Davis Riley on the second playoff hole.
"After three long weeks of golf, I feel that taking this week to rest and prepare for the busy stretch ahead is best," the American said in a statement. "I appreciate the support and look forward to seeing everyone soon."
After three consecutive missed cuts from late January into February, Burns has been on an impressive run as he finished in a share of ninth at the Arnold Palmer Invitational followed by a share of 26th at The Players Championship.
In the final round at Palm Harbor, Burns carded a two-under-par 69 and holed a 30-foot birdie putt on the second playoff hole that secured the win and moved him to No. 10 in the world for the first time.
Burns is replaced in the field at Austin Country Club by Maverick McNealy.
(Reporting by Frank Pingue in Toronto; editing by Clare Fallon)
((frank.pingue@thomsonreuters.com; +1-647-480-7636; Reuters Messaging: frank.pingue.thomsonreuters.com@reuters.net))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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March 21 (Reuters) - World number 10 Sam Burns, fresh from securing the third PGA Tour victory of his career, said on Monday he had decided to withdraw from this week's WGC-Dell Technologies Match Play event in Austin, Texas. Burns made the decision a day after successfully defending his Valspar Championship title in Palm Harbor, Florida, where he edged PGA Tour rookie Davis Riley on the second playoff hole. Burns is replaced in the field at Austin Country Club by Maverick McNealy.
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March 21 (Reuters) - World number 10 Sam Burns, fresh from securing the third PGA Tour victory of his career, said on Monday he had decided to withdraw from this week's WGC-Dell Technologies Match Play event in Austin, Texas. Burns made the decision a day after successfully defending his Valspar Championship title in Palm Harbor, Florida, where he edged PGA Tour rookie Davis Riley on the second playoff hole. In the final round at Palm Harbor, Burns carded a two-under-par 69 and holed a 30-foot birdie putt on the second playoff hole that secured the win and moved him to No.
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March 21 (Reuters) - World number 10 Sam Burns, fresh from securing the third PGA Tour victory of his career, said on Monday he had decided to withdraw from this week's WGC-Dell Technologies Match Play event in Austin, Texas. Burns made the decision a day after successfully defending his Valspar Championship title in Palm Harbor, Florida, where he edged PGA Tour rookie Davis Riley on the second playoff hole. In the final round at Palm Harbor, Burns carded a two-under-par 69 and holed a 30-foot birdie putt on the second playoff hole that secured the win and moved him to No.
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March 21 (Reuters) - World number 10 Sam Burns, fresh from securing the third PGA Tour victory of his career, said on Monday he had decided to withdraw from this week's WGC-Dell Technologies Match Play event in Austin, Texas. Burns made the decision a day after successfully defending his Valspar Championship title in Palm Harbor, Florida, where he edged PGA Tour rookie Davis Riley on the second playoff hole. "After three long weeks of golf, I feel that taking this week to rest and prepare for the busy stretch ahead is best," the American said in a statement.
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d294d2b5-1782-4d60-9336-c283ce1e3abd
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725819.0
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2022-03-16 00:00:00 UTC
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Got $5,000? These 2 Dividend Stocks Are Bargain Buys
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DELL
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https://www.nasdaq.com/articles/got-%245000-these-2-dividend-stocks-are-bargain-buys
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nan
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nan
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A $5,000 investment can give investors enough skin in the game to make a strong profit, plus earn a decent dividend along the way. Companies that offer both growth opportunities and recurring income can maximize investors' odds for a good return without requiring significant risk along the way.
Two stocks that check off those boxes are Novo Nordisk (NYSE: NVO) and Dell Technologies (NYSE: DELL). Not only do they pay investors more than the 1.3% yield you would collect with the average S&P 500 stock, but they also possess some promising long-term growth opportunities and are safe investments to hang on to for the foreseeable future.
Image source: Getty Images.
1. Novo Nordisk
Danish healthcare company Novo Nordisk pays investors a dividend yield of around 1.6%. The stock's total return (which include dividend payments) over the past five years are 238% -- well above the S&P 500's return of 94%.
The company's focus on diabetes and obesity makes Novo Nordisk a relatively safe investment. According to a recent study, half of all adults in the U.S. by 2030 could be categorized as obese based on body mass index. One-quarter could fall under the criteria for severe obesity.
Novo Nordisk's obesity care and diabetes segment accounts for around 88% of its revenue and is the big driving force behind its results. This year, the business expects to grow between 6% and 10% at constant exchange rates (CER), mainly due to that segment of its business. In 2021, the company's net sales totaled 140.8 million Danish kroner, up 14% at CER. On that revenue, Novo generated an impressive profit margin of 34%.
The company's financials look solid, and with an important place in the healthcare industry, this looks like a safe investment to hold for years. Novo's payout ratio sits at just 45% right now. Although it may look a tad expensive, trading at a forward price-to-earnings ratio of more than 30, the stock could be a bargain given the long-term opportunities it possesses. According to analysts at Fortune Business Insights, the global diabetes drug market will be worth more than $78 billion by 2026, growing at a compound annual rate (CAGR) of 6.1% until then. Over time, Novo's earnings multiple will come down, and the stock could look a lot cheaper as it capitalizes on all that growth.
Between the dividend and long-term potential it possesses, Novo Nordisk can be an optimal place to invest $5,000 into today.
2. Dell
Another business with plenty of potential is Dell. The company is known for its computers and the ease of ordering them online. Since the pandemic, more companies have been doing business online, and that trend is growing at a rapid rate. Grand View Research projects that the global digital workplace market (including more people working remotely) will be worth more than $54 billion by 2027 -- double its value of $25.6 billion in 2020, rising at a CAGR of 11.3%.
All that growth will undoubtedly drive demand for Dell's laptops, workstations, electronics, and other devices. For fiscal 2022, which ended on Jan. 28, Dell reported revenue of $101.2 billion, which rose 17% year over year as the company came off a record number of shipments of its personal computers.
Although its profit margin is relatively modest at less than 6%, that still translates into billions' worth of profits. The company's diluted per-share profit of $6.26 this past year is more than enough to cover its new dividend, which, on an annual basis, totals just $1.32 per share. At 2.5%, it's a promising payout for a top tech stock.
Shares of Dell are trading at less than eight times the company's future earnings, which is cheap compared to other dividend-paying tech stocks, including Cisco and Oracle, where investors are paying forward earnings multiples of 16. Dell's stock is a bargain that can boost your portfolio's value through its growth opportunities and its dividend.
10 stocks we like better than Novo Nordisk
When our award-winning analyst team has a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.*
They just revealed what they believe are the ten best stocks for investors to buy right now... and Novo Nordisk wasn't one of them! That's right -- they think these 10 stocks are even better buys.
See the 10 stocks
*Stock Advisor returns as of March 3, 2022
David Jagielski has no position in any of the stocks mentioned. The Motley Fool owns and recommends Cisco Systems and Dell Technologies Inc. The Motley Fool recommends Novo Nordisk. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Two stocks that check off those boxes are Novo Nordisk (NYSE: NVO) and Dell Technologies (NYSE: DELL). Dell Another business with plenty of potential is Dell. All that growth will undoubtedly drive demand for Dell's laptops, workstations, electronics, and other devices.
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Two stocks that check off those boxes are Novo Nordisk (NYSE: NVO) and Dell Technologies (NYSE: DELL). Shares of Dell are trading at less than eight times the company's future earnings, which is cheap compared to other dividend-paying tech stocks, including Cisco and Oracle, where investors are paying forward earnings multiples of 16. Dell Another business with plenty of potential is Dell.
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Two stocks that check off those boxes are Novo Nordisk (NYSE: NVO) and Dell Technologies (NYSE: DELL). Shares of Dell are trading at less than eight times the company's future earnings, which is cheap compared to other dividend-paying tech stocks, including Cisco and Oracle, where investors are paying forward earnings multiples of 16. Dell Another business with plenty of potential is Dell.
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Dell's stock is a bargain that can boost your portfolio's value through its growth opportunities and its dividend. Two stocks that check off those boxes are Novo Nordisk (NYSE: NVO) and Dell Technologies (NYSE: DELL). Dell Another business with plenty of potential is Dell.
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531613eb-0c5d-454c-822e-dcae0a93328d
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725820.0
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2022-03-14 00:00:00 UTC
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5 of the Fastest-Growing Stocks on the Planet
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DELL
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https://www.nasdaq.com/articles/5-of-the-fastest-growing-stocks-on-the-planet-1
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nan
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nan
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One of the easiest ways to identify winning stocks is to look for companies that are growing their revenue and earnings fast. If you invest at the right time, this strategy is bound to generate handsome returns in the long run. Here are five such growth stocks to consider adding to your portfolio.
Tesla
Tesla (NASDAQ: TSLA) revolutionized the auto sector with its electric cars. The company made electric vehicles mainstream and forced major automakers to shift toward electrification. Quality electric cars that can go long distances on a single recharge, along with a sufficient network of charging stations, have helped to relieve buyers' concerns of getting stuck with no place to charge a dead battery. These factors, coupled with a reasonable pricing structure, drove the demand for Tesla's cars higher. In five years, Tesla grew its revenue at an average rate of more than 50%.
TSLA Revenue (Annual YoY Growth) data by YCharts
Moreover, analysts expect Tesla to grow its per share earnings at an average rate of nearly 50% over the next three to five years. Tesla also guides for 50% average annual growth in vehicle deliveries in the coming years. The company expects to start vehicle deliveries from its new factories in Berlin and Texas soon.
In addition to its existing models, Tesla's planned vehicles -- the Cybertruck and Semi -- are already receiving strong interest from potential buyers. The timetable for the launch of these two vehicles is less certain, though, as their respective launch dates have been pushed back several times.
Enphase Energy
Solar technology company Enphase Energy (NASDAQ: ENPH) continues to enjoy a robust demand for its products. The company grew its annual sales at an average rate of 40% over the last five years. In 2021, Enphase's revenue grew by 78%. The company's microinverters clearly look to be the preferred choice among homeowners. That's because in addition to converting direct current to alternating current at the module level, Enphase's easy-to-use platform integrates solar generation, storage, and energy management on a single system.
Image source: Getty Images.
Analysts expect Enphase Energy's per share earnings to grow at an average rate of 40% in the next three to five years. Innovative offerings, a good control on costs, and a long growth runway are some factors that will drive Enphase's long-term growth.
Amazon
In five years, Amazon (NASDAQ: AMZN) grew its revenue at an average rate of 28%. That's also the average rate at which analysts expect per share earnings of the e-commerce giant to grow in the coming three to five years. Though Amazon is famous for its online retail business, it is the company's cloud computing business that's boosting its bottom-line growth lately.
In 2021, Amazon's cloud computing business, Amazon Web Services (AWS), contributed 74% of the company's operating income. Interestingly, this business accounted for just 13% of the company's sales. What's more, AWS revenue grew 37% in 2021. Solid e-commerce operations combined with growing high-margin cloud computing business bodes well for Amazon's long-term growth. In short, Amazon is a no-brainer growth stock to add to your portfolio. The stock split and $10 billion buyback program are just icing on the cake.
Nvidia
Nvidia (NASDAQ: NVDA) grew its annual revenue at an average rate of 34% in five years. In 2021, the company's revenue grew a whopping 61% to nearly $27 billion. Analysts expect Nvidia's per-share earnings growth rate to be around 24% over the next three to five years.
Nvidia's high-performance graphics cards are in huge demand in the gaming markets. Further, the company's graphic processing units (GPUs), coupled with its software and services, find applications in artificial intelligence, robotics, augmented and virtual reality, autonomous vehicles, and the metaverse. Given that each of these areas continue to see heightened growth, demand for Nvidia's products should remain strong.
Nvidia partners with major computer makers, including Cisco, Dell, HP, and Lenovo, and cloud service providers, such as Alicloud, AWS, Baidu Cloud, Google Cloud, IBM Cloud, and Microsoft Azure. Nvidia's leadership position in the GPU market means that the company may remain on its hypergrowth trajectory for many more years.
Netflix
In five years, Netflix (NASDAQ: NFLX) grew its annual revenue at an average rate of 28%. Netflix's high revenue growth showed signs of slowing down in the last couple of years. In 2021, Netflix's revenue grew by 19%, which was lower than its five-year average rate.
Netflix's slowing growth concerned investors and the stock has fallen around 48% off its 52-week high price, offering an attractive entry point for long-term investors. That's because Netflix's continued growth, albeit at a slightly lower rate, indicates the exceptional demand for its services. The company has a strong content catalog, and it is also exploring other growth avenues such as gaming, which could potentially be a significant growth driver.
Analysts expect the company to grow its per share earnings at an average rate of 30% over the next three to five years. In short, Netflix is one beaten-down stock that you should consider buying right now.
10 stocks we like better than Tesla
When our award-winning analyst team has a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.*
They just revealed what they believe are the ten best stocks for investors to buy right now... and Tesla wasn't one of them! That's right -- they think these 10 stocks are even better buys.
See the 10 stocks
*Stock Advisor returns as of March 3, 2022
John Mackey, CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Rekha Khandelwal has no position in any of the stocks mentioned. The Motley Fool owns and recommends Amazon, Baidu, Cisco Systems, Dell Technologies Inc., Microsoft, Netflix, Nvidia, and Tesla. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The Motley Fool owns and recommends Amazon, Baidu, Cisco Systems, Dell Technologies Inc., Microsoft, Netflix, Nvidia, and Tesla. Nvidia partners with major computer makers, including Cisco, Dell, HP, and Lenovo, and cloud service providers, such as Alicloud, AWS, Baidu Cloud, Google Cloud, IBM Cloud, and Microsoft Azure. TSLA Revenue (Annual YoY Growth) data by YCharts Moreover, analysts expect Tesla to grow its per share earnings at an average rate of nearly 50% over the next three to five years.
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The Motley Fool owns and recommends Amazon, Baidu, Cisco Systems, Dell Technologies Inc., Microsoft, Netflix, Nvidia, and Tesla. Nvidia partners with major computer makers, including Cisco, Dell, HP, and Lenovo, and cloud service providers, such as Alicloud, AWS, Baidu Cloud, Google Cloud, IBM Cloud, and Microsoft Azure. Enphase Energy Solar technology company Enphase Energy (NASDAQ: ENPH) continues to enjoy a robust demand for its products.
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Nvidia partners with major computer makers, including Cisco, Dell, HP, and Lenovo, and cloud service providers, such as Alicloud, AWS, Baidu Cloud, Google Cloud, IBM Cloud, and Microsoft Azure. The Motley Fool owns and recommends Amazon, Baidu, Cisco Systems, Dell Technologies Inc., Microsoft, Netflix, Nvidia, and Tesla. TSLA Revenue (Annual YoY Growth) data by YCharts Moreover, analysts expect Tesla to grow its per share earnings at an average rate of nearly 50% over the next three to five years.
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Nvidia partners with major computer makers, including Cisco, Dell, HP, and Lenovo, and cloud service providers, such as Alicloud, AWS, Baidu Cloud, Google Cloud, IBM Cloud, and Microsoft Azure. The Motley Fool owns and recommends Amazon, Baidu, Cisco Systems, Dell Technologies Inc., Microsoft, Netflix, Nvidia, and Tesla. Amazon In five years, Amazon (NASDAQ: AMZN) grew its revenue at an average rate of 28%.
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ce924c2a-ebfe-4147-948c-5f3d16073201
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725821.0
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2022-03-14 00:00:00 UTC
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Up 5% In A Fortnight, Can HP Inc. Stock Continue Outperforming The Market?
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DELL
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https://www.nasdaq.com/articles/up-5-in-a-fortnight-can-hp-inc.-stock-continue-outperforming-the-market
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nan
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nan
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HP Inc. stock (NYSE: HPQ) is up almost 5% in the past two weeks (ten trading days), outperforming the S&P 500 which was up just around 1% over this period. If you look at the change over the last five days and one month, too, the stock has dropped 0.7% and 3.8% respectively, but has still performed better than the broader markets on both occasions. HP’s most recent Q1 ’22 earnings (HP’s fiscal year ends in October) saw revenue rise to $17 billion, up from $15.6 billion in Q1 ’21. However, a faster rise in cost of sales meant that operating income grew only marginally from $1.32 billion to $1.36 billion over this period. Despite this, a 15% drop in the outstanding share count boosted EPS, which rose from $0.83 in Q1 ’21 to $1.00 in Q1 ’22.
Now, is HP Inc. stock set to continue its outperformance or could we expect a pullback? We believe that there is a decent 56% chance of a rise in HPQ stock over the next month (21 trading days) based on our machine learning analysis of trends in the stock price over the last ten years. See our analysis on HPQ Stock Chance of Rise. For additional details about the company’s historical returns and comparison to peers, see HP Inc. (HPQ) Stock Return. Additionally, for details about HPQ revenue and comparison to peers, see HP Inc. (HPQ) Revenue Comparison.
Twenty-One Day: HPQ -3.8%, vs. S&P500 -4.5%; Outperformed market
(27% likelihood event; 56% probability of rise over next 21 days)
HPQ stock dropped 3.8% the last twenty-one trading days (one month), compared to a broader market (S&P500) drop of -4.5%
A change of -3.8% or more over twenty-one trading days is a 27% likelihood event, which has occurred 668 times out of 2515 in the last 10 years
Of these 668 instances, the stock has seen a positive movement over the next twenty-one trading days on 372 occasions
This points to a 56% probability for the stock rising over the next twenty-one trading days
Ten Day: HPQ 4.4%, vs. S&P500 1.3%; Outperformed market
(28% likelihood event; 53% probability of rise over next 10 days)
HPQ stock gained 4.4% over the last ten trading days (two weeks), compared to a broader market (S&P500) rise of 1.3%
A change of 4.4% or more over ten trading days is a 28% likelihood event, which has occurred 696 times out of 2516 in the last 10 years
Of these 696 instances, the stock has seen a positive movement over the next ten trading days on 366 occasions
This points to a 53% probability for the stock rising over the next ten trading days
Five Day: HPQ -0.7%, vs. S&P500 -2.4%; Outperformed market
(35% likelihood event; 54% probability of rise over next five days)
HPQ stock dropped a marginal 0.7% over a five-day trading period ending 3/9/2022, compared to the broader market (S&P500) which was down around 2.4% over this period.
A change of -0.7% or more over five trading days (one week) is a 35% likelihood event, which has occurred 870 times out of 2515 in the last 10 years
Of these 870 instances, the stock has seen a positive movement over the next five trading days on 470 occasions
This points to a 54% probability for the stock rising over the next five trading days
What if you’re looking for a more balanced portfolio instead? Here’s a high-quality portfolio that’s beaten the market consistently since the end of 2016.
Returns Mar 2022
MTD [1] 2022
YTD [1] 2017-22
Total [2]
HPQ Return 5% -4% 143%
S&P 500 Return -2% -10% 91%
Trefis MS Portfolio Return -3% -13% 244%
[1] Month-to-date and year-to-date as of 3/10/2022
[2] Cumulative total returns since the end of 2016
Invest with Trefis Market Beating Portfolios
See all Trefis Price Estimates
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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HP Inc. stock (NYSE: HPQ) is up almost 5% in the past two weeks (ten trading days), outperforming the S&P 500 which was up just around 1% over this period. If you look at the change over the last five days and one month, too, the stock has dropped 0.7% and 3.8% respectively, but has still performed better than the broader markets on both occasions. Now, is HP Inc. stock set to continue its outperformance or could we expect a pullback?
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HP Inc. stock (NYSE: HPQ) is up almost 5% in the past two weeks (ten trading days), outperforming the S&P 500 which was up just around 1% over this period. Additionally, for details about HPQ revenue and comparison to peers, see HP Inc. (HPQ) Revenue Comparison. Twenty-One Day: HPQ -3.8%, vs. S&P500 -4.5%; Outperformed market (27% likelihood event; 56% probability of rise over next 21 days) HPQ stock dropped 3.8% the last twenty-one trading days (one month), compared to a broader market (S&P500) drop of -4.5% A change of -3.8% or more over twenty-one trading days is a 27% likelihood event, which has occurred 668 times out of 2515 in the last 10 years Of these 668 instances, the stock has seen a positive movement over the next twenty-one trading days on 372 occasions This points to a 56% probability for the stock rising over the next twenty-one trading days Ten Day: HPQ 4.4%, vs. S&P500 1.3%; Outperformed market (28% likelihood event; 53% probability of rise over next 10 days) HPQ stock gained 4.4% over the last ten trading days (two weeks), compared to a broader market (S&P500) rise of 1.3% A change of 4.4% or more over ten trading days is a 28% likelihood event, which has occurred 696 times out of 2516 in the last 10 years Of these 696 instances, the stock has seen a positive movement over the next ten trading days on 366 occasions This points to a 53% probability for the stock rising over the next ten trading days Five Day: HPQ -0.7%, vs. S&P500 -2.4%; Outperformed market (35% likelihood event; 54% probability of rise over next five days) HPQ stock dropped a marginal 0.7% over a five-day trading period ending 3/9/2022, compared to the broader market (S&P500) which was down around 2.4% over this period.
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Twenty-One Day: HPQ -3.8%, vs. S&P500 -4.5%; Outperformed market (27% likelihood event; 56% probability of rise over next 21 days) HPQ stock dropped 3.8% the last twenty-one trading days (one month), compared to a broader market (S&P500) drop of -4.5% A change of -3.8% or more over twenty-one trading days is a 27% likelihood event, which has occurred 668 times out of 2515 in the last 10 years Of these 668 instances, the stock has seen a positive movement over the next twenty-one trading days on 372 occasions This points to a 56% probability for the stock rising over the next twenty-one trading days Ten Day: HPQ 4.4%, vs. S&P500 1.3%; Outperformed market (28% likelihood event; 53% probability of rise over next 10 days) HPQ stock gained 4.4% over the last ten trading days (two weeks), compared to a broader market (S&P500) rise of 1.3% A change of 4.4% or more over ten trading days is a 28% likelihood event, which has occurred 696 times out of 2516 in the last 10 years Of these 696 instances, the stock has seen a positive movement over the next ten trading days on 366 occasions This points to a 53% probability for the stock rising over the next ten trading days Five Day: HPQ -0.7%, vs. S&P500 -2.4%; Outperformed market (35% likelihood event; 54% probability of rise over next five days) HPQ stock dropped a marginal 0.7% over a five-day trading period ending 3/9/2022, compared to the broader market (S&P500) which was down around 2.4% over this period. A change of -0.7% or more over five trading days (one week) is a 35% likelihood event, which has occurred 870 times out of 2515 in the last 10 years Of these 870 instances, the stock has seen a positive movement over the next five trading days on 470 occasions This points to a 54% probability for the stock rising over the next five trading days What if you’re looking for a more balanced portfolio instead? Total [2] HPQ Return 5% -4% 143% S&P 500 Return -2% -10% 91% Trefis MS Portfolio Return -3% -13% 244% [1] Month-to-date and year-to-date as of 3/10/2022 [2] Cumulative total returns since the end of 2016 Invest with Trefis Market Beating Portfolios See all Trefis Price Estimates The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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We believe that there is a decent 56% chance of a rise in HPQ stock over the next month (21 trading days) based on our machine learning analysis of trends in the stock price over the last ten years. Twenty-One Day: HPQ -3.8%, vs. S&P500 -4.5%; Outperformed market (27% likelihood event; 56% probability of rise over next 21 days) HPQ stock dropped 3.8% the last twenty-one trading days (one month), compared to a broader market (S&P500) drop of -4.5% A change of -3.8% or more over twenty-one trading days is a 27% likelihood event, which has occurred 668 times out of 2515 in the last 10 years Of these 668 instances, the stock has seen a positive movement over the next twenty-one trading days on 372 occasions This points to a 56% probability for the stock rising over the next twenty-one trading days Ten Day: HPQ 4.4%, vs. S&P500 1.3%; Outperformed market (28% likelihood event; 53% probability of rise over next 10 days) HPQ stock gained 4.4% over the last ten trading days (two weeks), compared to a broader market (S&P500) rise of 1.3% A change of 4.4% or more over ten trading days is a 28% likelihood event, which has occurred 696 times out of 2516 in the last 10 years Of these 696 instances, the stock has seen a positive movement over the next ten trading days on 366 occasions This points to a 53% probability for the stock rising over the next ten trading days Five Day: HPQ -0.7%, vs. S&P500 -2.4%; Outperformed market (35% likelihood event; 54% probability of rise over next five days) HPQ stock dropped a marginal 0.7% over a five-day trading period ending 3/9/2022, compared to the broader market (S&P500) which was down around 2.4% over this period. Total [2] HPQ Return 5% -4% 143% S&P 500 Return -2% -10% 91% Trefis MS Portfolio Return -3% -13% 244% [1] Month-to-date and year-to-date as of 3/10/2022 [2] Cumulative total returns since the end of 2016 Invest with Trefis Market Beating Portfolios See all Trefis Price Estimates The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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fc47527b-8a84-456d-8d26-0d5c28cc12b8
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725822.0
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2022-03-13 00:00:00 UTC
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Why Datadog Stock Is Well-Positioned for Growth
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DELL
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https://www.nasdaq.com/articles/why-datadog-stock-is-well-positioned-for-growth
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nan
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nan
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Datadog's (NASDAQ: DDOG) potential to expand its customers across government departments just significantly increased. In this clip from "3 Minute Stocks Updates" on Motley Fool Live, recorded on Feb. 16, Motley Fool contributors Brian Withers and Toby Bordelon talk about the importance of understanding your customer and analyze whether Datadog is poised to navigate the government contracting process.
{% sfr %}
Brian Withers: One of the things Datadog slipped into its earnings report, said that it's achieved Federal Risk and Authorization Management Program Agency authorization at the moderate impact level. What does that mean? This is FedRAMP. Let me explain what that means because I think this is an important event for the company. What is FedRAMP? The government has gotten together and coordinated what it expects from cloud service providers for cloud offerings to be a partner of the federal government. It used to be each of the different agencies had different standards that you had to meet, and now it's all come together under one program. It's called FedRAMP. Just like anything else in the federal government, there's this tremendous process that you have to go through to get approved. You can see all of the different pieces, the agency process or the JAB process, Joint Authorization Board. Regardless, there's a bunch of prep that the company needs to do. There are lots of checks you have to prove, and then there's continuous monitoring at the end. What does the moderate level mean? Well, the low impact security level is essentially any publicly available data. So if the data was compromised, it would have low impact. So, that's really a lot of the government operations. If you are at a low security level, you're really not going to be able to serve those departments really well. If you look at the moderate impact level, this includes personally identifiable information. So if it's leaked, it would have a serious impact and high impact is more like top secret stuff. Let's look at what moderate level means. Well, you can see the different departments here. DOD is about 33% of use cases. The VA is about 16%. Homeland Security is 13%. You see all of these different agencies. When you get to the moderate impact, that will cover nearly 80% of CSP, cloud service provider applications. Now, about 80% of the government's departments are opened up for Datadog to sell to and this is really exciting.
Toby Bordelon: So Brian, our friend, Lou Whiteman, who does a lot of industrial shows on Fool Live here, he follows the defense and government contracting industry closely. One thing he talks about a lot is, at the core competency of companies in this sector is really knowing and understanding your customer, the U.S. government. It's different than the private sector. There can be a big ramp-up in terms of figuring out how to do things and navigating the government contracting process to be successful. So, do you think Datadog is up for that? Are they well-positioned to figure that out?
Withers: Essentially, you look at the difference between low and moderate impact. There probably weren't very many government agencies who were a customer of Datadog before they got this moderate impact authorization. I think this is a new thing for them. But, what's cool about the FedRAMP approval is it's for all departments. So now, if there are departments that were looking to use Datadog in the past, now they have the green light to go ahead and reach out to Datadog and start to talk to them about a solution or a contract and what they want to do. I know when I was at Dell (NYSE: DELL), we had a whole separate sales force and a support team specifically for Fed customers. This was a massive undertaking, but in the end it was worth it. I think this is the first step of a long journey, but this opens up a whole new set of customers for Datadog.
10 stocks we like better than Datadog
When our award-winning analyst team has a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.*
They just revealed what they believe are the ten best stocks for investors to buy right now... and Datadog wasn't one of them! That's right -- they think these 10 stocks are even better buys.
See the 10 stocks
*Stock Advisor returns as of March 3, 2022
Brian Withers owns Datadog. Toby Bordelon has no position in any of the stocks mentioned. The Motley Fool owns and recommends Datadog and Dell Technologies Inc. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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I know when I was at Dell (NYSE: DELL), we had a whole separate sales force and a support team specifically for Fed customers. The Motley Fool owns and recommends Datadog and Dell Technologies Inc. Datadog's (NASDAQ: DDOG) potential to expand its customers across government departments just significantly increased.
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I know when I was at Dell (NYSE: DELL), we had a whole separate sales force and a support team specifically for Fed customers. The Motley Fool owns and recommends Datadog and Dell Technologies Inc. In this clip from "3 Minute Stocks Updates" on Motley Fool Live, recorded on Feb. 16, Motley Fool contributors Brian Withers and Toby Bordelon talk about the importance of understanding your customer and analyze whether Datadog is poised to navigate the government contracting process.
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I know when I was at Dell (NYSE: DELL), we had a whole separate sales force and a support team specifically for Fed customers. The Motley Fool owns and recommends Datadog and Dell Technologies Inc. In this clip from "3 Minute Stocks Updates" on Motley Fool Live, recorded on Feb. 16, Motley Fool contributors Brian Withers and Toby Bordelon talk about the importance of understanding your customer and analyze whether Datadog is poised to navigate the government contracting process.
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I know when I was at Dell (NYSE: DELL), we had a whole separate sales force and a support team specifically for Fed customers. The Motley Fool owns and recommends Datadog and Dell Technologies Inc. In this clip from "3 Minute Stocks Updates" on Motley Fool Live, recorded on Feb. 16, Motley Fool contributors Brian Withers and Toby Bordelon talk about the importance of understanding your customer and analyze whether Datadog is poised to navigate the government contracting process.
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a9e3c515-8990-4e8f-b2e3-9d172d5cc73e
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725823.0
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2022-03-10 00:00:00 UTC
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Meet the Market's Newest High Dividend Stock
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DELL
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https://www.nasdaq.com/articles/meet-the-markets-newest-high-dividend-stock
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nan
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nan
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With interest rates set to rise, investors are increasingly looking to dividend stocks to help generate cash today. Often, that means looking away from the technology sector and toward more mature, less sexy industries. That may be part of the reason why the tech sector is so beaten-down today.
Yet even within tech, there are some dividend gems. One large-cap tech stock just initiated a dividend, its first since going public (for the second time) in 2018. And the company isn't slowly wading in -- the starting yield is a solid 2.65% at today's price. Oh, and the stock is cheap as well.
Dell makes its move
You might think of Dell Technologies (NYSE: DELL) as an old-school, unexciting tech stock. However, with investors now sharpening their pencils on company valuations, it looks highly attractive, especially after a post-earnings dip.
Amid the surge in work-from-home trends, Dell's consumer PC business skyrocketed during the pandemic, allowing the heavily indebted company to generate ample free cash flow. And last fall, Dell spun off its majority stake in software company VMware (NYSE: VMW). That not only unlocked value for shareholders, but VMware also paid a huge $11.5 billion special dividend to all shareholders, of which Dell received $9.3 billion for its majority ownership.
That has allowed Dell to pay down a significant pile of debt, which the company has had ever since its mega-merger with EMC in 2016. Now having achieved an investment grade rating, Dell is turning to balancing debt paydown with shareholder returns. That not only consists of a $5 billion share repurchase program, which it has been implementing since the spinoff, but also now a $1 billion annual dividend, which amounts to $0.33 quarterly -- a 2.65% yield at today's share price. The dividend was just announced in Dell's recent earnings release, and it has an ex-dividend date of April 19.
Image source: Getty Images.
Now may be a time to look at Dell ahead of the dividend payout
Dell generated roughly $5 billion in adjusted (non-GAAP) earnings last year, or $6.22 per share, versus a market cap of just $38.4 billion as of this writing. So Dell trades at around eight times earnings, which is quite cheap indeed.
Yes, Dell still has $16.5 billion in "core" debt outside of the debt it uses in its Dell Financial Services arm, but that debt load is way, way down from the $42.7 billion it had on the balance sheet at the end of fiscal 2019.
Dell also isn't going to shoot the lights out in terms of growth, but it hasn't been too shabby on that front either. Revenue has grown at a 6% average rate for the past four years, and adjusted earnings per share have grown at a 16% rate over the past three. Free cash flow tends to bounce around due to changes in working capital and the timing of capital expenditures, but it has averaged about $6 billion each of the past four years -- higher than earnings, typically, due to high non-cash amortization charges.
Dell intends to grow revenue 3% to 4% annually over the long term and earnings per share by 6%, with free cash flow generally higher than reported earnings. At less than eight times earnings and 6.5 times average free cash flow, Dell is certainly looking like a strong value, even after a big gain last year.
Why the post-earnings dip?
Certainly, the Russia-Ukraine war isn't helping sentiment, and some may feel there could be a hangover after two years of strong PC growth and work-from-home trends.
But Dell also supplies computers and servers to offices and data centers, which suffered during the pandemic. So more office activity could boost that segment to compensate. But if you think hybrid work environments are here to stay, which I do, Dell should benefit. And vis-à-vis the competition, Dell has taken an impressive 460 basis points of market share in commercial PCs and 560 basis points of share in mainstream servers over the past five years.
Management did say on the recent conference call that chip shortages, specifically microcontrollers, were holding back sales, and that higher shipping costs would likely eat into margins this quarter. So there may be some concern over margin declines until those problems are worked out. That could have contributed to the recent dip in the stock price.
However, end demand is still strong. With a leading position in PCs, servers, and storage, Dell should be able to grow along with the current robust IT spending environment going forward. And new areas of computing such as edge computing, 5G telecom networks, and hybrid cloud software offer further opportunities for growth.
With a nice dividend payout and a recent fall in the price, Dell is looking like a solid value stock in today's tumultuous markets.
10 stocks we like better than Dell Technologies Inc.
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*Stock Advisor returns as of March 3, 2022
Billy Duberstein owns Dell Technologies Inc. and has the following options: short March 2022 $50 puts on Dell Technologies Inc. His clients may own shares of the companies mentioned. The Motley Fool owns and recommends Dell Technologies Inc. The Motley Fool recommends VMware. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Amid the surge in work-from-home trends, Dell's consumer PC business skyrocketed during the pandemic, allowing the heavily indebted company to generate ample free cash flow. Dell makes its move You might think of Dell Technologies (NYSE: DELL) as an old-school, unexciting tech stock. And last fall, Dell spun off its majority stake in software company VMware (NYSE: VMW).
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At less than eight times earnings and 6.5 times average free cash flow, Dell is certainly looking like a strong value, even after a big gain last year. And vis-à-vis the competition, Dell has taken an impressive 460 basis points of market share in commercial PCs and 560 basis points of share in mainstream servers over the past five years. Dell makes its move You might think of Dell Technologies (NYSE: DELL) as an old-school, unexciting tech stock.
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Dell makes its move You might think of Dell Technologies (NYSE: DELL) as an old-school, unexciting tech stock. Now may be a time to look at Dell ahead of the dividend payout Dell generated roughly $5 billion in adjusted (non-GAAP) earnings last year, or $6.22 per share, versus a market cap of just $38.4 billion as of this writing. See the 10 stocks *Stock Advisor returns as of March 3, 2022 Billy Duberstein owns Dell Technologies Inc. and has the following options: short March 2022 $50 puts on Dell Technologies Inc. His clients may own shares of the companies mentioned.
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With a nice dividend payout and a recent fall in the price, Dell is looking like a solid value stock in today's tumultuous markets. 10 stocks we like better than Dell Technologies Inc. Dell makes its move You might think of Dell Technologies (NYSE: DELL) as an old-school, unexciting tech stock.
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725824.0
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2022-03-09 00:00:00 UTC
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Where Do Stock Ideas Come From?
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DELL
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https://www.nasdaq.com/articles/where-do-stock-ideas-come-from
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nan
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nan
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Consider this a starting spot for investors. In this podcast, Motley Fool analyst John Rotonti talks with fellow Motley Fool analysts Auri Hughes and Yasser El-Shimy about finding stock ideas and what to do once you've found them.
They discuss:
Using third-party research tools to discover new companies.
What to look for in investor letters and 10-Ks.
The utility of copying smart people versus using stock screeners.
To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. To get started investing, check out our quick-start guide to investing in stocks. A full transcript follows the video.
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Stock Advisor returns as of 2/14/21
This video was recorded on March 5, 2022.
John Rotonti: When you read a statement like that from an investor that you respect and admire so much, it almost compels you to do further research. I spent two months literally doing a deep dive on KKR because of that one sentence.
Chris Hill: I'm Chris Hill. That was Motley Fool Senior Analyst, John Rotonti. Stock investing can be intimidating in part because it's hard to know where to even begin. This Saturday classroom is about just that, getting started, and the ideation phase of investing in great companies. John talks with fellow Motley Fool analysts, Auri Hughes and Yasser El-Shimy in a discussion about how they find stock ideas and what they look for before investing in any company.
John Rotonti: Hi, Fools. I am John Rotonti. I'm here with Yasser El-Shimy and Auri Hughes. Hi, Yasser.
Yasser El-Shimy: Hi, John.
John Rotonti: Hey, Auri.
Auri Hughes: Hey, John.
John Rotonti: Fools, we are here to talk today about where we find stock ideas, and where we start our stock research, and what our stock research process looks like step for step. So maybe, Yasser, starting with you first, where do you find stock ideas?
Yasser El-Shimy: Oh my gosh. How about just looking around? Since I started investing almost 15 years ago now, I usually found stock ideas in the universe around me. I just try to pay attention. Whenever I'm reading a news article, whenever I'm watching even TV, or even just looking around, I try to see things that I'd like to use, things that I believe have a bright future ahead, and just try to imagine what that future could look like. Just to give you an example, one of my very first investment ideas that came to me was Amazon, the stock. That was simply by just looking around and seeing all these brown boxes arriving at the doorsteps of my neighbors, and starting to use the service myself and just loving it, and realizing, you know what, this is the future of commerce. The service saves us a ton of time that, otherwise, we would have to spend going to individual stores to shop for every single item and arrives conveniently, seamlessly, and is actually cost competitive too. What could possibly go around there? That's how I started and I always hearken back to one of my favorite all-time investors, Peter Lynch, who argued in his classic book on Wall Street that ordinary investors did not need really to understand computers to notice that Dell was onto something or have PhDs in biology to know that Amgen had made strides in the biotech field. All you need to do is just to look around, imagine the future, and pay attention, and chances are, you will do well from there.
John Rotonti: Auri, what about you? Where do you look for stocks?
Auri Hughes: I do a combination of three things, and I will talk about the one I like the most. But the first one is the observations of the world, the Peter Lynch thinking that Yasser is talking about. The other one is screen, so using data to screen for what I'd like to see the financial profile in the company. Then the third one is my favorite, I call it cloning. I took it from investors I like where, essentially, you copy or discover stocks from a respected source. So that can be an analyst, a portfolio manager. But the great thing about this is the smart person has already looked at the company and vetted it, so you can read investor letters from your favorite investors, a few people I like are these gentlemen named Scott Miller, Terry Smith, and really understand their thinking. I can look at 13Fs, or Dataroma, or WhaleWisdom to see what stocks these big funds or money managers are holding, and then research from there. You can see what percentage of the portfolio it is or how high of a conviction is. There's a lot of great funds out there which we can see what they're holding, like Tiger Global, Fund Smith, Holding Capital. It's a source I love because I know it has been vetted, and then I can go back to understand the company myself, and I know smart people have taken a look at it. So I call that cloning.
John Rotonti: Auri, I love that. You mentioned Scott Miller. One of Scott Miller's letters is How I Came Across KKR. In one of his letters, maybe a year ago, he mentioned that if he could only own one stock for the next five years, it would be KKR. Scott Miller is obviously an investor that I respect and admire a lot, just like you. I respect and admire him a lot. So when you read a statement like that from an investor that you respect and admire so much, it almost compels you to do further research. I spent two months, literally, doing a deep dive on KKR because of that one sentence that I read in a Scott Miller letter, where he said, and I'm paraphrasing, but it was something almost identical to, "If I could only own one stock for the next five years, it would be KKR." During that two-month research process, I found out that a bunch of other investors that I respect and admire deeply, all had, not just positions in KKR, but large positions in KKR. Chuck Akre and his team at Akre Capital, Bill Nygren at Oakmark, the team at ValueAct Capital, one of my favorite investors in the world, C.T. Fitzpatrick from Vulcan Value based out of Birmingham, Alabama. For a while, they were the largest institutional holder of KKR outside of the major funds like BlackRock and Vanguard. Scott Miller's one sentence in his one-letter a year ago brought me into a two-month deep dive on KKR. Yasser, just like you said, yeah, I look all around me, I see what people are buying, what brands are relevant and in high demand in the world today. So maybe to the second part of this.
Yasser El-Shimy: Can I just jump in here, John, real quick?
John Rotonti: Please.
Yasser El-Shimy: Because both Auri and you bring up very important points here which is the importance of just not paying attention to what's around and what do you think has a bright future ahead, but this is just the very first step of finding an attractive idea that could potentially be an investment. However, finding attractive idea is not enough to make it investment-worthy. So we have to do our research, and as I've grown as an investor, so has the list of things that I check for when I decide whether or not any particular company is worth investing in. I try to look for product market fit, mission creditability, customer retention and expansion, sustainable competitive advantage, etc. These are very important things. Speaking of cloning, one of my all-time greats, of course, is David Gardner, and for a long time, I've seen the recommendations he has made and those have forced me to also pay attention to companies that I may not have, otherwise, paid attention to.
John Rotonti: I'm really glad that you stressed that point, Yasser. So this is our starting point. This is how we identify ideas. This does not mean we will ultimately determine that it's a good stock buy or a good stock to recommend to our members. This is how we originally come across the idea and then we do our own thorough, rigorous, fundamental, bottoms-up business analysis on the company, which could take anywhere from weeks to months, after we've done all of that business analysis, we use that analysis to try to estimate the fair value of that business and then that stock. So it's a process and maybe the perfect segue into our research process. Maybe, Auri, starting with you this time, what does your typical research process look like? What's the first thing you read or the first source that you go to? Then take us through all of the subsequent steps for you to get comfortable enough with a company before you are ready to say it's a buy or it's a sell.
Auri Hughes: Sure. After the discovery process, the first document is the 10-K. Of course, I think that's one of the holy books for investing. It's public information. It describes the business. Then I'm going to read the 10-K. As I read the 10-K, the first thing I look for is, do I understand this business? Can I easily explain it in conversation? Can I explain it to a child? Once I understand the business, I should have an understanding of the variables that affect that business. What's going on? You're mentioning KKR. KKR is money management. So they're managing a pool of assets. They have to generate performance on those assets. A big driver of that business is probably going to be how many assets, what's their AUM, things like that. So I think, once you understand the fundamentals of the business, then you keep digging further. I want to look at the management discussion and analysis, understand the business model, and then understand some of the risks that are inherent to that business, and then next, probably, look at the last two quarters over the conference call. Then usually, by that time, I have a good understanding of the business, maybe I'll read some more articles online, and then by that time, I should have an understanding whether I want to continue further, whether it's investable.
John Rotonti: That's incredible. Yasser, what does your step-by-step process look like to get you comfortable enough with the business to decide if you think it's a good time to buy or sell the stock?
Yasser El-Shimy: I have quite a few steps, so please bear with me. The first one I take is, usually, I want to lay my hands on the product or service myself, if I can. Some of the investments we make are companies, let's say, software-as-a service companies that, as just individual [inaudible 00:10:49] , we may never have the opportunity to try out the product. But, for example, recently I was looking at social media companies like Nextdoor and Snap Inc., I should say. I downloaded the apps myself, I tried to get my hands on them, use them, see what the experience is like, see what people are saying. That to me is part and parcel of making this a very personal experience of investing and just actually judging for myself the quality of the service or the product. Now, I go to the company's website, I want to see how they present their product, what their mission is, how qualified the management team is as well, and from there, I usually go to documents. So latest investor presentation, keeping in mind, of course, that's going to be like the company's PR page almost, but it can still be very constructive. If I still am interested in the company at that point, I will dig deeper into the latestearnings call the 10-K or 20-F, if it's a foreign company and any available third-party research I can lay my hand on.
Now, once I've established that background, and I'm still interested, I will dig deeper into valuation multiples, especially compared to peers. So back in the day when I first started investing, I would only usually look at revenue growth and price to sales ratios. But as I grew as an investor, I have been paying attention to many other metrics, including operating and financial margins, especially EBIT gross margin, SG&A, and free cash flow margins. I also look at return on invested capital and how that has grown over time, earnings growth, and in my view, a great company that promises to be a good investment or a great investment will show improvement over time on these metrics. So you have to understand why a company is valued the way it is, to differentiate between good value and value traps. You'd be surprised how many investors just jump in head-first into growth companies based on that promise that they might be the next FANG stock, the big stock.
But you have to differentiate and be discerning on terms of the resiliency and fragility of these companies. You have to understand what makes for a sustainable competitive advantage or for attractive unit economics for any particular business. Once you develop that understanding, then you can hone in with developing the list of key performance indicators, or KPIs, that you want to monitor over time in that business. So in an e-commerce business like Farfetch or Etsy, you want to look at metrics like order contribution margins and take rates. In a cloud SaaS business, that might be something else, like remaining performance obligations, RPOs, or net dollar expansion rates, NDERs. Only by keeping tabs on these things can you actually see how the company is delivering on its key performance indicators over time, and therefore, whether this management team is actually delivering on the things that matter.
Chris Hill: That was incredibly thorough and awesome answer, Yasser. Last question to you, Auri. You mentioned the 10-K as the number one place to go to start your research. For each of you, if you can only use two or three sources, what two or three sources do you think you spend the most of your time in? So Auri, in addition to the 10-K, that's one of them, what's the next other big source that you spend a lot of time in?
Auri Hughes: Good question. I think probably just press those quarterly press releases, understanding the financial direction of the company. Is that something I'm comfortable with? Is it attractive? Does it look like value is being created at a rate I'm happy with? Then probably, I'd say third, depending on the company, third-party research, if I can find some strong reviews online, a consensus. There's multiple of these software review websites that you have an aggregate of reviews from people and their commentary. So I think that's great because you can get a consensus based on the customers that are actually using some of these software products or products online which are great because I love to get as close to the customer as possible and understand why they like this product. Am I seeing evidence of that? Let's say it's a product being sold on Amazon. You can see the number of reviews. You could see how popular it is. You can read through why people like it. So I would say quarterly press releases and then if I can get customer data or some type of insight of how people feel about this product.
Chris Hill: Yeah because that helps you determine the value proposition that the company is providing. Yasser, over to you. In addition to the 10-K, what's the one or two sources you spend most of your time in?
Yasser El-Shimy: I love listening to earnings calls, not just reading them, but actually listening to them. The reason is, I think, even though numbers speak, sometimes you can pick on subtle cues in the way that management talks about the business, especially in the Q&A session where it's not scripted anymore, and they're getting questions from analysts, and they have to respond to them in real-time, that can often be very illuminating on the state of the business and where management believes things are likely to go from there. Another source that I often go to as well is investor letters. I want to see how some of the biggest investors out there, both on the growth and value size of investing, are thinking about this particular business. What is their thesis for it? Is it similar or different from mine and if there can be any aspects of thinking about that business that I had not personally paid attention to before? So I find these two sources to be pretty helpful to my process.
Chris Hill: Love it. There you have it, Fools, how two of The Motley Fool investing team's top analysts identify stock ideas and do their research process in a step-by-step manner. Thank you, Auri. Thank you, Yasser.
That's all for today, but coming up tomorrow, the bull case for Bitcoin. As always, people on the program may have interest in the stocks they talk about, and The Motley Fool may have formal recommendations for or against. So don't buy or sell stocks based solely on what you hear. I'm Chris Hill. Thanks for listening. We'll see you tomorrow.
John Mackey, CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Auri Hughes owns Etsy. Chris Hill owns Amazon and Etsy. John Rotonti has no position in any of the stocks mentioned. Yasser El-Shimy owns Amazon, Etsy, and KKR. The Motley Fool owns and recommends Amazon, Dell Technologies Inc., Etsy, KKR, and Nextdoor Holdings, Inc. The Motley Fool recommends Amgen. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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That's how I started and I always hearken back to one of my favorite all-time investors, Peter Lynch, who argued in his classic book on Wall Street that ordinary investors did not need really to understand computers to notice that Dell was onto something or have PhDs in biology to know that Amgen had made strides in the biotech field. The Motley Fool owns and recommends Amazon, Dell Technologies Inc., Etsy, KKR, and Nextdoor Holdings, Inc. John talks with fellow Motley Fool analysts, Auri Hughes and Yasser El-Shimy in a discussion about how they find stock ideas and what they look for before investing in any company.
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The Motley Fool owns and recommends Amazon, Dell Technologies Inc., Etsy, KKR, and Nextdoor Holdings, Inc. That's how I started and I always hearken back to one of my favorite all-time investors, Peter Lynch, who argued in his classic book on Wall Street that ordinary investors did not need really to understand computers to notice that Dell was onto something or have PhDs in biology to know that Amgen had made strides in the biotech field. In this podcast, Motley Fool analyst John Rotonti talks with fellow Motley Fool analysts Auri Hughes and Yasser El-Shimy about finding stock ideas and what to do once you've found them.
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That's how I started and I always hearken back to one of my favorite all-time investors, Peter Lynch, who argued in his classic book on Wall Street that ordinary investors did not need really to understand computers to notice that Dell was onto something or have PhDs in biology to know that Amgen had made strides in the biotech field. The Motley Fool owns and recommends Amazon, Dell Technologies Inc., Etsy, KKR, and Nextdoor Holdings, Inc. In this podcast, Motley Fool analyst John Rotonti talks with fellow Motley Fool analysts Auri Hughes and Yasser El-Shimy about finding stock ideas and what to do once you've found them.
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That's how I started and I always hearken back to one of my favorite all-time investors, Peter Lynch, who argued in his classic book on Wall Street that ordinary investors did not need really to understand computers to notice that Dell was onto something or have PhDs in biology to know that Amgen had made strides in the biotech field. The Motley Fool owns and recommends Amazon, Dell Technologies Inc., Etsy, KKR, and Nextdoor Holdings, Inc. In this podcast, Motley Fool analyst John Rotonti talks with fellow Motley Fool analysts Auri Hughes and Yasser El-Shimy about finding stock ideas and what to do once you've found them.
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3d2e79d0-26f1-4b9e-b40b-2b0fa699e527
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725825.0
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2022-03-08 00:00:00 UTC
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Should SPDR Russell 1000 Momentum Focus ETF (ONEO) Be on Your Investing Radar?
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DELL
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https://www.nasdaq.com/articles/should-spdr-russell-1000-momentum-focus-etf-oneo-be-on-your-investing-radar-0
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Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the SPDR Russell 1000 Momentum Focus ETF (ONEO) is a passively managed exchange traded fund launched on 12/02/2015.
The fund is sponsored by State Street Global Advisors. It has amassed assets over $298.87 million, making it one of the average sized ETFs attempting to match the Large Cap Blend segment of the US equity market.
Why Large Cap Blend
Large cap companies usually have a market capitalization above $10 billion. They tend to be stable companies with predictable cash flows and are usually less volatile than mid and small cap companies.
Blend ETFs are aptly named, since they tend to hold a mix of growth and value stocks, as well as show characteristics of both kinds of equities.
Costs
When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal.
Annual operating expenses for this ETF are 0.20%, making it one of the cheaper products in the space.
It has a 12-month trailing dividend yield of 1.33%.
Sector Exposure and Top Holdings
Even though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.
This ETF has heaviest allocation to the Information Technology sector--about 19.50% of the portfolio. Industrials and Financials round out the top three.
Looking at individual holdings, Hp Inc. (HPQ) accounts for about 1.11% of total assets, followed by Dell Technologies Inc Class C (DELL) and Quanta Services Inc. (PWR).
The top 10 holdings account for about 6.08% of total assets under management.
Performance and Risk
ONEO seeks to match the performance of the Russell 1000 Momentum Focused Factor Index before fees and expenses. The Russell 1000 Momentum Focused Factor Index reflects the performance of a segment of large-capitalization U.S. equity securities demonstrating a combination of core factors with a focus factor comprising high momentum characteristics.
The ETF has lost about -10.45% so far this year and is up about 7.24% in the last one year (as of 03/08/2022). In the past 52-week period, it has traded between $90.67 and $107.45.
The ETF has a beta of 1.11 and standard deviation of 24.20% for the trailing three-year period. With about 906 holdings, it effectively diversifies company-specific risk.
Alternatives
SPDR Russell 1000 Momentum Focus ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, ONEO is a sufficient option for those seeking exposure to the Style Box - Large Cap Blend area of the market. Investors might also want to consider some other ETF options in the space.
The iShares Core S&P 500 ETF (IVV) and the SPDR S&P 500 ETF (SPY) track a similar index. While iShares Core S&P 500 ETF has $304.58 billion in assets, SPDR S&P 500 ETF has $380.13 billion. IVV has an expense ratio of 0.03% and SPY charges 0.09%.
Bottom-Line
Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
Want key ETF info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
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SPDR Russell 1000 Momentum Focus ETF (ONEO): ETF Research Reports
HP Inc. (HPQ): Free Stock Analysis Report
Quanta Services, Inc. (PWR): Free Stock Analysis Report
Dell Technologies Inc. (DELL): Free Stock Analysis Report
SPDR S&P 500 ETF (SPY): ETF Research Reports
iShares Core S&P 500 ETF (IVV): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Looking at individual holdings, Hp Inc. (HPQ) accounts for about 1.11% of total assets, followed by Dell Technologies Inc Class C (DELL) and Quanta Services Inc. (PWR). Dell Technologies Inc. (DELL): Free Stock Analysis Report Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the SPDR Russell 1000 Momentum Focus ETF (ONEO) is a passively managed exchange traded fund launched on 12/02/2015.
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Looking at individual holdings, Hp Inc. (HPQ) accounts for about 1.11% of total assets, followed by Dell Technologies Inc Class C (DELL) and Quanta Services Inc. (PWR). Dell Technologies Inc. (DELL): Free Stock Analysis Report Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the SPDR Russell 1000 Momentum Focus ETF (ONEO) is a passively managed exchange traded fund launched on 12/02/2015.
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Looking at individual holdings, Hp Inc. (HPQ) accounts for about 1.11% of total assets, followed by Dell Technologies Inc Class C (DELL) and Quanta Services Inc. (PWR). Dell Technologies Inc. (DELL): Free Stock Analysis Report Alternatives SPDR Russell 1000 Momentum Focus ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors.
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Looking at individual holdings, Hp Inc. (HPQ) accounts for about 1.11% of total assets, followed by Dell Technologies Inc Class C (DELL) and Quanta Services Inc. (PWR). Dell Technologies Inc. (DELL): Free Stock Analysis Report Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the SPDR Russell 1000 Momentum Focus ETF (ONEO) is a passively managed exchange traded fund launched on 12/02/2015.
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1ec1a117-2a70-45d0-934e-c449bbecc73f
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725826.0
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2022-03-07 00:00:00 UTC
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Why Dell Stock Sank 10.3% Last Month
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DELL
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https://www.nasdaq.com/articles/why-dell-stock-sank-10.3-last-month
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nan
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nan
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What happened
Shares of Dell Technologies (NYSE: DELL) slumped 10.3% in February, according to data from S&P Global Market Intelligence. The tech stock saw sell-offs in conjunction with its fourth-quarter earnings release and bearish pressures impacting the broader market
Dell published its fourth-quarter results on Feb. 24, posting sales that came in ahead of the market's targets and earnings that fell short of the average analyst estimate. The company recorded non-GAAP (adjusted) earnings per share of $1.72 on revenue of $28 billion, while the average analyst target had called for adjusted earnings of $1.95 per share on revenue of $27.32 billion.
Image source: Getty Images.
So what
Dell sales climbed 16% year over year in the fourth quarter, and adjusted operating income rose 1% compared to the prior-year period. For the full year, the company's sales grew 17% year over year to reach $101.2 billion thanks to strong growth across business segments and record PC shipments. Adjusted earnings were up 27% annually, reaching $6.22 per share.
Now what
Despite selling pressures impacting the broader market, Dell stock has regained some ground in March. The company's share price is up roughly 3.5% in the month as of this writing.
DELL data by YCharts.
While growth-dependent tech stocks have faced continued bearish pressures early in March, Dell continues to look conservatively valued. The company now has a market capitalization of roughly $39 billion and is valued at approximately 7.6 times this year's expected earnings and less than 40% of this year's expected sales.
Last year, Dell completed the spin-off of its previously held majority ownership position in cloud-computing company VMware, and the company has quickly moved to pass some of the proceeds from the deal along to shareholders. With its fourth-quarter release, management also announced that it was initiating a dividend, with its first quarterly payment coming out to $0.33 per share. Based on the company's current stock price, that suggests a forward yield of roughly 2.5%. It expects to return between 40% and 60% of free cash flow to shareholders in the form of dividends and stock buybacks, and it continues to guide for a long-term compound annual earnings growth rate of 6%.
10 stocks we like better than Dell Technologies Inc.
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*Stock Advisor returns as of March 3, 2022
Keith Noonan has no position in any of the stocks mentioned. The Motley Fool owns and recommends Dell Technologies Inc. The Motley Fool recommends VMware. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The tech stock saw sell-offs in conjunction with its fourth-quarter earnings release and bearish pressures impacting the broader market Dell published its fourth-quarter results on Feb. 24, posting sales that came in ahead of the market's targets and earnings that fell short of the average analyst estimate. Now what Despite selling pressures impacting the broader market, Dell stock has regained some ground in March. What happened Shares of Dell Technologies (NYSE: DELL) slumped 10.3% in February, according to data from S&P Global Market Intelligence.
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The tech stock saw sell-offs in conjunction with its fourth-quarter earnings release and bearish pressures impacting the broader market Dell published its fourth-quarter results on Feb. 24, posting sales that came in ahead of the market's targets and earnings that fell short of the average analyst estimate. Now what Despite selling pressures impacting the broader market, Dell stock has regained some ground in March. What happened Shares of Dell Technologies (NYSE: DELL) slumped 10.3% in February, according to data from S&P Global Market Intelligence.
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The tech stock saw sell-offs in conjunction with its fourth-quarter earnings release and bearish pressures impacting the broader market Dell published its fourth-quarter results on Feb. 24, posting sales that came in ahead of the market's targets and earnings that fell short of the average analyst estimate. What happened Shares of Dell Technologies (NYSE: DELL) slumped 10.3% in February, according to data from S&P Global Market Intelligence. So what Dell sales climbed 16% year over year in the fourth quarter, and adjusted operating income rose 1% compared to the prior-year period.
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10 stocks we like better than Dell Technologies Inc. The Motley Fool owns and recommends Dell Technologies Inc. What happened Shares of Dell Technologies (NYSE: DELL) slumped 10.3% in February, according to data from S&P Global Market Intelligence.
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2022-03-05 00:00:00 UTC
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2 Cryptocurrencies to Buy in a Heartbeat Over Shiba Inu in March
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DELL
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https://www.nasdaq.com/articles/2-cryptocurrencies-to-buy-in-a-heartbeat-over-shiba-inu-in-march
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Over long periods of time, the stock market is practically unrivaled in the return column. But over the past couple of years, stocks have been lapped many times over by the returns of cryptocurrencies.
Since the coronavirus crash in March 2020, the widely followed S&P 500 has doubled in value, as of March 2. But according to CoinMarketCap.com, the aggregate value of all digital currencies has catapulted more than 12-fold to $1.94 trillion since hitting their March 2020 low.
Although brand-name cryptocurrencies are responsible for the bulk of this nominal increase in market value, it's high-flying tokens like Shiba Inu (CRYPTO: SHIB) that have garnered all the attention.
Shiba Inu-inspired coins were on fire in 2021. Image source: Getty Images.
Despite soaring in 2021, Shiba Inu is bad news
Last year, Shiba Inu was virtually unstoppable. At its peak intrayear gain in late October, it had increased in value by more than 121,000,000% from where it began 2021. It ultimately ended higher by around 46,000,000%. Not surprisingly, these historic gains made Shiba Inu one of the most-searched cryptocurrencies in the U.S. last year.
A number of factors have worked in SHIB's favor, including increased visibility via new crypto exchange listings and the launch of the decentralized exchange ShibaSwap in July 2021. Shiba Inu is also benefiting from certain crypto market dynamics (e.g., minimal short-selling activity and no derivatives/options with which to bet against SHIB) as well as the excitement surrounding numerous upcoming upgrades and ecosystem product launches.
But in spite of SHIB's success, it's impossible to overlook its shortcomings. For example, Shiba Inu has no clearly defined competitive advantages. At the moment, it's nothing more than an ERC-20 token built on the Ethereum (CRYPTO: ETH) blockchain. In simpler terms, it's a payment coin. There is no shortage of payment coins among the nearly 18,000 listed digital currencies on CoinMarketCap.com. Without true differentiation, SHIB will have a nearly impossible task of standing out in a crowded space.
To build on this point, it's not even a particularly popular payment coin. While Shiba Inu is extremely popular on social media platforms, only 641 mostly obscure merchants are accepting SHIB as a form of payment. That's a drop in the bucket when you consider there are over 32 million businesses in the U.S. alone and north of 500 million entrepreneurs globally.
Historic precedence would also suggest Shiba Inu's future points much lower. In previous instances where payment coins or protocol tokens on payment networks delivered historic short-term gains, they almost always went on to lose 93% to 99%+ of their value in the 12 months to 26 months following their respective peaks. A similar fate probably awaits Shiba Inu.
Image source: Getty Images.
This crypto duo offers much more for investors than Shiba Inu
To be fair, a lot of cryptocurrencies (not just Shiba Inu) are unlikely to live up to their frothy valuations over the long run. But there can be significant winners in the crypto arena.
As I spanned the digital currency landscape in March, two cryptocurrencies stood out as markedly better buys than SHIB.
Avalanche
The first cryptocurrency to buy in a heartbeat over Shiba Inu in March is Avalanche (CRYPTO: AVAX). As of March 2, it was the 10th-largest crypto by market cap ($20.6 billion).
Avalanche and its smart contract-driven blockchain network -- smart contracts facilitate, verify, and enforce the negotiation of a contract between two parties -- offer three very clear advantages that should allow it to succeed over time.
To start with, Avalanche's network is fast. If you want to send money, data, or files on Avalanche's blockchain network, your transaction will complete in less than two seconds. Compare that to the payment-focused Bitcoin (CRYPTO: BTC) or smart-contract rival Ethereum where transaction finality respectively averages 60 minutes and six minutes.
The second reason Avalanche stands out from the crowd is its ability to scale. Rapid block finality is only pertinent if the network in question can handle a lot of transactions at once. Bitcoin and Ethereum are only capable of 7 and 14 transactions per second (TPS), respectively. Meanwhile, Avalanche can handle more than 4,500 TPS, according to its developers. Though still some distance away from payment processor Visa, which is capable of 24,000 TPS, Avalanche has shown it can scale faster than virtually all other blockchain networks.
But the real dangling carrot for Avalanche is what's included on its network. The third advantage is the incorporation of the Ethereum Virtual Machine (EVM) on its blockchain. The EVM is what the software developers use to create decentralized applications (dApps) on Ethereum's blockchain. Since Avalanche offers superior speed and scalability, along with lower transaction fees, relative to Ethereum, EVM's inclusion should encourage dApp developers to come to its network.
Recent dApp protocol-revenue data does suggest this is happening. According to TokenTerminal.com, Avalanche has brought in $41.6 million in dApp protocol revenue over the trailing 90 days. But based on the $17.6 million generated over the trailing 30 days, its three-month run-rate is now closer to $53 million.
Image source: Getty Images.
IOTA
The second cryptocurrency that can confidently be bought in a heartbeat instead of Shiba Inu in March is IOTA (CRYPTO: MIOTA). IOTA is certainly a more under-the-radar crypto, with a market cap of only $2.2 billion.
What makes IOTA so special is the uniqueness and efficiency of its network, as well as the fact that it has practical, real-world application.
Unquestionably, what stands out most about IOTA is that it's not a blockchain-based network. Rather, its developers are utilizing what they refer to as the "Tangle." The Tangle is a directed acyclic graph (DAG) which requires each new transaction to confirm two previous transactions. As the network grows and more transactions are validated, these validation lines begin to look something like a tangled web. That's how developers came up with the "Tangle."
There are a number of advantages to leaning on DAG as opposed to blockchain. For instance, blockchain-based networks require votes from users to generate and validate blocks. These are instances where delays can slow a network or make it costlier. With no validators needed, IOTA's network is designed to grow more efficient with each passing transaction. On average, payment transactions complete in a few seconds.
Best of all, the DAG solution ensures that transactions on its network are (drum roll) free! That's a significant competitive edge over most cryptocurrency networks and existing payment infrastructure.
Equally exciting, IOTA introduced staking in December 2021, which allows IOTA holders to earn passive income in the form of new tokens. One of these new tokens, Assembly, will offer free smart contract-based transactions when its network launches later this year.
A final reason IOTA is a much smarter buy than Shiba Inu in March is its real-world use case. In February 2021, IOTA announced a partnership with well-known IT company Dell Technologies (NYSE: DELL). Three years ago, Dell launched its Data Confidence Fabric (DCF), which aimed to track the journey of data from the edge of the cloud to its destination. IOTA is aiding with scaling and securing Dell's DCF as well as logging the trust rating of this data in its Tangle. This is one of many reasons IOTA belongs in your portfolio well before SHIB.
10 stocks we like better than Shiba Inu
When our award-winning analyst team has a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.*
They just revealed what they believe are the ten best stocks for investors to buy right now... and Shiba Inu wasn't one of them! That's right -- they think these 10 stocks are even better buys.
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*Stock Advisor returns as of January 20, 2022
Sean Williams has no position in any of the stocks mentioned. The Motley Fool owns and recommends Bitcoin, Dell Technologies Inc., Ethereum, and Visa. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In February 2021, IOTA announced a partnership with well-known IT company Dell Technologies (NYSE: DELL). Three years ago, Dell launched its Data Confidence Fabric (DCF), which aimed to track the journey of data from the edge of the cloud to its destination. IOTA is aiding with scaling and securing Dell's DCF as well as logging the trust rating of this data in its Tangle.
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In February 2021, IOTA announced a partnership with well-known IT company Dell Technologies (NYSE: DELL). Three years ago, Dell launched its Data Confidence Fabric (DCF), which aimed to track the journey of data from the edge of the cloud to its destination. IOTA is aiding with scaling and securing Dell's DCF as well as logging the trust rating of this data in its Tangle.
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In February 2021, IOTA announced a partnership with well-known IT company Dell Technologies (NYSE: DELL). Three years ago, Dell launched its Data Confidence Fabric (DCF), which aimed to track the journey of data from the edge of the cloud to its destination. IOTA is aiding with scaling and securing Dell's DCF as well as logging the trust rating of this data in its Tangle.
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In February 2021, IOTA announced a partnership with well-known IT company Dell Technologies (NYSE: DELL). Three years ago, Dell launched its Data Confidence Fabric (DCF), which aimed to track the journey of data from the edge of the cloud to its destination. IOTA is aiding with scaling and securing Dell's DCF as well as logging the trust rating of this data in its Tangle.
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725828.0
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2022-03-01 00:00:00 UTC
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Apple, Ford, other big US brands join corporate wave shunning Russia
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DELL
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https://www.nasdaq.com/articles/apple-ford-other-big-us-brands-join-corporate-wave-shunning-russia
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nan
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nan
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By Dawn Chmielewski and Ross Kerber
March 2 (Reuters) - Some of America's best-known companies including Apple, Google, Ford, Harley-Davidson and Exxon Mobil rebuked and rejected Russia for its invasion of Ukraine, under steady pressure from investors and consumers decrying the violence.
Apple Inc AAPL.O late on Tuesday said it had stopped sales of iPhones and other products in Russia, adding that it was making changes to its Maps app to protect civilians in Ukraine.
Tech firms including Alphabet Inc's GOOGL.O Google dropped Russian state publishers from their news, and Ford Motor F.N - with three joint venture factories in Russia - told its Russian manufacturing partner it was suspending operations in the country. Motor cycle maker Harley-Davidson Inc HOG.N suspended shipments of its bikes.
Exxon Mobil Corp XOM.N said would discontinue operations in Russia and was taking steps to exit the Sakhalin-1 venture, following in the steps of British energy giants Shell Plc SHEL.L and BP BP.L, Russia's biggest foreign investor.
Many corporations have been unusually clear in their condemnation of Russia.
"We are deeply concerned about the Russian invasion of Ukraine and stand with all of the people who are suffering as a result of the violence," Apple said in a statement.
The steady drum beat of companies taking a stance increased later in the day as rockets struck major cities in Ukraine.
"Ford is deeply concerned about the invasion of Ukraine and the resultant threats to peace and stability. The situation has compelled us to reassess our operations in Russia," Ford said, adding to several days of announcements by global car companies.
"We deplore Russia's military action that violates the territorial integrity of Ukraine and endangers its people," said Exxon, adding it will not invest in new developments in Russia.
Boeing BA.N suspended parts, maintenance and technical support services for Russian airlines, a Politico reporter tweeted. The U.S. plane maker suspended major operations in Moscow and will also temporarily closed office in Kyiv, the tweet said. Boeing did not immediately respond to a request for comment.
Restrictions from the West have hit the Russian economy hard, with the rouble currency falling as much as a third to a record low. Financial isolation is rising as shipping companies say they will not serve Russian ports.
The U.S. government is expected to ban Russian flights from American airspace as soon as Wednesday, government and industry officials told Reuters.
And a boom of investor interest in environmental, social and governance (ESG) factors, is making it more difficult for those companies that sit on the sidelines.
Russian companies are in particular peril with such Western investors, since they often are not open to talks to change their behavior, said TJ Kistner, vice president at Segal Marco Advisors, a large U.S. pension consultant.
Western investors may respond by pulling out. "The only course of action for many is simply divestment," Kistner said.
Moscow has responded by temporarily curbing foreign investors from selling Russian assets.
Big Tech companies also are continuing efforts to stop Russian forces from taking advantage of their products.
Apple said it had blocked app downloads of some state-backed news services outside of Russia.
Microsoft MSFT.O earlier said it would remove Russian state-owned media outlet RT's mobile apps from its Windows App store and ban ads on Russian state-sponsored media. Google barred RT and other Russian channels from receiving money for ads on websites, apps and YouTube videos, similar to a move by Facebook FB.O.
FACTBOX-Corporate ties to Russia uprooted as sanctions tighten
International banks put Russian sanctions into action
Russia seeks to halt investor stampede as sanctions hammer economy
EXPLAINER-Which international banks are exposed to Russia?
(Reporting by Paresh Dave in Oakland; Ross Kerber in New York; Dawn Chmielewski in Los Angeles; Writing by Peter Henderson and Sayantani Ghosh; Editing by Stephen Coates and Lincoln Feast.)
((carmel.crimmins@thomsonreuters.com; +353 1 500 1532; Reuters Messaging: carmel.crimmins.thomsonreuters.com@reuters.net))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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By Dawn Chmielewski and Ross Kerber March 2 (Reuters) - Some of America's best-known companies including Apple, Google, Ford, Harley-Davidson and Exxon Mobil rebuked and rejected Russia for its invasion of Ukraine, under steady pressure from investors and consumers decrying the violence. Russian companies are in particular peril with such Western investors, since they often are not open to talks to change their behavior, said TJ Kistner, vice president at Segal Marco Advisors, a large U.S. pension consultant. (Reporting by Paresh Dave in Oakland; Ross Kerber in New York; Dawn Chmielewski in Los Angeles; Writing by Peter Henderson and Sayantani Ghosh; Editing by Stephen Coates and Lincoln Feast.)
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By Dawn Chmielewski and Ross Kerber March 2 (Reuters) - Some of America's best-known companies including Apple, Google, Ford, Harley-Davidson and Exxon Mobil rebuked and rejected Russia for its invasion of Ukraine, under steady pressure from investors and consumers decrying the violence. Microsoft MSFT.O earlier said it would remove Russian state-owned media outlet RT's mobile apps from its Windows App store and ban ads on Russian state-sponsored media. FACTBOX-Corporate ties to Russia uprooted as sanctions tighten International banks put Russian sanctions into action Russia seeks to halt investor stampede as sanctions hammer economy EXPLAINER-Which international banks are exposed to Russia?
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By Dawn Chmielewski and Ross Kerber March 2 (Reuters) - Some of America's best-known companies including Apple, Google, Ford, Harley-Davidson and Exxon Mobil rebuked and rejected Russia for its invasion of Ukraine, under steady pressure from investors and consumers decrying the violence. Tech firms including Alphabet Inc's GOOGL.O Google dropped Russian state publishers from their news, and Ford Motor F.N - with three joint venture factories in Russia - told its Russian manufacturing partner it was suspending operations in the country. FACTBOX-Corporate ties to Russia uprooted as sanctions tighten International banks put Russian sanctions into action Russia seeks to halt investor stampede as sanctions hammer economy EXPLAINER-Which international banks are exposed to Russia?
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By Dawn Chmielewski and Ross Kerber March 2 (Reuters) - Some of America's best-known companies including Apple, Google, Ford, Harley-Davidson and Exxon Mobil rebuked and rejected Russia for its invasion of Ukraine, under steady pressure from investors and consumers decrying the violence. "We are deeply concerned about the Russian invasion of Ukraine and stand with all of the people who are suffering as a result of the violence," Apple said in a statement. Western investors may respond by pulling out.
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b5545f58-0b86-43e9-a105-9a7a86dbcd68
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725829.0
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2022-03-01 00:00:00 UTC
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Apple, Ford other big American brands join corporate wave shunning Russia
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DELL
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https://www.nasdaq.com/articles/apple-ford-other-big-american-brands-join-corporate-wave-shunning-russia
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nan
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nan
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By Dawn Chmielewski and Ross Kerber
March 2 (Reuters) - Some of America's best-known companies including Apple, Google, Ford and Harley-Davidson rebuked and rejected Russia for its invasion of Ukraine, under steady pressure from investors and consumers decrying the violence.
Apple Inc AAPL.O late on Tuesday said it had stopped sales of iPhones and other products in Russia, adding that it was making changes to its Maps app to protect civilians in Ukraine.
Alphabet Inc's GOOGL.O Google dropped Russian state publishers from its news, and Ford Motor F.N, with three joint venture factories in Russia, told its Russian manufacturing partner it was suspending operations in the country. Motor cycle maker Harley-Davidson Inc HOG.N suspended shipments of its bikes.
Many corporations have been unusually clear in their condemnation of Russia.
"We are deeply concerned about the Russian invasion of Ukraine and stand with all of the people who are suffering as a result of the violence," Apple said in a statement announcing a pause in sales in Russia.
The steady drum beat of companies taking a stance increased later in the day as rockets struck major cities in Ukraine.
"Ford is deeply concerned about the invasion of Ukraine and the resultant threats to peace and stability. The situation has compelled us to reassess our operations in Russia," Ford said, adding to several days of announcements by global car companies.
Boeing BA.N suspended parts, maintenance and technical support services for Russian airlines, a Politico reporter tweeted. The U.S. plane maker suspended major operations in Moscow and will also temporarily closed office in Kyiv, the tweet said.
Restriction from the West have hit the Russian economy hard, with the rouble currency hitting a record low of 117 to the dollar, down from 75 before Russia recognized two breakaway regions in Ukraine. Financial isolation is rising as shipping companies say they will not serve Russian ports.
And a boom of investor interest in environmental, social and governance (ESG) factors, is making it more difficult for those companies that sit on the sidelines.
Russian companies are in particular peril with such Western investors, since they often are not open to talks to change their behavior, said TJ Kistner, vice president at Segal Marco Advisors, a large U.S. pension consultant.
Western investors may respond by pulling out. “The only course of action for many is simply divestment,” Kistner said.
Moscow has responded by temporarily curbing foreign investors from selling Russian assets.
Big Tech companies also are continuing efforts to stop Russian forces from taking advantage of their products.
Apple said it had blocked app downloads of some state-backed news services outside of Russia, adding, "We have disabled both traffic and live incidents in Apple Maps in Ukraine as a safety and precautionary measure for Ukrainian citizens."
FACTBOX-Corporate ties to Russia uprooted as sanctions tighten
International banks put Russian sanctions into action
Russia seeks to halt investor stampede as sanctions hammer economy
EXPLAINER-Which international banks are exposed to Russia?
(Reporting by Paresh Dave in Oakland; Ross Kerber in New York; Dawn Chmielewski in Los Angeles; Writing by Peter Henderson; Editing by Stephen Coates)
((carmel.crimmins@thomsonreuters.com; +353 1 500 1532; Reuters Messaging: carmel.crimmins.thomsonreuters.com@reuters.net))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
By Dawn Chmielewski and Ross Kerber March 2 (Reuters) - Some of America's best-known companies including Apple, Google, Ford and Harley-Davidson rebuked and rejected Russia for its invasion of Ukraine, under steady pressure from investors and consumers decrying the violence. "We are deeply concerned about the Russian invasion of Ukraine and stand with all of the people who are suffering as a result of the violence," Apple said in a statement announcing a pause in sales in Russia. Russian companies are in particular peril with such Western investors, since they often are not open to talks to change their behavior, said TJ Kistner, vice president at Segal Marco Advisors, a large U.S. pension consultant.
|
By Dawn Chmielewski and Ross Kerber March 2 (Reuters) - Some of America's best-known companies including Apple, Google, Ford and Harley-Davidson rebuked and rejected Russia for its invasion of Ukraine, under steady pressure from investors and consumers decrying the violence. The U.S. plane maker suspended major operations in Moscow and will also temporarily closed office in Kyiv, the tweet said. FACTBOX-Corporate ties to Russia uprooted as sanctions tighten International banks put Russian sanctions into action Russia seeks to halt investor stampede as sanctions hammer economy EXPLAINER-Which international banks are exposed to Russia?
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By Dawn Chmielewski and Ross Kerber March 2 (Reuters) - Some of America's best-known companies including Apple, Google, Ford and Harley-Davidson rebuked and rejected Russia for its invasion of Ukraine, under steady pressure from investors and consumers decrying the violence. Alphabet Inc's GOOGL.O Google dropped Russian state publishers from its news, and Ford Motor F.N, with three joint venture factories in Russia, told its Russian manufacturing partner it was suspending operations in the country. FACTBOX-Corporate ties to Russia uprooted as sanctions tighten International banks put Russian sanctions into action Russia seeks to halt investor stampede as sanctions hammer economy EXPLAINER-Which international banks are exposed to Russia?
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By Dawn Chmielewski and Ross Kerber March 2 (Reuters) - Some of America's best-known companies including Apple, Google, Ford and Harley-Davidson rebuked and rejected Russia for its invasion of Ukraine, under steady pressure from investors and consumers decrying the violence. Apple Inc AAPL.O late on Tuesday said it had stopped sales of iPhones and other products in Russia, adding that it was making changes to its Maps app to protect civilians in Ukraine. The U.S. plane maker suspended major operations in Moscow and will also temporarily closed office in Kyiv, the tweet said.
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b325229c-f7da-4268-b1c5-1fc53f889781
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725830.0
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2022-02-28 00:00:00 UTC
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Company News for Feb 28, 2022
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DELL
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https://www.nasdaq.com/articles/company-news-for-feb-28-2022
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nan
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nan
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Foot Locker Inc.’s FL shares plunged 29.8% after it said that revenue is likely to decline in 2022 as it is unlikely to sell as many products from its primary vendor NIKE Inc. NKE.
Etsy Inc. ETSY shares jumped 16.2% after the company reported fourth-quarter 2021 adjusted earnings per share of $1.11, surpassing the Zacks Consensus Estimate of $0.76.
Shares of Block, Inc. SQ soared 26.1% after the company posted fourth-quarter 2021 adjusted earnings per share of $0.27, outpacing the Zacks Consensus Estimate of $0.19.
Shares of Dell Technologies Inc. DELL tumbled 7.8% after posting fourth-quarter fiscal 2022 adjusted earnings per share of $1.72, missing the Zacks Consensus Estimate of $1.95.
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To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Shares of Dell Technologies Inc. DELL tumbled 7.8% after posting fourth-quarter fiscal 2022 adjusted earnings per share of $1.72, missing the Zacks Consensus Estimate of $1.95. Dell Technologies Inc. (DELL): Free Stock Analysis Report Foot Locker Inc.’s FL shares plunged 29.8% after it said that revenue is likely to decline in 2022 as it is unlikely to sell as many products from its primary vendor NIKE Inc. NKE.
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Shares of Dell Technologies Inc. DELL tumbled 7.8% after posting fourth-quarter fiscal 2022 adjusted earnings per share of $1.72, missing the Zacks Consensus Estimate of $1.95. Dell Technologies Inc. (DELL): Free Stock Analysis Report Etsy Inc. ETSY shares jumped 16.2% after the company reported fourth-quarter 2021 adjusted earnings per share of $1.11, surpassing the Zacks Consensus Estimate of $0.76.
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Shares of Dell Technologies Inc. DELL tumbled 7.8% after posting fourth-quarter fiscal 2022 adjusted earnings per share of $1.72, missing the Zacks Consensus Estimate of $1.95. Dell Technologies Inc. (DELL): Free Stock Analysis Report Etsy Inc. ETSY shares jumped 16.2% after the company reported fourth-quarter 2021 adjusted earnings per share of $1.11, surpassing the Zacks Consensus Estimate of $0.76.
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Shares of Dell Technologies Inc. DELL tumbled 7.8% after posting fourth-quarter fiscal 2022 adjusted earnings per share of $1.72, missing the Zacks Consensus Estimate of $1.95. Dell Technologies Inc. (DELL): Free Stock Analysis Report Just Released: Zacks Top 10 Stocks for 2022 In addition to the investment ideas discussed above, would you like to know about our 10 top buy-and-hold tickers for the entirety of 2022?
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bb14e3dc-b3f6-4501-a5a6-7b7fc5bd4cce
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725831.0
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2022-02-27 00:00:00 UTC
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BP exit opens new front in West's campaign against Russia
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DELL
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https://www.nasdaq.com/articles/bp-exit-opens-new-front-in-wests-campaign-against-russia
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nan
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nan
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Feb 27 (Reuters) - Energy major BP BP.L opened a new front in the West's campaign to isolate Russia's economy, with its decision to quit the oil-rich country the most aggressive move yet by a company in response to Moscow's invasion of Ukraine.
Western allies have ramped up efforts to punish Russia with new sanctions including shuttering their airspace to Russian aircraft, cutting some of its banks off the SWIFT financial network and limiting Moscow's ability to deploy its $630 billion foreign reserves - measures that are expected to pulverize the country's financial markets and economy.
BP, the biggest foreign investor in Russia, said it was abandoning its stake in state oil company Rosneft ROSN.MM at a cost of up to $25 billion, shrinking its oil and gas reserves in half.
The British company's abrupt move puts the spotlight on other Western corporations with operations in Russia amid growing pressure from governments to tighten the financial screws on Moscow after it launched the biggest assault on a European country since World War Two.
In a video call on Sunday, the European Union's internal market chief told the chief executives of Alphabet GOOGL.O and its YouTube unit to ban users pushing war propaganda as part of measures to halt disinformation on Ukraine.
Alphabet's Google has already barred Russia's state-owned media outlet RT and other channels from receiving money for ads on their websites, apps and YouTube videos, similar to a move by Facebook after the invasion.
A NO-GO ZONE
In an unprecedented step, European nations and Canada moved to shut their airspace to Russian aircraft and the United States is mulling similar action, according to U.S. officials.
U.S.-based United Parcel Service Inc UPS.N and FedEx Corp FDX.N, two of the world's largest logistics companies, have said they are halting delivery service to Russia and Ukraine.
Large parts of the Russian economy will be a no-go zone for Western banks and financial firms after the decision to cut some of its banks off from SWIFT, a secure messaging system used for trillions of dollars' worth of transactions around the world.
Even neutral Switzerland will likely follow the European Union in sanctioning Russia and freezing Russian assets, its president said on Sunday.
Russians queued at ATMs over the weekend worried that the new sanctions will trigger cash shortages and disrupt payments.
Tech companies have also been affected with chipmaker Dell Technologies Inc DELL.N suspending sales in Ukraine and Russia after U.S. restrictions on exports of computers, sensors and other hi-tech equipment was announced.
(Reporting by Ron Bousso and Dmitry Zhdannikov in London and Foo Yun Chee in Brussels: Writing by Carmel Crimmins: Editing by Grant McCool)
((carmel.crimmins@thomsonreuters.com; +353 1 500 1532; Reuters Messaging: carmel.crimmins.thomsonreuters.com@reuters.net))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Tech companies have also been affected with chipmaker Dell Technologies Inc DELL.N suspending sales in Ukraine and Russia after U.S. restrictions on exports of computers, sensors and other hi-tech equipment was announced. Feb 27 (Reuters) - Energy major BP BP.L opened a new front in the West's campaign to isolate Russia's economy, with its decision to quit the oil-rich country the most aggressive move yet by a company in response to Moscow's invasion of Ukraine. The British company's abrupt move puts the spotlight on other Western corporations with operations in Russia amid growing pressure from governments to tighten the financial screws on Moscow after it launched the biggest assault on a European country since World War Two.
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Tech companies have also been affected with chipmaker Dell Technologies Inc DELL.N suspending sales in Ukraine and Russia after U.S. restrictions on exports of computers, sensors and other hi-tech equipment was announced. Western allies have ramped up efforts to punish Russia with new sanctions including shuttering their airspace to Russian aircraft, cutting some of its banks off the SWIFT financial network and limiting Moscow's ability to deploy its $630 billion foreign reserves - measures that are expected to pulverize the country's financial markets and economy. In a video call on Sunday, the European Union's internal market chief told the chief executives of Alphabet GOOGL.O and its YouTube unit to ban users pushing war propaganda as part of measures to halt disinformation on Ukraine.
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Tech companies have also been affected with chipmaker Dell Technologies Inc DELL.N suspending sales in Ukraine and Russia after U.S. restrictions on exports of computers, sensors and other hi-tech equipment was announced. Feb 27 (Reuters) - Energy major BP BP.L opened a new front in the West's campaign to isolate Russia's economy, with its decision to quit the oil-rich country the most aggressive move yet by a company in response to Moscow's invasion of Ukraine. Western allies have ramped up efforts to punish Russia with new sanctions including shuttering their airspace to Russian aircraft, cutting some of its banks off the SWIFT financial network and limiting Moscow's ability to deploy its $630 billion foreign reserves - measures that are expected to pulverize the country's financial markets and economy.
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Tech companies have also been affected with chipmaker Dell Technologies Inc DELL.N suspending sales in Ukraine and Russia after U.S. restrictions on exports of computers, sensors and other hi-tech equipment was announced. Feb 27 (Reuters) - Energy major BP BP.L opened a new front in the West's campaign to isolate Russia's economy, with its decision to quit the oil-rich country the most aggressive move yet by a company in response to Moscow's invasion of Ukraine. Western allies have ramped up efforts to punish Russia with new sanctions including shuttering their airspace to Russian aircraft, cutting some of its banks off the SWIFT financial network and limiting Moscow's ability to deploy its $630 billion foreign reserves - measures that are expected to pulverize the country's financial markets and economy.
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5cd70968-7fdb-42fb-b822-3e2b41dc1e0a
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725832.0
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2022-02-25 00:00:00 UTC
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Dell Stock Cratered Today: Is It a Buy?
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DELL
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https://www.nasdaq.com/articles/dell-stock-cratered-today%3A-is-it-a-buy
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nan
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nan
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As I pointed out earlier in the day, Dell (NYSE: DELL) stock got destroyed today, falling 7.5% in late morning trading -- and remained stuck there all day long. By the time trading ended for the day Friday, Dell shares were still down 7.5%.
Clearly, investors were not happy with Dell.
Image source: Getty Images.
What went wrong? In a nutshell, Dell missed badly on its Q4 2021 earnings, reporting a $1.72-per-share pro forma profit where Wall Street had wanted to see at least $1.95. Worse, GAAP earnings were negative for the fourth fiscal quarter -- negative-$0.04 per share, to be precise.
On top of all that, in its conference call post-earnings, Dell warned investors that it's struggling to cope with the ongoing global semiconductor shortage, with the result that personal computer orders are piling up in backlog, lacking the chips needed to complete the PCs and get them shipped out to customers. It's starting to look like revenue -- a bright spot in Q4 earnings, exceeding expectations -- might not grow as fast as hoped in Q1 2022. Combined with higher operating costs and tighter profit margins, Dell could be cruising toward a second-in-a-row earnings miss this quarter.
So does all this mean that it's time to sell Dell stock?
Investors certainly seem to have thought so today. Yet consider that Dell earned a solid $6.26 per share in 2021, giving the stock a lowly 8.2 P/E ratio. Analysts see Dell earning $7.09 this year, which would cut that P/E to 7.3. But even if they're wrong -- say, if Dell earns 10% less than forecast -- that still would leave the stock trading for only 8.1 times current year earnings.
I ask you: Is 8.1 or 8.2 times earnings really too much to pay for one of the best-recognized names in personal computing? Do you really believe that Dell won't dig itself out of this hole and resume growing once the semiconductor supply chain gets unsnarled?
I think it will. And with analysts forecasting that over the next five years, Dell will in fact grow earnings at an average of 7% annually, I think Dell stock looks cheap enough to buy right now.
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Rich Smith has no position in any of the stocks mentioned. The Motley Fool owns and recommends Dell Technologies Inc. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In a nutshell, Dell missed badly on its Q4 2021 earnings, reporting a $1.72-per-share pro forma profit where Wall Street had wanted to see at least $1.95. On top of all that, in its conference call post-earnings, Dell warned investors that it's struggling to cope with the ongoing global semiconductor shortage, with the result that personal computer orders are piling up in backlog, lacking the chips needed to complete the PCs and get them shipped out to customers. Combined with higher operating costs and tighter profit margins, Dell could be cruising toward a second-in-a-row earnings miss this quarter.
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As I pointed out earlier in the day, Dell (NYSE: DELL) stock got destroyed today, falling 7.5% in late morning trading -- and remained stuck there all day long. But even if they're wrong -- say, if Dell earns 10% less than forecast -- that still would leave the stock trading for only 8.1 times current year earnings. By the time trading ended for the day Friday, Dell shares were still down 7.5%.
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As I pointed out earlier in the day, Dell (NYSE: DELL) stock got destroyed today, falling 7.5% in late morning trading -- and remained stuck there all day long. But even if they're wrong -- say, if Dell earns 10% less than forecast -- that still would leave the stock trading for only 8.1 times current year earnings. And with analysts forecasting that over the next five years, Dell will in fact grow earnings at an average of 7% annually, I think Dell stock looks cheap enough to buy right now.
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By the time trading ended for the day Friday, Dell shares were still down 7.5%. But even if they're wrong -- say, if Dell earns 10% less than forecast -- that still would leave the stock trading for only 8.1 times current year earnings. * They just revealed what they believe are the ten best stocks for investors to buy right now... and Dell Technologies wasn't one of them!
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1966712b-d58a-48d8-bc00-e80c0135f278
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725833.0
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2022-02-25 00:00:00 UTC
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Western businesses cut some Russia ties over Ukraine invasion
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DELL
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https://www.nasdaq.com/articles/western-businesses-cut-some-russia-ties-over-ukraine-invasion-0
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nan
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nan
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By Ross Kerber
Feb 25 (Reuters) - Some Western companies severed their ties with Russia on Friday, and others studied whether and how to do so, as President Vladimir Putin's invasion of Ukraine triggered sanctions and pressure to abandon some business dealings.
European sports and entertainment businesses were among the first to announce such moves.
Premier League club Manchester United MANU.N withdrew the sponsorship rights of Russian airline Aeroflot AFLT.MM, Formula One canceled the 2022 Russian Grand Prix, and organizers of the Eurovision song contest said Russia would not be allowed to participate in this year's final.
The "inclusion of a Russian entry in this year's (Eurovision) contest would bring the competition into disrepute," the European Broadcasting Union (EBU) said in a statement.
Gadget maker Dell Technologies Inc DELL.N said it suspended sales in Ukraine and Russia and would closely monitor the situation to determine next steps. New U.S. rules on exports to Russia announced on Thursday covered computers, and Dell accounted for about 6% of computer shipments to Russia last quarter, according to researcher IDC.
U.S. carrier Delta Air Lines Inc DAL.N said, without providing a reason, that it had suspended its codesharing service with Aeroflot.
Alexandria, Virginia, marketing consultant Dan Sondhelm said companies were trying to balance the reputational risk of continuing to deal with Moscow with their economic interests and concerns about upsetting some of their investors.
"It will take some time for companies to make their decisions to act or do nothing," Sondhelm said. "It doesn't happen overnight."
The United States on Thursday imposed sanctions on Russia that targeted five major Russian banks, including state-backed Sberbank and VTB, the country's two largest lenders, as well as wealthy individuals, and announced new export control measures.
On Friday, European Union member states agreed to freeze European assets of Putin and his foreign minister, among other measures.
Some experts and attorneys said Western executives would seek to end commercial arrangements, even if they were not obliged to do so, to avoid public relations problems or the bureaucracy of trying to navigate sanctions in areas such as technology exports.
"What a lot of them will do is just drop any Russian customers. They will just say 'we’re not going to deal with that,'" said William Reinsch, a trade expert at the Center for Strategic and International Studies and a former U.S. Commerce Department export official.
David Smith, partner at insurance broker McGill and Partners in London, said that even before the invasion and sanctions, two underwriters had told him they did not want to insure a shipping company operating in Russian waters on the grounds they did not want to facilitate business with Russia.
"People should be thinking more and more about the moral issue, it’s not just a box-ticking exercise,” Smith said.
Western consumer brands operating in the region could face backlash. For instance, several posters on Facebook responded with outrage after a verified account for McDonald's Corp MCD.N posted that it closed restaurants in Ukraine, but did not address its Russia locations.
"The Russian occupiers, the military, and their children will continue to enjoy a variety of burgers. And my child is sitting in a bomb shelter with tears in his eyes," one of the posters, identifying himself as Vitaliy Skalsky, told Reuters in Ukrainian in a Facebook message.
McDonald's representatives in the United States and Ukraine did not respond to requests for comment.
'FALLEN FOUL' OF CORPORATE STANDARDS
Western banks and financial firms have been studying the practical implications of new sanctions, said several sources in the heavily regulated industries.
The rules prohibit direct dealings with sanctioned entities and "correspondent" banking relationships that enable Russian banks to make international payments via U.S. banks. But they are less clear on areas such as buying and selling Russian sovereign debt in secondary markets, said a senior source at a large European bank with U.S. operations.
Many details on how the sanctions will work need to be confirmed by the U.S. Treasury's Office of Foreign Assets Control (OFAC) and other international regulators, this source said. OFAC did not respond immediately to requests for comment.
The chief investment officer of one European asset manager said on condition of anonymity it was considering whether to sell sovereign and corporate debt it holds in Russia, much as it might sell the bonds of a company that failed to take action on an issue like climate change.
"Russian actions have fallen foul of the standard you would have at the corporate level," the executive said.
But client interests might argue for a different approach, this person said. "At the other side of the transaction is our client, who might be losing if you're selling it in a fire sale," the executive said.
WRAPUP 3-Automakers idle production following Russia's invasion, other firms also scramble
FACTBOX-Companies with exposure to Russia
FACTBOX-How Western sanctions target Russia
FACTBOX-Companies with exposure to Russia react to Ukraine crisis
EXPLAINER-The new U.S. export rules designed to freeze Russian tech
BREAKINGVIEWS-Russia gets the Huawei treatment, on steroids
(Reporting by Ross Kerber in Boston Additional reporting by Caroyln Cohn in London; Matt Scuffham, Hilary Russ, Danielle Kaye and David French in New York; Jeffrey Dastin in Palo Alto, Calif., and Paresh Dave in Oakland, Calif. Eidting by Greg Roumeliotis and Matthew Lewis)
((ross.kerber@thomsonreuters.com; (617) 856 4341; Reuters Messaging: Ross.Kerber.Reuters.com@Reuters.net))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Gadget maker Dell Technologies Inc DELL.N said it suspended sales in Ukraine and Russia and would closely monitor the situation to determine next steps. New U.S. rules on exports to Russia announced on Thursday covered computers, and Dell accounted for about 6% of computer shipments to Russia last quarter, according to researcher IDC. By Ross Kerber Feb 25 (Reuters) - Some Western companies severed their ties with Russia on Friday, and others studied whether and how to do so, as President Vladimir Putin's invasion of Ukraine triggered sanctions and pressure to abandon some business dealings.
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Gadget maker Dell Technologies Inc DELL.N said it suspended sales in Ukraine and Russia and would closely monitor the situation to determine next steps. New U.S. rules on exports to Russia announced on Thursday covered computers, and Dell accounted for about 6% of computer shipments to Russia last quarter, according to researcher IDC. On Friday, European Union member states agreed to freeze European assets of Putin and his foreign minister, among other measures.
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Gadget maker Dell Technologies Inc DELL.N said it suspended sales in Ukraine and Russia and would closely monitor the situation to determine next steps. New U.S. rules on exports to Russia announced on Thursday covered computers, and Dell accounted for about 6% of computer shipments to Russia last quarter, according to researcher IDC. The United States on Thursday imposed sanctions on Russia that targeted five major Russian banks, including state-backed Sberbank and VTB, the country's two largest lenders, as well as wealthy individuals, and announced new export control measures.
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Gadget maker Dell Technologies Inc DELL.N said it suspended sales in Ukraine and Russia and would closely monitor the situation to determine next steps. New U.S. rules on exports to Russia announced on Thursday covered computers, and Dell accounted for about 6% of computer shipments to Russia last quarter, according to researcher IDC. By Ross Kerber Feb 25 (Reuters) - Some Western companies severed their ties with Russia on Friday, and others studied whether and how to do so, as President Vladimir Putin's invasion of Ukraine triggered sanctions and pressure to abandon some business dealings.
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1a3ef381-fe6a-4965-8afe-43fed7bc53fe
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725834.0
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2022-02-25 00:00:00 UTC
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Why Dell Stock Just Dropped 7.5%
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DELL
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https://www.nasdaq.com/articles/why-dell-stock-just-dropped-7.5
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nan
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nan
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What happened
Shares of computer-manufacturer Dell Technologies (NYSE: DELL) crashed 7.5% in 11:35 a.m. ET trading Friday after the company reported Q4 earnings that fell short of analyst targets.
Heading into Q4, Wall Street had forecast that Dell would earn $1.95 per share, pro forma, on sales of $27.4 billion in the quarter. Last night, Dell beat that sales estimate by a bit -- $28 billion in quarterly sales -- but fell way short on profits, earning just $1.72 per share, pro forma.
So what
Dell grew its revenue 16% in Q4, with operating income up 13% and net income ... well, unfortunately, there wasn't any net income. Not only did Dell miss the pro forma earnings target that Wall Street set, but its profit, when calculated according to generally accepted accounting principles (GAAP), was actually negative -- a $0.04 per-share loss.
That's the bad news. The good news is that for the full-year fiscal 2021, Dell did quite a bit better. Sales grew 17% over the course of the year, with operating income up 26% and net profit more than doubling to $6.26 per share. That last number is more in line with what Dell says was its pro-forma profit for the year, as well -- $6.22 per share -- and yields a very attractive 8.3 price-to-earnings ratio on the stock.
Image source: Getty Images.
Now what
If Dell stock is so cheap, the logical next question is, why are investors selling today? And the answer is, the forecast.
As Reuters reported, on Dell's postearnings conference call it seems the company followed up its report of a "fiscal 2022 [that] was the best year in Dell Technologies history," with a warning that the ongoing global semiconductor shortage and other supply-chain snarls are hindering Dell's ability to produce computers in a timely fashion. The company's backlog of PCs waiting to be built and delivered will "balloon" in Q1, reports Reuters.
Not only does this imply weaker revenues going forward, but Dell added that it thinks its "operating expense ... as a percentage of revenue [will] be slightly higher than FY22 as we invest in the business," as CFO Tom Sweet warned. Or more simply, after missing earnings last quarter, Dell appears to be telegraphing that it will miss earnings again this quarter, as well.
10 stocks we like better than Dell Technologies Inc.
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*Stock Advisor returns as of January 20, 2022
Rich Smith has no position in any of the stocks mentioned. The Motley Fool owns and recommends Dell Technologies Inc. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Heading into Q4, Wall Street had forecast that Dell would earn $1.95 per share, pro forma, on sales of $27.4 billion in the quarter. Not only did Dell miss the pro forma earnings target that Wall Street set, but its profit, when calculated according to generally accepted accounting principles (GAAP), was actually negative -- a $0.04 per-share loss. That last number is more in line with what Dell says was its pro-forma profit for the year, as well -- $6.22 per share -- and yields a very attractive 8.3 price-to-earnings ratio on the stock.
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Heading into Q4, Wall Street had forecast that Dell would earn $1.95 per share, pro forma, on sales of $27.4 billion in the quarter. Last night, Dell beat that sales estimate by a bit -- $28 billion in quarterly sales -- but fell way short on profits, earning just $1.72 per share, pro forma. Not only did Dell miss the pro forma earnings target that Wall Street set, but its profit, when calculated according to generally accepted accounting principles (GAAP), was actually negative -- a $0.04 per-share loss.
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What happened Shares of computer-manufacturer Dell Technologies (NYSE: DELL) crashed 7.5% in 11:35 a.m. Last night, Dell beat that sales estimate by a bit -- $28 billion in quarterly sales -- but fell way short on profits, earning just $1.72 per share, pro forma. As Reuters reported, on Dell's postearnings conference call it seems the company followed up its report of a "fiscal 2022 [that] was the best year in Dell Technologies history," with a warning that the ongoing global semiconductor shortage and other supply-chain snarls are hindering Dell's ability to produce computers in a timely fashion.
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Heading into Q4, Wall Street had forecast that Dell would earn $1.95 per share, pro forma, on sales of $27.4 billion in the quarter. 10 stocks we like better than Dell Technologies Inc. What happened Shares of computer-manufacturer Dell Technologies (NYSE: DELL) crashed 7.5% in 11:35 a.m.
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47001079-c279-4e14-ad76-93ae87a2b87e
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725835.0
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2022-02-25 00:00:00 UTC
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Technology Sector Update for 02/25/2022: ZS, DELL, EVBG, XLK, SOXX
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DELL
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https://www.nasdaq.com/articles/technology-sector-update-for-02-25-2022%3A-zs-dell-evbg-xlk-soxx
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nan
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nan
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Technology stocks were climbing pre-bell Friday. The Technology Select Sector SPDR ETF (XLK) was 0.47% higher and the Semiconductor Sector Index Fund (SOXX) was recently up by 0.38%.
Zscaler (ZS) reported fiscal Q2 adjusted diluted earnings of $0.13, up from $0.10 a year earlier. Analysts polled by Capital IQ expected $0.11. Zscaler was recently slipping past 14%.
Dell Technologies (DELL) was nearly 8% lower after it reported a Q4 non-GAAP net income of $1.72 per share, down from $1.76 per share a year earlier. Analysts polled by Capital IQ expected the computer hardware maker to earn $1.95 per share excluding one-time items, on average.
Everbridge (EVBG) was down nearly 24% after it posted a Q4 adjusted diluted loss of $0.05, compared with earnings of $0.02 a year ago. Analysts polled by Capital IQ expected a loss of $0.19.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies (DELL) was nearly 8% lower after it reported a Q4 non-GAAP net income of $1.72 per share, down from $1.76 per share a year earlier. Zscaler (ZS) reported fiscal Q2 adjusted diluted earnings of $0.13, up from $0.10 a year earlier. Analysts polled by Capital IQ expected the computer hardware maker to earn $1.95 per share excluding one-time items, on average.
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Dell Technologies (DELL) was nearly 8% lower after it reported a Q4 non-GAAP net income of $1.72 per share, down from $1.76 per share a year earlier. Analysts polled by Capital IQ expected $0.11. Analysts polled by Capital IQ expected the computer hardware maker to earn $1.95 per share excluding one-time items, on average.
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Dell Technologies (DELL) was nearly 8% lower after it reported a Q4 non-GAAP net income of $1.72 per share, down from $1.76 per share a year earlier. The Technology Select Sector SPDR ETF (XLK) was 0.47% higher and the Semiconductor Sector Index Fund (SOXX) was recently up by 0.38%. Analysts polled by Capital IQ expected the computer hardware maker to earn $1.95 per share excluding one-time items, on average.
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Dell Technologies (DELL) was nearly 8% lower after it reported a Q4 non-GAAP net income of $1.72 per share, down from $1.76 per share a year earlier. Zscaler (ZS) reported fiscal Q2 adjusted diluted earnings of $0.13, up from $0.10 a year earlier. Analysts polled by Capital IQ expected the computer hardware maker to earn $1.95 per share excluding one-time items, on average.
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fe045963-ae59-4a37-adab-501f03a08956
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725836.0
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2022-02-25 00:00:00 UTC
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Can Dell Technologies (DELL) Climb 47% to Reach the Level Wall Street Analysts Expect?
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DELL
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https://www.nasdaq.com/articles/can-dell-technologies-dell-climb-47-to-reach-the-level-wall-street-analysts-expect
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nan
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nan
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Dell Technologies (DELL) closed the last trading session at $55.84, gaining 0.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $82.10 indicates a 47% upside potential.
The mean estimate comprises 10 short-term price targets with a standard deviation of $28.15. While the lowest estimate of $59 indicates a 5.7% increase from the current price level, the most optimistic analyst expects the stock to surge 132.8% to reach $130. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.
However, an impressive consensus price target is not the only factor that indicates a potential upside in DELL. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.
Here's What You Should Know About Analysts' Price Targets
According to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Why DELL Could Witness a Solid Upside
Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 2.2%, as one estimate has moved higher compared to no negative revision.
Moreover, DELL currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than the 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, while the consensus price target may not be a reliable indicator of how much DELL could gain, the direction of price movement it implies does appear to be a good guide.
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Dell Technologies Inc. (DELL): Free Stock Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies (DELL) closed the last trading session at $55.84, gaining 0.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. However, an impressive consensus price target is not the only factor that indicates a potential upside in DELL. Why DELL Could Witness a Solid Upside Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock.
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You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> Therefore, while the consensus price target may not be a reliable indicator of how much DELL could gain, the direction of price movement it implies does appear to be a good guide. Dell Technologies (DELL) closed the last trading session at $55.84, gaining 0.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. However, an impressive consensus price target is not the only factor that indicates a potential upside in DELL.
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You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> Therefore, while the consensus price target may not be a reliable indicator of how much DELL could gain, the direction of price movement it implies does appear to be a good guide. Dell Technologies (DELL) closed the last trading session at $55.84, gaining 0.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. However, an impressive consensus price target is not the only factor that indicates a potential upside in DELL.
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Dell Technologies (DELL) closed the last trading session at $55.84, gaining 0.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. However, an impressive consensus price target is not the only factor that indicates a potential upside in DELL. Why DELL Could Witness a Solid Upside Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock.
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35b3fd47-e439-42c1-b943-7b2e02bfc315
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725837.0
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2022-02-25 00:00:00 UTC
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Dell (DELL) Q4 Earnings Miss Estimates, Revenues Up Y/Y
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DELL
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https://www.nasdaq.com/articles/dell-dell-q4-earnings-miss-estimates-revenues-up-y-y
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nan
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nan
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Dell Technologies DELL reported fourth-quarter fiscal 2022 non-GAAP earnings of $1.72 per share, missing the Zacks Consensus Estimate by 11.79%. The bottom line declined 2% year over year. The VMWare business spinoff’s impact on the diluted shares increased to 810 million, consequently affecting earnings growth.
Revenues, on a non-GAAP basis, improved 16% year over year to $28 billion and beat the consensus mark by 2.04%.
Product revenues increased 17% year over year to $22.46 billion. Services revenues rose 11% year over year to $5.52 billion.
Dell’s shares have fallen 0.6% year to date, compared with the Zacks Computers – IT Services industry’s decline of 17%. Meanwhile, the Computer & Technology sector has tumbled 14.1%.
The global supply chain shortage of semiconductors and rising freight charges have affected the the company’s top line. In the quarter under review, the company experienced a backlog in the PC and Infrastructure Solutions business due to supply chain issues.
Dell Technologies Inc. Price, Consensus and EPS Surprise
Dell Technologies Inc. price-consensus-eps-surprise-chart | Dell Technologies Inc. Quote
Quarter in Detail
Infrastructure Solutions Group (“ISG”) revenues were up 3% year over year to $9.2 billion.
The upside can be attributed to a 7% growth in servers and networking revenues that totaled $4.7 billion. Storage revenues were flat year over year at $4.5 billion.
Client Solutions Group (“CSG”) revenues were $17.3 billion, up 26% year over year. This performance was driven by Commercial revenues, which surged 30% year over year to $12.9 billion. Consumer revenues were up 16% to $4.4 billion.
Dell won 47 awards at CES in the fourth quarter. The company announced the launch of the new XPS 13 plus and the world’s first quantum dot OLED gaming notebook, Alienware 14.
Operating Details
Non-GAAP gross profit was flat year over year to $5.8 billion. Gross margin contracted 320 basis points (bps) year over year to 20.8%.
Adjusted EBITDA increased 3% year over year to $2.7 billion. Adjusted EBITDA margin contracted 130 bps year over year to 9.6%.
Non-GAAP operating income was $2.2 billion, up 1% from the year-ago quarter’s levels. Operating margin contracted 210 bps year over year to 13%.
Balance Sheet and Cash Flow
As of Jan 28, 2022, Dell had $11.3 billion in cash and investments.
Debt was $16.1 billion as of Jan 28, 2021. The company cleared $10.6 billion of debt year to date, primarily funded with $9.3 billion in VMware dividend proceeds.
Cash flow from operations was $3.1 billion in the reported quarter.
Guidance
Dell expects first-quarter revenues in the range of $24.5 billion to $25.7 billion, suggesting 11% growth at the mid-point.
For the fourth quarter, non-GAAP earnings is expected to be $1.25-$1.50 per share, suggesting 2% growth at the mid-point.
Zacks Rank & Stocks to Consider
Dell carries a Zacks Rank #3 (Hold).
Some better-ranked stocks to consider in the same sector are Blend Labs BLND, Asana ASAN and Allied Motion Technologies AMOT.
Blend Labs and Allied Motion Technologies sport a Zacks Rank #1 (Strong Buy), while Asana carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Blend Labs’ shares have tumbled 58.3% in the past year.
Blend Labs is scheduled to report fourth-quarter 2021 results on Mar 2.
Asana’s shares have returned 57% in the past year.
Asana is scheduled to report fourth-quarter 2022 results on Mar 9.
Allied Motion Technologies’ shares have returned 6.5% in the past year.
AMOT is scheduled to report fourth-quarter 2021 results on Mar 9.
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Dell Technologies Inc. (DELL): Free Stock Analysis Report
Allied Motion Technologies, Inc. (AMOT): Free Stock Analysis Report
Asana, Inc. (ASAN): Free Stock Analysis Report
Blend Labs, Inc. (BLND): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies DELL reported fourth-quarter fiscal 2022 non-GAAP earnings of $1.72 per share, missing the Zacks Consensus Estimate by 11.79%. Dell’s shares have fallen 0.6% year to date, compared with the Zacks Computers – IT Services industry’s decline of 17%. Dell Technologies Inc. Price, Consensus and EPS Surprise Dell Technologies Inc. price-consensus-eps-surprise-chart | Dell Technologies Inc. Quote Quarter in Detail Infrastructure Solutions Group (“ISG”) revenues were up 3% year over year to $9.2 billion.
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Dell Technologies Inc. Price, Consensus and EPS Surprise Dell Technologies Inc. price-consensus-eps-surprise-chart | Dell Technologies Inc. Quote Quarter in Detail Infrastructure Solutions Group (“ISG”) revenues were up 3% year over year to $9.2 billion. Dell Technologies DELL reported fourth-quarter fiscal 2022 non-GAAP earnings of $1.72 per share, missing the Zacks Consensus Estimate by 11.79%. Dell’s shares have fallen 0.6% year to date, compared with the Zacks Computers – IT Services industry’s decline of 17%.
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Dell Technologies Inc. Price, Consensus and EPS Surprise Dell Technologies Inc. price-consensus-eps-surprise-chart | Dell Technologies Inc. Quote Quarter in Detail Infrastructure Solutions Group (“ISG”) revenues were up 3% year over year to $9.2 billion. Dell Technologies DELL reported fourth-quarter fiscal 2022 non-GAAP earnings of $1.72 per share, missing the Zacks Consensus Estimate by 11.79%. Dell’s shares have fallen 0.6% year to date, compared with the Zacks Computers – IT Services industry’s decline of 17%.
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Dell Technologies DELL reported fourth-quarter fiscal 2022 non-GAAP earnings of $1.72 per share, missing the Zacks Consensus Estimate by 11.79%. Dell Technologies Inc. (DELL): Free Stock Analysis Report Dell’s shares have fallen 0.6% year to date, compared with the Zacks Computers – IT Services industry’s decline of 17%.
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52359b31-089d-4aa0-a4a2-cc178db35908
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725838.0
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2022-02-24 00:00:00 UTC
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Dell expects PC backlog to balloon in Q1 amid supply chain snarls
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DELL
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https://www.nasdaq.com/articles/dell-expects-pc-backlog-to-balloon-in-q1-amid-supply-chain-snarls
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nan
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nan
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Rewrites throughout, adds executive comments from call
Feb 24 (Reuters) - Dell Technologies Inc DELL.N said on Thursday it expects PC backlog to balloon in the first quarter due to supply chain constraints and reported a quarterly profit miss, sending its shares down 7% in extended trading.
A pandemic-fueled demand for PCs helped the company draw in billions of dollars in sales over the past year. However, an ongoing global chip shortage and supply chain issues are pinching Dell as longer lead times and parts shortages have led to higher component and freight costs.
The company earned $1.72 per share on an adjusted basis, below Wall Street's estimate of $1.95, according to IBES data from Refinitiv.
Shares of Texas-based Dell closed down 1% on Thursday. They were trading at $51.89 in extended trading.
"We expect opex (operating expense) as a percentage of revenue to be slightly higher than FY22 as we invest in the business," finance chief Tom Sweet said.
Still, revenue surged 16% to $27.99 billion in the fourth quarter to beat analysts' expectations and the first-quarter forecasts for revenue and profit were above estimates.
In the three months to Jan. 28, revenue jumped by a quarter at Dell's client solutions group - the business that includes desktop PCs, notebooks and tablets.
In November, the company completed the spin-off of its cloud computing unit VMware Inc VMW.N in which it owned an 81% stake. Dell had said VMWare would become a standalone public firm.
(Reporting by Richard Rohan Francis and Eva Mathews in Bengaluru; Editing by Aditya Soni and Shinjini Ganguli)
((RichardRohan.Francis@thomsonreuters.com;))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In the three months to Jan. 28, revenue jumped by a quarter at Dell's client solutions group - the business that includes desktop PCs, notebooks and tablets. Rewrites throughout, adds executive comments from call Feb 24 (Reuters) - Dell Technologies Inc DELL.N said on Thursday it expects PC backlog to balloon in the first quarter due to supply chain constraints and reported a quarterly profit miss, sending its shares down 7% in extended trading. However, an ongoing global chip shortage and supply chain issues are pinching Dell as longer lead times and parts shortages have led to higher component and freight costs.
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Rewrites throughout, adds executive comments from call Feb 24 (Reuters) - Dell Technologies Inc DELL.N said on Thursday it expects PC backlog to balloon in the first quarter due to supply chain constraints and reported a quarterly profit miss, sending its shares down 7% in extended trading. However, an ongoing global chip shortage and supply chain issues are pinching Dell as longer lead times and parts shortages have led to higher component and freight costs. Shares of Texas-based Dell closed down 1% on Thursday.
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Rewrites throughout, adds executive comments from call Feb 24 (Reuters) - Dell Technologies Inc DELL.N said on Thursday it expects PC backlog to balloon in the first quarter due to supply chain constraints and reported a quarterly profit miss, sending its shares down 7% in extended trading. In the three months to Jan. 28, revenue jumped by a quarter at Dell's client solutions group - the business that includes desktop PCs, notebooks and tablets. However, an ongoing global chip shortage and supply chain issues are pinching Dell as longer lead times and parts shortages have led to higher component and freight costs.
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Rewrites throughout, adds executive comments from call Feb 24 (Reuters) - Dell Technologies Inc DELL.N said on Thursday it expects PC backlog to balloon in the first quarter due to supply chain constraints and reported a quarterly profit miss, sending its shares down 7% in extended trading. However, an ongoing global chip shortage and supply chain issues are pinching Dell as longer lead times and parts shortages have led to higher component and freight costs. Shares of Texas-based Dell closed down 1% on Thursday.
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76d0730a-9ccd-42fd-9f0f-ac3b30d60011
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725839.0
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2022-02-24 00:00:00 UTC
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Dell Technologies (DELL) Q4 Earnings Miss Estimates
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DELL
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https://www.nasdaq.com/articles/dell-technologies-dell-q4-earnings-miss-estimates
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nan
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nan
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Dell Technologies (DELL) came out with quarterly earnings of $1.72 per share, missing the Zacks Consensus Estimate of $1.95 per share. This compares to earnings of $2.70 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -11.79%. A quarter ago, it was expected that this computer and technology services provider would post earnings of $2.33 per share when it actually produced earnings of $2.37, delivering a surprise of 1.72%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Dell Technologies, which belongs to the Zacks Computers - IT Services industry, posted revenues of $28 billion for the quarter ended January 2022, surpassing the Zacks Consensus Estimate by 2.04%. This compares to year-ago revenues of $26.15 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Dell Technologies shares have added about 1.1% since the beginning of the year versus the S&P 500's decline of -11.3%.
What's Next for Dell Technologies?
While Dell Technologies has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Dell Technologies: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $1.49 on $24.8 billion in revenues for the coming quarter and $6.73 on $103.36 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computers - IT Services is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Telos Corporation (TLS), another stock in the same industry, has yet to report results for the quarter ended December 2021. The results are expected to be released on March 1.
This company is expected to post quarterly earnings of $0.04 per share in its upcoming report, which represents a year-over-year change of -50%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Telos Corporation's revenues are expected to be $63.3 million, up 41% from the year-ago quarter.
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Dell Technologies Inc. (DELL): Free Stock Analysis Report
Telos Corporation (TLS): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies (DELL) came out with quarterly earnings of $1.72 per share, missing the Zacks Consensus Estimate of $1.95 per share. Dell Technologies, which belongs to the Zacks Computers - IT Services industry, posted revenues of $28 billion for the quarter ended January 2022, surpassing the Zacks Consensus Estimate by 2.04%. Dell Technologies shares have added about 1.1% since the beginning of the year versus the S&P 500's decline of -11.3%.
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Dell Technologies, which belongs to the Zacks Computers - IT Services industry, posted revenues of $28 billion for the quarter ended January 2022, surpassing the Zacks Consensus Estimate by 2.04%. Dell Technologies Inc. (DELL): Free Stock Analysis Report Dell Technologies (DELL) came out with quarterly earnings of $1.72 per share, missing the Zacks Consensus Estimate of $1.95 per share.
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Dell Technologies (DELL) came out with quarterly earnings of $1.72 per share, missing the Zacks Consensus Estimate of $1.95 per share. Dell Technologies, which belongs to the Zacks Computers - IT Services industry, posted revenues of $28 billion for the quarter ended January 2022, surpassing the Zacks Consensus Estimate by 2.04%. Dell Technologies shares have added about 1.1% since the beginning of the year versus the S&P 500's decline of -11.3%.
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Dell Technologies (DELL) came out with quarterly earnings of $1.72 per share, missing the Zacks Consensus Estimate of $1.95 per share. Dell Technologies, which belongs to the Zacks Computers - IT Services industry, posted revenues of $28 billion for the quarter ended January 2022, surpassing the Zacks Consensus Estimate by 2.04%. Dell Technologies shares have added about 1.1% since the beginning of the year versus the S&P 500's decline of -11.3%.
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b2e174cf-6a52-4abe-84e3-d7533380595e
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725840.0
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2022-02-24 00:00:00 UTC
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Dell Posts Loss In Q4
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DELL
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https://www.nasdaq.com/articles/dell-posts-loss-in-q4
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nan
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nan
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(RTTNews) - Tech company Dell Technologies Inc. (DELL), reported a loss in the fourth quarter despite an increase in revenue. The net loss was $29 million or $0.04 loss per share for the fourth quarter, compared to a net income of $695 million or $0.90 earnings per share in the same quarter last year. On an adjusted basis, the earnings were $1.39 billion or $1.72 earnings per share, compared to $1.36 billion or $1.76 earnings per share last year. On average 16 analysts polled by Thomson Reuters estimated the earnings to be $1.95 per share. Dell reported revenue of $27.99 billion in the quarter, 16% higher than $24.15 billion last year. Excluding one-time items, the revenue was $28.00 billion, up from $24.17 billion last year. Analysts estimated Dell to report $27.44 billion in revenue this quarter. The loss was due to a higher cost of revenue as it rose 20% to $22.37 billion, up from $18.63 billion last year. CFO Tom Sweet said, "Last year we achieved a number of milestones that unleashed shareholder value. We generated cash flow of $10.3 billion, achieved investment-grade rating, and spun-off Vmware". The board of directors has also declared a dividend of $0.33 per share, which will be payable on April 29, to the stockholder on record on April 20. The stock is currently trading 7% lower on $52.98 in the after-market hours after the regular trading closed at $55.84.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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(RTTNews) - Tech company Dell Technologies Inc. (DELL), reported a loss in the fourth quarter despite an increase in revenue. Dell reported revenue of $27.99 billion in the quarter, 16% higher than $24.15 billion last year. Analysts estimated Dell to report $27.44 billion in revenue this quarter.
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Dell reported revenue of $27.99 billion in the quarter, 16% higher than $24.15 billion last year. (RTTNews) - Tech company Dell Technologies Inc. (DELL), reported a loss in the fourth quarter despite an increase in revenue. Analysts estimated Dell to report $27.44 billion in revenue this quarter.
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Dell reported revenue of $27.99 billion in the quarter, 16% higher than $24.15 billion last year. (RTTNews) - Tech company Dell Technologies Inc. (DELL), reported a loss in the fourth quarter despite an increase in revenue. Analysts estimated Dell to report $27.44 billion in revenue this quarter.
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Dell reported revenue of $27.99 billion in the quarter, 16% higher than $24.15 billion last year. Analysts estimated Dell to report $27.44 billion in revenue this quarter. (RTTNews) - Tech company Dell Technologies Inc. (DELL), reported a loss in the fourth quarter despite an increase in revenue.
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a88e2bb7-f868-4ed4-96c6-08f2fab18126
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725841.0
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2022-02-24 00:00:00 UTC
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Dell revenue jumps on robust PC demand
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DELL
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https://www.nasdaq.com/articles/dell-revenue-jumps-on-robust-pc-demand
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nan
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nan
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Feb 24 (Reuters) - Dell Technologies Inc DELL.N surpassed market estimates for quarterly revenue on Thursday as the adoption of hybrid work models across the globe kept demand strong for its personal computers and notebooks.
Revenue surged 16% to $27.99 billion in the fourth quarter, compared with analysts' average estimate of $27.44 billion, according to Refinitiv IBES data.
The company's business has flourished during the pandemic thanks to the rise of remote working and learning, helping it top revenue estimates for eight straight quarters.
In the three months to Jan. 28, revenue jumped by a quarter at Dell's client solutions group - the business that includes desktop PCs, notebooks and tablets.
Revenue from its infrastructure solutions unit, which is home to its servers, networking and storage portfolio, rose 3%.
However, Dell's net income attributable dropped to $2 million in the quarter, from $1.23 billion a year earlier.
Excluding items, the Texas-based company earned $1.72 per share.
(Reporting by Richard Rohan Francis in Bengaluru; Editing by Aditya Soni)
((RichardRohan.Francis@thomsonreuters.com;))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Feb 24 (Reuters) - Dell Technologies Inc DELL.N surpassed market estimates for quarterly revenue on Thursday as the adoption of hybrid work models across the globe kept demand strong for its personal computers and notebooks. In the three months to Jan. 28, revenue jumped by a quarter at Dell's client solutions group - the business that includes desktop PCs, notebooks and tablets. However, Dell's net income attributable dropped to $2 million in the quarter, from $1.23 billion a year earlier.
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Feb 24 (Reuters) - Dell Technologies Inc DELL.N surpassed market estimates for quarterly revenue on Thursday as the adoption of hybrid work models across the globe kept demand strong for its personal computers and notebooks. In the three months to Jan. 28, revenue jumped by a quarter at Dell's client solutions group - the business that includes desktop PCs, notebooks and tablets. However, Dell's net income attributable dropped to $2 million in the quarter, from $1.23 billion a year earlier.
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Feb 24 (Reuters) - Dell Technologies Inc DELL.N surpassed market estimates for quarterly revenue on Thursday as the adoption of hybrid work models across the globe kept demand strong for its personal computers and notebooks. In the three months to Jan. 28, revenue jumped by a quarter at Dell's client solutions group - the business that includes desktop PCs, notebooks and tablets. However, Dell's net income attributable dropped to $2 million in the quarter, from $1.23 billion a year earlier.
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Feb 24 (Reuters) - Dell Technologies Inc DELL.N surpassed market estimates for quarterly revenue on Thursday as the adoption of hybrid work models across the globe kept demand strong for its personal computers and notebooks. In the three months to Jan. 28, revenue jumped by a quarter at Dell's client solutions group - the business that includes desktop PCs, notebooks and tablets. However, Dell's net income attributable dropped to $2 million in the quarter, from $1.23 billion a year earlier.
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6ad3f955-60cc-4034-a2a7-a99108946807
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725842.0
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2022-02-24 00:00:00 UTC
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After-Hours Earnings Report for February 24, 2022 : INTU, EOG, ADSK, MNST, OXY, SQ, ZS, EIX, PBA, DELL, ETSY, AES
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DELL
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https://www.nasdaq.com/articles/after-hours-earnings-report-for-february-24-2022-%3A-intu-eog-adsk-mnst-oxy-sq-zs-eix-pba
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nan
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The following companies are expected to report earnings after hours on 02/24/2022. Visit our Earnings Calendar for a full list of expected earnings releases.
Intuit Inc. (INTU)is reporting for the quarter ending January 31, 2022. The computer software company's consensus earnings per share forecast from the 7 analysts that follow the stock is $0.93. This value represents a 481.25% increase compared to the same quarter last year. In the past year INTU has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 378.95%. Zacks Investment Research reports that the 2022 Price to Earnings ratio for INTU is 60.10 vs. an industry ratio of 20.00, implying that they will have a higher earnings growth than their competitors in the same industry.
EOG Resources, Inc. (EOG)is reporting for the quarter ending December 31, 2021. The oil (us exp & production) company's consensus earnings per share forecast from the 9 analysts that follow the stock is $3.21. This value represents a 352.11% increase compared to the same quarter last year. In the past year EOG has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 7.46%. Zacks Investment Research reports that the 2021 Price to Earnings ratio for EOG is 12.65 vs. an industry ratio of 7.30, implying that they will have a higher earnings growth than their competitors in the same industry.
Autodesk, Inc. (ADSK)is reporting for the quarter ending January 31, 2022. The computer software company's consensus earnings per share forecast from the 6 analysts that follow the stock is $0.91. This value represents a 13.75% increase compared to the same quarter last year. In the past year ADSK has met analyst expectations once and beat the expectations the other three quarters. Zacks Investment Research reports that the 2022 Price to Earnings ratio for ADSK is 71.10 vs. an industry ratio of 20.00, implying that they will have a higher earnings growth than their competitors in the same industry.
Monster Beverage Corporation (MNST)is reporting for the quarter ending December 31, 2021. The beverages company's consensus earnings per share forecast from the 8 analysts that follow the stock is $0.60. This value represents a 3.23% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2021 Price to Earnings ratio for MNST is 30.90 vs. an industry ratio of 8.60, implying that they will have a higher earnings growth than their competitors in the same industry.
Occidental Petroleum Corporation (OXY)is reporting for the quarter ending December 31, 2021. The oil company's consensus earnings per share forecast from the 9 analysts that follow the stock is $1.08. This value represents a 238.46% increase compared to the same quarter last year. Zacks Investment Research reports that the 2021 Price to Earnings ratio for OXY is 18.00 vs. an industry ratio of 16.90, implying that they will have a higher earnings growth than their competitors in the same industry.
Block, Inc. (SQ)is reporting for the quarter ending December 31, 2021. The internet software company's consensus earnings per share forecast from the 8 analysts that follow the stock is $-0.13. This value represents a 244.44% decrease compared to the same quarter last year. SQ missed the consensus earnings per share in the 3rd calendar quarter of 2021 by -54.55%. Zacks Investment Research reports that the 2021 Price to Earnings ratio for SQ is 181.06 vs. an industry ratio of -50.60, implying that they will have a higher earnings growth than their competitors in the same industry.
Zscaler, Inc. (ZS)is reporting for the quarter ending January 31, 2022. The internet services company's consensus earnings per share forecast from the 9 analysts that follow the stock is $-0.57. This value represents a 46.15% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2022 Price to Earnings ratio for ZS is -103.19 vs. an industry ratio of 13.60.
Edison International (EIX)is reporting for the quarter ending December 31, 2021. The electric power utilities company's consensus earnings per share forecast from the 4 analysts that follow the stock is $1.05. This value represents a 11.76% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2021 Price to Earnings ratio for EIX is 13.17 vs. an industry ratio of 16.40.
Pembina Pipeline Corp. (PBA)is reporting for the quarter ending December 31, 2021. The oil (production/pipeline) company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.47. This value represents a 11.90% increase compared to the same quarter last year. Zacks Investment Research reports that the 2021 Price to Earnings ratio for PBA is 15.87 vs. an industry ratio of 12.60, implying that they will have a higher earnings growth than their competitors in the same industry.
Dell Technologies Inc. (DELL)is reporting for the quarter ending January 31, 2022. The information technology services company's consensus earnings per share forecast from the 6 analysts that follow the stock is $1.95. This value represents a 27.78% decrease compared to the same quarter last year. In the past year DELL has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 1.72%. Zacks Investment Research reports that the 2022 Price to Earnings ratio for DELL is 7.86 vs. an industry ratio of 26.10.
Etsy, Inc. (ETSY)is reporting for the quarter ending December 31, 2021. The internet services company's consensus earnings per share forecast from the 7 analysts that follow the stock is $0.76. This value represents a 29.63% decrease compared to the same quarter last year. In the past year ETSY has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 24%. Zacks Investment Research reports that the 2021 Price to Earnings ratio for ETSY is 38.45 vs. an industry ratio of 13.60, implying that they will have a higher earnings growth than their competitors in the same industry.
The AES Corporation (AES)is reporting for the quarter ending December 31, 2021. The electric power utilities company's consensus earnings per share forecast from the 4 analysts that follow the stock is $0.43. This value represents a 10.42% decrease compared to the same quarter last year. AES missed the consensus earnings per share in the 1st calendar quarter of 2021 by -6.67%. Zacks Investment Research reports that the 2021 Price to Earnings ratio for AES is 13.61 vs. an industry ratio of 16.40.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies Inc. (DELL)is reporting for the quarter ending January 31, 2022. In the past year DELL has beat the expectations every quarter. Zacks Investment Research reports that the 2022 Price to Earnings ratio for DELL is 7.86 vs. an industry ratio of 26.10.
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Dell Technologies Inc. (DELL)is reporting for the quarter ending January 31, 2022. In the past year DELL has beat the expectations every quarter. Zacks Investment Research reports that the 2022 Price to Earnings ratio for DELL is 7.86 vs. an industry ratio of 26.10.
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Dell Technologies Inc. (DELL)is reporting for the quarter ending January 31, 2022. In the past year DELL has beat the expectations every quarter. Zacks Investment Research reports that the 2022 Price to Earnings ratio for DELL is 7.86 vs. an industry ratio of 26.10.
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In the past year DELL has beat the expectations every quarter. Dell Technologies Inc. (DELL)is reporting for the quarter ending January 31, 2022. Zacks Investment Research reports that the 2022 Price to Earnings ratio for DELL is 7.86 vs. an industry ratio of 26.10.
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e876d5a4-0fb2-46d9-807c-a30720eab958
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725843.0
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2022-02-22 00:00:00 UTC
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Hybrid work trend drives PC maker Lenovo's Q3 profit to record
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DELL
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https://www.nasdaq.com/articles/hybrid-work-trend-drives-pc-maker-lenovos-q3-profit-to-record
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nan
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nan
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By Brenda Goh
SHANGHAI, Feb 23 (Reuters) - Third-quarter profit jumped 62% to an all-time high of $640 million at China's Lenovo Group 0992.HK, the world's biggest maker of personal computers said on Wednesday, as the growing popularity of hybrid work arrangements boosts demand for PCs.
Revenue for the quarter ended Dec. 31 rose 17% to $20.1 billion, also a record and ahead of an average estimate of $18.4 billion from 10 analysts, according to Refinitiv data.
"Structural industry forces dominated theglobal market including accelerated digital transformation investments, new IT service requirements, the ever-increasing popularity of cloud and the trend of hybrid working," Lenovo said in a statement.
"These market tailwinds served as a strong catalyst for the company's robust double-digit growth across its three business groups."
Lenovo said worldwide demand for commercial PCs, excluding the Chromebook, in the quarter increased at the third highest rate of growth since 1998. Customers were buying more premium, portable and high-quality PCs due to the growing prominence of remote working.
While a global shortage of semiconductors, which has affected various industries including automakers, remained a business challenge, there were signs of easing, Lenovo said, adding that it was on track to deliver its medium-term target of doubling its net income margin.
Lenovo is the world's largest PC maker, having captured a 24.6% market share of worldwide PC shipments in the fourth quarter of 2021, followed by HP Inc HPE.N and Dell DELL.N, according to consultancy Gartner.
(Reporting by Brenda Goh; Editing by Himani Sarkar and Richard Pullin)
((brenda.goh@thomsonreuters.com; +86 (0) 21 2083 0088; Reuters Messaging: brenda.goh.thomsonreuters.com@reuters.net))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Lenovo is the world's largest PC maker, having captured a 24.6% market share of worldwide PC shipments in the fourth quarter of 2021, followed by HP Inc HPE.N and Dell DELL.N, according to consultancy Gartner. By Brenda Goh SHANGHAI, Feb 23 (Reuters) - Third-quarter profit jumped 62% to an all-time high of $640 million at China's Lenovo Group 0992.HK, the world's biggest maker of personal computers said on Wednesday, as the growing popularity of hybrid work arrangements boosts demand for PCs. "Structural industry forces dominated theglobal market including accelerated digital transformation investments, new IT service requirements, the ever-increasing popularity of cloud and the trend of hybrid working," Lenovo said in a statement.
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Lenovo is the world's largest PC maker, having captured a 24.6% market share of worldwide PC shipments in the fourth quarter of 2021, followed by HP Inc HPE.N and Dell DELL.N, according to consultancy Gartner. By Brenda Goh SHANGHAI, Feb 23 (Reuters) - Third-quarter profit jumped 62% to an all-time high of $640 million at China's Lenovo Group 0992.HK, the world's biggest maker of personal computers said on Wednesday, as the growing popularity of hybrid work arrangements boosts demand for PCs. "Structural industry forces dominated theglobal market including accelerated digital transformation investments, new IT service requirements, the ever-increasing popularity of cloud and the trend of hybrid working," Lenovo said in a statement.
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Lenovo is the world's largest PC maker, having captured a 24.6% market share of worldwide PC shipments in the fourth quarter of 2021, followed by HP Inc HPE.N and Dell DELL.N, according to consultancy Gartner. By Brenda Goh SHANGHAI, Feb 23 (Reuters) - Third-quarter profit jumped 62% to an all-time high of $640 million at China's Lenovo Group 0992.HK, the world's biggest maker of personal computers said on Wednesday, as the growing popularity of hybrid work arrangements boosts demand for PCs. "Structural industry forces dominated theglobal market including accelerated digital transformation investments, new IT service requirements, the ever-increasing popularity of cloud and the trend of hybrid working," Lenovo said in a statement.
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Lenovo is the world's largest PC maker, having captured a 24.6% market share of worldwide PC shipments in the fourth quarter of 2021, followed by HP Inc HPE.N and Dell DELL.N, according to consultancy Gartner. By Brenda Goh SHANGHAI, Feb 23 (Reuters) - Third-quarter profit jumped 62% to an all-time high of $640 million at China's Lenovo Group 0992.HK, the world's biggest maker of personal computers said on Wednesday, as the growing popularity of hybrid work arrangements boosts demand for PCs. Revenue for the quarter ended Dec. 31 rose 17% to $20.1 billion, also a record and ahead of an average estimate of $18.4 billion from 10 analysts, according to Refinitiv data.
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7fa911ff-7a95-43ca-a300-61ecace50e7d
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725844.0
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2022-02-22 00:00:00 UTC
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CoStar Group (CSGP) Surpasses Q4 Earnings and Revenue Estimates
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DELL
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https://www.nasdaq.com/articles/costar-group-csgp-surpasses-q4-earnings-and-revenue-estimates
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nan
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nan
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CoStar Group (CSGP) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.29 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of 20.69%. A quarter ago, it was expected that this commercial real estate information and marketing provider would post earnings of $0.23 per share when it actually produced earnings of $0.25, delivering a surprise of 8.70%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
CoStar, which belongs to the Zacks Computers - IT Services industry, posted revenues of $506.79 million for the quarter ended December 2021, surpassing the Zacks Consensus Estimate by 1.24%. This compares to year-ago revenues of $444.39 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
CoStar shares have lost about 17.8% since the beginning of the year versus the S&P 500's decline of -8.8%.
What's Next for CoStar?
While CoStar has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for CoStar: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.33 on $506.24 million in revenues for the coming quarter and $1.38 on $2.22 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computers - IT Services is currently in the bottom 43% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Dell Technologies (DELL), is yet to report results for the quarter ended January 2022. The results are expected to be released on February 24.
This computer and technology services provider is expected to post quarterly earnings of $1.95 per share in its upcoming report, which represents a year-over-year change of -27.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Dell Technologies' revenues are expected to be $27.47 billion, up 5.1% from the year-ago quarter.
Just Released: Zacks Top 10 Stocks for 2022
In addition to the investment ideas discussed above, would you like to know about our 10 top buy-and-hold tickers for the entirety of 2022?
Last year's 2021 Zacks Top 10 Stocks portfolio returned gains as high as +147.7%. Now a brand-new portfolio has been handpicked from over 4,000 companies covered by the Zacks Rank. Don’t miss your chance to get in on these long-term buys
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CoStar Group, Inc. (CSGP): Free Stock Analysis Report
Dell Technologies Inc. (DELL): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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One other stock from the same industry, Dell Technologies (DELL), is yet to report results for the quarter ended January 2022. Dell Technologies' revenues are expected to be $27.47 billion, up 5.1% from the year-ago quarter. Dell Technologies Inc. (DELL): Free Stock Analysis Report
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One other stock from the same industry, Dell Technologies (DELL), is yet to report results for the quarter ended January 2022. Dell Technologies' revenues are expected to be $27.47 billion, up 5.1% from the year-ago quarter. Dell Technologies Inc. (DELL): Free Stock Analysis Report
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One other stock from the same industry, Dell Technologies (DELL), is yet to report results for the quarter ended January 2022. Dell Technologies' revenues are expected to be $27.47 billion, up 5.1% from the year-ago quarter. Dell Technologies Inc. (DELL): Free Stock Analysis Report
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One other stock from the same industry, Dell Technologies (DELL), is yet to report results for the quarter ended January 2022. Dell Technologies' revenues are expected to be $27.47 billion, up 5.1% from the year-ago quarter. Dell Technologies Inc. (DELL): Free Stock Analysis Report
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1157f304-25a9-49e0-afb6-0e523d25c1c2
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725845.0
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2022-02-22 00:00:00 UTC
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Dell Technologies (DELL) to Post Q4 Earnings: What's in Store?
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DELL
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https://www.nasdaq.com/articles/dell-technologies-dell-to-post-q4-earnings%3A-whats-in-store
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nan
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nan
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Dell Technologies DELL is set to report fourth-quarter fiscal 2022 results on Feb 24.
Dell expects fourth-quarter revenues in the range of $27-$28 billion, suggesting 12-16% growth on a year-over-year basis.
The Zacks Consensus Estimate for revenues is pegged at $27.47 billion, suggesting 5.06% growth from the figure reported in the year-ago quarter.
The consensus mark for quarterly earnings is pegged at $1.95 per share, indicating a 27.8% decline from the year-ago quarter’s figure. The consensus estimate for earnings has increased by a penny in the past 30 days.
Dell's earnings beat the Zacks Consensus Estimate in all of the last four quarters. The company has delivered a trailing four-quarter earnings surprise of 17.93%, on average.
Dell Technologies Inc. Price and EPS Surprise
Dell Technologies Inc. price-eps-surprise | Dell Technologies Inc. Quote
Let's see how things have shaped up for Dell before this announcement.
Factors to Watch
Although the pandemic and the global chip shortage are leading to unpredictability in the technology sector, Dell Technologies is expected to have witnessed strong consumer demand for notebooks, laptops and personal computers.
Per Gartner, worldwide PC shipments in fourth-quarter 2021 witnessed a year-over-year decrease of 5%, reaching 88.4 million units. Dell was ranked third among all PC vendors, and apart from Apple (AAPL), it was the only vendor to witness year-over-year shipment growth.
Dell shipped 17.196 million units witnessing 7.9% year-over-year growth in fourth-quarter 2021, per Gartner report. Apple shipped 6.846 million units, witnessing 6.2% year-over-year growth.
Moreover, Dell expects the operating income rate to increase sequentially since the fourth quarter is a seasonally strong storage quarter.
Dell is also expected to have benefited from strong growth in servers and networking revenues in the to-be-reported quarter.
What Our Model Unveils
Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat.
Dell has an Earnings ESP of 4.88% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks to Consider
Here are some companies worth considering as our model shows that these too have the right combination of elements to beat on earnings in their upcoming releases:
Zscaler ZS has an Earnings ESP of +3.60% and a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.
ZS is scheduled to release second-quarter 2022 results on Feb 24. Zscaler’s shares have gained 19.6% in the past year compared with the Zacks Internet – Services industry’s growth of 3.9%. The Zacks Computer and Technology Sector witnessed a fall of 0.8% over the same time frame.
Ambarella AMBA has an Earnings ESP of +2.86% and a Zacks Rank #3. The company is scheduled to release fourth-quarter 2022 results on Feb 28.
Ambarella’s shares have returned 11% in the past year compared with the Zacks Electronics-Semiconductors industry’s growth of 9.1%.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Just Released: Zacks Top 10 Stocks for 2022
In addition to the investment ideas discussed above, would you like to know about our 10 top buy-and-hold tickers for the entirety of 2022?
Last year's 2021 Zacks Top 10 Stocks portfolio returned gains as high as +147.7%. Now a brand-new portfolio has been handpicked from over 4,000 companies covered by the Zacks Rank. Don’t miss your chance to get in on these long-term buys
Access Zacks Top 10 Stocks for 2022 today >>
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
Apple Inc. (AAPL): Free Stock Analysis Report
Dell Technologies Inc. (DELL): Free Stock Analysis Report
Ambarella, Inc. (AMBA): Free Stock Analysis Report
Zscaler, Inc. (ZS): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies DELL is set to report fourth-quarter fiscal 2022 results on Feb 24. Dell expects fourth-quarter revenues in the range of $27-$28 billion, suggesting 12-16% growth on a year-over-year basis. Dell's earnings beat the Zacks Consensus Estimate in all of the last four quarters.
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Dell shipped 17.196 million units witnessing 7.9% year-over-year growth in fourth-quarter 2021, per Gartner report. Dell Technologies DELL is set to report fourth-quarter fiscal 2022 results on Feb 24. Dell expects fourth-quarter revenues in the range of $27-$28 billion, suggesting 12-16% growth on a year-over-year basis.
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Dell Technologies Inc. Price and EPS Surprise Dell Technologies Inc. price-eps-surprise | Dell Technologies Inc. Quote Let's see how things have shaped up for Dell before this announcement. Dell Technologies Inc. (DELL): Free Stock Analysis Report Dell Technologies DELL is set to report fourth-quarter fiscal 2022 results on Feb 24.
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Dell's earnings beat the Zacks Consensus Estimate in all of the last four quarters. Dell Technologies Inc. (DELL): Free Stock Analysis Report Dell Technologies DELL is set to report fourth-quarter fiscal 2022 results on Feb 24.
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1ac5bf80-2d15-4ad3-8526-8d437e6fc62c
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725846.0
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2022-02-17 00:00:00 UTC
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Dell Technologies (DELL) Expected to Beat Earnings Estimates: Should You Buy?
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DELL
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https://www.nasdaq.com/articles/dell-technologies-dell-expected-to-beat-earnings-estimates%3A-should-you-buy
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nan
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nan
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Wall Street expects a year-over-year decline in earnings on higher revenues when Dell Technologies (DELL) reports results for the quarter ended January 2022. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on February 24, 2022, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on theearnings call it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus Estimate
This computer and technology services provider is expected to post quarterly earnings of $1.95 per share in its upcoming report, which represents a year-over-year change of -27.8%.
Revenues are expected to be $27.47 billion, up 5.1% from the year-ago quarter.
Estimate Revisions Trend
The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Earnings Whisper
Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Dell Technologies?
For Dell Technologies, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +4.88%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Dell Technologies will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?
Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Dell Technologies would post earnings of $2.33 per share when it actually produced earnings of $2.37, delivering a surprise of +1.72%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom Line
An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Dell Technologies appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +25.4% per year. So be sure to give these hand-picked 7 your immediate attention.
See them now >>
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
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Wall Street expects a year-over-year decline in earnings on higher revenues when Dell Technologies (DELL) reports results for the quarter ended January 2022. How Have the Numbers Shaped Up for Dell Technologies? For Dell Technologies, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects.
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Wall Street expects a year-over-year decline in earnings on higher revenues when Dell Technologies (DELL) reports results for the quarter ended January 2022. How Have the Numbers Shaped Up for Dell Technologies? For Dell Technologies, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects.
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For Dell Technologies, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. Wall Street expects a year-over-year decline in earnings on higher revenues when Dell Technologies (DELL) reports results for the quarter ended January 2022. How Have the Numbers Shaped Up for Dell Technologies?
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For Dell Technologies, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. For the last reported quarter, it was expected that Dell Technologies would post earnings of $2.33 per share when it actually produced earnings of $2.37, delivering a surprise of +1.72%. Wall Street expects a year-over-year decline in earnings on higher revenues when Dell Technologies (DELL) reports results for the quarter ended January 2022.
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06ecf38e-c39a-499b-b6b5-b2e23367cf11
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725847.0
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2022-02-15 00:00:00 UTC
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Iridium (IRDM) to Report Q4 Earnings: What's in the Cards?
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DELL
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https://www.nasdaq.com/articles/iridium-irdm-to-report-q4-earnings%3A-whats-in-the-cards
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nan
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nan
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Iridium Communications IRDM is slated to release fourth-quarter 2021 results on Feb 17, before market open. The Zacks Consensus Estimate for the quarter’s bottom line is pegged at a loss of 4 cents per share on revenues of $152.33 million.
This U.S.-based satellite communications company posted solid results in the last reported quarter, with the bottom line matching the Zacks Consensus Estimate. This performance stemmed from remarkable service revenues, high subscriber additions, healthy liquidity position, and strong operational momentum.
Over the trailing four quarters, the company surpassed on three occasions and met estimates once, the average surprise being 45.6%. This is depicted in the graph below:
Iridium Communications Inc Price and EPS Surprise
Iridium Communications Inc price-eps-surprise | Iridium Communications Inc Quote
Trend in Estimate Revisions
The Zacks Consensus Estimate for Iridium’s fourth-quarter loss per share has remained unchanged in the past 90 days. It compares favorably with the year-ago quarter’s loss of 6 cents per share, indicating a year-on-year improvement of 33.33%. Further, the Zacks Consensus Estimate for quarterly revenues suggests a year-over-year rise of 3.97%.
Earnings Whispers
Our proven model does not conclusively predict an earnings beat for Iridium for the to-be-reported quarter, as it does not have the right combination of the two key ingredients. A combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, this is not the case here, as elaborated below.
Earnings ESP: Iridium has an Earnings ESP of 0.00%. This is because the Most Accurate Estimate is on par with the Zacks Consensus Estimate. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Iridium carries a Zacks Rank of 3 currently. You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors at Play
Iridium’s cost-effective broadband services, provided through the iCertus technology, position it well for growth. In fact, the company’s recurring service revenue base, driven by robust subscriber growth and mobile penetration, lends it a competitive edge and is anticipated to have driven its fourth-quarter performance.
During the quarter under review, Iridium made its Iridium Certus 100 midband service commercially available for maritime, land mobile, IoT, aviation and government customers. Iridium Certus 100 provides a unique blend of capabilities for satellite connectivity and has been designed to address market demand for new satcom solutions that require small form factor and battery or line-powered mobile equipment for two-way IP data and high-quality voice services. This is likely to have boosted the company’s performance during the to-be-reported quarter.
Markedly, the Zacks Consensus Estimate for its quarterly revenues from the service segment (which accounts for a major chunk of its total revenues) is pinned at $126 million, indicating a rise from the $117 million reported in the prior-year quarter.
However, the Zacks Consensus Estimate for quarterly revenues from the Subscriber Equipment segment is pinned at $18.5 million, indicating a fall from the $18.92 million reported in the prior-year quarter. Further, the consensus mark for revenues from the Engineering and Support Service segment is pegged at $8.38 million, calling for a decline from the $10.73 million recorded prior-year quarter.
Further, supply-chain disruptions due to the pandemic pose a significant headwind and are likely to have had an adverse impact on Iridium’s fourth-quarter revenues. Further, downward pressure on prices, surging operating expenses and increased lead time to obtain spectrum licenses are likely to have dented the company’s margins to some extent.
Stocks With Favorable Combination
Here are a few other stocks lined up to release quarterly results soon. Encouragingly, our model predicts earnings beats for these stocks:
Dell Technologies DELL has an Earnings ESP of +4.88% and carries a Zacks Rank of 3 currently. Dell is set to announce quarterly figures on Feb 24.
The Zacks Consensus Estimate for Dell’s to-be-reported quarter’s earnings and revenues is pegged at $1.95 per share and $27.47 billion, respectively. DELL surpassed earnings estimates in the preceding four quarters, delivering an average surprise of 17.9%.
Etsy ETSY has an Earnings ESP of +7.63% and carries a Zacks Rank #3 at present. Etsy is scheduled to report earnings results on Feb 24.
The Zacks Consensus Estimate for Etsy’s to-be-reported quarter’s earnings and revenues is pegged at 76 cents per share and $686.3 million, respectively. ETSY surpassed earnings estimates in the preceding four quarters, delivering an average surprise of 34.6%.
Ambarella AMBA has an Earnings ESP of +2.86% and currently carries a Zacks Rank #3. Ambarella is slated to release quarterly numbers on Feb 28.
The Zacks Consensus Estimate for Ambarella’s to-be-reported quarter’s earnings and revenues is pegged at 43 cents per share and $90.45 million, respectively. Encouragingly, AMBA surpassed earnings estimates in the preceding four quarters, delivering an average surprise of 41.7%.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
It’s a little-known chemical company that’s up 65% over last year, yet still dirt cheap. With unrelenting demand, soaring 2022 earnings estimates, and $1.5 billion for repurchasing shares, retail investors could jump in at any time.
This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
Free: See Our Top Stock and 4 Runners Up >>
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Dell Technologies Inc. (DELL): Free Stock Analysis Report
Iridium Communications Inc (IRDM): Free Stock Analysis Report
Ambarella, Inc. (AMBA): Free Stock Analysis Report
Etsy, Inc. (ETSY): Free Stock Analysis Report
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Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies DELL has an Earnings ESP of +4.88% and carries a Zacks Rank of 3 currently. Dell is set to announce quarterly figures on Feb 24. The Zacks Consensus Estimate for Dell’s to-be-reported quarter’s earnings and revenues is pegged at $1.95 per share and $27.47 billion, respectively.
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Dell Technologies DELL has an Earnings ESP of +4.88% and carries a Zacks Rank of 3 currently. Dell is set to announce quarterly figures on Feb 24. The Zacks Consensus Estimate for Dell’s to-be-reported quarter’s earnings and revenues is pegged at $1.95 per share and $27.47 billion, respectively.
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Dell Technologies DELL has an Earnings ESP of +4.88% and carries a Zacks Rank of 3 currently. Dell is set to announce quarterly figures on Feb 24. The Zacks Consensus Estimate for Dell’s to-be-reported quarter’s earnings and revenues is pegged at $1.95 per share and $27.47 billion, respectively.
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The Zacks Consensus Estimate for Dell’s to-be-reported quarter’s earnings and revenues is pegged at $1.95 per share and $27.47 billion, respectively. Dell Technologies DELL has an Earnings ESP of +4.88% and carries a Zacks Rank of 3 currently. Dell is set to announce quarterly figures on Feb 24.
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5f72bd04-03e1-4d98-bd31-06356df7a34a
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725848.0
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2022-02-14 00:00:00 UTC
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How to Boost Your Portfolio with Top Computer and Technology Stocks Set to Beat Earnings
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DELL
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https://www.nasdaq.com/articles/how-to-boost-your-portfolio-with-top-computer-and-technology-stocks-set-to-beat-12
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nan
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nan
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Two factors often determine stock prices in the long run: earnings and interest rates. Investors can't control the latter, but they can focus on a company's earnings results every quarter.
The earnings figure itself is key, of course, but a beat or miss on the bottom line can sometimes be just as, if not more, important. Therefore, investors should consider paying close attention to these earnings surprises, as a big beat can help a stock climb and vice versa.
The ability to identify stocks that are likely to top quarterly earnings expectations can be profitable, but it's no simple task. Here at Zacks, our Earnings ESP filter helps make things easier.
The Zacks Earnings ESP, Explained
The Zacks Expected Surprise Prediction, or ESP, works by locking in on the most up-to-date analyst earnings revisions because they can be more accurate than estimates from weeks or even months before the actual release date. The thinking is pretty straightforward: analysts who provide earnings estimates closer to the report are likely to have more information.
The core of the ESP model is comparing the Most Accurate Estimate to the Zacks Consensus Estimate, where the resulting percentage difference between the two equals the Expected Surprise Prediction. The Zacks Rank is also factored into the ESP metric to better help find companies that appear poised to top their next bottom-line consensus estimate, which will hopefully help lift the stock price.
When we join a positive earnings ESP with a Zacks Rank #3 (Hold) or stronger, stocks posted a positive bottom-line surprise 70% of the time. Plus, this system saw investors produce roughly 28% annual returns on average, according to our 10 year backtest.
Most stocks, about 60%, fall into the #3 (Hold) category, and they are expected to perform in-line with the broader market. Stocks with a #2 (Buy) and #1 (Strong Buy) rating, or the top 15% and top 5% of stocks, respectively, should outperform the market, with Strong Buy stocks outperforming more than any other rank.
Should You Consider Dell Technologies?
Now that we understand what the ESP is and how beneficial it can be, let's dive into a stock that currently fits the bill. Dell Technologies (DELL) earns a #3 (Hold) right now and its Most Accurate Estimate sits at $2.04 a share, just 10 days from its upcoming earnings release on February 24, 2022.
By taking the percentage difference between the $2.04 Most Accurate Estimate and the $1.95 Zacks Consensus Estimate, Dell Technologies has an Earnings ESP of 4.88%. Investors should also know that DELL is just one of a large group of stocks with positive ESPs. All of these qualifying stocks can be filtered by ESP, Zacks Rank, % Surprise (Last Qtr.), and Reporting date.
Using the Zacks Earnings ESP to your advantage is just the start. Make sure to check out the Earnings ESP Home Page for even more earnings-related tips and tricks to design a winning investment portfolio.
Find Stocks to Buy or Sell Before They're Reported
Use the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>
Just Released: Zacks Top 10 Stocks for 2022
In addition to the investment ideas discussed above, would you like to know about our 10 top buy-and-hold tickers for the entirety of 2022?
Last year's 2021 Zacks Top 10 Stocks portfolio returned gains as high as +147.7%. Now a brand-new portfolio has been handpicked from over 4,000 companies covered by the Zacks Rank. Don’t miss your chance to get in on these long-term buys
Access Zacks Top 10 Stocks for 2022 today >>
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Dell Technologies Inc. (DELL): Free Stock Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Should You Consider Dell Technologies? Dell Technologies (DELL) earns a #3 (Hold) right now and its Most Accurate Estimate sits at $2.04 a share, just 10 days from its upcoming earnings release on February 24, 2022. By taking the percentage difference between the $2.04 Most Accurate Estimate and the $1.95 Zacks Consensus Estimate, Dell Technologies has an Earnings ESP of 4.88%.
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By taking the percentage difference between the $2.04 Most Accurate Estimate and the $1.95 Zacks Consensus Estimate, Dell Technologies has an Earnings ESP of 4.88%. Should You Consider Dell Technologies? Dell Technologies (DELL) earns a #3 (Hold) right now and its Most Accurate Estimate sits at $2.04 a share, just 10 days from its upcoming earnings release on February 24, 2022.
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Should You Consider Dell Technologies? Dell Technologies (DELL) earns a #3 (Hold) right now and its Most Accurate Estimate sits at $2.04 a share, just 10 days from its upcoming earnings release on February 24, 2022. By taking the percentage difference between the $2.04 Most Accurate Estimate and the $1.95 Zacks Consensus Estimate, Dell Technologies has an Earnings ESP of 4.88%.
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Should You Consider Dell Technologies? Dell Technologies (DELL) earns a #3 (Hold) right now and its Most Accurate Estimate sits at $2.04 a share, just 10 days from its upcoming earnings release on February 24, 2022. By taking the percentage difference between the $2.04 Most Accurate Estimate and the $1.95 Zacks Consensus Estimate, Dell Technologies has an Earnings ESP of 4.88%.
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7946ab78-c19b-4d0c-b172-ab281cb3a0fa
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725849.0
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2022-02-10 00:00:00 UTC
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Inflation and Volatility: Navigating This Whipsaw Market
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DELL
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https://www.nasdaq.com/articles/inflation-and-volatility%3A-navigating-this-whipsaw-market
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nan
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nan
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The major indices opened sharply lower Thursday on the heels of a worse-than-expected Consumer Price Index (CPI) print. U.S inflation continued its drastic ascent in January, with prices spanning a wide range of goods and services surging higher amid supply chain issues and lingering scarcities. The indices were able to pare most of the morning losses by midday.
This morning, the Bureau of Labor Statistics released its monthly CPI data point which showed a 7.5% annual gain, topping the 7.3% rise forecasted by leading economists. The gain represented the swiftest pace for the inflationary measure going back to 1982. The widely followed gauge climbed 0.6% from December, reflecting a broad-based increase that included higher energy and food costs.
Even excluding the more volatile food and energy prices, the core CPI rose 6% in January versus the same time a year ago which also marked a 40-year high.
During corrections, the market has a way of reeling investors back in, only to prove the majority wrong and continue to fall. I can’t count on two hands how many times I saw that the bottom was in during the past two weeks. And while the bottom for this recent market move may have been hit in January, making those types of predictions is a fool’s game. We’ll leave that to the bottom-fishers.
We’re going to stick to the plan and identify leading stocks in this tough environment. There’s a lot of whipsaw going on in this market, and when that’s the case it’s best to be cautious and limit any new trade initiations. The time to become more aggressive is when investments are working and volatility remains calm – that isn’t the case at the moment, as the popular VIX volatility gauge spiked 10% higher this morning.
The stock market is dynamic and things can change quickly, so we must be ready to alter our outlook as more data comes in and things progress. Let’s take a look at two leading stocks that are outperforming the market. Both stocks are components of the Zacks Computer and Technology sector, which ranks in the top 38% of all Zacks Sectors.
Drilling down further, these stocks are contained within the Zacks Computers – IT Services industry group, which is also ranked in the top 38% of all Zacks Ranked Industries. Quantitative research studies have historically illustrated that approximately half of a stock’s future price appreciation is due to its industry grouping. By investing in stocks within the top 50% of all Zacks Ranked Industries, we can dramatically improve our investing success.
Dell Technologies, Inc. (DELL)
Dell Technologies develops, markets, and sells information technology solutions and products globally. DELL operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The company’s ISG segment primarily provides storage solutions, servers, and networking products. The CSG segment offers desktops, workstations, notebooks, displays, and projectors. The VMware segment produces IT solutions for DELL’s diverse client base, offering a cloud-based platform that enables its customers to gain a strategic advantage. Dell Technologies was founded in 1984 and is headquartered in Round Rock, TX.
DELL boasts an impressive history in terms of earnings surprises, surpassing estimates in each quarter for the past three years. The IT provider most recently reported Q3 EPS back in November of $2.37, a +1.72% surprise over the $2.33 consensus estimate. DELL has delivered an average earnings surprise of +17.93% over the past four quarters, aiding the stock’s market-beating 52.39% run during the past year.
Image Source: TradingView
What the Zacks Model Reveals
The Zacks Earnings ESP (Expected Surprise Prediction) seeks to identify companies that have recently seen positive earnings estimate revision activity. This technique has proven to be quite useful. In fact, when combining a Zacks Rank #3 or better with a positive Earnings ESP, stocks produced a positive surprise 70% of the time according to our 10-year backtest.
With a Zacks Rank #3 (Hold) and a +4.88% Earnings ESP, another earnings beat may be in the cards for DELL when the company reports on February 24th.
Even with last year’s price ascent, DELL trades at a relatively undervalued 9.03 forward P/E when compared to the industry average (23.09). Looking into 2022, the Zacks Consensus Estimate shows analysts are expecting an 8.25% increase in EPS to $8.66. Sales are anticipated to rise by 12.92% to $106.49 billion.
Fair Isaac Corp. (FICO)
Fair Isaac Corp. is a global developer of software, data management, and analytics products that give businesses the opportunity to automate processes. The company operates in the Americas, Europe, the Middle East, Africa, and Asia. FICO solutions and technologies for Enterprise Data Management allow its clients to increase sales, reduce fraud losses, and manage risk more efficiently. FICO markets its products and services through its direct sales organization, indirect channels, as well as online. Fair Isaac was founded in 1956 and is based out of Bozeman, MT.
A Zacks Rank #2 (Buy) stock, FICO has exceeded earnings estimates in each of the past seven quarters. The software developer recently reported its fiscal Q1 earnings which once again surpassed consensus estimates. Quarterly EPS came in at $3.70, delivering a positive surprise of 8.2% over the $3.42 Zacks Consensus Estimate. FICO has posted a trailing four-quarter average earnings surprise of +18.7%. The stock is up over 20% YTD, easily outperforming the major indices.
Image Source: TradingView
Analysts covering FICO have increased their fiscal 2022 EPS estimates by 1.85% in the past 60 days. The Zacks Consensus Estimate is now $15.97, which would represent growth of 22.19% relative to 2021. FICO’s next earnings report is scheduled for May 4th.
7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +25.4% per year. So be sure to give these hand-picked 7 your immediate attention.
See them now >>
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
Fair Isaac Corporation (FICO): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The VMware segment produces IT solutions for DELL’s diverse client base, offering a cloud-based platform that enables its customers to gain a strategic advantage. Dell Technologies, Inc. (DELL) Dell Technologies develops, markets, and sells information technology solutions and products globally. DELL operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware.
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Dell Technologies, Inc. (DELL) Dell Technologies develops, markets, and sells information technology solutions and products globally. DELL operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The VMware segment produces IT solutions for DELL’s diverse client base, offering a cloud-based platform that enables its customers to gain a strategic advantage.
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Dell Technologies, Inc. (DELL) Dell Technologies develops, markets, and sells information technology solutions and products globally. DELL operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The VMware segment produces IT solutions for DELL’s diverse client base, offering a cloud-based platform that enables its customers to gain a strategic advantage.
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Even with last year’s price ascent, DELL trades at a relatively undervalued 9.03 forward P/E when compared to the industry average (23.09). Dell Technologies, Inc. (DELL) Dell Technologies develops, markets, and sells information technology solutions and products globally. DELL operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware.
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68cc6531-9074-4022-bc64-94190715cf2d
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725850.0
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2022-02-10 00:00:00 UTC
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Dell Technologies Inc - Class C Shares Close in on 52-Week High - Market Mover
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DELL
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https://www.nasdaq.com/articles/dell-technologies-inc-class-c-shares-close-in-on-52-week-high-market-mover-0
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nan
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nan
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Dell Technologies Inc - Class C (DELL) shares closed today at 0.1% below its 52 week high of $60.81, giving the company a market cap of $43B. The stock is currently up 6.7% year-to-date, up 48.9% over the past 12 months, and up 33.5% over the past five years. This week, the Dow Jones Industrial Average rose 0.2%, and the S&P 500 fell 0.4%.
Trading Activity
Trading volume this week was 21.0% lower than the 20-day average.
Beta, a measure of the stock’s volatility relative to the overall market stands at 1.0.
Technical Indicators
The Relative Strength Index (RSI) on the stock was above 70, indicating it may be overbought.
MACD, a trend-following momentum indicator, indicates an upward trend.
The stock closed below its Bollinger band, indicating it may be oversold.
Market Comparative Performance
The company's share price is the same as the S&P 500 Index , beats it on a 1-year basis, and lags it on a 5-year basis
The company's share price is the same as the Dow Jones Industrial Average , beats it on a 1-year basis, and lags it on a 5-year basis
The company share price is the same as the performance of its peers in the Information Technology industry sector , beats it on a 1-year basis, and lags it on a 5 year basis
Per Group Comparative Performance
The company's stock price performance year-to-date beats the peer average by -284.0%
The company's stock price performance over the past 12 months beats the peer average by 164.0%
The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -66.6% lower than the average peer.
This story was produced by the Kwhen Automated News Generator. For more articles like this, please visit us at finance.kwhen.com. Write to editors@kwhen.com. © 2020 Kwhen Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies Inc - Class C (DELL) shares closed today at 0.1% below its 52 week high of $60.81, giving the company a market cap of $43B. This week, the Dow Jones Industrial Average rose 0.2%, and the S&P 500 fell 0.4%. Beta, a measure of the stock’s volatility relative to the overall market stands at 1.0.
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Dell Technologies Inc - Class C (DELL) shares closed today at 0.1% below its 52 week high of $60.81, giving the company a market cap of $43B. This week, the Dow Jones Industrial Average rose 0.2%, and the S&P 500 fell 0.4%. Market Comparative Performance The company's share price is the same as the S&P 500 Index , beats it on a 1-year basis, and lags it on a 5-year basis The company's share price is the same as the Dow Jones Industrial Average , beats it on a 1-year basis, and lags it on a 5-year basis The company share price is the same as the performance of its peers in the Information Technology industry sector , beats it on a 1-year basis, and lags it on a 5 year basis Per Group Comparative Performance The company's stock price performance year-to-date beats the peer average by -284.0% The company's stock price performance over the past 12 months beats the peer average by 164.0% The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -66.6% lower than the average peer.
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Dell Technologies Inc - Class C (DELL) shares closed today at 0.1% below its 52 week high of $60.81, giving the company a market cap of $43B. Market Comparative Performance The company's share price is the same as the S&P 500 Index , beats it on a 1-year basis, and lags it on a 5-year basis The company's share price is the same as the Dow Jones Industrial Average , beats it on a 1-year basis, and lags it on a 5-year basis The company share price is the same as the performance of its peers in the Information Technology industry sector , beats it on a 1-year basis, and lags it on a 5 year basis Per Group Comparative Performance The company's stock price performance year-to-date beats the peer average by -284.0% The company's stock price performance over the past 12 months beats the peer average by 164.0% The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -66.6% lower than the average peer. This story was produced by the Kwhen Automated News Generator.
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Dell Technologies Inc - Class C (DELL) shares closed today at 0.1% below its 52 week high of $60.81, giving the company a market cap of $43B. This week, the Dow Jones Industrial Average rose 0.2%, and the S&P 500 fell 0.4%. Technical Indicators The Relative Strength Index (RSI) on the stock was above 70, indicating it may be overbought.
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7fb47bc1-dba3-424a-bfbc-252d947c01ce
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725851.0
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2022-02-09 00:00:00 UTC
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Coherent (COHR) Q1 Earnings Beat Estimates
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DELL
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https://www.nasdaq.com/articles/coherent-cohr-q1-earnings-beat-estimates
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nan
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nan
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Coherent (COHR) came out with quarterly earnings of $2.32 per share, beating the Zacks Consensus Estimate of $1.67 per share. This compares to earnings of $1.09 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of 38.92%. A quarter ago, it was expected that this maker of lasers for commercial and scientific uses would post earnings of $1.88 per share when it actually produced earnings of $1.77, delivering a surprise of -5.85%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Coherent, which belongs to the Zacks Semiconductor Equipment - Wafer Components industry, posted revenues of $384.51 million for the quarter ended December 2021, missing the Zacks Consensus Estimate by 5.50%. This compares to year-ago revenues of $326.05 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Coherent shares have lost about 4.2% since the beginning of the year versus the S&P 500's decline of -5.1%.
What's Next for Coherent?
While Coherent has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Coherent: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $1.80 on $415.9 million in revenues for the coming quarter and $7.50 on $1.68 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Semiconductor Equipment - Wafer Components is currently in the top 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the broader Zacks Computer and Technology sector, Dell Technologies (DELL), is yet to report results for the quarter ended January 2022. The results are expected to be released on February 24.
This computer and technology services provider is expected to post quarterly earnings of $1.95 per share in its upcoming report, which represents a year-over-year change of -27.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Dell Technologies' revenues are expected to be $27.47 billion, up 5.1% from the year-ago quarter.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2021. Previous recommendations have soared +143.0%, +175.9%, +498.3% and +673.0%.
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.
Today, See These 5 Potential Home Runs >>
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
Coherent, Inc. (COHR): Free Stock Analysis Report
Dell Technologies Inc. (DELL): Free Stock Analysis Report
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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One other stock from the broader Zacks Computer and Technology sector, Dell Technologies (DELL), is yet to report results for the quarter ended January 2022. Dell Technologies' revenues are expected to be $27.47 billion, up 5.1% from the year-ago quarter. Dell Technologies Inc. (DELL): Free Stock Analysis Report
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One other stock from the broader Zacks Computer and Technology sector, Dell Technologies (DELL), is yet to report results for the quarter ended January 2022. Dell Technologies' revenues are expected to be $27.47 billion, up 5.1% from the year-ago quarter. Dell Technologies Inc. (DELL): Free Stock Analysis Report
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One other stock from the broader Zacks Computer and Technology sector, Dell Technologies (DELL), is yet to report results for the quarter ended January 2022. Dell Technologies' revenues are expected to be $27.47 billion, up 5.1% from the year-ago quarter. Dell Technologies Inc. (DELL): Free Stock Analysis Report
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One other stock from the broader Zacks Computer and Technology sector, Dell Technologies (DELL), is yet to report results for the quarter ended January 2022. Dell Technologies' revenues are expected to be $27.47 billion, up 5.1% from the year-ago quarter. Dell Technologies Inc. (DELL): Free Stock Analysis Report
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034b11cb-11fa-496f-ad07-69020f75da0e
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725852.0
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2022-02-08 00:00:00 UTC
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LCID Still Has More Downside Left
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DELL
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https://www.nasdaq.com/articles/lcid-still-has-more-downside-left
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nan
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nan
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips
First, let me say that I’m impressed by Lucid Group’s (NASDAQ:LCID) car. This company has a real shot at making it in the frothy electric vehicle wars going on right now. So LCID stock has potential but it will likely be a bumpy road.
Source: gg5795 / Shutterstock.com
This is the first wave of EV companies to hit the market and there are a number of different strategies companies are using to enter into the market. For now it seems that whether high-end or low-end, the rifle approach is much more practical – and successful – than the shotgun approach.
LCID stock has been hammered in the past few months, as have many of these high-flyers. The market is shifting from a low-growth, low-interest rate environment to a high-growth, high-inflation environment.
What’s more, the Federal Reserve and other central banks are also backing off their heavy-handed policies to support their respective economies since the financial debacle that culminated with the 2008 market crash.
7 EV Stocks With Key Product Launches In 2022
We have been cruising along in this quiet world for over a decade. And we’re hitting rough water again. Remember, market forces aren’t always gentle and as central banks walk away. And there are a lot of investors that don’t even remember what the world was like before 2008.
LCID Stock Has a Plan
What that has meant for stocks like LCID is that the big money isn’t just buying and hoping.
Now the big money is buying what performs and has the growth and earnings to back it up. That’s bad news for sectors like EVs.
Right now, LCID stock has a market capitalization of $45 billion. That’s about the same as companies like Prudential (NYSE:PRU) and Dell (NYSE:DELL). Their valuations match their earnings. LCID stock’s valuations don’t.
The one thing LCID has is a plan, however. With its deep-pocketed Saudi investors, and their desire to “go green” by investing in a LCID production facility in The Kingdom, this will help LCID manage these vulnerable growth years.
EVs Making Moves on Dealership Model
Another macro plus for the company is the continued pressure new EV car companies are putting on the dealership model in the US.
Tesla (NASDAQ:TSLA) led this challenge by moving to a direct to consumer (D2C) model with its cars. And you see the same happening with digital used car dealerships like Carvana (NYSE:CVNA) or Vroom (NASDAQ:VRM), among others.
The current U.S. dealership model was set up decades ago and creates a high barrier to entry for new carmakers. But EV companies have banded together to start tearing down those antiquated barriers one state at a time.
This is great news for LCID as well.
And Then There’s ESG Investing
Another good omen for LCID stock is the fact that its seems in all the market turnover, environmental, social and corporate governance (ESG) investing is coming back in vogue.
It’s my guess it’s back in vogue because a lot of institutional investors have far too many hipster start-ups and cool tech firms in their portfolios that they don’t want to walk away from completely.
This would certainly include the EV market sector, with its collection of companies that are just on the edge of industry-changing growth… but not quite there yet. Alternative energy and space companies are also on this list.
So LCID stock has some potential. But its market cap still seems ridiculously high, albeit with some justification in the years ahead.
If you have some risk capital and a long time horizon, it may be worth a small position here, but I still think we’re not done with the selling. If you have more time than money, patience is still your best bet.
On the date of publication, GS Early did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
GS Early has been an award-winning financial writer and editor for nearly three decades, working with many of the leading financial editors and publishers during that time.
The post LCID Still Has More Downside Left appeared first on InvestorPlace.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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That’s about the same as companies like Prudential (NYSE:PRU) and Dell (NYSE:DELL). What’s more, the Federal Reserve and other central banks are also backing off their heavy-handed policies to support their respective economies since the financial debacle that culminated with the 2008 market crash. The current U.S. dealership model was set up decades ago and creates a high barrier to entry for new carmakers.
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That’s about the same as companies like Prudential (NYSE:PRU) and Dell (NYSE:DELL). InvestorPlace - Stock Market News, Stock Advice & Trading Tips First, let me say that I’m impressed by Lucid Group’s (NASDAQ:LCID) car. LCID stock’s valuations don’t.
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That’s about the same as companies like Prudential (NYSE:PRU) and Dell (NYSE:DELL). InvestorPlace - Stock Market News, Stock Advice & Trading Tips First, let me say that I’m impressed by Lucid Group’s (NASDAQ:LCID) car. LCID Stock Has a Plan What that has meant for stocks like LCID is that the big money isn’t just buying and hoping.
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That’s about the same as companies like Prudential (NYSE:PRU) and Dell (NYSE:DELL). InvestorPlace - Stock Market News, Stock Advice & Trading Tips First, let me say that I’m impressed by Lucid Group’s (NASDAQ:LCID) car. LCID Stock Has a Plan What that has meant for stocks like LCID is that the big money isn’t just buying and hoping.
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20765cef-e7ca-4e0f-9a2f-3bf2b6b892f6
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725853.0
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2022-02-04 00:00:00 UTC
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Apple, Broadcom get new damages trial in $1.1 billion CalTech patent case
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DELL
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https://www.nasdaq.com/articles/apple-broadcom-get-new-damages-trial-in-%241.1-billion-caltech-patent-case
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nan
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nan
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By Blake Brittain
Feb 4 (Reuters) - Apple Inc AAPL.O and Broadcom Inc AVGO.Oon Friday convinced a U.S. appeals court to throw out a jury verdict requiring them to pay $1.1 billion for infringing California Institute of Technology patents related to Wi-Fi technology used in iPhones and other Apple devices.
The U.S. Court of Appeals for the Federal Circuit said the award, one of the largest in U.S. history for a patent case, was not justified by the record, ordering a new trial.
(Reporting by Blake Brittain in Washington Editing by David Bario and Matthew Lewis)
((Blake.Brittain@thomsonreuters.com))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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By Blake Brittain Feb 4 (Reuters) - Apple Inc AAPL.O and Broadcom Inc AVGO.Oon Friday convinced a U.S. appeals court to throw out a jury verdict requiring them to pay $1.1 billion for infringing California Institute of Technology patents related to Wi-Fi technology used in iPhones and other Apple devices. The U.S. Court of Appeals for the Federal Circuit said the award, one of the largest in U.S. history for a patent case, was not justified by the record, ordering a new trial. (Reporting by Blake Brittain in Washington Editing by David Bario and Matthew Lewis) ((Blake.Brittain@thomsonreuters.com)) The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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By Blake Brittain Feb 4 (Reuters) - Apple Inc AAPL.O and Broadcom Inc AVGO.Oon Friday convinced a U.S. appeals court to throw out a jury verdict requiring them to pay $1.1 billion for infringing California Institute of Technology patents related to Wi-Fi technology used in iPhones and other Apple devices. The U.S. Court of Appeals for the Federal Circuit said the award, one of the largest in U.S. history for a patent case, was not justified by the record, ordering a new trial. (Reporting by Blake Brittain in Washington Editing by David Bario and Matthew Lewis) ((Blake.Brittain@thomsonreuters.com)) The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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By Blake Brittain Feb 4 (Reuters) - Apple Inc AAPL.O and Broadcom Inc AVGO.Oon Friday convinced a U.S. appeals court to throw out a jury verdict requiring them to pay $1.1 billion for infringing California Institute of Technology patents related to Wi-Fi technology used in iPhones and other Apple devices. The U.S. Court of Appeals for the Federal Circuit said the award, one of the largest in U.S. history for a patent case, was not justified by the record, ordering a new trial. (Reporting by Blake Brittain in Washington Editing by David Bario and Matthew Lewis) ((Blake.Brittain@thomsonreuters.com)) The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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By Blake Brittain Feb 4 (Reuters) - Apple Inc AAPL.O and Broadcom Inc AVGO.Oon Friday convinced a U.S. appeals court to throw out a jury verdict requiring them to pay $1.1 billion for infringing California Institute of Technology patents related to Wi-Fi technology used in iPhones and other Apple devices. The U.S. Court of Appeals for the Federal Circuit said the award, one of the largest in U.S. history for a patent case, was not justified by the record, ordering a new trial. (Reporting by Blake Brittain in Washington Editing by David Bario and Matthew Lewis) ((Blake.Brittain@thomsonreuters.com)) The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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729291d6-7ba6-4a11-a1cb-fbd335faf99f
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725854.0
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2022-02-03 00:00:00 UTC
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Will Dell Technologies (DELL) Beat Estimates Again in Its Next Earnings Report?
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DELL
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https://www.nasdaq.com/articles/will-dell-technologies-dell-beat-estimates-again-in-its-next-earnings-report
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nan
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nan
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If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Dell Technologies (DELL). This company, which is in the Zacks Computers - IT Services industry, shows potential for another earnings beat.
When looking at the last two reports, this computer and technology services provider has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 5.49%, on average, in the last two quarters.
For the last reported quarter, Dell Technologies came out with earnings of $2.37 per share versus the Zacks Consensus Estimate of $2.33 per share, representing a surprise of 1.72%. For the previous quarter, the company was expected to post earnings of $2.05 per share and it actually produced earnings of $2.24 per share, delivering a surprise of 9.27%.
Price and EPS Surprise
For Dell Technologies, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Dell Technologies currently has an Earnings ESP of +4.88%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on February 24, 2022.
Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
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Dell Technologies Inc. (DELL): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Dell Technologies (DELL). For the last reported quarter, Dell Technologies came out with earnings of $2.37 per share versus the Zacks Consensus Estimate of $2.33 per share, representing a surprise of 1.72%. Price and EPS Surprise For Dell Technologies, estimates have been trending higher, thanks in part to this earnings surprise history.
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If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Dell Technologies (DELL). For the last reported quarter, Dell Technologies came out with earnings of $2.37 per share versus the Zacks Consensus Estimate of $2.33 per share, representing a surprise of 1.72%. Price and EPS Surprise For Dell Technologies, estimates have been trending higher, thanks in part to this earnings surprise history.
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If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Dell Technologies (DELL). For the last reported quarter, Dell Technologies came out with earnings of $2.37 per share versus the Zacks Consensus Estimate of $2.33 per share, representing a surprise of 1.72%. Price and EPS Surprise For Dell Technologies, estimates have been trending higher, thanks in part to this earnings surprise history.
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For the last reported quarter, Dell Technologies came out with earnings of $2.37 per share versus the Zacks Consensus Estimate of $2.33 per share, representing a surprise of 1.72%. If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Dell Technologies (DELL). Price and EPS Surprise For Dell Technologies, estimates have been trending higher, thanks in part to this earnings surprise history.
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e70dcf05-a6a3-4204-988b-5f3c43017c33
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725855.0
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2022-01-31 00:00:00 UTC
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Can Dell Technologies Inc. (NYSE:DELL) Maintain Its Strong Returns?
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DELL
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https://www.nasdaq.com/articles/can-dell-technologies-inc.-nyse%3Adell-maintain-its-strong-returns
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nan
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nan
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While some investors are already well versed in financial metrics (hat tip), this article is for those who would like to learn about Return On Equity (ROE) and why it is important. By way of learning-by-doing, we'll look at ROE to gain a better understanding of Dell Technologies Inc. (NYSE:DELL).
Return on equity or ROE is a key measure used to assess how efficiently a company's management is utilizing the company's capital. Simply put, it is used to assess the profitability of a company in relation to its equity capital.
How To Calculate Return On Equity?
The formula for ROE is:
Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity
So, based on the above formula, the ROE for Dell Technologies is:
50% = US$7.0b ÷ US$14b (Based on the trailing twelve months to October 2021).
The 'return' is the amount earned after tax over the last twelve months. So, this means that for every $1 of its shareholder's investments, the company generates a profit of $0.50.
Does Dell Technologies Have A Good Return On Equity?
By comparing a company's ROE with its industry average, we can get a quick measure of how good it is. Importantly, this is far from a perfect measure, because companies differ significantly within the same industry classification. Pleasingly, Dell Technologies has a superior ROE than the average (22%) in the Tech industry.
NYSE:DELL Return on Equity January 31st 2022
That is a good sign. Bear in mind, a high ROE doesn't always mean superior financial performance. Aside from changes in net income, a high ROE can also be the outcome of high debt relative to equity, which indicates risk. To know the 4 risks we have identified for Dell Technologies visit our risks dashboard for free.
How Does Debt Impact Return On Equity?
Companies usually need to invest money to grow their profits. That cash can come from issuing shares, retained earnings, or debt. In the first and second cases, the ROE will reflect this use of cash for investment in the business. In the latter case, the debt required for growth will boost returns, but will not impact the shareholders' equity. Thus the use of debt can improve ROE, albeit along with extra risk in the case of stormy weather, metaphorically speaking.
Dell Technologies' Debt And Its 50% ROE
We think Dell Technologies uses a significant amount of debt to maximize its returns, as it has a significantly higher debt to equity ratio of 3.38. Its ROE is clearly quite good, but it seems to be boosted by the significant use of debt by the company.
Summary
Return on equity is one way we can compare its business quality of different companies. Companies that can achieve high returns on equity without too much debt are generally of good quality. If two companies have the same ROE, then I would generally prefer the one with less debt.
But ROE is just one piece of a bigger puzzle, since high quality businesses often trade on high multiples of earnings. Profit growth rates, versus the expectations reflected in the price of the stock, are a particularly important to consider. So I think it may be worth checking this free report on analyst forecasts for the company.
Of course Dell Technologies may not be the best stock to buy. So you may wish to see this free collection of other companies that have high ROE and low debt.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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By way of learning-by-doing, we'll look at ROE to gain a better understanding of Dell Technologies Inc. (NYSE:DELL). The formula for ROE is: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for Dell Technologies is: 50% = US$7.0b ÷ US$14b (Based on the trailing twelve months to October 2021). Does Dell Technologies Have A Good Return On Equity?
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By way of learning-by-doing, we'll look at ROE to gain a better understanding of Dell Technologies Inc. (NYSE:DELL). The formula for ROE is: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for Dell Technologies is: 50% = US$7.0b ÷ US$14b (Based on the trailing twelve months to October 2021). Dell Technologies' Debt And Its 50% ROE We think Dell Technologies uses a significant amount of debt to maximize its returns, as it has a significantly higher debt to equity ratio of 3.38.
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The formula for ROE is: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for Dell Technologies is: 50% = US$7.0b ÷ US$14b (Based on the trailing twelve months to October 2021). Dell Technologies' Debt And Its 50% ROE We think Dell Technologies uses a significant amount of debt to maximize its returns, as it has a significantly higher debt to equity ratio of 3.38. By way of learning-by-doing, we'll look at ROE to gain a better understanding of Dell Technologies Inc. (NYSE:DELL).
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Dell Technologies' Debt And Its 50% ROE We think Dell Technologies uses a significant amount of debt to maximize its returns, as it has a significantly higher debt to equity ratio of 3.38. Of course Dell Technologies may not be the best stock to buy. By way of learning-by-doing, we'll look at ROE to gain a better understanding of Dell Technologies Inc. (NYSE:DELL).
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03992546-ca42-482c-ad74-bc3bf9b37d72
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725856.0
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2022-01-24 00:00:00 UTC
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Where Will Matterport Be in 3 Years?
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DELL
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https://www.nasdaq.com/articles/where-will-matterport-be-in-3-years
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nan
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nan
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Look for Matterport (NASDAQ: MTTR) to be waist-deep in the metaverse come this time in 2025. This tech stock has staked out some prime real estate in this just-emerging concept, and assuming it actually comes to fruition, Matterport could be the big dealmaker in the space.
A lot needs to go right, of course, including people actually accepting the metaverse as a real thing they want to be involved in. But corporations and brands think this could be the future of how they interact with consumers (and among themselves), and they're already moving the furniture in to set up camp.
So let's see how Matterport will fare over the next three years.
Image source: Getty Images.
Of course, first it's important to understand what the metaverse is. The word went from 0 to 60 in no time after Facebook announced it was changing its corporate name to Meta Platforms (NASDAQ: FB) and everyone collectively scratched their head and asked "whazzat?"
The metaverse is a virtual world where people can interact and connect with one another, play games, and conduct business. And if a real thing is digital -- for example, music, video, art -- it can be ported into the virtual world so that the things you know and are comfortable with will be available to you in the metaverse.
Moreover, you will be able to create your space to be just as you like it. When you don your virtual reality headset, you'll immediately be immersed in a world of your own creation, and you'll be able to meet and interact with others in their own virtual worlds.
Creating something from nothing
Matterport is the company that builds those worlds. Its spatial data platform can take any physical space, such as your current room or your house, and transform it into a dimensionally accurate and photorealistic digital rendering.
Subscribers to Matterport's service can capture, digitize, and manage one or more spaces, and for a scaled fee, share them and collaborate with others. While the vast majority of its users are on the free-to-use plan, which gives them control over one space -- sort of like training wheels to get use to understanding how the metaverse works -- Matterport is becoming more successful at converting them to subscriptions.
Total third-quarter subscribers surged 116% year-over-year to 439,000, while paid subscription revenue jumped 36% to $27.6 million. Conversions to paid plans are up 35% year-over-year.
A virtual disaster
However, part of the problem with the metaverse becoming this massive, lucrative alternate reality is that it's based on convincing millions of people it's not just some new gaming platform, and that adopting VR as their preferred existence is desirable.
People got their first taste of what living in a virtual world was like with Second Life, a platform that was popular in the early 2000s (it's said some 1 million people are still active on it) that allowed people to play, go to work, and interact just as they would in the real world. It had its own working economy that attracted the likes of Coca-Cola, Dell, and even MTV, while also presaging the collapse of the financial markets with the failure of Ginko Financial, a Second Life virtual investment bank that caused the loss of $750,000 real U.S. dollars.
Eventually, Second Life's creators banned the two or three dozen other banks that operated virtually, along with other risk-taking ventures like casinos.
Image source: Getty Images.
How big is big?
There's been sufficient distance between those events and today, though, and technology has improved considerably since then as well (Second Life was also said to be buggy and suffered from lagging).
Investing guru Cathie Wood of ARK Invest has pegged the metaverse as a potential multitrillion-dollar market, Morgan Stanley puts the addressable market at $8 trillion, and Nvidia CEO Jensen Huang told analysts he's "fairly sure" the metaverse "is going to be a new economy that is larger than our current economy." For perspective, the U.S.' GDP is $25 trillion, while the global economy is approaching $100 trillion.
Even if these seers are off by a factor of 10, it still could be big business for a company like Matterport. Wall Street forecasts the virtual world builder will see revenue triple by 2025 to over $450 million, while they've set a one-year consensus price target of almost $27, or more than double its current $12 price tag.
In three years' time, Matterport could be a virtual kingpin of the metaverse.
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They just revealed what they believe are the ten best stocks for investors to buy right now... and Matterport, Inc. wasn't one of them! That's right -- they think these 10 stocks are even better buys.
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Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Rich Duprey owns Coca-Cola. The Motley Fool owns and recommends Matterport, Inc., Meta Platforms, Inc., and Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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It had its own working economy that attracted the likes of Coca-Cola, Dell, and even MTV, while also presaging the collapse of the financial markets with the failure of Ginko Financial, a Second Life virtual investment bank that caused the loss of $750,000 real U.S. dollars. The word went from 0 to 60 in no time after Facebook announced it was changing its corporate name to Meta Platforms (NASDAQ: FB) and everyone collectively scratched their head and asked "whazzat?" While the vast majority of its users are on the free-to-use plan, which gives them control over one space -- sort of like training wheels to get use to understanding how the metaverse works -- Matterport is becoming more successful at converting them to subscriptions.
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It had its own working economy that attracted the likes of Coca-Cola, Dell, and even MTV, while also presaging the collapse of the financial markets with the failure of Ginko Financial, a Second Life virtual investment bank that caused the loss of $750,000 real U.S. dollars. Image source: Getty Images. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.
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It had its own working economy that attracted the likes of Coca-Cola, Dell, and even MTV, while also presaging the collapse of the financial markets with the failure of Ginko Financial, a Second Life virtual investment bank that caused the loss of $750,000 real U.S. dollars. This tech stock has staked out some prime real estate in this just-emerging concept, and assuming it actually comes to fruition, Matterport could be the big dealmaker in the space. People got their first taste of what living in a virtual world was like with Second Life, a platform that was popular in the early 2000s (it's said some 1 million people are still active on it) that allowed people to play, go to work, and interact just as they would in the real world.
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It had its own working economy that attracted the likes of Coca-Cola, Dell, and even MTV, while also presaging the collapse of the financial markets with the failure of Ginko Financial, a Second Life virtual investment bank that caused the loss of $750,000 real U.S. dollars. The metaverse is a virtual world where people can interact and connect with one another, play games, and conduct business. Moreover, you will be able to create your space to be just as you like it.
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37bd4a55-4b59-43d5-bf8d-e53478b9054d
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725857.0
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2022-01-21 00:00:00 UTC
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Microsoft (MSFT) to Report Q2 Earnings: What's in the Cards?
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DELL
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https://www.nasdaq.com/articles/microsoft-msft-to-report-q2-earnings%3A-whats-in-the-cards
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nan
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nan
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Microsoft MSFT is set to report second-quarter fiscal 2022 results on Jan 25.
The Zacks Consensus Estimate for revenues is pegged at $50.32 billion, implying growth of 16.82% from the figure reported in the year-ago quarter.
The consensus mark for earnings has stayed at $2.29 per share over the past 30 days, suggesting 12.81% growth from the figure reported in the year-ago quarter.
Microsoft’s earnings beat the Zacks Consensus Estimate in all of the trailing four quarters, the average surprise being 14.75%.
Microsoft Corporation Price and EPS Surprise
Microsoft Corporation price-eps-surprise | Microsoft Corporation Quote
Let’s see how things have shaped up for the upcoming announcement:
Teams Momentum to Aid Growth
Continued strength in its cloud computing platform, Azure, is expected to have positively impacted the company’s fiscal second-quarter numbers. Azure is witnessing rapid adoption owing to the accelerated digital transformation by business enterprises globally.
Momentum witnessed for Teams, Microsoft’s workspace communication offering, might have acted as a tailwind. Teams’ user growth is expected to have been driven by continuation of remote work and mainstream adoption of hybrid/flexible work model.
Microsoft noted that Teams has 138 customers, with more than 100,000 users of Teams and more than 3,000 clients with over 10,000 users at the end of fiscal first quarter.
The integration of Teams with Microsoft’s various in-house offerings — SharePoint, PowerPoint presentations, Stream, Dynamics 365 — is a game-changer. These integrations enable easy collaboration and engagement while driving outcomes and saving time.
During the to-be-reported quarter, Microsoft introduced Teams Essentials, an online meetings and collaboration solution, mainly designed to meet the requirements of small-scale businesses.
Teams’ expanding customer base and features are actually helping Microsoft win share in the enterprise communication market against Zoom ZM.
Markedly, at the end of third-quarter fiscal 2022, Zoom had roughly 512,100 customers (with more than 10 employees), up 18% year over year. Zoom had 2,507 customers with more than $100,000 in trailing 12-month revenues, up roughly 94% year over year.
Solid uptick in Teams and strong Azure demand instill investors’ confidence in Microsoft, which currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Shares of Microsoft have returned 34.1% in the past year against Zoom’s plunge of 59.3%.
PC Shipment Decline to Have Hurt Top Line
Revenues from Windows are likely to have been driven by steady traction seen in Windows Commercial products and cloud services growth amid weak PC demand.
Per Gartner data, 88.4 million PCs were shipped during the fourth quarter, down 5% from the year-ago period. The latest Gartner report depicts the end of the massive spike in PC demand due to the pandemic-led work-from-home and online-learning waves.
Ongoing supply chain constraints and a decline in demand for Chromebooks were cited as the main reasons behind the decline in PC shipments during fourth-quarter 2021.
More importantly, Microsoft’s nearest competitor, Apple AAPL, was the sole PC manufacturer that registered year-over-year growth in the U.S. market.
During the October-December quarter, Apple delivered approximately 2.69 million units, 6.7% higher than the year-ago period. In terms of overall market share, Apple grabbed the fourth position, trailing Dell Technologies DELL.
While Apple had a market share of 7.7%, Dell registered a market share of 19.5%. Moreover, Dell’s PC sales improved 7.9% year over year to 17.2 million units, while Apple witnessed an increase of 6.2% to 6.85 million units.
Microsoft expects Surface revenues to decline in the single digits on a year-over-year basis due to supply chain disruptions.
During the to-be-reported quarter, Microsoft unveiled a new array of Surface products, including a new dual-screen smartphone — Surface Duo 2. Microsoft introduced a new Surface Laptop Studio as well as redesigned versions of two-in-one laptops Surface Pro 8 and Surface Go 3, along with updates to Surface Pro X.
Microsoft expects fiscal second-quarter Windows commercial products and cloud services revenues to grow in the low double-digit range, driven by demand for Microsoft 365 and advanced security solutions.
Strong upsell opportunities for Microsoft E5 and momentum in Microsoft 365 are expected to have contributed to growth in Office commercial. High adoption of Dynamics 365 is likely to boost revenues from Dynamics products and cloud services business.
Search and LinkedIn revenues are anticipated to have been driven by increasing advertising demand and an improving job market scenario.
Microsoft’s gaming segment is likely to benefit from increases in adoption of Game Pass subscription service and Xbox Live monthly active users. Gaming revenues are anticipated to be up in high-single digits marred by tougher year-over-year comparisons.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Infrastructure Stock Boom to Sweep America
A massive push to rebuild the crumbling U.S. infrastructure will soon be underway. It’s bipartisan, urgent, and inevitable. Trillions will be spent. Fortunes will be made.
The only question is “Will you get into the right stocks early when their growth potential is greatest?”
Zacks has released a Special Report to help you do just that, and today it’s free. Discover 7 special companies that look to gain the most from construction and repair to roads, bridges, and buildings, plus cargo hauling and energy transformation on an almost unimaginable scale.
Download FREE: How to Profit from Trillions on Spending for Infrastructure >>
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
Apple Inc. (AAPL): Free Stock Analysis Report
Microsoft Corporation (MSFT): Free Stock Analysis Report
Dell Technologies Inc. (DELL): Free Stock Analysis Report
Zoom Video Communications, Inc. (ZM): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In terms of overall market share, Apple grabbed the fourth position, trailing Dell Technologies DELL. While Apple had a market share of 7.7%, Dell registered a market share of 19.5%. Moreover, Dell’s PC sales improved 7.9% year over year to 17.2 million units, while Apple witnessed an increase of 6.2% to 6.85 million units.
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In terms of overall market share, Apple grabbed the fourth position, trailing Dell Technologies DELL. Moreover, Dell’s PC sales improved 7.9% year over year to 17.2 million units, while Apple witnessed an increase of 6.2% to 6.85 million units. While Apple had a market share of 7.7%, Dell registered a market share of 19.5%.
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In terms of overall market share, Apple grabbed the fourth position, trailing Dell Technologies DELL. While Apple had a market share of 7.7%, Dell registered a market share of 19.5%. Moreover, Dell’s PC sales improved 7.9% year over year to 17.2 million units, while Apple witnessed an increase of 6.2% to 6.85 million units.
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While Apple had a market share of 7.7%, Dell registered a market share of 19.5%. Moreover, Dell’s PC sales improved 7.9% year over year to 17.2 million units, while Apple witnessed an increase of 6.2% to 6.85 million units. In terms of overall market share, Apple grabbed the fourth position, trailing Dell Technologies DELL.
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95908f02-4e93-4691-b7ad-a0095e4595e7
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725858.0
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2022-01-21 00:00:00 UTC
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Dell (DELL) Launches Multi-Cloud Services, Expands Portfolio
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DELL
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https://www.nasdaq.com/articles/dell-dell-launches-multi-cloud-services-expands-portfolio
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nan
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nan
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Dell Technologies DELL recently announced the launch of Apex Data Storage Services. The new service comprises a portfolio of scalable and elastic storage resources that simplify the storage process across the multi-cloud.
The service gives complete oversight over various storage systems without the hassle of day-to-day maintenance and administrative tasks.
The latest offering reflects Dell’s commitment to aid customers in taking control of their data across different multi-cloud platforms.
The solution is based on its broad technology portfolio and experience in building open ecosystems, data storage capabilities, and supply chain systems, which simplify operations across the multi-cloud.
Services including data protection and storage with simultaneous access to all major public clouds through a single console are offered under Apex Multi Cloud Data Services, Apex Back Up Services, and Project Alpine. Meanwhile, Backup Service will guard SaaS applications. Along with the Backup Service, it will bring Dell’s block and file storage software to leading public clouds, delivering flexibility in managing data between on-premises environments and public clouds.
Dell Technologies Inc. Price and Consensus
Dell Technologies Inc. price-consensus-chart | Dell Technologies Inc. Quote
Portfolio Expansion to Drive Cloud Computing Market Share Gain
Dell recently revealed that 83% of organizations are committed to storing and managing data using a multi-cloud approach within 12 months. Dell is focused on tapping this market to drive top-line growth by providing data storage and protection services to companies extending operations in the cloud.
The company is expanding the availability of Apex data Storage Services across 13 countries in Europe and the Asia Pacific to gain access to different organizations and win market share in the Cloud Computing Market. Dells’ Apex Cloud Services is currently available in the United States, the U.K., France, and Germany.
However, Dell is a late entrant in the cloud computing business and playing a catch-up game against key competitor Microsoft MSFT.
Microsoft has been riding on strong demand for its Azure cloud services. Azure’s increased availability in more than 60 regions globally is expected to have reinforced Microsoft’s competitive position in the cloud computing market.
Oracle ORCL is another company making notable strides in the sector. The company has been gaining ground in its cloud business. Its software-as-a-service (SaaS), infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) solutions are likely to expand robustly over the next few years as enterprises increasingly transition to the cloud.
However, even amid strong competition, Dell is gaining traction in the industry as companies like SMC Corporation are seeking the help of Dell to manage and take control of data seamlessly across multi-platforms.
Dell is expanding collaborations with key cloud vendors like Alphabet’s GOOGL Google, VMware and other organizations to offer a broad range of its DevOps-ready platforms to customers and accelerate top-line growth.
Zacks Rank
Dell currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
In the past year, Dell’s shares have tumbled 25.4% against the Computer and Technology sector’s growth of 8%. The Zacks Consensus Estimate for 2022 earnings has moved north by 0.35% in the past 60 days to $8.66 per share.
Infrastructure Stock Boom to Sweep America
A massive push to rebuild the crumbling U.S. infrastructure will soon be underway. It’s bipartisan, urgent, and inevitable. Trillions will be spent. Fortunes will be made.
The only question is “Will you get into the right stocks early when their growth potential is greatest?”
Zacks has released a Special Report to help you do just that, and today it’s free. Discover 7 special companies that look to gain the most from construction and repair to roads, bridges, and buildings, plus cargo hauling and energy transformation on an almost unimaginable scale.
Download FREE: How to Profit from Trillions on Spending for Infrastructure >>
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
Microsoft Corporation (MSFT): Free Stock Analysis Report
Dell Technologies Inc. (DELL): Free Stock Analysis Report
Oracle Corporation (ORCL): Free Stock Analysis Report
Alphabet Inc. (GOOGL): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell is focused on tapping this market to drive top-line growth by providing data storage and protection services to companies extending operations in the cloud. Dell Technologies DELL recently announced the launch of Apex Data Storage Services. The latest offering reflects Dell’s commitment to aid customers in taking control of their data across different multi-cloud platforms.
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Dell Technologies Inc. Price and Consensus Dell Technologies Inc. price-consensus-chart | Dell Technologies Inc. Quote Portfolio Expansion to Drive Cloud Computing Market Share Gain Dell recently revealed that 83% of organizations are committed to storing and managing data using a multi-cloud approach within 12 months. Dell Technologies Inc. (DELL): Free Stock Analysis Report Dell Technologies DELL recently announced the launch of Apex Data Storage Services.
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Dell Technologies Inc. Price and Consensus Dell Technologies Inc. price-consensus-chart | Dell Technologies Inc. Quote Portfolio Expansion to Drive Cloud Computing Market Share Gain Dell recently revealed that 83% of organizations are committed to storing and managing data using a multi-cloud approach within 12 months. Dell Technologies Inc. (DELL): Free Stock Analysis Report Dell Technologies DELL recently announced the launch of Apex Data Storage Services.
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Dell Technologies DELL recently announced the launch of Apex Data Storage Services. The latest offering reflects Dell’s commitment to aid customers in taking control of their data across different multi-cloud platforms. Along with the Backup Service, it will bring Dell’s block and file storage software to leading public clouds, delivering flexibility in managing data between on-premises environments and public clouds.
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87b3e0e9-4033-4dcb-898b-184763b35767
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725859.0
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2022-01-20 00:00:00 UTC
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AI software firm 6sense valued at $5.2 bln after SoftBank joins funding round
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DELL
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https://www.nasdaq.com/articles/ai-software-firm-6sense-valued-at-%245.2-bln-after-softbank-joins-funding-round
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nan
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nan
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Adds CEO comment, background
Jan 20 (Reuters) - Artificial intelligence-driven software firm 6sense said on Thursday it was valued at $5.2 billion after a late-stage funding round that included SoftBank Vision Fund 2 as new investor.
San Francisco-based 6sense, which helps enterprises grow their revenue and customer engagement by analyzing sales and marketing data, was last valued at $2.1 billion in March 2021 following a $125 million Series D funding.
"Our growth continues to outpace every competitor in our category, and customers consistently rave about the exceptional results they see with 6sense," Chief Executive Officer Jason Zintak said in a statement.
Interest in such software companies from venture capital firms and investors has been growing due to the pandemic-driven shift to hybrid working and sustained demand for remote productivity services.
The companies' frenetic pace of fund raising is expected to continue this year, as cash with these firms remains at an all-time high, and returns outpace all other asset classes, according to a report from PitchBook and the National Venture Capital Association.
6sense said it raised $200 million in the latest funding round, led by new investors Blue Owl and MSD Partners with participation from Tiger Global, Franklin Templeton, Insight Partners, D1 Capital Partners and Sapphire Ventures.
Founded in 2013, 6sense counts major companies such as Cognizant CTSH.O, Dell Technologies DELL.O, Qualtrics International XM.O and Baker Hughes Co BKR.O as customers.
The new fundraise brings the total capital raised by 6sense since its inception to $426 million, the company said.
(Reporting by Manya Saini and Sohini Podder in Bengaluru; Editing by Ramakrishnan M. and Maju Samuel)
((Manya.Saini@thomsonreuters.com;))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Founded in 2013, 6sense counts major companies such as Cognizant CTSH.O, Dell Technologies DELL.O, Qualtrics International XM.O and Baker Hughes Co BKR.O as customers. San Francisco-based 6sense, which helps enterprises grow their revenue and customer engagement by analyzing sales and marketing data, was last valued at $2.1 billion in March 2021 following a $125 million Series D funding. Interest in such software companies from venture capital firms and investors has been growing due to the pandemic-driven shift to hybrid working and sustained demand for remote productivity services.
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Founded in 2013, 6sense counts major companies such as Cognizant CTSH.O, Dell Technologies DELL.O, Qualtrics International XM.O and Baker Hughes Co BKR.O as customers. Adds CEO comment, background Jan 20 (Reuters) - Artificial intelligence-driven software firm 6sense said on Thursday it was valued at $5.2 billion after a late-stage funding round that included SoftBank Vision Fund 2 as new investor. Interest in such software companies from venture capital firms and investors has been growing due to the pandemic-driven shift to hybrid working and sustained demand for remote productivity services.
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Founded in 2013, 6sense counts major companies such as Cognizant CTSH.O, Dell Technologies DELL.O, Qualtrics International XM.O and Baker Hughes Co BKR.O as customers. Adds CEO comment, background Jan 20 (Reuters) - Artificial intelligence-driven software firm 6sense said on Thursday it was valued at $5.2 billion after a late-stage funding round that included SoftBank Vision Fund 2 as new investor. The companies' frenetic pace of fund raising is expected to continue this year, as cash with these firms remains at an all-time high, and returns outpace all other asset classes, according to a report from PitchBook and the National Venture Capital Association.
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Founded in 2013, 6sense counts major companies such as Cognizant CTSH.O, Dell Technologies DELL.O, Qualtrics International XM.O and Baker Hughes Co BKR.O as customers. Adds CEO comment, background Jan 20 (Reuters) - Artificial intelligence-driven software firm 6sense said on Thursday it was valued at $5.2 billion after a late-stage funding round that included SoftBank Vision Fund 2 as new investor. San Francisco-based 6sense, which helps enterprises grow their revenue and customer engagement by analyzing sales and marketing data, was last valued at $2.1 billion in March 2021 following a $125 million Series D funding.
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e6590f29-00ba-4899-8170-f46e95c7e6c0
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725860.0
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2022-01-19 00:00:00 UTC
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5 ETFs to Cash in on Microsoft-Activision Deal
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DELL
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https://www.nasdaq.com/articles/5-etfs-to-cash-in-on-microsoft-activision-deal
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nan
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nan
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The world's largest software maker — Microsoft MSFT — has agreed to buy gaming giant Activision Blizzard ATVI for $68.7 billion. It will be the largest-ever merger in the tech space, eclipsing Dell's DELL purchase of EMC for $60 billion in September 2016.
Following the news, shares of ORCL dropped 2.4% on the day. The stock crushed its average volume as 42.4 million shares moved hands compared with 28.1 million, on average. Meanwhile, shares of ATVI jumped 25.9%.
This put the spotlight on some ETFs, which could be the best ways for investors to tap the opportunity arising from the proposed Microsoft-Activision deal. Investors should keep a close eye on the movement of these ETFs — Select Sector SPDR Technology ETF XLK, iShares Dow Jones US Technology ETF IYW, Vanguard Information Technology ETF VGT, MSCI Information Technology Index ETF FTEC and iShares Global Tech ETF IXN — over the coming weeks.
Deal in Focus
Per the terms of the deal, Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction. If the deal closes, it will be Microsoft's largest acquisition ever, topping its purchase of LinkedIn for $26.2 billion in December 2016.
The deal will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will play a key role in developing metaverse platforms. It will provide the software giant access to iconic franchises like Warcraft, Diablo, Overwatch, Call of Duty, and Candy Crush. Microsoft will add many of Activision’s games to Xbox Game Pass and PC Game Pass (read: Apple Hits $3T Market Cap for The First Time: ETFs to Buy).
Game Pass has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon closing the transaction, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.
The acquisition, expected to close in fiscal 2023, will be accretive to non-GAAP earnings per share after the deal closes. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard but is subject to Activision Blizzard’s shareholder approval and regulatory approvals.
The news has opened the doors for another consolidation within the gaming industry and a massive bet on the future of the metaverse.
ETFs in Focus
Let’s delve into each ETF below:
Select Sector SPDR Technology ETF (XLK)
Select Sector SPDR Technology ETF is the most popular and liquid ETFs in the technology space with AUM of $49.3 billion and an average daily volume of 11.5 million shares. It offers broad exposure to the technology sector and follows the Technology Select Sector Index. Select Sector SPDR Technology ETF holds about 76 securities in its basket, with Microsoft occupying the second position at 20.7%.
Select Sector SPDR Technology ETF charges 12 bps in fees per year from investors and has a Zacks ETF Rank #1 (Strong Buy) with a Medium risk outlook (read: 5 Cheap ETFs to Play Amid Tech Stocks' Worst Start Since 2016).
iShares Dow Jones US Technology ETF (IYW)
iShares Dow Jones US Technology ETF provides exposure to U.S. electronics, computer software and hardware, and informational technology companies. It tracks the Dow Jones U.S. Technology Capped Index, holding 154 securities in its basket. Of these, Microsoft occupies the second position in the basket with 16% of the assets.
iShares Dow Jones US Technology ETF has AUM of $9.1 billion and charges 41 bps in fees and expenses. Volume is good as it exchanges nearly 640,000 shares a day. IYW has a Zacks ETF Rank #1 with a Medium risk outlook.
Vanguard Information Technology ETF (VGT)
Vanguard Information Technology ETF manages about $53.1 billion in its asset base and provides exposure to 362 technology stocks. It currently tracks the MSCI US Investable Market Information Technology 25/50 Index. Here, MSFT occupies the second position with a 17.6% share.
Vanguard Information Technology ETF has 0.10% in expense ratio, while volume is solid at nearly 636,000 shares. It has a Zacks ETF Rank #1 with a Medium risk outlook.
MSCI Information Technology Index ETF (FTEC)
MSCI Information Technology Index ETF is home to 368 technology stocks with AUM of $6.9 billion. It follows the MSCI USA IMI Information Technology Index. Microsoft is the second firm with a 17.6% allocation.
MSCI Information Technology Index ETF has 0.08% in expense ratio, while volume is solid at 297,000 shares a day. It carries a Zacks ETF Rank #1 with a Medium risk outlook (read: 5 ETFs Making the Most of the Tech Rebound).
iShares Global Tech ETF (IXN)
iShares Global Tech ETF provides exposure to electronics, computer software and hardware, and informational technology companies by tracking the S&P Global 1200 Information Technology Sector Index. Holding 132 stocks in its basket, Microsoft occupies the second spot with 16.6% share.
iShares Global Tech ETF has amassed $5.7 billion in its asset base and trades in a good volume of 312,000 shares a day, on average. The expense ratio is 0.43%.
Infrastructure Stock Boom to Sweep America
A massive push to rebuild the crumbling U.S. infrastructure will soon be underway. It’s bipartisan, urgent, and inevitable. Trillions will be spent. Fortunes will be made.
The only question is “Will you get into the right stocks early when their growth potential is greatest?”
Zacks has released a Special Report to help you do just that, and today it’s free. Discover 7 special companies that look to gain the most from construction and repair to roads, bridges, and buildings, plus cargo hauling and energy transformation on an almost unimaginable scale.
Download FREE: How to Profit from Trillions on Spending for Infrastructure >>
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
Microsoft Corporation (MSFT): Free Stock Analysis Report
Activision Blizzard, Inc (ATVI): Free Stock Analysis Report
Dell Technologies Inc. (DELL): Free Stock Analysis Report
Technology Select Sector SPDR ETF (XLK): ETF Research Reports
Fidelity MSCI Information Technology Index ETF (FTEC): ETF Research Reports
iShares U.S. Technology ETF (IYW): ETF Research Reports
Vanguard Information Technology ETF (VGT): ETF Research Reports
iShares Global Tech ETF (IXN): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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It will be the largest-ever merger in the tech space, eclipsing Dell's DELL purchase of EMC for $60 billion in September 2016. Dell Technologies Inc. (DELL): Free Stock Analysis Report The world's largest software maker — Microsoft MSFT — has agreed to buy gaming giant Activision Blizzard ATVI for $68.7 billion.
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It will be the largest-ever merger in the tech space, eclipsing Dell's DELL purchase of EMC for $60 billion in September 2016. Dell Technologies Inc. (DELL): Free Stock Analysis Report Investors should keep a close eye on the movement of these ETFs — Select Sector SPDR Technology ETF XLK, iShares Dow Jones US Technology ETF IYW, Vanguard Information Technology ETF VGT, MSCI Information Technology Index ETF FTEC and iShares Global Tech ETF IXN — over the coming weeks.
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It will be the largest-ever merger in the tech space, eclipsing Dell's DELL purchase of EMC for $60 billion in September 2016. Dell Technologies Inc. (DELL): Free Stock Analysis Report Investors should keep a close eye on the movement of these ETFs — Select Sector SPDR Technology ETF XLK, iShares Dow Jones US Technology ETF IYW, Vanguard Information Technology ETF VGT, MSCI Information Technology Index ETF FTEC and iShares Global Tech ETF IXN — over the coming weeks.
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It will be the largest-ever merger in the tech space, eclipsing Dell's DELL purchase of EMC for $60 billion in September 2016. Dell Technologies Inc. (DELL): Free Stock Analysis Report The world's largest software maker — Microsoft MSFT — has agreed to buy gaming giant Activision Blizzard ATVI for $68.7 billion.
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40892c38-3b57-45c8-8ddd-3e1465e3f762
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725861.0
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2022-01-15 00:00:00 UTC
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Dell Technologies Inc - Class C Shares Approach 52-Week High - Market Mover
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DELL
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https://www.nasdaq.com/articles/dell-technologies-inc-class-c-shares-approach-52-week-high-market-mover-1
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nan
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nan
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Dell Technologies Inc - Class C (DELL) shares closed today at 0.4% below its 52 week high of $60.77, giving the company a market cap of $43B. The stock is currently up 7.8% year-to-date, up 64.0% over the past 12 months, and up 34.8% over the past five years. This week, the Dow Jones Industrial Average fell 0.9%, and the S&P 500 fell 0.3%.
Trading Activity
Trading volume this week was 1.4% higher than the 20-day average.
Beta, a measure of the stock’s volatility relative to the overall market stands at 1.0.
Technical Indicators
The Relative Strength Index (RSI) on the stock was above 70, indicating it may be overbought.
MACD, a trend-following momentum indicator, indicates a downward trend.
The stock closed above its Bollinger band, indicating it may be overbought.
Market Comparative Performance
The company's share price is the same as the S&P 500 Index , beats it on a 1-year basis, and lags it on a 5-year basis
The company's share price is the same as the Dow Jones Industrial Average , beats it on a 1-year basis, and lags it on a 5-year basis
The company share price is the same as the performance of its peers in the Information Technology industry sector , beats it on a 1-year basis, and lags it on a 5 year basis
Per Group Comparative Performance
The company's stock price performance year-to-date beats the peer average by -469.9%
The company's stock price performance over the past 12 months beats the peer average by 145.7%
The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -68.5% lower than the average peer.
This story was produced by the Kwhen Automated News Generator. For more articles like this, please visit us at finance.kwhen.com. Write to editors@kwhen.com. © 2020 Kwhen Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies Inc - Class C (DELL) shares closed today at 0.4% below its 52 week high of $60.77, giving the company a market cap of $43B. Beta, a measure of the stock’s volatility relative to the overall market stands at 1.0. Market Comparative Performance The company's share price is the same as the S&P 500 Index , beats it on a 1-year basis, and lags it on a 5-year basis The company's share price is the same as the Dow Jones Industrial Average , beats it on a 1-year basis, and lags it on a 5-year basis The company share price is the same as the performance of its peers in the Information Technology industry sector , beats it on a 1-year basis, and lags it on a 5 year basis Per Group Comparative Performance The company's stock price performance year-to-date beats the peer average by -469.9% The company's stock price performance over the past 12 months beats the peer average by 145.7% The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -68.5% lower than the average peer.
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Dell Technologies Inc - Class C (DELL) shares closed today at 0.4% below its 52 week high of $60.77, giving the company a market cap of $43B. This week, the Dow Jones Industrial Average fell 0.9%, and the S&P 500 fell 0.3%. Market Comparative Performance The company's share price is the same as the S&P 500 Index , beats it on a 1-year basis, and lags it on a 5-year basis The company's share price is the same as the Dow Jones Industrial Average , beats it on a 1-year basis, and lags it on a 5-year basis The company share price is the same as the performance of its peers in the Information Technology industry sector , beats it on a 1-year basis, and lags it on a 5 year basis Per Group Comparative Performance The company's stock price performance year-to-date beats the peer average by -469.9% The company's stock price performance over the past 12 months beats the peer average by 145.7% The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -68.5% lower than the average peer.
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Dell Technologies Inc - Class C (DELL) shares closed today at 0.4% below its 52 week high of $60.77, giving the company a market cap of $43B. Market Comparative Performance The company's share price is the same as the S&P 500 Index , beats it on a 1-year basis, and lags it on a 5-year basis The company's share price is the same as the Dow Jones Industrial Average , beats it on a 1-year basis, and lags it on a 5-year basis The company share price is the same as the performance of its peers in the Information Technology industry sector , beats it on a 1-year basis, and lags it on a 5 year basis Per Group Comparative Performance The company's stock price performance year-to-date beats the peer average by -469.9% The company's stock price performance over the past 12 months beats the peer average by 145.7% The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -68.5% lower than the average peer. This story was produced by the Kwhen Automated News Generator.
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Dell Technologies Inc - Class C (DELL) shares closed today at 0.4% below its 52 week high of $60.77, giving the company a market cap of $43B. This week, the Dow Jones Industrial Average fell 0.9%, and the S&P 500 fell 0.3%. Technical Indicators The Relative Strength Index (RSI) on the stock was above 70, indicating it may be overbought.
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ff08c263-1dee-4079-a280-e1f54e5e28ff
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725862.0
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2022-01-14 00:00:00 UTC
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Tough Week for Tech Amid Economic Data, Rising Interest Rates
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DELL
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https://www.nasdaq.com/articles/tough-week-for-tech-amid-economic-data-rising-interest-rates
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nan
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nan
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It was a volatile week on Wall Street, with tech in the spotlight throughout most of it. On Monday, the Dow Jones Industrial Average (DJI) logged its fourth-straight loss, and the S&P 500 (SPX) its fifth, while the Nasdaq inched into the black by the end of the day despite pressure from Big Tech. Rising interest rates were at the front of investors' minds to start the week as well, however, all three major indexes brushed off concerns to finish the day higher on Tuesday, and extended those gains the following day. Analysts unpacked the consumer price index (CPI) midweek, which jumped 7% year-over-year, marking the largest rise in almost 40 years.
Stocks turned lower once again on Thursday, though, as the tech selloff returned. The producer price index (PPI) for December came in below analysts' estimates but still marked a 9.7% year-over-year jump -- the highest since 2010, while initial weekly jobless claims for last week came in at 30,000 above the 200,000 estimate. At this point on Friday, disappointing economic data and bank earnings are weighing heavily on the market, and all three major benchmarks are headed for weekly losses.
Earnings Season Kicks Off
Earnings season is just beginning, with plenty of quarterly reports still ahead. So far, financial names have been the focus, with a sprinkling of other big names as well. We checked in with BlackRock (BLK), Procter and Gamble (PG) and Goldman Sachs (GS) ahead of earnings. Wells Fargo (WFC) nabbed a three-year high after its top- and bottom-line beats. Plus, KB Home (KBH) soared on an upbeat forecast, and Delta Air Lines (DAL) saw an influx of options activity during its post-earnings jump. JPMorgan Chase (JPM) is the Dow's worst performer so far on Friday, despite a quarterly win, as it was also the bank concern's worst earnings win in roughly two years.
Analyst Calls This Week
As we begin the year, plenty of analysts are making adjustments for 2022. Dell Technologies (DELL) hit an all-time high this week after an upgrade from Bernstein, while streaming name ViacomCBS (VIAC) rose after an upgrade as well. Meanwhile, UBS downgraded blue-chip stock IBM (IBM) due to its high valuation, while Guggenheim slammed Walt Disney (DIS) with a bear note.
Bank Earnings Continue
U.S. markets are closed on Monday to celebrate Martin Luther King Jr. Day. Compared to this past week, the holiday-shortened week will be relatively quiet in terms of economic data. Still, plenty of bank earnings are on tap, including reports from Bank of America (BAC), Charles Schwab (SCHW), Morgan Stanley (MS), PNC (PNC), and United Airlines (UAL). In the meantime, plenty of stocks are providing solid entry points for investors, with lists from Schaeffer's Senior Quantitative Analyst Rocky White.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies (DELL) hit an all-time high this week after an upgrade from Bernstein, while streaming name ViacomCBS (VIAC) rose after an upgrade as well. On Monday, the Dow Jones Industrial Average (DJI) logged its fourth-straight loss, and the S&P 500 (SPX) its fifth, while the Nasdaq inched into the black by the end of the day despite pressure from Big Tech. At this point on Friday, disappointing economic data and bank earnings are weighing heavily on the market, and all three major benchmarks are headed for weekly losses.
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Dell Technologies (DELL) hit an all-time high this week after an upgrade from Bernstein, while streaming name ViacomCBS (VIAC) rose after an upgrade as well. At this point on Friday, disappointing economic data and bank earnings are weighing heavily on the market, and all three major benchmarks are headed for weekly losses. Earnings Season Kicks Off Earnings season is just beginning, with plenty of quarterly reports still ahead.
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Dell Technologies (DELL) hit an all-time high this week after an upgrade from Bernstein, while streaming name ViacomCBS (VIAC) rose after an upgrade as well. Rising interest rates were at the front of investors' minds to start the week as well, however, all three major indexes brushed off concerns to finish the day higher on Tuesday, and extended those gains the following day. The producer price index (PPI) for December came in below analysts' estimates but still marked a 9.7% year-over-year jump -- the highest since 2010, while initial weekly jobless claims for last week came in at 30,000 above the 200,000 estimate.
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Dell Technologies (DELL) hit an all-time high this week after an upgrade from Bernstein, while streaming name ViacomCBS (VIAC) rose after an upgrade as well. At this point on Friday, disappointing economic data and bank earnings are weighing heavily on the market, and all three major benchmarks are headed for weekly losses. Earnings Season Kicks Off Earnings season is just beginning, with plenty of quarterly reports still ahead.
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e22cecb3-3c02-49ad-9448-d34aae979c6c
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725863.0
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2022-01-13 00:00:00 UTC
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Dell Technologies Inc - Class C Shares Close in on 52-Week High - Market Mover
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DELL
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https://www.nasdaq.com/articles/dell-technologies-inc-class-c-shares-close-in-on-52-week-high-market-mover
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nan
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nan
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Dell Technologies Inc - Class C (DELL) shares closed today at 1.2% below its 52 week high of $60.68, giving the company a market cap of $43B. The stock is currently up 6.7% year-to-date, up 55.1% over the past 12 months, and up 33.5% over the past five years. This week, the Dow Jones Industrial Average fell 0.3%, and the S&P 500 rose 0.6%.
Trading Activity
Trading volume this week was 20.6% lower than the 20-day average.
Beta, a measure of the stock’s volatility relative to the overall market stands at 1.1.
Technical Indicators
The Relative Strength Index (RSI) on the stock was above 70, indicating it may be overbought.
MACD, a trend-following momentum indicator, indicates a downward trend.
The stock closed above its Bollinger band, indicating it may be overbought.
Market Comparative Performance
The company's share price is the same as the S&P 500 Index , beats it on a 1-year basis, and lags it on a 5-year basis
The company's share price is the same as the Dow Jones Industrial Average , beats it on a 1-year basis, and lags it on a 5-year basis
The company share price is the same as the performance of its peers in the Information Technology industry sector , beats it on a 1-year basis, and lags it on a 5 year basis
Per Group Comparative Performance
The company's stock price performance year-to-date beats the peer average by -596.7%
The company's stock price performance over the past 12 months beats the peer average by 111.0%
The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -69.8% lower than the average peer.
This story was produced by the Kwhen Automated News Generator. For more articles like this, please visit us at finance.kwhen.com. Write to editors@kwhen.com. © 2020 Kwhen Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies Inc - Class C (DELL) shares closed today at 1.2% below its 52 week high of $60.68, giving the company a market cap of $43B. This week, the Dow Jones Industrial Average fell 0.3%, and the S&P 500 rose 0.6%. Beta, a measure of the stock’s volatility relative to the overall market stands at 1.1.
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Dell Technologies Inc - Class C (DELL) shares closed today at 1.2% below its 52 week high of $60.68, giving the company a market cap of $43B. This week, the Dow Jones Industrial Average fell 0.3%, and the S&P 500 rose 0.6%. Market Comparative Performance The company's share price is the same as the S&P 500 Index , beats it on a 1-year basis, and lags it on a 5-year basis The company's share price is the same as the Dow Jones Industrial Average , beats it on a 1-year basis, and lags it on a 5-year basis The company share price is the same as the performance of its peers in the Information Technology industry sector , beats it on a 1-year basis, and lags it on a 5 year basis Per Group Comparative Performance The company's stock price performance year-to-date beats the peer average by -596.7% The company's stock price performance over the past 12 months beats the peer average by 111.0% The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -69.8% lower than the average peer.
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Dell Technologies Inc - Class C (DELL) shares closed today at 1.2% below its 52 week high of $60.68, giving the company a market cap of $43B. Market Comparative Performance The company's share price is the same as the S&P 500 Index , beats it on a 1-year basis, and lags it on a 5-year basis The company's share price is the same as the Dow Jones Industrial Average , beats it on a 1-year basis, and lags it on a 5-year basis The company share price is the same as the performance of its peers in the Information Technology industry sector , beats it on a 1-year basis, and lags it on a 5 year basis Per Group Comparative Performance The company's stock price performance year-to-date beats the peer average by -596.7% The company's stock price performance over the past 12 months beats the peer average by 111.0% The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -69.8% lower than the average peer. This story was produced by the Kwhen Automated News Generator.
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Dell Technologies Inc - Class C (DELL) shares closed today at 1.2% below its 52 week high of $60.68, giving the company a market cap of $43B. This week, the Dow Jones Industrial Average fell 0.3%, and the S&P 500 rose 0.6%. Technical Indicators The Relative Strength Index (RSI) on the stock was above 70, indicating it may be overbought.
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5b9b270a-5638-492e-95bc-94eb51f8e691
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725864.0
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2022-01-13 00:00:00 UTC
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Weak Demand, Supply Issues Take a Toll on Q4 PC Shipments
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DELL
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https://www.nasdaq.com/articles/weak-demand-supply-issues-take-a-toll-on-q4-pc-shipments
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nan
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nan
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After registering six consecutive quarters of volume growth, worldwide PC (personal computer) shipments plunged in the fourth quarter of 2021, according to the latest data compiled by Gartner.
According to the latest data compiled by the technology research and consulting company, 88.4 million PCs were shipped during the fourth quarter, down 5% from the year-ago period. The latest Gartner report depicts the end of the massive spike in PC demand due to the pandemic-led work-from-home and online learning wave.
The technology research firm outlined ongoing supply chain constraints and a decline in demand for Chromebooks as the main reasons behind the decline in PC shipments during fourth-quarter 2021.
One-Year Price Performance
Image Source: Zacks Investment Research
Weak Consumer Demand Hurts U.S. PC Market
Except for the U.S. market, PC makers registered growth across every region. The U.S. PC market witnessed a 24.2% year-over-year decline in shipments, primarily due to a collapse in educational demand, which severely hurt Chromebook sales. Also, the 2021 holiday season saw weaker PC sales compared to 2020 due to modest consumer demand.
Nonetheless, Gartner revealed that demand for commercial PC remained strong during the quarter mainly due to recovering economy and reopening of offices. However, continued supply chain issues negatively impacted shipments, primarily in the enterprise market.
Meanwhile, PC shipments in Europe increased 7.4% to 26 million units during the quarter, the highest volume in five years. Increasing economic and social recovery primarily led to this year-over-year growth.
PC shipments in the Asia Pacific (excluding Japan) region soared 11.5% year over year, primarily driven by increased demand for mobile PCs. According to Gartner, private enterprises ordered extra mobile PCs in anticipation of probable device shortages.
Top Vendors
Per the data compiled by Gartner, Lenovo LNVGY remained the top vendor with a market share of 24.6%. However, its market share shrunk 190 basis points (bps) while shipments plunged 11.9% to 21.7 million units during the quarter. The decline in Lenovo volumes was primarily due to softness in Chromebook demand, weakness in the U.S. market and supply chain constraints.
The aforementioned factors also affected HP Inc.’s HPQ volumes. Shipments declined 4.2% to 18.65 million units during the quarter. However, robust growth in the Asia Pacific market somewhat offset the impact of the negative factors mentioned above. The company holds the second spot with a market share of 21.1% in worldwide PC shipments.
Dell Technologies DELL and Apple AAPL hold the third and fourth positions with a market share of 19.5% and 7.7%, respectively. While PC sales for Dell improved 7.9% year over year to 17.2 million units, Apple witnessed an increase of 6.2% to 6.85 million units.
Acer Group holds the fifth position with a market share of 7%. The company’s shipment declined 9% year over year to 6.19 million units. With a market share of 6.9%, ASUS holds the sixth spot. PC shipments for ASUS increased 13.9% year over year to 6.1 million units.
Apple Emerges as the Sole Gainer in U.S. PC Sales
Per the data compiled by Gartner, Apple was the sole PC manufacturer, which registered year-over-year growth in the U.S. market. During the October-December quarter, the company delivered approximately 2.69 million units, 6.7% higher than the year-ago period.
Acer Group registered the highest year-over-year drop in PC deliveries of 40%, followed by Lenovo and HP Inc.’s 35.8% and 34.8% decline, respectively. Dell Technologies and ASUS witnessed a year-over-year decline of 13% and 5.8%, respectively, in fourth-quarter PC shipments.
Among the top vendors, while Apple has a Zacks Rank #2 (Buy), HP Inc., Dell and Lenovo carry a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Shipment Volumes to Remain Above the Pre-Pandemic Level
Over the past two years, PC manufacturers have been benefiting from increased demand for PCs amid the pandemic-induced remote-working and online-learning wave. The pandemic necessitated the use of PC systems, be it for remote work, web-based learning, video conferencing, video gaming, social media, consumer entertainment and streaming or online shopping.
However, the latest data compiled by Gartner depicts the end of pandemic-induced demand. The research firm believes that PC demand will remain weak over the next two years. However, it forecasts total annual volumes to remain above the pre-pandemic level during the period.
“The pandemic significantly changed business and consumer PC user behavior, as people had to adopt to new ways of working and living,” said Mikako Kitagawa, research director at Gartner. “Post-pandemic, some of the newly established ways of using PCs will remain regular practice, such as remote or hybrid workstyles, taking online courses and communicating with friends and family online.”
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Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies DELL and Apple AAPL hold the third and fourth positions with a market share of 19.5% and 7.7%, respectively. While PC sales for Dell improved 7.9% year over year to 17.2 million units, Apple witnessed an increase of 6.2% to 6.85 million units. Dell Technologies and ASUS witnessed a year-over-year decline of 13% and 5.8%, respectively, in fourth-quarter PC shipments.
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Dell Technologies DELL and Apple AAPL hold the third and fourth positions with a market share of 19.5% and 7.7%, respectively. While PC sales for Dell improved 7.9% year over year to 17.2 million units, Apple witnessed an increase of 6.2% to 6.85 million units. Dell Technologies and ASUS witnessed a year-over-year decline of 13% and 5.8%, respectively, in fourth-quarter PC shipments.
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While PC sales for Dell improved 7.9% year over year to 17.2 million units, Apple witnessed an increase of 6.2% to 6.85 million units. Dell Technologies DELL and Apple AAPL hold the third and fourth positions with a market share of 19.5% and 7.7%, respectively. Dell Technologies and ASUS witnessed a year-over-year decline of 13% and 5.8%, respectively, in fourth-quarter PC shipments.
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Dell Technologies DELL and Apple AAPL hold the third and fourth positions with a market share of 19.5% and 7.7%, respectively. While PC sales for Dell improved 7.9% year over year to 17.2 million units, Apple witnessed an increase of 6.2% to 6.85 million units. Dell Technologies and ASUS witnessed a year-over-year decline of 13% and 5.8%, respectively, in fourth-quarter PC shipments.
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3814367b-d894-4a41-a75b-65d09e5c26bb
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725865.0
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2022-01-10 00:00:00 UTC
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Dell Technologies Inc - Class C Shares Climb 0.6% Past Previous 52-Week High - Market Mover
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DELL
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https://www.nasdaq.com/articles/dell-technologies-inc-class-c-shares-climb-0.6-past-previous-52-week-high-market-mover
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nan
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nan
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Dell Technologies Inc - Class C (DELL) shares closed 0.6% higher than its previous 52 week high, giving the company a market cap of $41B. The stock is currently up 3.2% year-to-date, up 49.1% over the past 12 months, and up 29.1% over the past five years. This week, the Dow Jones Industrial Average fell 0.3%, and the S&P 500 fell 1.9%.
Trading Activity
Trading volume this week was 2.8% higher than the 20-day average.
Beta, a measure of the stock’s volatility relative to the overall market stands at 0.0.
Technical Indicators
The Relative Strength Index (RSI) on the stock was between 30 and 70.
MACD, a trend-following momentum indicator, indicates a downward trend.
The stock closed above its Bollinger band, indicating it may be overbought.
Market Comparative Performance
The company's share price is the same as the S&P 500 Index , beats it on a 1-year basis, and lags it on a 5-year basis
The company's share price is the same as the Dow Jones Industrial Average , beats it on a 1-year basis, and lags it on a 5-year basis
The company share price is the same as the performance of its peers in the Information Technology industry sector , beats it on a 1-year basis, and lags it on a 5 year basis
Per Group Comparative Performance
The company's stock price performance year-to-date beats the peer average by -276.1%
The company's stock price performance over the past 12 months beats the peer average by 86.3%
The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -70.2% lower than the average peer.
This story was produced by the Kwhen Automated News Generator. For more articles like this, please visit us at finance.kwhen.com. Write to editors@kwhen.com. © 2020 Kwhen Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies Inc - Class C (DELL) shares closed 0.6% higher than its previous 52 week high, giving the company a market cap of $41B. Beta, a measure of the stock’s volatility relative to the overall market stands at 0.0. Technical Indicators The Relative Strength Index (RSI) on the stock was between 30 and 70.
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Dell Technologies Inc - Class C (DELL) shares closed 0.6% higher than its previous 52 week high, giving the company a market cap of $41B. This week, the Dow Jones Industrial Average fell 0.3%, and the S&P 500 fell 1.9%. Market Comparative Performance The company's share price is the same as the S&P 500 Index , beats it on a 1-year basis, and lags it on a 5-year basis The company's share price is the same as the Dow Jones Industrial Average , beats it on a 1-year basis, and lags it on a 5-year basis The company share price is the same as the performance of its peers in the Information Technology industry sector , beats it on a 1-year basis, and lags it on a 5 year basis Per Group Comparative Performance The company's stock price performance year-to-date beats the peer average by -276.1% The company's stock price performance over the past 12 months beats the peer average by 86.3% The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -70.2% lower than the average peer.
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Dell Technologies Inc - Class C (DELL) shares closed 0.6% higher than its previous 52 week high, giving the company a market cap of $41B. Market Comparative Performance The company's share price is the same as the S&P 500 Index , beats it on a 1-year basis, and lags it on a 5-year basis The company's share price is the same as the Dow Jones Industrial Average , beats it on a 1-year basis, and lags it on a 5-year basis The company share price is the same as the performance of its peers in the Information Technology industry sector , beats it on a 1-year basis, and lags it on a 5 year basis Per Group Comparative Performance The company's stock price performance year-to-date beats the peer average by -276.1% The company's stock price performance over the past 12 months beats the peer average by 86.3% The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -70.2% lower than the average peer. This story was produced by the Kwhen Automated News Generator.
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Dell Technologies Inc - Class C (DELL) shares closed 0.6% higher than its previous 52 week high, giving the company a market cap of $41B. Trading Activity Trading volume this week was 2.8% higher than the 20-day average. Technical Indicators The Relative Strength Index (RSI) on the stock was between 30 and 70.
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c4d0b75e-a8ac-4e60-ad3b-dc01ce3e6d80
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725866.0
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2022-01-10 00:00:00 UTC
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3 Reasons Why Austin Is a Homebuyer's Dream in 2022
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DELL
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https://www.nasdaq.com/articles/3-reasons-why-austin-is-a-homebuyers-dream-in-2022
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nan
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nan
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Austin, Texas, fell from the No. 1 spot in 2021 to a predicted No. 10 in 2022 on Zillow's list of hottest housing markets in America. Tampa, Florida, has assumed the top spot, but Austin is still a very robust market.
The capital region of the Lone Star State has seen explosive population growth, the most of any large metro area in the United States from 2010-2020, according to the U.S. Census, swelling by a third in 10 years to nearly 1 million in the city itself and about 2.3 million in the metro area.
Image source: Getty Images.
Strong demand is expected to continue, driven by many of the same factors sparking residential real estate booms across much of the Sun Belt. Besides lifestyle factors -- Austin has long been a music and cultural magnet -- employment is booming there.
Big business is a big reason for the explosive growth, of course. Dell Technologies was created and is still based here, and the list of such major players is now growing fast. That includes Tesla headquarters and a manufacturing plant, along with Elon Musk's Space X. Oracle also is moving its headquarters there. Apple, Meta Platforms, and Alphabet/Google have a major, growing presence here too. And just in November, Samsung announced plans to build a chip-making plant in nearby Taylor, Texas.
It's not just big, publicly traded companies, either. There's state government and the University of Texas, plus a burgeoning community of digital start-ups and maturing fintechs that add to the heft. And the biggest private employers? Grocery chain H-E-B, with about 19,000 Austin-area employees leads the list, followed by healthcare system Ascension Seton and Walmart at about 15,000 each, Dell at 13,000, and Amazon at 11,000, with a massive new distribution center under construction that will add more.
We're talking tens of billions of dollars in new investment in all kinds of real estate, as well as tens of thousands of new jobs pouring into a region where the population is predicted by some to double in the next couple of decades. That, too, will add to the demand for housing, of course.
So, how is a place like this a homebuyer's dream? Let's count the ways.
1. It's still a relatively good deal
The typical value of a home in the core of the Austin market itself rose a staggering 39.4% in 2021 to $612,645, Zillow says. Meanwhile, Redfin says that in December 2021, homes here sold for a median price of $570,000, up 19.5% from December 2021. Compare that to a typical value of $1.3 million that Zillow pegs for a home in San Jose, California, and you can see why thousands of highly paid existing and future employees of those big tech firms are making the move.
2. A growing market can sustain a long-term investment
That surge of business investment, as well as the population surge that's accompanying it, means an investment in a home here continues to look a good strategy for building long-term wealth. That part of the American dream continues to look achievable here, even with such escalating prices.
The market itself is expanding, especially southwest and north of the city, providing opportunities for less expensive homes that could see significant value escalation in the years ahead. And inventory is growing, taking some pressure off price hikes overall, and those smaller cities outside the core market look especially attractive, according to real estate agents cited in a recent Axios article.
3. People want to live there for lifestyle reasons, too
Austin has a great reputation as a place to visit and live. It has a legendary music scene that's still very much alive in the 6th Street District, the massive South by Southwest festival and conference that should bounce back when the pandemic mercifully fades, the attractions and stability of being a major university and state capital, and the vibrancy that comes with being a growing, optimistic area.
The young folk seem to agree. The median age of the Austin metro is 34.9 years, compared to 38.2 years nationally.
A great place to live is an investor's dream, especially if that's your home, too
Generally, those attributes that to many make Austin a great place to live make it a great place to invest in a home, too. Altogether, signs point to optimism for many a homebuyer's dreams to come true here deep in the heart of Texas.
10 stocks we like better than Walmart
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Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. John Mackey, CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Marc Rapport owns Alphabet (A shares) and Amazon. The Motley Fool owns and recommends Alphabet (A shares), Alphabet (C shares), Amazon, Apple, Meta Platforms, Inc., Redfin, Tesla, Zillow Group (A shares), and Zillow Group (C shares). The Motley Fool recommends the following options: long January 2022 $1,920 calls on Amazon, long March 2023 $120 calls on Apple, short February 2022 $65 puts on Redfin, short January 2022 $1,940 calls on Amazon, and short March 2023 $130 calls on Apple. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Grocery chain H-E-B, with about 19,000 Austin-area employees leads the list, followed by healthcare system Ascension Seton and Walmart at about 15,000 each, Dell at 13,000, and Amazon at 11,000, with a massive new distribution center under construction that will add more. Dell Technologies was created and is still based here, and the list of such major players is now growing fast. Compare that to a typical value of $1.3 million that Zillow pegs for a home in San Jose, California, and you can see why thousands of highly paid existing and future employees of those big tech firms are making the move.
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Dell Technologies was created and is still based here, and the list of such major players is now growing fast. Grocery chain H-E-B, with about 19,000 Austin-area employees leads the list, followed by healthcare system Ascension Seton and Walmart at about 15,000 each, Dell at 13,000, and Amazon at 11,000, with a massive new distribution center under construction that will add more. A great place to live is an investor's dream, especially if that's your home, too Generally, those attributes that to many make Austin a great place to live make it a great place to invest in a home, too.
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Dell Technologies was created and is still based here, and the list of such major players is now growing fast. Grocery chain H-E-B, with about 19,000 Austin-area employees leads the list, followed by healthcare system Ascension Seton and Walmart at about 15,000 each, Dell at 13,000, and Amazon at 11,000, with a massive new distribution center under construction that will add more. A great place to live is an investor's dream, especially if that's your home, too Generally, those attributes that to many make Austin a great place to live make it a great place to invest in a home, too.
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Dell Technologies was created and is still based here, and the list of such major players is now growing fast. Grocery chain H-E-B, with about 19,000 Austin-area employees leads the list, followed by healthcare system Ascension Seton and Walmart at about 15,000 each, Dell at 13,000, and Amazon at 11,000, with a massive new distribution center under construction that will add more. That, too, will add to the demand for housing, of course.
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384d1184-6c72-471a-8465-265f185664d4
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725867.0
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2022-01-07 00:00:00 UTC
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Carl Quintanilla and Chris Diamantopoulos Talk to The Motley Fool
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DELL
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https://www.nasdaq.com/articles/carl-quintanilla-and-chris-diamantopoulos-talk-to-the-motley-fool
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nan
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nan
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Carl Quintanilla may have been distracted as a college student, but he knew that media was in his future. From a small newspaper to The Wall Street Journal, from print journalism to TV, from reporting to anchoring, he's demonstrated a willingness to try new things and take on challenges like reporting in the aftermath of Hurricane Katrina.
Chris Diamantopoulos gets recognized on the street for playing over-the-top billionaire Russ Hanneman in HBO's comedy series Silicon Valley. He shares how he got started investing, why he's enjoying being a judge on the investing reality show Unicorn Hunters, and about feeling the weight of history as one of the few people to voice Mickey Mouse.
To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. To get started investing, check out our quick-start guide to investing in stocks. A full transcript follows the video.
10 stocks we like better than Walmart
When our award-winning analyst team has an investing tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.*
They just revealed what they believe are the ten best stocks for investors to buy right now... and Walmart wasn't one of them! That's right -- they think these 10 stocks are even better buys.
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This video was recorded on Dec. 24, 2021.
Chris Hill: It's the Motley Fool Money radio show. I'm Chris Hill and on behalf of all 625 employees at the Motley Fool, working from our homes around the world, I want to wish you and yours the very best this holiday season. There's a lot going on. I hope you get a little time to relax and unwind. Next week on the show, we're going to have our investing preview of 2022 with lots of stocks in the mix but for Christmas weekend, wanted to take a step back from stock investing and bring you two conversations I really enjoyed and I hope you will, too. Later in the show, it's with actor, investor, and entrepreneur Chris Diamantopoulos. But up first, it's CNBC anchor Carl Quintanilla. He hosts Squawk on the Street every weekday morning at 9 a.m. with Jim Cramer and David Faber. I first got to know Carl over a decade ago when he was one of the hosts of Squawk Box. He was also reporting on primetime documentaries that CNBC produced on trends like extreme sports, social media, as well as individual companies like Costco. Before that, he was part of the NBC News team that covered the aftermath of Hurricane Katrina in 2005. Coverage that led to a slew of awards including broadcast journalism's highest honor, the Peabody Award. I wanted to learn more about his career path so before the pandemic, I traveled to New York City to sit down with Carl in-person. We talk about his leap from a small newspaper to The Wall Street Journal, from newspapers to television, and from reporting to anchoring a live three-hour show. It's a remarkable career that demonstrates, among other things, a tremendous work ethic, which is even more remarkable when you consider that by Carl's own admission, he was not the greatest student. His family moved around a lot when he was a kid, spending time in various states, one of which is Colorado. When it was time for college, that's where Carl headed. What drew you back to University of Colorado?
Carl Quintanilla: Well, parents lived there. Mom lived there for once so in-state tuition, they said yes. That was really two things I needed to hear.
Hill: What, you were not a good student?
Quintanilla: Not terribly, no.
Hill: Really.
Quintanilla: Yeah. I love Boulder. It's easy not to be a serious student. There's so many distractions. I knew what I wanted to do. I knew I wanted to be in media somehow. I thought newspapers, radio, television, but didn't have time for biochemistry, come on. I go back though sometimes I speak to the business school. I love it, but I was not the most disciplined kid.
Hill: What did you study at Colorado?
Quintanilla: I was a polisci major and I figured I would try to get to Washington and cover the White House or something like that. I did an internship at NPR and All Things Considered and loved it but The Wall Street Journal was the one internship that I got and that introduced me to business and never looked back.
Hill: What I wanted to ask you about next was the way that your resume reads in terms of media entities. It's the Boulder Daily Camera, [laughs] which I'm sure is a fine newspaper with good people running it, from there to The Wall Street Journal. That's quite a leap.
Quintanilla: I don't know how many kids they took from Boulder, but I remember I applied that summer for an internship at The Washington Post and I got an interview, which obviously didn't go well. The Times, Boston Globe, Miami Herald, Chicago Tribune, LA Times, that was my thing and it was just I'm going to get something great and it was the Journal that paid off. Sometimes you can shoot with a shotgun, but only one pellet hits and that's all you need.
Hill: You get to The Wall Street Journal, what do they have you doing right out of the gate?
Quintanilla: I remember my very first story was the 3M earnings and it was a disaster because I had never covered finance, I didn't understand income statements or balance sheets and it was not a long story, probably 10 paragraphs, but I filed it in three takes, meaning send three graphs, then send three more, then send three more to New York. I was nervous as hell and didn't really think I understood what I wrote. Somehow I got something together and then the next morning it was the top of the 10-point. I remember we were in the elevator with one of the other reporters and he said, "Hey, nice story, top of the 10-point. It's the first thing the president reads in the morning." I don't know if that's true or not, but I was like, "Oh my God, what am I doing here?"
Hill: Because it seems to me that there are two big leaps that you make, and one is from the Boulder Daily Camera, again no disrespect, to The Wall Street Journal and then the other is from Boulder, Colorado, to New York City. I'm assuming the adjustment is not small.
Quintanilla: It was more of a bend than a stair-step. Late '90s, working in a newspaper in a bureau, you saw what was happening to newspapers in general, even though the economy was great. But they were putting television cameras in all the bureaus and it was becoming increasingly important that you, being on TV was going to be a currency. You could see it 20 years ago. I wanted to move to New York to work for the paper. When they said, "Would you like to go on CNBC and be our guy on CNBC?" I said, "I'll try it for a month and if I don't like it, then you have to promise me a gig at the paper but staying in New York," and they said, "Sure." As anybody who's done TV knows or have done broadcasts, once you're in it and you see how immediate it is and how collaborative it is and you're working with engineers and producers and photographers and editors in a much more collaborative way as compared to print where it's so solitary, it's you and your phone, you in your notebook, and you in your rental car. That's really what being a print guy is about. It was a great refreshing chapter 2 in New York and I thought, let's see where this goes and then there never was a reason to go back.
Hill: When you started CNBC, what do they have you doing? I'm assuming 3M earnings.
Quintanilla: [laughs] They should have. My first piece for TV was about Revlon and some bond rollover that Ron Perelman had to make or something but as well as the challenges of the cosmetics industry. It had already been done in the papers and I remember I went into the assignment editor's office and he goes, "Basically, welcome to television. Here's your piece for today. This is going to be your first piece. I want you to do this Revlon story. Here's the story, it's in the newspaper but as you'll see, television is a derivative medium so see what you can do with this." You had to reverse engineer the print story and write it for a television, which is a really fun exercise because the listener can't jump ahead, it's very linear. You can have fun with backdrops and pace and sound. I just thought it was really great. I had already been in public radio, I was used to that method of storytelling. Then I remember I had to wrap the piece on set. They run the tape package, it come out to me on set for a little 15-second tag and then I toss it back to the anchors, just like local news. I had to have makeup, I had never had makeup done before and ear pieces and the weird equipment, infrastructure of television. Then there, you are nervous, there's lights everywhere. But once you're through it, you're like, wow, that's neat, but you're still working the same muscles you'd work before.
Hill: Coming up after the break, before he gets called to the anchor desk at CNBC, Carl Quintanilla gets called to New Orleans and Hurricane Katrina. Stay right here. You're listening to Motley Fool Money.
Welcome back to Motley Fool Money. I'm Chris Hill. Hope you're having a good Christmas weekend. Here's more on my conversation with CNBC anchor Carl Quintanilla. I want to go back to the reporting for a second because yes, TV news is in a lot of ways derivative of printed news. But when I look at the work you've done not just at CNBC, but other NBC-owned properties, you get tapped for coverage of Hurricane Katrina, you tapped for Olympic coverage. I'm assuming there's a reporting element that kicks in when you're going to do stuff like that, particularly in the case of Katrina.
Quintanilla: Yeah. Katrina was, a very few things compared to doing wars which I covered some of Iraq but not the worst and hurricanes because all of your infrastructure is being strained or cut off. Getting a signal out of your truck, getting past a point on the road that's blocked or flooded. We were in New Orleans for, I guess almost a month, we got down the night before the storm, and then we were live for Today show, the storm hit in the morning. Then we were there for a month and then we came back again and again throughout the fall doing stories on reconstruction. You have to show that. It is sadly made for television. The only way you can shake people by their lapels and show them what's happening is hearing it and seeing it. Hugely challenging, very emotional, hard to think about sometimes, especially given the socioeconomic challenges this neighborhood already had. But yeah, life changing. By far my most rewarding professional experience.
Hill: I'm not asking you to reveal corporate secrets here, but I am curious how you or anyone in your position at say CNBC or any of the other NBC-owned networks gets tapped for other coverage. Does the head of NBC News just go to the head of CNBC and say, "We need people to cover this, I want the following"?
Quintanilla: Well, in my case, I had left CNBC technically to come work for 30 Rock. I was an NBC News employee. I was part of the artillery here. If there's cross-pollination, then yeah, that definitely happens. You would look at where your assets are deployed, just like a game of Risk, who's in position to cover this? If this happens, can we have them? But in my case, I remember I was at a Cubs game in Chicago with my buddies in from out of town and the news desk called and said, "We need you to go to New Orleans tonight. We think this is going to be a big one." I was like, "I can't go to New Orleans tonight. I have four buddies sleeping with me and we're at Wrigley right now." I was literally at Mother's. I forget which bar I was at but when you're 30 years old and trying to make a name in a politically complex organization like any major news organization is, you go. I went and of course the very smart thing, I would have been remiss not to go but sometimes the chemistry of news assignments is bewildering, I'll say that.
Hill: You've already spoken to this. It's an adjustment going from print to television, going from anything but television. Just as you said, there's the makeup, there's the lights, there's all that sort of thing even when you're just doing a 15-second package at a network desk. What is the leap like when you get tapped to start co-hosting a live three-hour show? Because I have to believe in the case of Squawk Box and then Squawk on the Street, that's another adjustment.
Quintanilla: I guess the answer is, one of the hardest tricks you have to learn is how to strategically collect acorns across a slew of topics. In the morning, you'll find me years later but in the very much the same way, collecting string on Saudi, this upgrade of, who got the upgrade today. Comcast got the buy rating out of, I think it was Citi, and trying to assemble some talking points out of that because I don't know, could the conversation turn to that? Maybe. Your bandwidth has to get very wide relative to, here's your story, you're going to have two minutes to get it across to the viewer. You might be asked a question or two, but it's probably going to be about this. As an anchor, you have a guest list of people who are going to be on the show but that's subject to change. When we were on the air, for some reason, I always remember the Boston Marathon bombing. I didn't know a lot about bomb-making or what was happening at that moment in Boston, but we all learned very quickly so you can still get caught off guard. You're just trying to hedge against that. You're trying to minimize the possibility that you're going to run out of things to say, ask questions about, and somehow follow that string. It's a skill, I will say. I know everybody does it in their own way. Some people, they make a bet that, you know what, I'm probably not going to be asked about this. This morning, this Dell Carl Icahn story. If I have to weigh in, I may, but if I don't have to, I won't, so I'll use that time to focus on something else.
Hill: What time does your day begin?
Quintanilla: Usually just before 7:00, and we're on at 9:00 so a couple of hours to cram. It's like a cram.
Hill: You're on the set by seven?
Quintanilla: Well, no, I'm just in the stock exchange but on a separate area in the balcony at a desk, just trying to drink my TweetDeck in, like a fire hose. There's very little talking. I don't get a lot of calls. Faber makes a lot of calls, my co-host David Faber, who's trying to get the read from various hedge fund managers, and lawyers, and bankers but for me, I'm really trying to get a table set. I tend to do that mostly in silence and on my computer.
Hill: I've realized that he might not love it all that much and you might not love it all that much but I will say as a viewer, it is pretty great watching your show live and all of a sudden, David Faber just turns to you and says, "I need to go take this call." Basically just disappears, which goes to your point about, hey, you have to be prepared for anything because at some point, your co-host may say, "I'm leaving for a while."
Quintanilla: Yes. That doesn't happen that much on a daytime syndicated show.
Hill: Right.
Quintanilla: They're going to be there for the hour.
Hill: That's the thing about live television. You got to be ready for anything. Every weekday morning from 9 a.m. to noon on CNBC, you can watch Carl Quintanilla hard at work. Coming up after the break, it's Chris Diamantopoulos. You may have seen him with Dwayne Johnson and Ryan Reynolds in the Netflix action comedy film Red Notice. We talk about his work on HBO's comedy series, Silicon Valley, where he played Russ Hanneman, the over-the-top billionaire investor. We also talk about his voice-over work as the most iconic character in animation history, Mickey Mouse. Chris is also an investor. We talk about how he started investing when he was a struggling actor. He was living in New York City not making much money and spending most of what he was making until a friend in the theater community got him thinking about investing seriously for the first time in his life. In addition to his acting career, Chris Diamantopoulos is also a judge on the new investing-focused reality show, Unicorn Hunters. Like the name suggests, a panel of judges that includes Apple co-founder Steve Wozniak is looking for start-ups with the potential to become the next billion-dollar businesses. The added twist is that viewers at home can have the opportunity to invest as well. That's all coming up so stay right here. You're listening to Motley Fool Money.
Welcome back to Motley Fool Money. I'm Chris Hill. Earlier this month I caught up with Chris Diamantopoulos, one of the judges on the new investing reality show, Unicorn Hunters. There are a bunch of things I want to get to but let's start with the latest episode of Unicorn Hunters, which I watched. I don't want to spoil the episode for anyone, but the company was fascinating to me. It's this Philadelphia-based company called UE LifeSciences. They're focused on early detection of cancer in women and I was surprised by how I felt watching this episode because as an investor, I was interested in thinking about the business opportunity, but at one point I realized what I was feeling was hope. I just thought, "Oh, I'm so glad that there are smart people out there focused on challenges like this." Obviously, you and Steve Wozniak and the other judges are evaluating the business potential, but I'm curious if that struck you as well. If at some point you just thought, "Oh, this is a company that's actually trying to do some good in the world."
Chris Diamantopoulos: I think what I love about the show, particularly the idea that my fellow panelists bring to this is that it will be a financially viable success if it adds value to the world somehow. These people that are coming on, particularly this entrepreneur that you mentioned, they're scientists, they're entrepreneurs. They're looking to build a business, but the only way that they can build the business is if they save lives. It really is capitalism at its finest. It's the notion that we can build, we can grow, and we can help. To answer your query, there was a long-winded way of saying, "Oh, not only did it cross my mind, it was the first thing that I noted." It was this full-body goosebump, this notion of OK, so cameras and lights and makeup and a TV show and buzzwords and all we've got this and all of that falls away when you realize that somebody's life in South Asia is going to be saved because this person developed this thing, and I was humbled to be there and really grateful that I had the opportunity.
Hill: One of the things that we've talked a lot about in our company is particularly with younger companies, start-up companies, there is in some ways a proud tradition, particularly in Silicon Valley, the whole idea of "fake it till you make it" that you're trying to convince people, you're trying to raise money, all that sort of thing. There are times when that can backfire where it's the "fake it until you make it" doesn't really work out. It ends up being more fake and so all of this is prelude to this question. What are the things that you look for when you're sitting and as you said, "Yes, it's a TV show and lights, cameras, makeup, all that." But ultimately, you have to make a judgment call on the person standing in front of you and I'm curious what you and some of the other panelists look for to try and tip that balance and say, "Yeah, I believe this person to the point where I'm willing to commit money."
Diamantopoulos: I asked my kids anytime they start telling me a story about something. If it looks like it's veering off path or it looks like it's taking a long time to get there, I pause and I say, remember the three. Is it true? Is it necessary? Is it kind? Go through that checklist. If you've got one of those in there, make sure it's a big one but ideally, two or three of those before we carry on with the story. Now it's not necessarily true, necessary in kind when it comes to investing, but I think there actually is something to that. First of all, is it needed? Is this something that I can see? Forget about me as an investor but just me in this life. Look, if there's anything that will last 18 months has taught us, it's that we are all in this together, this giant soup. There is no distinction between a student with student loans or a housewife and Bezos. Yes, there are these things on paper that would vastly separate them and yet we're all in this. This is what we got. When someone comes out there to sell something to build a company, is it necessary? Is this something that I will read about and think, oh, God, I can't believe they're pouring money into blank or oh, wow! I can't believe that it took till 2021 for somebody to think of this, so really it isn't necessary. The next thing is, how will this impact me? How will this impact the world? It's necessary, but in building this, the emissions will destroy more of the rainforest or yada, yada, yada. It really does go back to that. Then the next thing would be, can this business grow? Can this be a business that I see actually growing in any multiple form? I think it does go back to that. There is an ethical component. Then that's really what I think that Unicorn Hunters does so well because who they bring to the table is not just a business or an entrepreneur that's on track to become a billion-dollar company and that's a marvelous thing, but it's how are they going to get there? Why are they going to get there? It's because they're impacting us, all of us in a way that's going to hopefully help us get out of some of the jams that we've gotten into and that's exciting to me.
Hill: Well, and one of the things I enjoyed about the episode is, in this case, it's a business and a mission that you root for, that everyone would root for in terms of global health. There's still skepticism, there's still like I appreciated the fact that some of the questions coming from you and some of the other panelists was this is like we have actual questions about how you're going to do this and what it's worth.
Diamantopoulos: It's true because look, and again, all of the emotional component as illuminating as it can be into the mindset of the entrepreneur, it doesn't really answer the basic fiscal questions. It's great to have a great mission statement, but what do they say? The road to hell is paved with good intentions. The road to financial help can also be paved with good intentions. I do believe that ultimately, once you get the message, once you get past the message, once you get past the ethical or health-related positive elements that this business can have, you really need to get down to the very basics of how scalable is the business? What do these medical units cost per unit? How are we going to get them to where they need to get? Are they going to disrupt something that's already in the market? How are they planning on marketing it? Is it consumer-based? Is it going into medical practices? Of course, this is just for that one product you're talking about, but I think that these ideas can be correlated to almost any entrepreneur coming in and pitching. The idea is key, the mission statement is fabulous. But unless you have a solid path forward in terms of how the business is going to function and how it's going to make money, then all you're left with is oh, wouldn't that have been a wonderful idea?
Hill: Now, one of the things we've talked about a lot over the years at The Motley Fool is, investing is not really taught in our schools in the way that it probably should be, and so typically people take many different paths to becoming an investor and a lot of people don't take any path at all, which is unfortunate. A lot of times it's our mentors or just someone in our lives who points us in the direction. I'm curious, who is the person who first got you interested in investing in business in general?
Diamantopoulos: That's a really great question. Before I ever actually invested anything, my only influences were Hollywood, of course. You see movies like Wall Street and you're just mesmerized. I was quite reticent to become an investor in any capacity, mainly because I had absolutely no knowledge and I had absolutely no money. When I was in [...] it wasn't really anything I focused on because any time I make $1,000, I'd spend $999 of it. I just didn't have any concept of it. There's a good friend of mine named Dr. Barry Kohn whom I met when I first got into the Broadway community, and he's this wonderful, remarkable, and peculiar figure who altruistically has for many, many years done pro bono medical work for the Broadway community. He made a healthy amount in investing in various things and he wanted to give back to the Broadway community and I met him that way and it was actually early conversations with Dr. Kohn that got me thinking about a little bigger and a little further down the line. Right now I've only got $3,000 in my bank account, but maybe one day I'll have 30 and what would I do with that? It was really in talking to him and demystifying, taking away a lot of both the overexcitement of what it could be and the doomsday of what it could be, and really just looking at it very simply and saying, look, if you have X and what you want to do is get to Y, there are a few ways to get there that some of them might be bumpier than others and it really just depends on what your goal is and what your risk tolerances are. In having some of those conversations, I learned what type of investor I am and I started to become more and more interested in it.
Hill: More after the break, so stay right here. This is Motley Fool Money.
Welcome back to Motley Fool Money. Chris Hill talking with investor, entrepreneur, and actor Chris Diamantopoulos. I have to ask you about Russ Hanneman. For those unfamiliar, those who have not watched the HBO comedy series Silicon Valley, Russ Hanneman is a billionaire investor who shows up in season 2. He is outrageous and over the top and has one of my favorite qualities in comedy, which is that he's not the smartest guy in the room but he thinks he is. I'm sure he was a fun character to play, but I am curious, was there research specific to the business world that you did in the actual Silicon Valley to get ready for that?
Diamantopoulos: I had deep conversations with Mike Judge and Alec Berg who created the show about this character and all of the conversations circled around the fact that every element of this character's persona and his actions were drawn from reality, so much so that much of what they wanted to present the character with, they couldn't even enter on the screen because no one would believe it and it was true. There's this very, very memorable funny moment where the character, well, Russ Hanneman, brags about subverting fatherhood because he had one of his engineers, reverse engineer, his Sonos system to be this AI called The Lady that told his son when it was time to go to bed or when it was time to pick up his dishes, or when it was time to eat so he could be the cool guy. I thought that was just so funny and I was informed that that was true, that that was simply drawn from experience. As an actor, the best tools you can have are as much information about the character as possible. The only tool that is better than that is writing that's so ironclad that you don't have to do any research because it's all on the page. I found that these writers on Silicon Valley were the best I've ever worked with. Any questions I had were so easily answered but the situation, the character, the nuance was all on the page, and so it was just a joy to show up and perform it.
Hill: You mentioned Mike Judge and Alec Berg, creators of the show. One year I went to South by Southwest and I think it might have been before season 2, maybe season 3 but anyway, they were speaking and one of the questions that it got from the moderator was a running joke, particularly early in the show. Silicon Valley is about how every company, regardless of their business, they can be a software business, a B2B, that sort of thing, they still have in their mission statement, they're making the world a better place. Judge and Berg got this question about, now that the show is a hit, what is the reaction you get from Silicon Valley from businesses? They said that the doors are still open, because they want to make the show authentic and all that stuff. They said, "Oh no. No, it's great, because now what happens is they welcome us in and they say, 'We love your show. We love how you make fun of companies that say they're making the world a better place.' Then they will say, deadly serious, 'But you know, here at this company we actually are. We're trying to make the world a better place.'"
Diamantopoulos: So true.
Hill: With that as a backdrop, what reaction did you get once you show up in season 2 as this character, as this over the top? Was it people saying like, "I used to work for a guy just like that."
Diamantopoulos: What's funny, my character had a rather profane catchphrase that caught on. It was inadvertent. I don't think anyone ever saw this catchphrase catching on, but in a moment where he's going through each of the main characters, he points at one of them and says, "This guy, expletive. This guy, blanks." That seems to become the unofficial catchphrase of who I think became this unofficial patron saint of VCs and start-up folks everywhere. I would walk down the street and people would yell, "Hey, this guy blank." I realized it wasn't so much, oh, I worked for a horrible person like your character that I was getting, but it was more, oh, my God. You have no idea how accurate your portrayal is. [laughs] You have no idea. I see this guy every single day. Really it was just people tickled with the notion. Look, I think what made the character so much fun to play is that somebody, as you said, that thinks that they're the smartest in the room and are most definitely not the smartest in the room, you really have nothing to lose. When you're already playing a character that's meant to be reviled, well, you're not losing any love if people already hate you. What's great about that is it's liberating. That type of liberation I think is what people feed into and they realize, well, we don't hate him, we love him and it was great fun.
Hill: Although maybe not so great if you're walking down the street with your kids if someone across the street yells.
Diamantopoulos: Yeah. Sometimes I have my six-year-old holding my hand and then someone would scream that. She'd say, "What are they saying?" I'd say, "No, they were talking to someone else, sir." That was just a crazy person.
Hill: My son and I loved the Netflix animated show Inside Job.
Diamantopoulos: How old is your son?
Hill: He is 16.
Diamantopoulos: OK, good. That's a good age I was because I was going to say it's definitely not meant for young children.
Hill: Yes. However, I do have to ask you about the Disney+ Series, The Wonderful World of Mickey Mouse, because you're the voice of Mickey. I may be wrong about this, but I believe you are only the fourth or fifth person ever to voice Mickey Mouse and the first person was of course, Walt Disney himself. Now, I'm sure on some level, it's a job like any other, but does the historic nature of that hit you?
Diamantopoulos: Of course. It is not actually a job like any other. Look, particularly as a father of three, when Mickey Mouse first presented itself to me, and it wasn't an audition, it was just a phone call saying, "Do you think you can do this?" I passed, I said no. I don't want to touch that. That's hallowed ground and I'm a baritone and I don't see this. I don't think this is a good idea. By complete chance, there was a documentary that night about Disney on TV and he was talking to the interviewer and I heard his voice and he sounded remarkably like me. He had a deep voice, he sounded a lot like this. The interviewer said, "Can you still do it, Mr. Disney? Can you still do the voice?" He was amazing. I watched what he did with his body, and I watched what he did with his face and he, "Well, hotdog, sure can." I looked at him and I thought, oh, it's not coming from here, it's coming from his toes. He's pulling that voice forward. I called my agent the next day and I said, "Yeah, let me throw my hat in the ring." I went to the old animation building and I revoiced his Brave Little Tailor. They had all the old original sound effects and music and the other characters and and I got to, "Yes, your Honor, and how? I was all alone. I heard them coming. They were here, there, everywhere, a whole bunch of them." Oh, it was great. It was remarkable. When I got the job, I thought this is really a bucket list moment for me. I really do. I mean this. I don't feel like I'm the voice of Mickey. I really just feel like I'm lending a small hand and keeping that beautiful dream alive for kids. My kids absolutely love those shorts. That's a real treat for me.
Hill: You can see his work on Netflix, Disney Plus, HBO Max, and go to a unicornhunters.com to catch the latest episode of that show. Interesting stuff for investors. This week's show is mixed by Dan Boyd. I'm Chris Hill. Thanks for listening. We'll see you next week.
Chris Hill owns Apple, Costco Wholesale, and Walt Disney. The Motley Fool owns and recommends Apple, Costco Wholesale, Netflix, and Walt Disney. The Motley Fool recommends 3M and Comcast and recommends the following options: long March 2023 $120 calls on Apple and short March 2023 $130 calls on Apple. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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This morning, this Dell Carl Icahn story. They're focused on early detection of cancer in women and I was surprised by how I felt watching this episode because as an investor, I was interested in thinking about the business opportunity, but at one point I realized what I was feeling was hope. It was this full-body goosebump, this notion of OK, so cameras and lights and makeup and a TV show and buzzwords and all we've got this and all of that falls away when you realize that somebody's life in South Asia is going to be saved because this person developed this thing, and I was humbled to be there and really grateful that I had the opportunity.
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This morning, this Dell Carl Icahn story. Chris Diamantopoulos gets recognized on the street for playing over-the-top billionaire Russ Hanneman in HBO's comedy series Silicon Valley. We talk about his work on HBO's comedy series, Silicon Valley, where he played Russ Hanneman, the over-the-top billionaire investor.
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This morning, this Dell Carl Icahn story. Hill: One of the things that we've talked a lot about in our company is particularly with younger companies, start-up companies, there is in some ways a proud tradition, particularly in Silicon Valley, the whole idea of "fake it till you make it" that you're trying to convince people, you're trying to raise money, all that sort of thing. Hill: Now, one of the things we've talked about a lot over the years at The Motley Fool is, investing is not really taught in our schools in the way that it probably should be, and so typically people take many different paths to becoming an investor and a lot of people don't take any path at all, which is unfortunate.
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This morning, this Dell Carl Icahn story. Next week on the show, we're going to have our investing preview of 2022 with lots of stocks in the mix but for Christmas weekend, wanted to take a step back from stock investing and bring you two conversations I really enjoyed and I hope you will, too. I don't get a lot of calls.
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d8ca6f3f-533b-434b-b7d2-e8b28b544a75
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725868.0
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2022-01-04 00:00:00 UTC
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Intel launches graphics chips for gamers in effort to take on Nvidia
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DELL
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https://www.nasdaq.com/articles/intel-launches-graphics-chips-for-gamers-in-effort-to-take-on-nvidia
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nan
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nan
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By Stephen Nellis
Jan 4 (Reuters) - Intel Corp INTC.O on Tuesday said that it has started shipping new graphics chips aimed at PC gamers, a growing segment that has long eluded the chipmaker and is dominated by larger rival Nvidia Corp NVDA.O.
Intel's Arc graphics chips help video games and other content look more realistic. The chips are Intel's first effort in many years in the market and will take on leader Nvidia, which had graphics chips sales of $9.8 billion in its most recent fiscal year, a 29% increase.
At the Consumer Electronics Show on Tuesday, Intel said that it has reached deals with PC makers to offer the chips in 50 different models. Among the PC makers offering the chips will be Dell Technologies DELL.N, Lenovo Group Ltd 0992.HK and Samsung Electronics Co Ltd 005930.KS.
Earlier on Tuesday, Nvidia said that its latest graphics chip for gamers has been adopted in 160 models from PC makers.
(Reporting by Stephen Nellis in San Francisco; Editing by Cynthia Osterman)
((Stephen.Nellis@thomsonreuters.com; (415) 344-4934;))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Among the PC makers offering the chips will be Dell Technologies DELL.N, Lenovo Group Ltd 0992.HK and Samsung Electronics Co Ltd 005930.KS. At the Consumer Electronics Show on Tuesday, Intel said that it has reached deals with PC makers to offer the chips in 50 different models. Earlier on Tuesday, Nvidia said that its latest graphics chip for gamers has been adopted in 160 models from PC makers.
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Among the PC makers offering the chips will be Dell Technologies DELL.N, Lenovo Group Ltd 0992.HK and Samsung Electronics Co Ltd 005930.KS. By Stephen Nellis Jan 4 (Reuters) - Intel Corp INTC.O on Tuesday said that it has started shipping new graphics chips aimed at PC gamers, a growing segment that has long eluded the chipmaker and is dominated by larger rival Nvidia Corp NVDA.O. At the Consumer Electronics Show on Tuesday, Intel said that it has reached deals with PC makers to offer the chips in 50 different models.
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Among the PC makers offering the chips will be Dell Technologies DELL.N, Lenovo Group Ltd 0992.HK and Samsung Electronics Co Ltd 005930.KS. By Stephen Nellis Jan 4 (Reuters) - Intel Corp INTC.O on Tuesday said that it has started shipping new graphics chips aimed at PC gamers, a growing segment that has long eluded the chipmaker and is dominated by larger rival Nvidia Corp NVDA.O. The chips are Intel's first effort in many years in the market and will take on leader Nvidia, which had graphics chips sales of $9.8 billion in its most recent fiscal year, a 29% increase.
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Among the PC makers offering the chips will be Dell Technologies DELL.N, Lenovo Group Ltd 0992.HK and Samsung Electronics Co Ltd 005930.KS. Intel's Arc graphics chips help video games and other content look more realistic. At the Consumer Electronics Show on Tuesday, Intel said that it has reached deals with PC makers to offer the chips in 50 different models.
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693a1c00-120f-4b47-bdb2-9ff2efe25c72
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725869.0
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2022-01-04 00:00:00 UTC
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AMD releases new laptop chips, taking aim a business computers
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DELL
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https://www.nasdaq.com/articles/amd-releases-new-laptop-chips-taking-aim-a-business-computers
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nan
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nan
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By Stephen Nellis
Jan 4 (Reuters) - Advanced Micro Devices Inc AMD.O on Tuesday released a new line of central processors for laptops, including ones aimed at taking market share from rival Intel Corp INTC.O in the world of corporate PCs.
AMD has overtaken Intel's former lead in making the fastest chips for most Windows-based laptops, helping to push its market share to 22% in the third quarter of last year.
The new Ryzen 6000 chips, announced at the start of the annual Consumer Electronics Show in Las Vegas, are aimed at keeping that momentum.
AMD said Tuesday that PC makers plan to use its chips in 200 different laptop models this year, up from 150 the year before.
It announced a deal with Lenovo Group Ltd 0992.HK to supply chips for a new laptop model called the ThinkPad Z, a pricey machine aimed at corporate users, a market where Intel's market share has been slower to erode.
AMD said that Asustek Computer Inc 2357.TW, Dell Technologies Inc DELL.N and HP Inc HPQ.N will also introduce machines that use the new chips.
(Reporting by Stephen Nellis in San Francisco; editing by Richard Pullin)
((Stephen.Nellis@thomsonreuters.com; (415) 344-4934;))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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AMD said that Asustek Computer Inc 2357.TW, Dell Technologies Inc DELL.N and HP Inc HPQ.N will also introduce machines that use the new chips. By Stephen Nellis Jan 4 (Reuters) - Advanced Micro Devices Inc AMD.O on Tuesday released a new line of central processors for laptops, including ones aimed at taking market share from rival Intel Corp INTC.O in the world of corporate PCs. AMD has overtaken Intel's former lead in making the fastest chips for most Windows-based laptops, helping to push its market share to 22% in the third quarter of last year.
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AMD said that Asustek Computer Inc 2357.TW, Dell Technologies Inc DELL.N and HP Inc HPQ.N will also introduce machines that use the new chips. By Stephen Nellis Jan 4 (Reuters) - Advanced Micro Devices Inc AMD.O on Tuesday released a new line of central processors for laptops, including ones aimed at taking market share from rival Intel Corp INTC.O in the world of corporate PCs. AMD said Tuesday that PC makers plan to use its chips in 200 different laptop models this year, up from 150 the year before.
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AMD said that Asustek Computer Inc 2357.TW, Dell Technologies Inc DELL.N and HP Inc HPQ.N will also introduce machines that use the new chips. By Stephen Nellis Jan 4 (Reuters) - Advanced Micro Devices Inc AMD.O on Tuesday released a new line of central processors for laptops, including ones aimed at taking market share from rival Intel Corp INTC.O in the world of corporate PCs. AMD has overtaken Intel's former lead in making the fastest chips for most Windows-based laptops, helping to push its market share to 22% in the third quarter of last year.
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AMD said that Asustek Computer Inc 2357.TW, Dell Technologies Inc DELL.N and HP Inc HPQ.N will also introduce machines that use the new chips. By Stephen Nellis Jan 4 (Reuters) - Advanced Micro Devices Inc AMD.O on Tuesday released a new line of central processors for laptops, including ones aimed at taking market share from rival Intel Corp INTC.O in the world of corporate PCs. AMD has overtaken Intel's former lead in making the fastest chips for most Windows-based laptops, helping to push its market share to 22% in the third quarter of last year.
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725870.0
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2021-12-24 00:00:00 UTC
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Got $5,000? Buy and Hold These 3 Value Stocks for Years
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DELL
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https://www.nasdaq.com/articles/got-%245000-buy-and-hold-these-3-value-stocks-for-years
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nan
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nan
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Are you tired of getting on and off the stock-trading carousel and just want to stand pat for a change? You're not alone. And that's not a problem. Despite what some headlines might suggest, buying and holding is still a smart strategy.
Here's a rundown of three great value stocks you can comfortably sit on for years, racking up healthy gains by leaving them alone.
Dell Technologies
Rumors of the personal computer's death have been greatly exaggerated. While the industry may never relive its go-go years of the 1990s, corporations as well as consumers still need PCs to do what smartphones and tablets can't. While a 2022 lull is in the cards following this year's swell of purchases, technology market research outfit IDC estimates the world will see some slight growth in the number of PCs shipped between 2023 and 2025.
HP is the familiar go-to name to play this slow and steady trend, but it may not be the best one. That honor arguably belongs to Dell Technologies (NYSE: DELL), which has consistently led its peers this year in terms of PC sales growth despite the chip shortage. IDC reports that Dell's third-quarter computer deliveries were up 26.6% year over year vs. the industrywide average increase of 3.9%. And that's even better than its second-quarter 18.6% increase. In fact, the company has seen more consistent sales growth than its peers and rivals since the pandemic took hold last year.
Image source: Getty Images.
Dell is able to shrug off supply-chain problems because it's made a point of digitizing its resource planning and simplifying its PC designs in a way that limits the total number of different components the company requires.
What's amazing -- and compelling -- is that the market's allowed Dell shares to trade currently at only 7.6 times next year's projected per-share profits.
Gilead Sciences
Speaking of cheap stocks, check out Gilead Sciences (NASDAQ: GILD). The drugmaker's shares are currently valued at only 12 times the company's trailing-12-month earnings -- and an even lower 10 times 2022's estimated per-share bottom line.
Gilead Sciences is best-known for its HIV/AIDS treatment, Biktarvy, although hepatitis is also in its wheelhouse. It's even got a small hand in the oncology market with Tecartus and Yescarta, both of which treat lymphoma. Then there's the pipeline, which is currently 45 clinical trials strong, 17 of which are in phase 2 or phase 3 of their testing. Most of these trials aim to expand the approved uses of the company's existing proven drugs.
A handful of the late-stage trials, however, address inflammatory and fibrotic diseases. These represent additional revenue opportunities that will bolster its flagship HIV business, which isn't going away anytime soon but is expected to be slow. Consensus projections suggest it will grow on the order of 3% to 6% annually at least through 2027.
The kicker: Any newcomers stepping into a Gilead position today will be collecting annual dividends amounting to just under 4% of their purchase price. That's not a bad chunk of change to tack onto any potential long-term capital appreciation ahead.
Tyson Foods
Finally, add Tyson Foods (NYSE: TSN) to your list of value stocks to buy if you've got an extra $5,000 ready to put to work.
Yes, food companies appear to be at ground zero of inflation's devastating impact. Not only are wholesale chicken costs up nearly 50% from a year ago, the 30% increase in fuel prices is causing delivery costs to soar as well. Tyson has already announced price increases a couple of times this year, including a 13% price hike just last month.
US Chicken Wholesale Price data by YCharts
Largely lost in the lamentations, however, is the fact that food producers like Tyson are consistently capable of raising their prices. Consumers may not like paying more for a meal, but the majority of them still find a way of doing so. After all, everyone has to eat something. That's why Tyson is projecting production volume growth of 2% to 3% in 2022 despite what will likely be persistently higher prices and costs.
To this end, veteran market watchers may recall that these swells of inflation come and go, each one temporarily rattling investors as well as consumers -- but they also eventually abate. Inflation is typically self-adjusting.
In the meantime, Tyson plans on curbing these costs, both in the near-term and long-term. Earlier this month, the company announced it will spend $1.3 billion on automation over the next three years, which should drive its production costs down regardless of rising supply and freight costs. All told, Tyson aims to save $1 billion per year by 2024 as a result of its modernization efforts.
At Tyson's current share price, you can buy into that evolution for only 11 times next year's estimated earnings.
10 stocks we like better than Tyson Foods
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James Brumley has no position in any of the stocks mentioned. The Motley Fool recommends Gilead Sciences. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell is able to shrug off supply-chain problems because it's made a point of digitizing its resource planning and simplifying its PC designs in a way that limits the total number of different components the company requires. Dell Technologies Rumors of the personal computer's death have been greatly exaggerated. That honor arguably belongs to Dell Technologies (NYSE: DELL), which has consistently led its peers this year in terms of PC sales growth despite the chip shortage.
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That honor arguably belongs to Dell Technologies (NYSE: DELL), which has consistently led its peers this year in terms of PC sales growth despite the chip shortage. Dell Technologies Rumors of the personal computer's death have been greatly exaggerated. IDC reports that Dell's third-quarter computer deliveries were up 26.6% year over year vs. the industrywide average increase of 3.9%.
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Dell Technologies Rumors of the personal computer's death have been greatly exaggerated. That honor arguably belongs to Dell Technologies (NYSE: DELL), which has consistently led its peers this year in terms of PC sales growth despite the chip shortage. IDC reports that Dell's third-quarter computer deliveries were up 26.6% year over year vs. the industrywide average increase of 3.9%.
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IDC reports that Dell's third-quarter computer deliveries were up 26.6% year over year vs. the industrywide average increase of 3.9%. Dell Technologies Rumors of the personal computer's death have been greatly exaggerated. That honor arguably belongs to Dell Technologies (NYSE: DELL), which has consistently led its peers this year in terms of PC sales growth despite the chip shortage.
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725871.0
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2021-12-22 00:00:00 UTC
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7 of the Best Tech Stocks for 2022 to Buy Now
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DELL
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https://www.nasdaq.com/articles/7-of-the-best-tech-stocks-for-2022-to-buy-now
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nan
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nan
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips
December has been a choppy month for even the best tech stocks. Yet, the tech-heavy Nasdaq-100 index has returned about 20% so far in 2021. Now investors wonder what might be in store for these high-growth shares in the new year.
In the past 12 months, gains have not been evenly distributed. While mega-tech stocks have dominated the index’s performance, many widely-followed technology names have seen their share prices decline.
In particular, consumer electronics, cybersecurity and cleantech shares have had wild swings. Profit-taking, surging inflation, supply chain issues, and the emergence of the omicron variant have been reasons behind the recent volatility.
7 Stay-At-Home Stocks to Buy as Remote Work Lingers On
Nevertheless, these declines also offer better entry points to many growth names that are likely to announce solid financials in the quarters ahead. Such stocks represent great buying opportunities, particularly if investors can identify those with solid fundamentals, reasonable valuations, and profit from their momentum and growth.
With that information, here are seven of the best tech stocks that are likely to create shareholder value for many quarters to come:
Ambarella (NASDAQ:AMBA)
Ciena (NYSE:CIEN)
Dell Technologies (NYSE:DELL)
iShares Cybersecurity and Tech ETF (NYSEARCA:IHAK)
Marvell Technology (NASDAQ:MRVL)
Synaptics (NASDAQ:SYNA)
Upstart (NASDAQ:UPST)
Best Tech Stocks: Ambarella (AMBA)
AMBA) logo on a corporate building" width="300" height="169">
Source: Sundry Photography / Shutterstock.com
52-week range: $82.59 – $227.59
Ambarella designs semiconductor processing solutions, mainly for high-definition (HD) video capture, sharing, and display. Ambarella’s products are found in segments ranging from artificial intelligence (AI) to computer vision, security and driver-assistance cameras.
Ambarella reported Q3 FY22 results in late November. Revenue increased 64% year-over-year (YOY) to $92.2 million. Non-GAAP net income came in at $22.2 million, or 57 cents per diluted share, up from $3.3 million, or 9 cents per diluted share, in the prior-year quarter.
Total cash and equivalents ended the quarter at $458 million. Meanwhile, management increased Q4 revenue guidance 45% YOY to $90 million.
“Our operational execution remains strong, yet supply dynamics remain difficult to predict, as shortages of other companies’ components has become a more significant and gating factor to our results and outlook,” CEO Fermi Wang remarked following the announcement.
The company has seen rising demand for chips used in cameras utilized in the automotive market as well as security applications. AMBA stock hovers at $195 per share, up nearly 115% year-to-date (YTD).
Shares are trading at 119 times forward earnings and 21.4 times trailing sales. Interested readers could find better value around $170, but the 12-month median price forecast for Ambarella stock stands at $227.
Ciena (CIEN)
CIEN) sign in Silicon Valley." width="300" height="169">
Source: Michael Vi / Shutterstock.com
52-week range: $47.52 – $75.45
Ciena provides network hardware and software that facilitate the delivery of video, voice and data traffic over communications networks.
Analysts note that 5G networks and data centers have been driving robust demand for Ciena’s products and solutions.
Management issued solid Q4 results on Dec. 9. Revenue increased 26% YOY to $1.04 billion. Adjusted net income soared to $132.7 million, or 85 cents per diluted share, up 42% YOY from $94.5 million, or 60 cents per diluted share, in the prior-year quarter. Cash and equivalents ended the quarter at $1.4 billion.
7 Stocks to Buy if Covid-19 Becomes Endemic
“Orders in the quarter were once again significantly higher than revenue,” CEO Gary Smith remarked on the metrics. “And with our third consecutive quarter of orders outpacing revenue, we have substantial momentum and increased confidence in the demand environment.”
Ciena has recently partnered with Samsung Electronics (OTCMKTS:SSNLF) to support its 5G deployment. Through this collaboration, telecom operators should be able to better manage the increase in their 5G data volumes.
The stock is moderately valued, making CIEN stock an attractive bet for investors looking to buy a 5G stock. CIEN stock hovers around $75 territory, up 47% YTD. Shares are trading at only 21.7 times forward earnings and 3.2 times trailing sales. The 12-month median price forecast for Ciena stock is $83.
Best Tech Stocks: Dell Technologies (DELL)
DELL) office in Santa Clara, California." width="300" height="169">
Source: Ken Wolter / Shutterstock.com
52-week range: $35.56 – $59.49
Dell Technologies is a well-known information technology (IT) name that operates mainly through two segments. The Client Solutions Group provides IT solutions such as hardware and peripherals. And the Infrastructure Solutions Group offers software, storage and server solutions.
The company announced strong Q3 FY22 results in late November. It generated record revenue of $28.4 billion, up 21% YOY. Non-GAAP net income stood at $2 billion, or $2.37 per diluted share, up from $1.7 billion, or $2.03 per diluted share, in the prior-year quarter. Cash and equivalents ended the quarter at $23.4 billion.
“We continue to deliver strong results, with more than $13 billion in cash flow from operations on a trailing-twelve-month basis, the digital trends are tailwinds for our business, and along with our strategy and financial flexibility, lead us to be optimistic about our long-term growth prospects,” CFO Tom Sweet remarked on the results.
On Nov. 1, Dell spun off its 81% stake in VMware (NYSE:VMW). The move will allow the company to reduce debt and offer dividends as well as share buybacks.
Despite delivering its best third-quarter results in history, DELL is still trading at a reasonable valuation relative to its peers. The stock hovers at $55 territory, up about 96% YTD.
Shares look more like a value stock trading at just 6.6 forward earnings and 0.4 times trailing sales. The 12-month median price forecast for Dell stock stands at $65.
iShares Cybersecurity and Tech ETF (IHAK)
Source: Shutterstock
52-Week Range: $36.35 – $49.09
Dividend Yield: 0.52%
Expense Ratio: 0.47% per year
In 2020, the global cybersecurity market was valued at more than $150 billion and is expected to exceed $350 billion by 2026. Such growth would mean a compound annual growth rate (CAGR) of about 14.5%.
Therefore, we next look at an exchange-traded fund (ETF), namely the iShares Cybersecurity and Tech ETF that invests in cybersecurity shares. The fund started trading in June 2019.
IHAK, which has 52 holdings, tracks the NYSE FactSet Global Cyber Security Index. The top 10 names make up about 43% of net assets of $640.4 million. In terms of sub-sectors, we see IT (90.18%), followed by industrials (9.47%).
7 of the Best Clean Energy Stocks for 2022 to Buy Now
Among the leading names on the roster are the electronic signature platform DocuSign (NASDAQ:DOCU); Fortinet (NASDAQ:FTNT), which provides cybersecurity services and products; Juniper Networks (NYSE:JNPR), which offers network security software and products; software-as-a-service (SaaS) provider Citrix (NASDAQ:CTXS); and CrowdStrike (NASDAQ:CRWD), which offers an endpoint security platform.
The ETF is up about 10% this year. It hit an all-time high on Nov. 9. Since then, shares in IHAK have come under pressure and lost about 14%. The fund’s P/E and P/B ratios stand at 28.36x and 6.93x. Interested readers would find better value around $40.
Best Tech Stocks: Marvell Technology (MRVL)
MRVL) technologies office campus" width="300" height="169">
Source: Michael Vi / Shutterstock.com
52-week range: $37.92 – $93.85
Dividend yield: 0.29%
Marvell Technology provides infrastructure semiconductor solutions, especially for data centers and telecom operators, as well as enterprise networking and industrial markets.
The company released solid fiscal Q3 FY22 results on Dec. 2. Total revenue came in at $1.21 billion, an increase of 61% YOY. Non-GAAP net income stood at $364 million, or 43 cents per diluted share, up from $284 million, or 34 cents per diluted share, in the prior-year quarter. Cash and equivalents ended the period at $523 million.
Wall Street points out that 5G networks, cloud computing, and consumer electronics offer further growth opportunities. As Marvell benefits from positive momentum across all these segments, we should see continued earnings growth in 2022, which is what makes this among the best tech stocks out there.
In October, Marvell announced the acquisition of Innovium, which offers networking solutions for cloud and edge data centers. The company has also acquired Inphi, a leading name in high-speed data movement, which enhances Marvell’s cloud and 5G opportunities.
Management has also raised the outlook for the rest of the year, projecting revenue to reach $1.32 billion with adjusted EPS in the range of $0.45 – $0.51.
MRVL stock hovers at $86 per share, up nearly 87% in 2021. Shares are trading at 37.5 forward earnings and 15 times trailing sales. A potential decline toward $80 or even below would increase the margin of safety. The 12-month median price forecast for MRVL stock is $100.
Synaptics (SYNA)
Source: Shutterstock
52-week range: $79.22 – $299.39
Synaptics offers semiconductor products for mobile devices and PCs as well as the Internet of Things (IoT) markets worldwide.
It is well-known for human interface solutions enabling touch, display, fingerprint and other connectivity functions for a range of electronics products.
Synaptics reported Q1 FY22 results in early November. Revenue increased 13% YOY to $372.7 million. The company has seen rising demand for its IoT solutions, accounting for over half of the revenue.
7 of the Best Value Stocks for 2022 to Buy Now
Non-GAAP net income came in at $109 million, or $2.68 per diluted share, up from $66.7 million, or $1.85 per diluted share, in the prior-year quarter. Cash and equivalents ended the quarter at $347 million.
“Synaptics delivered a strong start to our fiscal year 2022 with first-quarter revenue above the mid-point of our guidance, non-GAAP gross margin at the highest level in the company’s history, and non-GAAP operating margin hitting another record,”CEO Michael Hurlston remarked after the announcement.
In August, the company announced the acquisition of DSP Group, a leading global provider of voice processing and wireless chipsets. “We continue to invest in technologies that tilt our product mix toward IoT applications,” cited Michael Hurlston.
SYNA stock hovers at $260 territory, up 165% YTD. Shares are trading at 26 times forward earnings and 7.6 times trailing sales. Investors would find better value around $250 or even below. The 12-month median price forecast for MSYNA stock stands at $287.50.
Best Tech Stocks: Upstart (UPST)
Source: Postmodern Studio / Shutterstock.com
52-week range: $22.61 – $401.49
Upstart is a consumer lending platform. It relies on AI and machine learning technologies to make loan approval decisions.
Wall Street regards Upstart as a significant financial technology (fintech) disruptor. Instead of a FICO credit score, the company relies on various algorithms to build a personalized consumer profile. Many banks, especially smaller financial institutions, are partnering with the platform.
Management issued Q3 financials in early November. Revenue came in at $228 million, representing a record 250% YOY increase. Adjusted net income stood at $57.4 million, or 60 cents per diluted share. Cash and equivalents ended the quarter at $111 million.
“Since Upstart’s IPO a year ago, we’ve more than tripled our revenue, tripled our profits, tripled the number of banks and credit unions on our platform, and tripled the number of auto dealerships we serve,” CEO Dave Girouard remarked. “With that many 3s, Upstart is becoming the Steph Curry of the FinTech industry.”
The level of consumer credit outstanding stateside is well over $4 trillion. Therefore, a young company like Upstart still has plenty of room for growth. UPST stock currently hovers around $133, up 240% YTD.
However, shares do not look cheap at 17.5 times trailing sales. Interested readers would find better value around $120. It trades today just shy of $150. The 12-month median price forecast for the stock is $290.
On the date of publication, Tezcan Gecgil did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
Tezcan Gecgil, Ph.D., has worked in investment management for over two decades in the U.S. and U.K. In addition to formal higher education in the field, she has also completed all three levels of the Chartered Market Technician (CMT) examination. Her passion is for options trading based on technical analysis of fundamentally strong companies. She especially enjoys setting up weekly covered calls for income generation.
The post 7 of the Best Tech Stocks for 2022 to Buy Now appeared first on InvestorPlace.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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With that information, here are seven of the best tech stocks that are likely to create shareholder value for many quarters to come: Ambarella (NASDAQ:AMBA) Ciena (NYSE:CIEN) Dell Technologies (NYSE:DELL) iShares Cybersecurity and Tech ETF (NYSEARCA:IHAK) Marvell Technology (NASDAQ:MRVL) Synaptics (NASDAQ:SYNA) Upstart (NASDAQ:UPST) Best Tech Stocks: Ambarella (AMBA) AMBA) logo on a corporate building" width="300" height="169"> Source: Sundry Photography / Shutterstock.com 52-week range: $82.59 – $227.59 Ambarella designs semiconductor processing solutions, mainly for high-definition (HD) video capture, sharing, and display. Best Tech Stocks: Dell Technologies (DELL) DELL) office in Santa Clara, California." width="300" height="169"> Source: Ken Wolter / Shutterstock.com 52-week range: $35.56 – $59.49 Dell Technologies is a well-known information technology (IT) name that operates mainly through two segments.
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With that information, here are seven of the best tech stocks that are likely to create shareholder value for many quarters to come: Ambarella (NASDAQ:AMBA) Ciena (NYSE:CIEN) Dell Technologies (NYSE:DELL) iShares Cybersecurity and Tech ETF (NYSEARCA:IHAK) Marvell Technology (NASDAQ:MRVL) Synaptics (NASDAQ:SYNA) Upstart (NASDAQ:UPST) Best Tech Stocks: Ambarella (AMBA) AMBA) logo on a corporate building" width="300" height="169"> Source: Sundry Photography / Shutterstock.com 52-week range: $82.59 – $227.59 Ambarella designs semiconductor processing solutions, mainly for high-definition (HD) video capture, sharing, and display. Best Tech Stocks: Dell Technologies (DELL) DELL) office in Santa Clara, California." width="300" height="169"> Source: Ken Wolter / Shutterstock.com 52-week range: $35.56 – $59.49 Dell Technologies is a well-known information technology (IT) name that operates mainly through two segments.
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With that information, here are seven of the best tech stocks that are likely to create shareholder value for many quarters to come: Ambarella (NASDAQ:AMBA) Ciena (NYSE:CIEN) Dell Technologies (NYSE:DELL) iShares Cybersecurity and Tech ETF (NYSEARCA:IHAK) Marvell Technology (NASDAQ:MRVL) Synaptics (NASDAQ:SYNA) Upstart (NASDAQ:UPST) Best Tech Stocks: Ambarella (AMBA) AMBA) logo on a corporate building" width="300" height="169"> Source: Sundry Photography / Shutterstock.com 52-week range: $82.59 – $227.59 Ambarella designs semiconductor processing solutions, mainly for high-definition (HD) video capture, sharing, and display. Best Tech Stocks: Dell Technologies (DELL) DELL) office in Santa Clara, California." width="300" height="169"> Source: Ken Wolter / Shutterstock.com 52-week range: $35.56 – $59.49 Dell Technologies is a well-known information technology (IT) name that operates mainly through two segments.
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With that information, here are seven of the best tech stocks that are likely to create shareholder value for many quarters to come: Ambarella (NASDAQ:AMBA) Ciena (NYSE:CIEN) Dell Technologies (NYSE:DELL) iShares Cybersecurity and Tech ETF (NYSEARCA:IHAK) Marvell Technology (NASDAQ:MRVL) Synaptics (NASDAQ:SYNA) Upstart (NASDAQ:UPST) Best Tech Stocks: Ambarella (AMBA) AMBA) logo on a corporate building" width="300" height="169"> Source: Sundry Photography / Shutterstock.com 52-week range: $82.59 – $227.59 Ambarella designs semiconductor processing solutions, mainly for high-definition (HD) video capture, sharing, and display. Best Tech Stocks: Dell Technologies (DELL) DELL) office in Santa Clara, California." width="300" height="169"> Source: Ken Wolter / Shutterstock.com 52-week range: $35.56 – $59.49 Dell Technologies is a well-known information technology (IT) name that operates mainly through two segments.
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725872.0
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2021-12-20 00:00:00 UTC
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ANALYSIS-Malaysia's labour abuse allegations a risk to export growth model
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DELL
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https://www.nasdaq.com/articles/analysis-malaysias-labour-abuse-allegations-a-risk-to-export-growth-model
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nan
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nan
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By Liz Lee, Mei Mei Chu and A. Ananthalakshmi
KUALA LUMPUR, Dec 21 (Reuters) - Malaysia's government and companies must address mounting allegations of workplace abuse of migrant labourers who fuel the country's economy, or face risks to its export-reliant growth model, experts warn.
Malaysia has for decades banked on migrant workers to power mainstay manufacturing and agriculture, becoming an integral part of the global supply chain for products as diverse as semiconductors, iPhone components, medical gloves and palm oil.
But as the reliance on foreign labour has increased, so have complaints of abusive working and living conditions for workers, who come mainly from Indonesia, Bangladesh and Nepal.
Southeast Asia's third-biggest economy must reform its labour laws and improve enforcement, while companies should invest to ensure better conditions, said 11 analysts, ratings agencies, researchers, corporate consultants and activists interviewed by Reuters.
In the past two years, seven Malaysian firms, including the world's biggest glove maker and palm oil producer, have faced U.S. import bans over allegations of forced labour. Last month, high-tech home-appliance maker Dyson Ltd cut ties with its biggest supplier, a Malaysian firm, over labour conditions.
"It is a wakeup call," said Anthony Dass, head of AmBank Research in Kuala Lumpur. "If Malaysia does not change and with the global focus on environmental, social and governance practices, businesses could move to other countries."
Malaysia's labour department did not respond to questions about changing the country's labour laws, and the trade ministry did not reply to questions on potential investment losses.
Human Resources Minister M. Saravanan acknowledged early this month that "forced labour issues" had "affected foreign investors' confidence towards Malaysia's supply of products." He urged companies to protect workers' rights and welfare.
"Malaysia has become the poster child" for forced labour issues, said Rosey Hurst of London-based ethical trade consultancy Impactt. "And that starts to do economic damage. Real change needs to happen."
Hurst said queries from global investors about Malaysia's labour practices have increased, including from asset managers and private equity firms.
Other Asian manufacturing hubs, including China and Thailand, face similar accusations of labour abuses. But investors have taken an immediate interest in recent scrutiny of Malaysia, and this could affect future foreign direct investment and supply contracts, analysts say.
FORCED-LABOUR INDICATORS
Malaysian officials have acknowledged excessive overtime hours, unpaid wages, lack of rest days and unhygienic dormitories. Those conditions are among 11 indicators of forced labour, according to the International Labour Organisation (ILO).
Malaysian law allows more than the widely accepted maximum of 60 hours of work a week and allows work on what are supposed to be rest days.
"The legal framework in Malaysia allows, and indeed sometimes insists on, practices which are on a collision course with the ILO 11 indicators of forced labour," Hurst said.
Malaysia last month launched a National Action Plan on Forced Labour to eliminate such practices by 2030.
The country is the world's second-largest palm oil exporter and its chip-assembly industry accounts for more than a tenth of global chip trade. Malaysia had about 2 million foreign workers in late 2020, 10% of its workforce and double that of 20 years ago, according to the Department of Statistics. The government and labour groups estimate as many as 4 million more undocumented migrants work in the country.
Foreign workers are concentrated in manufacturing, agriculture, construction and services.
As Malaysians shy away from lower-paid, labour-intensive work, the country's electronics and palm oil companies especially are relying on migrants, whose treatment is gaining scrutiny.
Malaysia has had the most U.S. Customs and Border Protection bans after China. In July, Washington put Malaysia on a list with China and North Korea for limited progress in eliminating labour trafficking, its lowest ranking.
Dyson terminated its contract with parts maker ATA IMS Bhd ATAI.KL just months after the Malaysian firm posted record profits. ATA has acknowledged some violations, made some improvements and said it now complies with all regulations and standards.
ATA told Reuters in a statement it is stepping up practices for sustainable and equitable growth amid scrutiny of the company and Malaysia.
"For ATA, this has meant relooking at some of the practices that have long been a norm, not just in Malaysia but overseas too, for instance, excessive overtime and more engagement between management and rank and file employees," the company said.
'MODERN SLAVERY'
When the United States last year banned Top Glove Corp TPGC.KL, the world's biggest medical glove maker agreed to pay $33 million to workers to reimburse recruitment fees they paid in their home countries – which activists say result in debt bondage.
U.S. customs revoked the ban after Top Glove made the changes.
Top Glove told Reuters in a statement that exporters must "follow the best global practices as customer expectations have changed over the years," adding it was "no longer sufficient for businesses to just be cost-efficient".
Its peers also decided to repay recruitment fees.
Palm oil producers in Malaysia, the world's biggest exporter of the widely used product after neighbouring Indonesia, have spent tens of millions of dollars to improve workers' living conditions following similar bans.
To be sure, higher costs from improving working and living conditions may not necessarily drive away investors.
"Companies operating in Australia, the UK, the EU and some U.S. states are subject to regulations that address modern slavery in supply chains," said Nneka Chike-Obi, director of sustainable finance at Fitch Solutions. "So they may have to accept higher costs in exchange for less supply-chain risk."
The impact on the electronics industry, which accounts for nearly 40% of Malaysia's exports, in particular could have a multiplier effect on the economy.
Dell Inc DELL.N, Samsung Electronics Co 005930.KS and Western Digital Corp WDC.O have manufacturing facilities in Malaysia, while Apple Inc AAPL.O uses local suppliers.
Samsung declined to comment. The other tech firms did not respond to Reuters' requests for comment on their Malaysian operations or suppliers.
"If companies start scrutinising and pulling out contracts" from electric and electronics companies, "it will have a knock-on effect on the economy," said AmBank's Dass.
Malaysia says forced labour allegations hurting investor confidence
INSIGHT-Dyson splits with Malaysia supplier, stoking concern over migrant worker treatment
EXCLUSIVE-Dyson dumps Malaysian supplier ATA over labour concerns
INSIGHT-An audit gave the all-clear. Others alleged slavery
U.S. Customs bans fifth Malaysian glove maker over alleged forced labour
EXCLUSIVE-U.S. to downgrade Malaysia to worst tier in trafficking report -sources
Dyson supplier ATA confirms instances of unlawful overtime hours
Dyson supplier ATA asks Malaysia to drop charges it violated worker accommodation laws
ANALYSIS-Malaysia's palm oil producers adjust to labour shortages, higher recruitment costs
U.S. lifts import ban on Malaysia's Top Glove over forced labour concerns
(Reporting by Liz Lee, Mei Mei Chu and A. Ananthalakshmi; Editing by William Mallard)
((ananthalakshmi.as@thomsonreuters.com; Twitter: @AnanthalakshmiA;))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Inc DELL.N, Samsung Electronics Co 005930.KS and Western Digital Corp WDC.O have manufacturing facilities in Malaysia, while Apple Inc AAPL.O uses local suppliers. Malaysia has for decades banked on migrant workers to power mainstay manufacturing and agriculture, becoming an integral part of the global supply chain for products as diverse as semiconductors, iPhone components, medical gloves and palm oil. Southeast Asia's third-biggest economy must reform its labour laws and improve enforcement, while companies should invest to ensure better conditions, said 11 analysts, ratings agencies, researchers, corporate consultants and activists interviewed by Reuters.
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Dell Inc DELL.N, Samsung Electronics Co 005930.KS and Western Digital Corp WDC.O have manufacturing facilities in Malaysia, while Apple Inc AAPL.O uses local suppliers. By Liz Lee, Mei Mei Chu and A. Ananthalakshmi KUALA LUMPUR, Dec 21 (Reuters) - Malaysia's government and companies must address mounting allegations of workplace abuse of migrant labourers who fuel the country's economy, or face risks to its export-reliant growth model, experts warn. In the past two years, seven Malaysian firms, including the world's biggest glove maker and palm oil producer, have faced U.S. import bans over allegations of forced labour.
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Dell Inc DELL.N, Samsung Electronics Co 005930.KS and Western Digital Corp WDC.O have manufacturing facilities in Malaysia, while Apple Inc AAPL.O uses local suppliers. By Liz Lee, Mei Mei Chu and A. Ananthalakshmi KUALA LUMPUR, Dec 21 (Reuters) - Malaysia's government and companies must address mounting allegations of workplace abuse of migrant labourers who fuel the country's economy, or face risks to its export-reliant growth model, experts warn. Malaysia says forced labour allegations hurting investor confidence INSIGHT-Dyson splits with Malaysia supplier, stoking concern over migrant worker treatment EXCLUSIVE-Dyson dumps Malaysian supplier ATA over labour concerns INSIGHT-An audit gave the all-clear.
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Dell Inc DELL.N, Samsung Electronics Co 005930.KS and Western Digital Corp WDC.O have manufacturing facilities in Malaysia, while Apple Inc AAPL.O uses local suppliers. In the past two years, seven Malaysian firms, including the world's biggest glove maker and palm oil producer, have faced U.S. import bans over allegations of forced labour. Malaysia has had the most U.S. Customs and Border Protection bans after China.
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784b93c9-b999-4893-b029-5b6797de8f98
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725873.0
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2021-12-17 00:00:00 UTC
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Dell Technologies: Cash Flows Are Underappreciated
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DELL
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https://www.nasdaq.com/articles/dell-technologies%3A-cash-flows-are-underappreciated
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nan
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nan
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I am bullish on Dell Technologies (DELL) because the cash flows are too good to ignore, and the company plans to distribute capital to shareholders. Although the company has posted a solid quarter regarding earnings, headwinds still linger, causing hesitancy among investors. (See Analysts’ Top Stocks on TipRanks)
Company Overview
Dell Technologies sells information technology products and services worldwide. The three segments the company operates in are Infrastructure Solutions Group, Client Solutions Group, and VMware.
Future Outlook
Dell's Q3 earnings beat market expectations, but the company's recent quarterly performance is mixed. Dell's earnings growth was not as stellar due to component shortages impacting margins. Due to the pent-up demand caused by the supply shortages, the backlog of sales should translate to higher numbers in the fourth quarter.
In the third-quarterearnings call Dell reported net revenue growth of 21%, and its non-GAAP earnings increased by 17% to $2.37 per share. Its price-to-earnings ratio is around 6x and provides a reason for a bullish rating. Cash flows remain solid and fuel the company's next chapter as it prepares to distribute capital back to shareholders.
Dell reiterated its commitment that 40% to 60% of the adjusted free cash flow will be directed toward shareholders in the most recentearnings call It currently has no dividend, but investors can expect around $0.80 per share based on the information presented.
Company Financials
The company's financials have some positives and negatives. For starters, it has a very high debt to equity percentage of 338% and more short-term liabilities than short-term assets.
Despite the high debt to equity ratio, the interest payments are well-covered by EBIT at 3.1x coverage, and Dell's price-to-earnings ratio remains attractive. Price-to-free cash flow is also attractive at 4x compared to HP's at 7.45x.
Valuation
Considering multiple factors such as the price-to-earnings and price-to-free-cash-flow ratios combined with a future dividend expected in Fiscal Year 2023, Dell presents an interesting opportunity. Its revenues are growing, and free cash flows are strong.
I support a $65 price target. Dell stock seems to have been underappreciated by investors recently. Considering a decrease in cash flows to approximately $7.5 billion and discounting future cash flows by 8%, Dell's future cash flows are still worth $65 per share without assuming any future growth.
Risks
Dell's balance sheet has become a concern as it holds a lot of debt. Moving forward, some risks include weaker-than-expected free cash flow and lower-than-expected dividends.
An extension of the supply crisis will also hinder the company's ability to produce results in the near term. If Dell cannot deliver products and freight costs remain elevated, the diminished sales and higher expenses will eat into the bottom line.
Wall Street's Take
Turning to Wall Street, Dell Technologies has a Strong Buy consensus rating, based on six Buys and two Holds assigned in the last three months. At $62.36, the average Dell Technologies price target implies 13.4% upside potential.
Final Thoughts
Dell is growing in all the right areas, and solid cash flows and earnings outweigh the poor balance sheet. Moving forward, investors desire improvement with Dell's short-term assets and anticipate a healthy dividend. Assuming the market behaves, Dell is likely to be a solid performer.
Disclosure: At the time of publication, Aaron Stine did not have a position in any of the securities mentioned in this article.
Disclaimer: The information contained in this article represents the views and opinion of the writer only, and not the views or opinion of TipRanks or its affiliates Read full disclaimer >
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell reiterated its commitment that 40% to 60% of the adjusted free cash flow will be directed toward shareholders in the most recentearnings call It currently has no dividend, but investors can expect around $0.80 per share based on the information presented. Valuation Considering multiple factors such as the price-to-earnings and price-to-free-cash-flow ratios combined with a future dividend expected in Fiscal Year 2023, Dell presents an interesting opportunity. If Dell cannot deliver products and freight costs remain elevated, the diminished sales and higher expenses will eat into the bottom line.
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Future Outlook Dell's Q3 earnings beat market expectations, but the company's recent quarterly performance is mixed. Considering a decrease in cash flows to approximately $7.5 billion and discounting future cash flows by 8%, Dell's future cash flows are still worth $65 per share without assuming any future growth. Wall Street's Take Turning to Wall Street, Dell Technologies has a Strong Buy consensus rating, based on six Buys and two Holds assigned in the last three months.
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I am bullish on Dell Technologies (DELL) because the cash flows are too good to ignore, and the company plans to distribute capital to shareholders. Dell reiterated its commitment that 40% to 60% of the adjusted free cash flow will be directed toward shareholders in the most recentearnings call It currently has no dividend, but investors can expect around $0.80 per share based on the information presented. Considering a decrease in cash flows to approximately $7.5 billion and discounting future cash flows by 8%, Dell's future cash flows are still worth $65 per share without assuming any future growth.
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Dell reiterated its commitment that 40% to 60% of the adjusted free cash flow will be directed toward shareholders in the most recentearnings call It currently has no dividend, but investors can expect around $0.80 per share based on the information presented. Considering a decrease in cash flows to approximately $7.5 billion and discounting future cash flows by 8%, Dell's future cash flows are still worth $65 per share without assuming any future growth. I am bullish on Dell Technologies (DELL) because the cash flows are too good to ignore, and the company plans to distribute capital to shareholders.
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545bcd9b-30e1-4dc7-a73e-7101a6ded831
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725874.0
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2021-12-11 00:00:00 UTC
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2 Sizzling Hot Stocks to Buy Right Now
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DELL
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https://www.nasdaq.com/articles/2-sizzling-hot-stocks-to-buy-right-now
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nan
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nan
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Hot stocks can come from companies of all shapes and sizes. For investors, the ride of a hot stock can seem like it's solely dependent on investing when the timing is right. However, there could be many reasons for the stock's run. Sometimes that opportunity is sparked by developments within the market, and other times it could be a matter of a rebound in stock price after a pause during a lengthy climb.
But it's important to not merely act on the noise that looks like growth that is actually unstable in the long run. Investors looking to pad their portfolio with companies that can provide long-term stability and enormous growth potential in burgeoning markets need to look no further than these two sizzling stocks in the midst of a breakout.
Image source: Getty Images.
1. Marvell Technology
2022 is shaping up to be an excellent year for Marvell Technology (NASDAQ: MRVL). This semiconductor developer and provider of infrastructure semiconductor solutions has a slew of customers made up of original equipment and design manufacturers, such as Apple, Dell, and Time Warner Cable, to name a few. And its total customer portfolio sweeps across a wide swath of markets, ranging from computer hardware to software and programming, to construction, to coal mining.
The stock price has seen a dramatic climb of late, going from $71 on Dec. 2 to over $90 in a period of just one week. Prior to that run-up, the stock had experienced a more gradual but consistent climb, starting at a price of $41 on March 1. That's a 122% gain in just over six months, which may make some investors think they've already missed out on the big gains.
It's true that the gains may be over for the next six to 12 months, but for those looking long-term, there is much to be excited about. The company has a robust partnership ecosystem made up of names like Amazon Web Services, Analog Devices, and Samsung. The partnerships allow for technological collaboration as well as channel distribution, providing it with a full runway into the 5G future as it faces off against a host of competitors.
Marvell is also coming off of a stellar third quarter in which the company's net revenue grew to a record $1.2 billion, a 61% jump for the quarter on a year-over-year basis, along with a gross margin of 48%. Going into the fourth quarter, the company expects continued growth to a projected $1.3 billion for 9% sequential quarterly growth, driven by higher 5G and data center revenue.
The stock has climbed over the past year, but according to analysts, there is still room to run. The average 12-month analyst price target was recently increased from $85 to $100 with a high target of $120. If hit, those targets offer an additional 11% to 33% gain, giving investors one more compelling reason to buy now.
2. Okta
Okta (NASDAQ: OKTA) is a secure identity management application provider that has solutions that work in collaboration with the applications many businesses use on a daily basis. Those applications include big names such as Salesforce, Tableau Software, and Gmail (by Alphabet's Google) to add authentication and authorization services. Similar to Marvell, Okta is a hot stock to buy right now.
After several ups and downs over the past year, Okta stock is currently down 6%. Okta's stock climbed from $26 in 2017 to $220 in July 2020, which was likely its first wave of price appreciation. Although the stock is down, over the course of the past two weeks, it has started showing signs of a second wave, jumping 18%, driven by third-quarter results released on Dec. 2.
The third-quarter revenue grew 61% to $351 million on a year-over-year comparison, with $337 million of that provided by subscription revenue, which grew at a rate of 63%. On top of that, the contracted subscription revenue it expects to recognize over the next 12 months also grew year over year, at a rate of 57%, to a healthy $1.2 billion. The company ended Q3 with $2.5 billion in cash and equivalents.
Those revenue numbers could conceivably grow much higher. As of Oct. 6 of this year, the number of data breaches reported by The Identify Theft Research Center exceeded the total for all of 2020 by 17%. As a result, a growing number of businesses are expected to increase spending on identity security.
Among a crowded field including Microsoft, IBM, and Oracle, Okta was identified by Gartner as the leader in 2021 for identity-as-a-service solutions. Coming off of a quarter in which the company beat consensus estimates on earnings and revenue, this leader is well suited to take advantage of the global identity and access management market that is projected to grow at a compound annual rate of 14.5% through 2025.
10 stocks we like better than Marvell Technology Group
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Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. Teresa Kersten, an employee of LinkedIn, a Microsoft subsidiary, is a member of The Motley Fool’s board of directors. John Mackey, CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Jeff Little owns Amazon, Apple, Marvell Technology Group, and Okta. The Motley Fool owns and recommends Alphabet (A shares), Alphabet (C shares), Amazon, Apple, Microsoft, Okta, and Salesforce.com. The Motley Fool recommends Gartner and Marvell Technology Group and recommends the following options: long January 2022 $1,920 calls on Amazon, long March 2023 $120 calls on Apple, short January 2022 $1,940 calls on Amazon, and short March 2023 $130 calls on Apple. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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This semiconductor developer and provider of infrastructure semiconductor solutions has a slew of customers made up of original equipment and design manufacturers, such as Apple, Dell, and Time Warner Cable, to name a few. Investors looking to pad their portfolio with companies that can provide long-term stability and enormous growth potential in burgeoning markets need to look no further than these two sizzling stocks in the midst of a breakout. And its total customer portfolio sweeps across a wide swath of markets, ranging from computer hardware to software and programming, to construction, to coal mining.
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This semiconductor developer and provider of infrastructure semiconductor solutions has a slew of customers made up of original equipment and design manufacturers, such as Apple, Dell, and Time Warner Cable, to name a few. Going into the fourth quarter, the company expects continued growth to a projected $1.3 billion for 9% sequential quarterly growth, driven by higher 5G and data center revenue. The Motley Fool owns and recommends Alphabet (A shares), Alphabet (C shares), Amazon, Apple, Microsoft, Okta, and Salesforce.com.
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This semiconductor developer and provider of infrastructure semiconductor solutions has a slew of customers made up of original equipment and design manufacturers, such as Apple, Dell, and Time Warner Cable, to name a few. 10 stocks we like better than Marvell Technology Group When our award-winning analyst team has a stock tip, it can pay to listen. See the 10 stocks *Stock Advisor returns as of November 10, 2021 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors.
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This semiconductor developer and provider of infrastructure semiconductor solutions has a slew of customers made up of original equipment and design manufacturers, such as Apple, Dell, and Time Warner Cable, to name a few. Going into the fourth quarter, the company expects continued growth to a projected $1.3 billion for 9% sequential quarterly growth, driven by higher 5G and data center revenue. The stock has climbed over the past year, but according to analysts, there is still room to run.
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a070146a-f644-482b-824e-6377e565d25a
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725875.0
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2021-12-11 00:00:00 UTC
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3 Under-the-Radar Cryptocurrencies That Have Landed Major Partnerships
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DELL
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https://www.nasdaq.com/articles/3-under-the-radar-cryptocurrencies-that-have-landed-major-partnerships
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nan
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nan
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If you think the stock market has been unstoppable since equity markets bottomed out during the initial wave of the coronavirus pandemic in March 2020, check out the cryptocurrency space. Whereas the broad-based S&P 500 is up more than 100% in a little over 20 months, the aggregate value of cryptocurrencies has jumped more than 1,500% to $2.36 trillion in the same period.
Although the fear of missing out (FOMO) and investor sentiment have been big drivers of these gains, crypto investors have also been impressed with the number of partnerships being struck.
As you can imagine, the bigger names in the crypto space have forged quite a few meaningful partnerships or merchant wins. For example, Bitcoin (CRYPTO: BTC) is the most widely accepted digital token on the planet by retailers. Meanwhile, the Enterprise Ethereum Alliance, which is focused on promoting the use of the Ethereum (CRYPTO: ETH) blockchain, has more than 100 members. Even meme coin Shiba Inu has snagged a few well-known merchants in recent weeks.
Image source: Getty Images.
But what you might not realize is that under-the-radar cryptocurrencies are landing major partnerships, too. Here are three lesser-known cryptocurrencies with some eyebrow-raising partners.
Qtum: Amazon and Google (a subsidiary of Alphabet)
Let's begin with the smallest digital token on this list, as ranked by market value, Qtum (CRYPTO: QTUM). According to CoinMarketCap.com, Qtum is the 87th largest crypto, with a market value of $1.11 billion, as of Dec. 7.
Although it's relatively small, Qtum is a blockchain project I've previously highlighted as very intriguing. That's because Qtum has developed their blockchain utilizing the best qualities from Bitcoin and Ethereum. It incorporates the transactional security of Bitcoin's UTXO model with the Ethereum Virtual Machine. In other words, it's a UTXO-based platform that can support smart contracts -- protocols that verify, enforce, and facilitate an agreed upon transaction between two or more parties. Smart contracts are the foundation from which decentralized applications (dApps) and decentralized finance (DeFi) are being built.
Qtum is also differentiated by its Account Abstraction Layer (AAL). The AAL is Qtum's ticket to deploying smart contract upgrades while always remaining backward compatible to Bitcoin's UTXO transaction model.
But the real surprise might be that Qtum was a chosen partner for both Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG). Amazon Web Services (AWS), the cloud services arm of Amazon, first partnered with Qtum in October 2018. At the time, it was described as a way for AWS to allow developers to build on its cloud platform using Qtum, as well as expand Amazon's offerings to enterprise customers.
In May 2019, Qtum partnered with Google Cloud to give developers and folks without much technical know-how a cost-effective way of launching nodes on the Qtum blockchain. It's not every day a relatively unknown crypto project lands Amazon and Alphabet's Google as a partner.
Image source: Getty Images.
Zcash: JPMorgan Chase
Another under-the-radar cryptocurrency that's landed a major partnership is privacy-focused payment coin Zcash (CRYPTO: ZEC).
In a traditional crypto payment transaction, money moves from Point A to B with only partial obscurity. This is to say that while names and identities aren't revealed on public blockchain, blockchain forensics can be used to trace the public addresses of a sender and receiver. Zcash deploys zk-SNARK- zero-knowledge cryptography that helps to obfuscate these addresses. This is why Zcash is known as a privacy coin.
Although obfuscation of sender and receiver addresses is the primary lure of Zcash, it should be noted that users have an option of revealing this data for auditing purposes, or to maintain regulatory compliance.
The interesting thing about Zcash is that is landed bank stock JPMorgan Chase (NYSE: JPM) as a partner back in May 2017. I say interesting given CEO Jamie Dimon's distaste for cryptocurrency and his belief that Bitcoin is "worthless," in his own words.
Nevertheless, this didn't stop JPMorgan Chase from implementing Zcash's zero-knowledge security layer atop its Ethereum-based Quorum Project to boost blockchain security. With Zcash's zero-knowledge security solution designed to work with multiple blockchain networks, the hope is this could be the first of many financial institutions to adopt or test its technology.
Image source: Getty Images.
IOTA: Dell Technologies
A final under-the-radar cryptocurrency that's snagged a major partner is IOTA (CRYPTO: MIOTA). With a market value of $3.26 billion, IOTA slots in as the 50th-largest digital currency.
Keeping with the theme of this list, IOTA and its developers bring a degree of differentiation to the table that simply isn't seen with the vast majority of cryptocurrency projects.
A unique aspect of IOTA is that it's not utilizing blockchain technology to handle payment and data transfers. Rather, IOTA's developers rely on the "Tangle." The Tangle is a direct acyclic graph (DAG) that requires new transactions to confirm two or more previous transactions. Since blockchain can be slowed by the need to generate and validate new blocks, IOTA's DAG solution provides a fast way to execute fee-less transactions that are connected to each other like a tangled web. This means the network should be quickly scalable without impacting performance.
Earlier this year, IOTA made waves when it announced a partnership with information technology giant Dell Technologies (NYSE: DELL). Known as Project Alvarium, this partnership will focus on measuring the confidence and trust of data before it's used by an application.
According to the release from IOTA on Feb. 9, Dell first introduced its Data Confidence Fabric (DCF) in 2019. IOTA subsequently reengineered the DCF to improve its scalability and security. The journey data takes from an internet of things device sensor or edge network till it reaches the cloud will be given a trust rating and logged on IOTA's Tangle to establish an immutable score.
This partnership could play a role in improving predictive analytics for edge networking -- this is precisely what Dell and Intel are partnering to test -- and could even be useful in assessing data trustworthiness during the pandemic, such as determining which manufacturing facility a vaccine originated, or recording how many people have received a vaccine.
Long story short, don't overlook that there's a world of intriguing projects not named Bitcoin and Ethereum.
10 stocks we like better than Quantum
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*Stock Advisor returns as of November 10, 2021
John Mackey, CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. JPMorgan Chase is an advertising partner of The Ascent, a Motley Fool company.
Sean Williams owns shares of Amazon. The Motley Fool owns shares of and recommends Alphabet (A shares), Alphabet (C shares), Amazon, Bitcoin, Ethereum, and Intel. The Motley Fool recommends the following options: long January 2022 $1,920 calls on Amazon, long January 2023 $57.50 calls on Intel, short January 2022 $1,940 calls on Amazon, and short January 2023 $57.50 puts on Intel. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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IOTA: Dell Technologies A final under-the-radar cryptocurrency that's snagged a major partner is IOTA (CRYPTO: MIOTA). Earlier this year, IOTA made waves when it announced a partnership with information technology giant Dell Technologies (NYSE: DELL). According to the release from IOTA on Feb. 9, Dell first introduced its Data Confidence Fabric (DCF) in 2019.
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IOTA: Dell Technologies A final under-the-radar cryptocurrency that's snagged a major partner is IOTA (CRYPTO: MIOTA). Earlier this year, IOTA made waves when it announced a partnership with information technology giant Dell Technologies (NYSE: DELL). According to the release from IOTA on Feb. 9, Dell first introduced its Data Confidence Fabric (DCF) in 2019.
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IOTA: Dell Technologies A final under-the-radar cryptocurrency that's snagged a major partner is IOTA (CRYPTO: MIOTA). Earlier this year, IOTA made waves when it announced a partnership with information technology giant Dell Technologies (NYSE: DELL). According to the release from IOTA on Feb. 9, Dell first introduced its Data Confidence Fabric (DCF) in 2019.
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IOTA: Dell Technologies A final under-the-radar cryptocurrency that's snagged a major partner is IOTA (CRYPTO: MIOTA). Earlier this year, IOTA made waves when it announced a partnership with information technology giant Dell Technologies (NYSE: DELL). According to the release from IOTA on Feb. 9, Dell first introduced its Data Confidence Fabric (DCF) in 2019.
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a81f4376-cfe8-4eb4-b7e5-be044bb1fb87
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725876.0
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2021-12-08 00:00:00 UTC
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Dell Technologies (NYSE:DELL) Is Doing The Right Things To Multiply Its Share Price
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DELL
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https://www.nasdaq.com/articles/dell-technologies-nyse%3Adell-is-doing-the-right-things-to-multiply-its-share-price
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nan
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nan
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What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common approach is to try and find a company with returns on capital employed (ROCE) that are increasing, in conjunction with a growing amount of capital employed. Ultimately, this demonstrates that it's a business that is reinvesting profits at increasing rates of return. So on that note, Dell Technologies (NYSE:DELL) looks quite promising in regards to its trends of return on capital.
What is Return On Capital Employed (ROCE)?
For those who don't know, ROCE is a measure of a company's yearly pre-tax profit (its return), relative to the capital employed in the business. The formula for this calculation on Dell Technologies is:
Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities)
0.091 = US$6.0b ÷ (US$136b - US$70b) (Based on the trailing twelve months to October 2021).
Thus, Dell Technologies has an ROCE of 9.1%. On its own that's a low return on capital but it's in line with the industry's average returns of 9.1%.
NYSE:DELL Return on Capital Employed December 8th 2021
In the above chart we have measured Dell Technologies' prior ROCE against its prior performance, but the future is arguably more important. If you'd like, you can check out the forecasts from the analysts covering Dell Technologies here for free.
How Are Returns Trending?
It's great to see that Dell Technologies has started to generate some pre-tax earnings from prior investments. While the business is profitable now, it used to be incurring losses on invested capital five years ago. Additionally, the business is utilizing 22% less capital than it was five years ago, and taken at face value, that can mean the company needs less funds at work to get a return. This could potentially mean that the company is selling some of its assets.
On a side note, we noticed that the improvement in ROCE appears to be partly fueled by an increase in current liabilities. The current liabilities has increased to 51% of total assets, so the business is now more funded by the likes of its suppliers or short-term creditors. Given it's pretty high ratio, we'd remind investors that having current liabilities at those levels can bring about some risks in certain businesses.
Our Take On Dell Technologies' ROCE
From what we've seen above, Dell Technologies has managed to increase it's returns on capital all the while reducing it's capital base. And investors seem to expect more of this going forward, since the stock has rewarded shareholders with a 62% return over the last year. So given the stock has proven it has promising trends, it's worth researching the company further to see if these trends are likely to persist.
If you want to know some of the risks facing Dell Technologies we've found 4 warning signs (1 is concerning!) that you should be aware of before investing here.
While Dell Technologies may not currently earn the highest returns, we've compiled a list of companies that currently earn more than 25% return on equity. Check out this free list here.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The formula for this calculation on Dell Technologies is: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) 0.091 = US$6.0b ÷ (US$136b - US$70b) (Based on the trailing twelve months to October 2021). So on that note, Dell Technologies (NYSE:DELL) looks quite promising in regards to its trends of return on capital. Thus, Dell Technologies has an ROCE of 9.1%.
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So on that note, Dell Technologies (NYSE:DELL) looks quite promising in regards to its trends of return on capital. While Dell Technologies may not currently earn the highest returns, we've compiled a list of companies that currently earn more than 25% return on equity. The formula for this calculation on Dell Technologies is: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) 0.091 = US$6.0b ÷ (US$136b - US$70b) (Based on the trailing twelve months to October 2021).
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So on that note, Dell Technologies (NYSE:DELL) looks quite promising in regards to its trends of return on capital. NYSE:DELL Return on Capital Employed December 8th 2021 In the above chart we have measured Dell Technologies' prior ROCE against its prior performance, but the future is arguably more important. Our Take On Dell Technologies' ROCE From what we've seen above, Dell Technologies has managed to increase it's returns on capital all the while reducing it's capital base.
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So on that note, Dell Technologies (NYSE:DELL) looks quite promising in regards to its trends of return on capital. Thus, Dell Technologies has an ROCE of 9.1%. Our Take On Dell Technologies' ROCE From what we've seen above, Dell Technologies has managed to increase it's returns on capital all the while reducing it's capital base.
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c31f662f-ee69-404c-8050-d7fba66f9f3a
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725877.0
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2021-12-07 00:00:00 UTC
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4 Cities That Should Be Hot Real Estate Markets in 2022
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DELL
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https://www.nasdaq.com/articles/4-cities-that-should-be-hot-real-estate-markets-in-2022
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nan
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nan
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So the National Association of Realtors (NAR) reports that the median sales price of single-family existing homes rose to $363,700 year over year in the third quarter of 2021, a new record that saw double-digit price gains in 78% of the 183 markets the big trade group tracks.
Some markets were hotter than others, though, and with the year coming to a close, now seems like a good time to look at where the growth might be hottest going forward. We relied heavily here on Zillow data parsed out into a list by National Mortgage News that we'll use to pick out four particularly promising places for real estate investors to consider.
We're focusing on residential growth here, but real estate sectors don't exist in isolation, from each other or the macroeconomy. Booming residential growth is a response to the availability of jobs that pay enough to sustain those kinds of prices, after all. Those employers, even with the prevalence of working from home, also drive office space use, and brick-and-mortar retail, especially among essential services like grocery stores and pharmacies, will be growing right along with the population.
Image source: Getty Images.
1. Austin, Texas
Zillow projects the price of a home in the Texas capital to jump 37.1% year over year in May 2022, the most in the country. State government, the culture and music scene, and a major university have long been draws here, but that's not what's building all those skyscrapers that now dominate the skyline, with more on the way.
It's the booming tech sector, with major newcomers like Oracle (NYSE: ORCL) and Tesla (NASDAQ: TSLA) joining Dell Technologies (NYSE: DELL) and countless other companies large and small fueling a migration that looks to keep Austin and its sprawling suburbs hot for years to come as the Austin and San Antonio areas just keep getting closer to melding into one.
Image source: Getty Images.
2. Phoenix
Home prices in Phoenix are expected to soar 26.2% year over year by May 2022, placing it fourth on the Zillow list. Bidding wars for homes are raging in the Valley of the Sun. Retirees have long been driving population growth there, but now families moving from more-expensive areas are joining in.
Already home base for eight Fortune 500 companies, state government, and some major universities, tech and logistics are now driving growth there, too. Phoenix also is often on the list of where major providers of industrial space are building out new warehouse and distribution space. One example: Prologis (NYSE: PLD), the largest among industrial real estate investment trusts (REITs), says it now has 70 industrial properties here itself.
, By the way, Phoenix became the nation's fifth-largest city in the 2020 Census, edging past Philadelphia. Bottom line: There are more people, more demand, and more business for real estate investors to capitalize on in about every segment.
Image source: Getty Images.
3. San Jose, California
Zillow projects home prices in San Jose to jump 24.5% year over year by May, seventh on its list. Even with the migration of companies and people to environs more affordable, this is still the citadel of high tech, with the likes of Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: FB), and more still employing tens of thousands of people each in the area.
There's also still plenty of dough left around. A real estate agent told National Mortgage News that cash buyers -- often flippers -- make up more than 20% of the market, in a market where one out of every 797 people is worth more than $30 million.
All that cash floating around also can sustain a healthy market for local investment in retail and office, too. Plus, it's just a really nice area to live and work in -- barring wildfires and earthquakes -- and it's close to San Francisco and some of the Golden State's most picturesque beach towns.
Image source: Getty Images.
4. Boise, Idaho
Home prices in Boise are expected to see a 23.3% year-over-year jump by May 2022, the 10th fastest on the Zillow list, and a local lender told National Mortgage News that he's competing in a market that's now 35% cash buyers.
That influx of cash is coming from an influx of people migrating to this state capital and university town that's much smaller than the others on the list. It's also close to the mountains and attractions of the great outdoors that have made it a lifestyle destination for a whole new crowd of people who can work at home or find a good-paying job in the burgeoning tech scene.
A pleasant climate and cultural attractions also are bringing people to roost here, and there are even more than 50 wineries in Treasure Valley, the lowland area between the mountains that includes Boise and surrounding communities.
Cities on the grow, now and going forward
Each of these four metro areas have their own attractions and reasons that make them business and residential destinations primed for continued growth and investment in 2022 and beyond. They're just four examples of many more, of course, but they're a good place for real estate investors who want to expand their own horizons -- and wallets -- to start looking now, whether for their next stock market buy in the sector or a property all their own.
10 stocks we like better than Oracle
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They just revealed what they believe are the ten best stocks for investors to buy right now… and Oracle wasn't one of them! That's right -- they think these 10 stocks are even better buys.
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*Stock Advisor returns as of November 10, 2021
Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Marc Rapport owns shares of Alphabet (A shares). The Motley Fool owns shares of and recommends Alphabet (A shares), Alphabet (C shares), Apple, Meta Platforms, Inc., Prologis, Tesla, Zillow Group (A shares), and Zillow Group (C shares). The Motley Fool recommends the following options: long March 2023 $120 calls on Apple and short March 2023 $130 calls on Apple. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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It's the booming tech sector, with major newcomers like Oracle (NYSE: ORCL) and Tesla (NASDAQ: TSLA) joining Dell Technologies (NYSE: DELL) and countless other companies large and small fueling a migration that looks to keep Austin and its sprawling suburbs hot for years to come as the Austin and San Antonio areas just keep getting closer to melding into one. Those employers, even with the prevalence of working from home, also drive office space use, and brick-and-mortar retail, especially among essential services like grocery stores and pharmacies, will be growing right along with the population. It's also close to the mountains and attractions of the great outdoors that have made it a lifestyle destination for a whole new crowd of people who can work at home or find a good-paying job in the burgeoning tech scene.
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It's the booming tech sector, with major newcomers like Oracle (NYSE: ORCL) and Tesla (NASDAQ: TSLA) joining Dell Technologies (NYSE: DELL) and countless other companies large and small fueling a migration that looks to keep Austin and its sprawling suburbs hot for years to come as the Austin and San Antonio areas just keep getting closer to melding into one. San Jose, California Zillow projects home prices in San Jose to jump 24.5% year over year by May, seventh on its list. The Motley Fool owns shares of and recommends Alphabet (A shares), Alphabet (C shares), Apple, Meta Platforms, Inc., Prologis, Tesla, Zillow Group (A shares), and Zillow Group (C shares).
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It's the booming tech sector, with major newcomers like Oracle (NYSE: ORCL) and Tesla (NASDAQ: TSLA) joining Dell Technologies (NYSE: DELL) and countless other companies large and small fueling a migration that looks to keep Austin and its sprawling suburbs hot for years to come as the Austin and San Antonio areas just keep getting closer to melding into one. Boise, Idaho Home prices in Boise are expected to see a 23.3% year-over-year jump by May 2022, the 10th fastest on the Zillow list, and a local lender told National Mortgage News that he's competing in a market that's now 35% cash buyers. The Motley Fool owns shares of and recommends Alphabet (A shares), Alphabet (C shares), Apple, Meta Platforms, Inc., Prologis, Tesla, Zillow Group (A shares), and Zillow Group (C shares).
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It's the booming tech sector, with major newcomers like Oracle (NYSE: ORCL) and Tesla (NASDAQ: TSLA) joining Dell Technologies (NYSE: DELL) and countless other companies large and small fueling a migration that looks to keep Austin and its sprawling suburbs hot for years to come as the Austin and San Antonio areas just keep getting closer to melding into one. Phoenix Home prices in Phoenix are expected to soar 26.2% year over year by May 2022, placing it fourth on the Zillow list. Boise, Idaho Home prices in Boise are expected to see a 23.3% year-over-year jump by May 2022, the 10th fastest on the Zillow list, and a local lender told National Mortgage News that he's competing in a market that's now 35% cash buyers.
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07d681ff-7289-4d82-ad96-53712e00e82a
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725878.0
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2021-12-07 00:00:00 UTC
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Validea Joel Greenblatt Strategy Daily Upgrade Report - 12/7/2021
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DELL
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https://www.nasdaq.com/articles/validea-joel-greenblatt-strategy-daily-upgrade-report-12-7-2021
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nan
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nan
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The following are today's upgrades for Validea's Earnings Yield Investor model based on the published strategy of Joel Greenblatt. This value model looks for companies with high return on capital and earnings yields.
LOUISIANA-PACIFIC CORPORATION (LPX) is a mid-cap value stock in the Constr. - Supplies & Fixtures industry. The rating according to our strategy based on Joel Greenblatt changed from 0% to 100% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Louisiana-Pacific Corporation is a provider of building solutions that meet the demands of builders, remodelers and homeowners. It operates through four segments: Siding, Oriented Strand Board (OSB), Engineered Wood Products (EWP) and South America. Siding segment serves various end markets with a product offering, including LP SmartSide Trim & Siding, LP SmartSide ExpertFinish Trim & Siding, LP BuilderSeries Lap Siding and LP Outdoor Building Solutions. The OSB segment manufactures and distributes OSB structural panel products, including its OSB portfolio known as LP Structural Solutions. EWP segment consists of LP SolidStart I-Joist (I-Joist), Laminated Veneer Lumber (LVL), and Laminated Strand Lumber (LSL) and other related products. This segment also includes the sales of I-Joist and LVL products produced by its joint venture and sales of plywood. South America segment manufactures and distributes OSB structural panel and siding products in South America and certain export markets.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
EARNINGS YIELD: NEUTRAL
RETURN ON TANGIBLE CAPITAL: NEUTRAL
FINAL RANKING: PASS
Detailed Analysis of LOUISIANA-PACIFIC CORPORATION
Full Guru Analysis for LPX
Full Factor Report for LPX
G-III APPAREL GROUP, LTD. (GIII) is a small-cap value stock in the Apparel/Accessories industry. The rating according to our strategy based on Joel Greenblatt changed from 50% to 80% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: G-III Apparel Group, Ltd. designs, sources, and markets a range of apparel products. The Company operates through two segments: wholesale operations and retail operations. The wholesale operations segment includes sales of products to retailers under owned, licensed, and private label brands. Its retail operations segment consists of direct sales to consumers through its company-operated stores and through digital channels. Its apparel products include outerwear, dresses, sportswear, swimwear, women's suits, and women's performance wear, as well as women's handbags, footwear, small leather goods, cold weather accessories and luggage. The Company's own brands include DKNY, Donna Karan, Vilebrequin, G.H. Bass, Eliza J, Jessica Howard, Andrew Marc, Marc New York, and Wilsons Leather. Its licensed brands include Calvin Klein, Tommy Hilfiger, Karl Lagerfeld Paris, Levi's,Kenneth Cole, Cole Haan, Vince Camuto and Dockers.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
EARNINGS YIELD: NEUTRAL
RETURN ON TANGIBLE CAPITAL: NEUTRAL
FINAL RANKING: FAIL
Detailed Analysis of G-III APPAREL GROUP, LTD.
Full Guru Analysis for GIII
Full Factor Report for GIII
DELL TECHNOLOGIES INC (DELL) is a large-cap value stock in the Computer Hardware industry. The rating according to our strategy based on Joel Greenblatt changed from 0% to 90% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Dell Technologies Inc. is a provider of information technology solutions. The Company operates through segments, such as Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment enables the digital transformation of its customers through its multi-cloud and big data solutions, which are built upon a data center infrastructure. ISG solutions are built for multi-cloud environments and are enhanced to run cloud native workloads in both public and private clouds, as well as traditional on-premise workloads. The CSG segment includes hardware and peripherals, as well as third-party software and peripherals. CSG also offers attached software, peripherals, and services, including support and deployment, configuration, and extended warranty services. Its other businesses consist of product and service including Secureworks, Virtustream, and Boomi.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
EARNINGS YIELD: NEUTRAL
RETURN ON TANGIBLE CAPITAL: NEUTRAL
FINAL RANKING: PASS
Detailed Analysis of DELL TECHNOLOGIES INC
Full Guru Analysis for DELL
Full Factor Report for DELL
SCIENJOY HOLDING CORP (SJ) is a small-cap value stock in the Software & Programming industry. The rating according to our strategy based on Joel Greenblatt changed from 0% to 100% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Scienjoy Holding Corp, formerly Wealthbridge Acquisition Ltd, is a Hong Kong-based company mainly engages in the provision of show live streaming video entertainment social platform. The Company mainly operates online live streaming websites and mobile applications under the brand name of Showself, Lehai, and Haixiu.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
EARNINGS YIELD: NEUTRAL
RETURN ON TANGIBLE CAPITAL: NEUTRAL
FINAL RANKING: PASS
Detailed Analysis of SCIENJOY HOLDING CORP
Full Guru Analysis for SJ
Full Factor Report for SJ
More details on Validea's Joel Greenblatt strategy
Joel Greenblatt Stock Ideas
About Joel Greenblatt: In his 2005 bestseller The Little Book That Beats The Market, hedge fund manager Joel Greenblatt laid out a stunningly simple way to beat the market using two -- and only two -- fundamental variables. The "Magic Formula," as he called it, produced back-tested returns of 30.8 percent per year from 1988 through 2004, more than doubling the S&P 500's 12.4 percent return during that time. Greenblatt also produced exceptional returns as managing partner at Gotham Capital, a New York City-based hedge fund he founded. The firm averaged a remarkable 40 percent annualized return over more than two decades.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Detailed Analysis of G-III APPAREL GROUP, LTD. Full Guru Analysis for GIII Full Factor Report for GIII DELL TECHNOLOGIES INC (DELL) is a large-cap value stock in the Computer Hardware industry. Company Description: Dell Technologies Inc. is a provider of information technology solutions. Detailed Analysis of DELL TECHNOLOGIES INC Full Guru Analysis for DELL Full Factor Report for DELL SCIENJOY HOLDING CORP (SJ) is a small-cap value stock in the Software & Programming industry.
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Detailed Analysis of DELL TECHNOLOGIES INC Full Guru Analysis for DELL Full Factor Report for DELL SCIENJOY HOLDING CORP (SJ) is a small-cap value stock in the Software & Programming industry. Detailed Analysis of G-III APPAREL GROUP, LTD. Full Guru Analysis for GIII Full Factor Report for GIII DELL TECHNOLOGIES INC (DELL) is a large-cap value stock in the Computer Hardware industry. Company Description: Dell Technologies Inc. is a provider of information technology solutions.
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Detailed Analysis of G-III APPAREL GROUP, LTD. Full Guru Analysis for GIII Full Factor Report for GIII DELL TECHNOLOGIES INC (DELL) is a large-cap value stock in the Computer Hardware industry. Company Description: Dell Technologies Inc. is a provider of information technology solutions. Detailed Analysis of DELL TECHNOLOGIES INC Full Guru Analysis for DELL Full Factor Report for DELL SCIENJOY HOLDING CORP (SJ) is a small-cap value stock in the Software & Programming industry.
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Detailed Analysis of G-III APPAREL GROUP, LTD. Full Guru Analysis for GIII Full Factor Report for GIII DELL TECHNOLOGIES INC (DELL) is a large-cap value stock in the Computer Hardware industry. Company Description: Dell Technologies Inc. is a provider of information technology solutions. Detailed Analysis of DELL TECHNOLOGIES INC Full Guru Analysis for DELL Full Factor Report for DELL SCIENJOY HOLDING CORP (SJ) is a small-cap value stock in the Software & Programming industry.
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29491d0a-1a94-4bde-be66-ee29d6c16c71
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725879.0
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2021-12-07 00:00:00 UTC
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Why Dell Technologies Stock Fell 48.7% in November
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DELL
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https://www.nasdaq.com/articles/why-dell-technologies-stock-fell-48.7-in-november
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nan
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nan
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What happened
Shares of Dell Technologies (NYSE: DELL) fell 48.7% in November, according to data from S&P Global Market Intelligence.
And yet, if you were a Dell shareholder to start the month, you would actually be around breakeven since the start of November. That's because the drop in Dell's stock price wasn't the result of its value falling, but rather the spinoff of its 81% stake in VMware (NYSE: VMW) to shareholders.
Image source: Getty Images.
So what
On Nov. 1, Dell spun off its 81% stake in VMware to shareholders. Anyone holding Dell at that time received 0.440626 shares of VMware per share of Dell. Even though VMware's stock has dropped since the spinoff amid a rout in the software sector, at today's VMware share price of $115.58, that would still equate to $50.92 in value. Meanwhile, the remaining portion of Dell's stock has appreciated through the month to $58.75 as of this writing, equating to a combined value of $109.67, roughly where Dell's stock sat before the spinoff.
Of course, given the decline in VMware since the spinoff, the "remaining" Dell actually rose through the month. That rise was underpinned by a strong November earnings report that beat expectations for both revenue and earnings per share. The main factor behind the beat was Dell's PC segment, which saw an incredible 35% growth rate, even when lapping a quarter of elevated consumer PC sales during the pandemic.
Now what
So, the "drop" in Dell's stock is nothing to worry about -- quite the contrary. And even after its strong November performance, the "remaining" core Dell business only trades at 6.75 times next year's earnings estimates, making it a deep value stock even after its good month.
Looking ahead, Dell has almost reached its leverage target of 1.5 times earnings before interest, taxes, depreciation, and amortization, which it should hit sometime next year. After that, the company plans to return 40% to 60% of its free cash flow to shareholders in the form of dividends and repurchases. So while this year's performance was nice, the story may only get better next year, when Dell likely initiates a dividend.
10 stocks we like better than Dell Technologies Inc.
When our award-winning analyst team has a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.*
They just revealed what they believe are the ten best stocks for investors to buy right now... and Dell Technologies Inc. wasn't one of them! That's right -- they think these 10 stocks are even better buys.
See the 10 stocks
*Stock Advisor returns as of November 10, 2021
Billy Duberstein owns shares of Dell Technologies Inc. and VMware. His clients may own shares of the companies mentioned. The Motley Fool recommends VMware. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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That's because the drop in Dell's stock price wasn't the result of its value falling, but rather the spinoff of its 81% stake in VMware (NYSE: VMW) to shareholders. And even after its strong November performance, the "remaining" core Dell business only trades at 6.75 times next year's earnings estimates, making it a deep value stock even after its good month. Looking ahead, Dell has almost reached its leverage target of 1.5 times earnings before interest, taxes, depreciation, and amortization, which it should hit sometime next year.
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What happened Shares of Dell Technologies (NYSE: DELL) fell 48.7% in November, according to data from S&P Global Market Intelligence. That's because the drop in Dell's stock price wasn't the result of its value falling, but rather the spinoff of its 81% stake in VMware (NYSE: VMW) to shareholders. See the 10 stocks *Stock Advisor returns as of November 10, 2021 Billy Duberstein owns shares of Dell Technologies Inc. and VMware.
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Anyone holding Dell at that time received 0.440626 shares of VMware per share of Dell. Meanwhile, the remaining portion of Dell's stock has appreciated through the month to $58.75 as of this writing, equating to a combined value of $109.67, roughly where Dell's stock sat before the spinoff. See the 10 stocks *Stock Advisor returns as of November 10, 2021 Billy Duberstein owns shares of Dell Technologies Inc. and VMware.
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That's because the drop in Dell's stock price wasn't the result of its value falling, but rather the spinoff of its 81% stake in VMware (NYSE: VMW) to shareholders. And even after its strong November performance, the "remaining" core Dell business only trades at 6.75 times next year's earnings estimates, making it a deep value stock even after its good month. 10 stocks we like better than Dell Technologies Inc.
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94f811ad-b351-4dc3-89c1-7c74afbcfeaf
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725880.0
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2021-12-07 00:00:00 UTC
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Dell Technologies To Present At Barclays Global TMT Conference; Webcast At 12:05 PM ET
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DELL
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https://www.nasdaq.com/articles/dell-technologies-to-present-at-barclays-global-tmt-conference-webcast-at-12%3A05-pm-et
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nan
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nan
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(RTTNews) - Dell Technologies (DELL) will present at the Barclays Global TMT Conference 2021
The event is scheduled to begin at 12:05 PM ET on Dec. 7, 2021.
To access the live webcast, log on to http://investors.delltechnologies.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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(RTTNews) - Dell Technologies (DELL) will present at the Barclays Global TMT Conference 2021 The event is scheduled to begin at 12:05 PM ET on Dec. 7, 2021. To access the live webcast, log on to http://investors.delltechnologies.com The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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(RTTNews) - Dell Technologies (DELL) will present at the Barclays Global TMT Conference 2021 The event is scheduled to begin at 12:05 PM ET on Dec. 7, 2021. To access the live webcast, log on to http://investors.delltechnologies.com The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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(RTTNews) - Dell Technologies (DELL) will present at the Barclays Global TMT Conference 2021 The event is scheduled to begin at 12:05 PM ET on Dec. 7, 2021. To access the live webcast, log on to http://investors.delltechnologies.com The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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(RTTNews) - Dell Technologies (DELL) will present at the Barclays Global TMT Conference 2021 The event is scheduled to begin at 12:05 PM ET on Dec. 7, 2021. To access the live webcast, log on to http://investors.delltechnologies.com The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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65c10d50-1c4b-4210-8e7e-87770c92db18
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725881.0
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2021-12-06 00:00:00 UTC
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OMFL, ON, DELL, SYF: ETF Inflow Alert
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DELL
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https://www.nasdaq.com/articles/omfl-on-dell-syf%3A-etf-inflow-alert
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nan
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nan
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco Russell 1000—Dynamic Multifactor ETF (Symbol: OMFL) where we have detected an approximate $107.5 million dollar inflow -- that's a 5.9% increase week over week in outstanding units (from 37,890,000 to 40,140,000). Among the largest underlying components of OMFL, in trading today ON Semiconductor Corp (Symbol: ON) is down about 4.7%, Dell Technologies Inc (Symbol: DELL) is up about 0.8%, and Synchrony Financial (Symbol: SYF) is up by about 3.1%. For a complete list of holdings, visit the OMFL Holdings page » The chart below shows the one year price performance of OMFL, versus its 200 day moving average:
Looking at the chart above, OMFL's low point in its 52 week range is $38.23 per share, with $51.09 as the 52 week high point — that compares with a last trade of $48.37. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Click here to find out which 9 other ETFs had notable inflows »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Among the largest underlying components of OMFL, in trading today ON Semiconductor Corp (Symbol: ON) is down about 4.7%, Dell Technologies Inc (Symbol: DELL) is up about 0.8%, and Synchrony Financial (Symbol: SYF) is up by about 3.1%. For a complete list of holdings, visit the OMFL Holdings page » The chart below shows the one year price performance of OMFL, versus its 200 day moving average: Looking at the chart above, OMFL's low point in its 52 week range is $38.23 per share, with $51.09 as the 52 week high point — that compares with a last trade of $48.37. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand.
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Among the largest underlying components of OMFL, in trading today ON Semiconductor Corp (Symbol: ON) is down about 4.7%, Dell Technologies Inc (Symbol: DELL) is up about 0.8%, and Synchrony Financial (Symbol: SYF) is up by about 3.1%. For a complete list of holdings, visit the OMFL Holdings page » The chart below shows the one year price performance of OMFL, versus its 200 day moving average: Looking at the chart above, OMFL's low point in its 52 week range is $38.23 per share, with $51.09 as the 52 week high point — that compares with a last trade of $48.37. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
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Among the largest underlying components of OMFL, in trading today ON Semiconductor Corp (Symbol: ON) is down about 4.7%, Dell Technologies Inc (Symbol: DELL) is up about 0.8%, and Synchrony Financial (Symbol: SYF) is up by about 3.1%. Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco Russell 1000—Dynamic Multifactor ETF (Symbol: OMFL) where we have detected an approximate $107.5 million dollar inflow -- that's a 5.9% increase week over week in outstanding units (from 37,890,000 to 40,140,000). For a complete list of holdings, visit the OMFL Holdings page » The chart below shows the one year price performance of OMFL, versus its 200 day moving average: Looking at the chart above, OMFL's low point in its 52 week range is $38.23 per share, with $51.09 as the 52 week high point — that compares with a last trade of $48.37.
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Among the largest underlying components of OMFL, in trading today ON Semiconductor Corp (Symbol: ON) is down about 4.7%, Dell Technologies Inc (Symbol: DELL) is up about 0.8%, and Synchrony Financial (Symbol: SYF) is up by about 3.1%. Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco Russell 1000—Dynamic Multifactor ETF (Symbol: OMFL) where we have detected an approximate $107.5 million dollar inflow -- that's a 5.9% increase week over week in outstanding units (from 37,890,000 to 40,140,000). For a complete list of holdings, visit the OMFL Holdings page » The chart below shows the one year price performance of OMFL, versus its 200 day moving average: Looking at the chart above, OMFL's low point in its 52 week range is $38.23 per share, with $51.09 as the 52 week high point — that compares with a last trade of $48.37.
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725882.0
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2021-12-06 00:00:00 UTC
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3 Top Stock Trades for the Week of Dec. 6, 2021
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DELL
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https://www.nasdaq.com/articles/3-top-stock-trades-for-the-week-of-dec.-6-2021
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nan
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nan
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips
The wicked game of ping-pong continues Monday morning, with prices roaring back after Friday’s beatdown. If you’re tired of the back-and-forth and want some top stock trades to consider that have been largely ignoring the volatility, then today’s picks are for you.
All three boast strong trends, relative strength, and clean price patterns. It’s a trifecta of bullish signals that make them compelling ideas for profit-seekers.
I’ll unveil the tickers in a moment, but first, a word of caution on today’s rally. I remind you that we’ve seen this movie before. The last three times the market ripped higher, sellers inevitably returned in force.
7 Energy Stocks to Heat Up Your Portfolio This Winter
For this rebound to be different, we desperately need follow-through. A second or third up day will help confirm a change in character.
Chevron (NYSE:CVX)
Proctor & Gamble (NYSE:PG)
Dell Technologies (NYSE:DELL)
Let’s take a closer look at each.
Top Stock Trades: Chevron (CVX)
Source: The thinkorswim® platform from TD Ameritrade
In recent weeks, the sharp decline in oil prices had investors fleeing from energy stocks. But some oil companies held firm during the departure. Chevron was one of them.
Here’s one way to illustrate the strength. At $69, crude oil is approximately 20% off its high. The Energy Sector ETF (NYSEARCA:XLE) is perched at $56.50 and 4.9% off its peak. Meanwhile, Chevron is down less than 1% from its high.
The energy sector is outperforming crude oil, and Chevron is outperforming the energy sector. That, friends, is the definition of relative strength.
Over the past month, CVX stock price has built a sideways base. With this morning’s 2.5% rally, prices are on the verge of breaking out. This is a resistance breach you want to be buying. Consider using call spreads.
The Trade: Buy the January $115/$120 bull call for $2.60.
You’re risking $2.60 to make $2.40 if Chevron can rise beyond $120 by expiration.
Procter & Gamble (PG)
Source: The thinkorswim® platform from TD Ameritrade
In times of turmoil, money tends to flow into defensive sectors like utilities and consumer staples. The rotation benefits companies like Procter & Gamble. Indeed, its share price is leaping to a new record as I type. I could do the exact rundown as Chevron and compare PG to its sector and the market, but suffice it to say, it’s handily beating both.
7 Energy Stocks to Heat Up Your Portfolio This Winter
Prices are rising above all major moving averages, and the new highs should bring new buyers to the yard. Because of the gradual nature of the uptrend, I like mildly bullish strategies here over aggressive ones.
A bull call diagonal spread should do the trick.
The Trade: Buy the February $145 call while selling the January $155 call for a net debit of $7.05.
You’re risking $7.05 to make $3 if PG stock rises toward $155 by expiration.
Top Stock Trades: Dell Technologies (DELL)
Source: The thinkorswim® platform from TD Ameritrade
Tech stocks suffered heavily on Friday, but not all components got caught up in the selling. Dell Technologies rallied throughout the day, closing at a new high. The outperformance was epic, and it might as well have been an inverse ETF. It’s a hard chart to beat when you couple the strength with the overall healthy uptrend and rising moving averages.
The climb was continuing on Monday, with prices up another 1.2% at the time of this writing. The breakout completes a two-month ascending triangle pattern and signals the next up-leg beginning.
Consider buying calls to capitalize on more upside.
The Trade: Buy the Aprril $60 calls for $4.30
The risk is $4.30, and the reward is unlimited.
On the date of publication, Tyler Craig did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
For a free trial to the best trading community on the planet and Tyler’s current home, click here!
The post 3 Top Stock Trades for the Week of Dec. 6, 2021 appeared first on InvestorPlace.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Chevron (NYSE:CVX) Proctor & Gamble (NYSE:PG) Dell Technologies (NYSE:DELL) Let’s take a closer look at each. Top Stock Trades: Dell Technologies (DELL) Source: The thinkorswim® platform from TD Ameritrade Tech stocks suffered heavily on Friday, but not all components got caught up in the selling. Dell Technologies rallied throughout the day, closing at a new high.
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Chevron (NYSE:CVX) Proctor & Gamble (NYSE:PG) Dell Technologies (NYSE:DELL) Let’s take a closer look at each. Top Stock Trades: Dell Technologies (DELL) Source: The thinkorswim® platform from TD Ameritrade Tech stocks suffered heavily on Friday, but not all components got caught up in the selling. Dell Technologies rallied throughout the day, closing at a new high.
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Top Stock Trades: Dell Technologies (DELL) Source: The thinkorswim® platform from TD Ameritrade Tech stocks suffered heavily on Friday, but not all components got caught up in the selling. Chevron (NYSE:CVX) Proctor & Gamble (NYSE:PG) Dell Technologies (NYSE:DELL) Let’s take a closer look at each. Dell Technologies rallied throughout the day, closing at a new high.
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Dell Technologies rallied throughout the day, closing at a new high. Chevron (NYSE:CVX) Proctor & Gamble (NYSE:PG) Dell Technologies (NYSE:DELL) Let’s take a closer look at each. Top Stock Trades: Dell Technologies (DELL) Source: The thinkorswim® platform from TD Ameritrade Tech stocks suffered heavily on Friday, but not all components got caught up in the selling.
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725883.0
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2021-12-06 00:00:00 UTC
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The Honeymoon Is Over for Lucid as the SEC Investigates Its Merger
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DELL
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https://www.nasdaq.com/articles/the-honeymoon-is-over-for-lucid-as-the-sec-investigates-its-merger
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nan
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nan
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips
Wall Street has been on a honeymoon with Lucid Motors (NASDAQ:LCID) stock since it went public in July. But that’s over now, as investors have taken profits and LCID stock has fallen steadily since mid-November.
LCID) logo is displayed in front of an ad for the Air sedan." width="300" height="169">
Source: T. Schneider / Shutterstock.com
Things could get rockier following a subpoena from the Securities and Exchange Commission related to the merger. Regulators want to know about the relationship between Churchill Capital IV, the special purpose acquisition company (SPAC) that became Lucid, and Atieva. This was Lucid’s name when it was founded in 2007 by former Tesla (NASDAQ:TSLA) board member Bernard Tse.
The Days Before the LCID Stock Debut
Tse is a veteran technology executive. Tech reporters with wrinkles will remember him as one of the founders of Wyse Technology. Wyse made what were called “thin client” devices, meant to be linked to networks, back in 1981. Wyse is now part of Dell Technology (NYSE:DELL). Tse was also on the founding board of Tesla in 2003, pre-Musk.
7 Energy Stocks to Heat Up Your Portfolio This Winter
Tse founded Atieva to make batteries and software as a third-party developer. The company raised $131 million while still in “stealth mode.” Along the way it switched to being a car outfit, hiring former Tesla engineer Peter Rawlinson and other Tesla alumni. It also changed its name to Lucid.
Lucid is known for having backing from the Saudi Arabian government. But previously, Tse won backing for Atieva in China with partnerships with companies like state-owned Baic Motor (OTCMKTS:BCCMY) and privately-held LeEco.
Since then, LCID stock has gained attention as a promising electric vehicle stock. After making waves in this crowded field, the SEC subpoena threatens to push its price down even further. Lucid says it is cooperating with the investigation.
Lucid vs. Tesla
Meanwhile, the feud between Musk and Rawlinson grows more serious. For example, Musk tweeted in May that Rawlinson was never Tesla’s chief engineer. Archives of the Tesla website, blog posts and videos dispute this.
The two have also gotten into it over battery technology. (Remember that Atieva was founded to make batteries.) The Lucid Air is known for having 500 miles of range and for charging quickly. Rawlinson has criticized Tesla’s new 4680 cylindrical battery format, designed for lighter weight and better output. Battery expert Sandy Munro has called Rawlinson’s criticism “crap.”
This is happening against the backdrop of continuing stellar reviews for the Air. It was recently named “Car of the Year” by Motor Trend magazine, which marks the first time the award has gone to the first product of a new company.
But investors saw that award as their excuse to take profits. As I noted at the time, Lucid was then selling at 50 times its potential 2022 sales. I estimated it could bring in $1.55 billion next year based on 20,000 Air reservations. At the time, Lucid stock was selling around $55 per share.
Recent action has only taken that down to $44 per share, even with a plunge of more than $6 in light weekend trading. Tesla stock was recently trading at just 16 times revenue, although its price has also been dropping fast over the last few weeks.
The Bottom Line on LCID Stock
LCID stock, like Rivian (NASDAQ:RIVN), is seen as a competitor with Tesla because of big backing. Rivian’s comes from Amazon (NASDAQ:AMZN). They also make competitive products and don’t have the “technology debt” of companies like General Motors (NYSE:GM) and Ford Motor (NYSE:F), which still make gas-powered vehicles.
But success is not guaranteed for LCID stock. The Tesla obsession caused both Lucid and Rivian to deliver tech-heavy, expensive vehicles. I believe the center of the coming market will be more utilitarian. I also believe electric car designs are just platforms for batteries in the end, so watch that space.
On the date of publication, Dana Blankenhorn held a long position in AMZN. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
Dana Blankenhorn has been a financial journalist since 1978. His latest book is Technology’s Big Bang: Yesterday, Today and Tomorrow with Moore’s Law, essays on technology available at the Amazon Kindle store. Follow him on Twitter at @danablankenhorn.
The post The Honeymoon Is Over for Lucid as the SEC Investigates Its Merger appeared first on InvestorPlace.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Wyse is now part of Dell Technology (NYSE:DELL). 7 Energy Stocks to Heat Up Your Portfolio This Winter Tse founded Atieva to make batteries and software as a third-party developer. But previously, Tse won backing for Atieva in China with partnerships with companies like state-owned Baic Motor (OTCMKTS:BCCMY) and privately-held LeEco.
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Wyse is now part of Dell Technology (NYSE:DELL). InvestorPlace - Stock Market News, Stock Advice & Trading Tips Wall Street has been on a honeymoon with Lucid Motors (NASDAQ:LCID) stock since it went public in July. 7 Energy Stocks to Heat Up Your Portfolio This Winter Tse founded Atieva to make batteries and software as a third-party developer.
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Wyse is now part of Dell Technology (NYSE:DELL). InvestorPlace - Stock Market News, Stock Advice & Trading Tips Wall Street has been on a honeymoon with Lucid Motors (NASDAQ:LCID) stock since it went public in July. This was Lucid’s name when it was founded in 2007 by former Tesla (NASDAQ:TSLA) board member Bernard Tse.
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Wyse is now part of Dell Technology (NYSE:DELL). The two have also gotten into it over battery technology. It was recently named “Car of the Year” by Motor Trend magazine, which marks the first time the award has gone to the first product of a new company.
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725884.0
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2021-12-03 00:00:00 UTC
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2 Absurdly Cheap Growth Stocks to Buy in December
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DELL
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https://www.nasdaq.com/articles/2-absurdly-cheap-growth-stocks-to-buy-in-december
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nan
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nan
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Loading up on growth stocks while they're at bargain prices can lead to some great long-term returns for investors. And with many of these stocks falling in recent weeks, there are plenty of good deals available right now.
Among the cheapest stocks to consider include Bristol Myers Squibb (NYSE: BMY) and Dell Technologies (NYSE: DELL). Both are trading at low earnings multiples and still possess many growth opportunities, so now could be an optimal time to add these safe investments to your portfolio.
Image source: Getty Images.
1. Bristol Myers Squibb
Although Bristol Myers pays an incredibly attractive 3.6% dividend yield, which is well above the S&P 500 average of 1.3%, you shouldn't overlook the growth potential here. Acquisitions have helped the company expand its top line (sales of $42.5 billion in 2020 were more than double the $20.8 billion Bristol Myers reported just three years earlier) and its portfolio of drugs.
In 2019, Bristol Myers completed a mammoth $74 billion acquisition of biopharma company Celgene, which it says had "complementary areas of focus," enabling Bristol Myers to scale and strengthen its pipeline along the way.
More recently, in 2020, it acquired MyoKardia for a much more modest sum of $13.1 billion. The company, which focuses on serious cardiovascular diseases, gave Bristol Myers a promising heart drug in mavacamten to add to its portfolio. If the Food and Drug Administration (FDA) approves the drug by April 2022 (its PDUFA date), it could be a big win for Bristol Myers; analysts project that mavacamten could generate $2 billion in annual sales by 2026.
Over the trailing 12 months, Bristol Myers has reported $45.5 billion in sales, accumulating $14.6 billion in free cash flow during that time. The company's numbers look solid, and the future looks bright; today, Bristol Myers says it is studying more than 40 disease areas and developing over 50 compounds.
Bristol Myers is a top growth stock to buy, and yet it's only trading at a forward price-to-earnings (P/E) multiple of just over 7. That looks like a downright steal compared to drugmaker Eli Lilly, where investors are paying more than 31 times its future profits.
2. Dell Technologies
Another company that looks cheap today is computer manufacturer Dell. At a forward P/E of 6, it's an even cheaper buy than Bristol Myers. Rival HP trades at a forward earnings multiple of almost 9, while Cisco Systems, which also sells computer hardware, trades at 16. But that low valuation may not stay that way for long, as Dell has been strengthening its financials and posting some impressive numbers of late.
In November, the company spun off its 81% equity stake in VMware so that it can pay down debt while still focusing on growth opportunities. It will receive $9.3 billion from the deal. VMware allows companies to run virtual computers while Dell remains in the business of selling physical machines.
And Dell has been doing just fine on that front; in its third-quarter results for fiscal 2022, the company reported a record quarter, with net revenue of $28.4 billion rising 21% year over year. Its shipments for the period ending Oct. 29 were also at record levels, rising by 26.6% from the same period last year. The company boasts that over the trailing 12 months, cash from operations have totaled more than $13 billion. It has paid down $15.9 billion worth of debt this year, and its long-term debt as of the end of October (before the VMware spinoff was complete), was $31.7 billion.
The company's focus on bringing down those numbers comes at a great time, with interest rates potentially rising next year. And with less debt on its books, the business will have more flexibility (i.e., cash) to grow its operations. As more workers look for remote jobs amid the Great Resignation, there could continue to be an uptick in demand for Dell's work-from-home solutions.
In August, Glassdoor reported that from June 2019 to June 2021, there was a 360% increase in the share of jobs searches on its website that involved remote positions. Now, given the concern about a new COVID-19 variant out there, it could be even harder to persuade workers go back into a physical office.
Overall, Dell's a solid buy, and with a focus on improving its balance sheet, it's making smart moves that should set it up for some excellent growth ahead.
10 stocks we like better than Bristol Myers Squibb
When our award-winning analyst team has a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.*
They just revealed what they believe are the ten best stocks for investors to buy right now… and Bristol Myers Squibb wasn't one of them! That's right -- they think these 10 stocks are even better buys.
See the 10 stocks
*Stock Advisor returns as of November 10, 2021
David Jagielski has no position in any of the stocks mentioned. The Motley Fool owns shares of and recommends Bristol Myers Squibb. The Motley Fool recommends VMware. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Overall, Dell's a solid buy, and with a focus on improving its balance sheet, it's making smart moves that should set it up for some excellent growth ahead. Among the cheapest stocks to consider include Bristol Myers Squibb (NYSE: BMY) and Dell Technologies (NYSE: DELL). Dell Technologies Another company that looks cheap today is computer manufacturer Dell.
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Among the cheapest stocks to consider include Bristol Myers Squibb (NYSE: BMY) and Dell Technologies (NYSE: DELL). Dell Technologies Another company that looks cheap today is computer manufacturer Dell. But that low valuation may not stay that way for long, as Dell has been strengthening its financials and posting some impressive numbers of late.
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Among the cheapest stocks to consider include Bristol Myers Squibb (NYSE: BMY) and Dell Technologies (NYSE: DELL). Dell Technologies Another company that looks cheap today is computer manufacturer Dell. But that low valuation may not stay that way for long, as Dell has been strengthening its financials and posting some impressive numbers of late.
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Among the cheapest stocks to consider include Bristol Myers Squibb (NYSE: BMY) and Dell Technologies (NYSE: DELL). Dell Technologies Another company that looks cheap today is computer manufacturer Dell. But that low valuation may not stay that way for long, as Dell has been strengthening its financials and posting some impressive numbers of late.
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1b444178-e37f-4655-866c-c3ba3077a956
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725885.0
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2021-12-02 00:00:00 UTC
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Here's Why Dell Is Doing What HP Can't
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DELL
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https://www.nasdaq.com/articles/heres-why-dell-is-doing-what-hp-cant
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nan
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nan
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A month-and-a-half ago, I explained why computer maker HP's (NYSE: HPQ) supply chain woes were more serious than those of its peers. The brand was the only major name to deliver fewer PCs in the third quarter of this year than it did during the third quarter of 2020, according to data from technology market research outfit IDC. The dip can ultimately be chalked up to overly complex design and sales processes. While the company is addressing these matters, it's a fix that could take several quarters to complete.
As is so often the case, though, there's a company doing right what HP is doing wrong. Dell Technologies (NYSE: DELL) is that counter-company. IDC's numbers indicate Dell's personal computer sales improved year over year by a market-leading 26.6% last quarter, and after last week's quarterlyearnings conference call it's pretty clear why.
Image source: Getty Images.
A tale of two very different computer companies
As a refresher, HP CEO Enrique Lores conceded during the company's second-quarter conference call held in August that the majority of its production is managed by ODM [original design manufacturers] who are responsible for every facet of that production, including the procurement of components. That's fine as long as there's no supply chain crisis. In the current environment, though, HP's direct clout is required to get things done. The company also admitted it was designing computers with too many different components when the same part could be utilized in multiple models. This simplification would not only make ODM's output faster, but also cheaper and (in the current environment) more likely.
Yet another vulnerability was and still is HP's lack of supply chain digitalization. That's being addressed, too; Lores pointed to an updated resource planning platform during the Q2 call and reiterated its implementation during last month's Q3 earnings call.
These improvements are now materializing. Such improvements, however, can be time-consuming and tricky to put in place when the effort begins in the middle of the supply chain crunch that made the need for them so clear.
Dell entered the same storm on a completely different footing. That is to say, it was far better equipped for what was to come when the global technology supply chains broke in early 2021.
It's not easy to identify these differences. The subtle clues are there, however, if you know what to look for. Take a comment made by Dell COO Jeffrey Clarke during last month's fiscal 2022 third-quarter conference call as an example. He said, "We have fewer SKUs, less complexity," and goes on to point out, "We have a design methodology that has interchangeability and leverage and reuse." It's almost a diametrical opposite of HP's approach.
There's something else Clarke noted during the Q3 call that speaks directly to Dell's surprising strength in a tough environment:
[W]hat I like about our supply chain is we've digitized it over the years. We're now able to do scenario planning and simulations. That simulation allows us to make quicker decisions.
Clarke didn't name names, but his comments are at least a partial nod to a company called Palisade.
Palisade, simply put, offers digital predictive analysis tools specifically meant to improve supply chains. For example, the company's @RISK platform helps users optimize their replenishment models. Palisade's platform also handles things like outcome analysis of supply chain disruptions and predicts how much so-called "safety stock" a manufacturer should procure before a potential problem becomes a real one. Dell Technologies specifically used Palisade's software to develop a hybrid replenishment strategy that utilizes both air and maritime shipping solutions. It's a move that's become prescient in light of the west coast's backlogged shipping ports.
It's only one example of Dell's careful management of its operation. But, that's the point -- it's only one example of many. Last quarter's market-leading year-over-year PC sales growth of 26% suggests many more similar solutions were already in place once the semiconductor shortage took shape, as that growth only extends an impressive trend.
Data source: IDC. Chart by author. Unit data is in thousands.
Connect the dots
None of this is to suggest the HP can't be fixed, nor to imply that Dell is simply sailing through the chip supply shortfall as if it's not happening. HP is well aware of its vulnerabilities and is addressing them. Dell is also still dealing with supply headaches. More than that, Dell faces sheer logistics hurdles that aren't typically considered by most enterprise resource planning tools.
It's clear just from the two companies' recent conference call rhetoric, however, that Dell Technologies is in a much better position to handle the looming surge in PC demand linked to the likely worldwide return of workers en masse to their offices. The computers they were using have aged nearly two years since the last time they were used, and are due for an upgrade.
10 stocks we like better than Dell Technologies Inc.
When our award-winning analyst team has a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.*
They just revealed what they believe are the ten best stocks for investors to buy right now... and Dell Technologies Inc. wasn't one of them! That's right -- they think these 10 stocks are even better buys.
See the 10 stocks
*Stock Advisor returns as of November 10, 2021
James Brumley has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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There's something else Clarke noted during the Q3 call that speaks directly to Dell's surprising strength in a tough environment: [W]hat I like about our supply chain is we've digitized it over the years. It's clear just from the two companies' recent conference call rhetoric, however, that Dell Technologies is in a much better position to handle the looming surge in PC demand linked to the likely worldwide return of workers en masse to their offices. Dell Technologies (NYSE: DELL) is that counter-company.
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IDC's numbers indicate Dell's personal computer sales improved year over year by a market-leading 26.6% last quarter, and after last week's quarterlyearnings conference call it's pretty clear why. Dell Technologies (NYSE: DELL) is that counter-company. Dell entered the same storm on a completely different footing.
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IDC's numbers indicate Dell's personal computer sales improved year over year by a market-leading 26.6% last quarter, and after last week's quarterlyearnings conference call it's pretty clear why. There's something else Clarke noted during the Q3 call that speaks directly to Dell's surprising strength in a tough environment: [W]hat I like about our supply chain is we've digitized it over the years. Dell Technologies (NYSE: DELL) is that counter-company.
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Dell Technologies (NYSE: DELL) is that counter-company. IDC's numbers indicate Dell's personal computer sales improved year over year by a market-leading 26.6% last quarter, and after last week's quarterlyearnings conference call it's pretty clear why. 10 stocks we like better than Dell Technologies Inc.
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ffdbd083-975e-44b3-a9ad-69fe30417932
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725886.0
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2021-11-30 00:00:00 UTC
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Pre-Market Most Active for Nov 30, 2021 : CPIX, IMGN, SQQQ, PFE, BMY, ERYP, MCHP, UBER, USIG, C, DELL, MS
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DELL
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https://www.nasdaq.com/articles/pre-market-most-active-for-nov-30-2021-%3A-cpix-imgn-sqqq-pfe-bmy-eryp-mchp-uber-usig-c-dell
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nan
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nan
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The NASDAQ 100 Pre-Market Indicator is down -98.01 to 16,301.23. The total Pre-Market volume is currently 53,229,554 shares traded.
The following are the most active stocks for the pre-market session:
Cumberland Pharmaceuticals Inc. (CPIX) is +1.58 at $3.78, with 7,159,340 shares traded.
ImmunoGen, Inc. (IMGN) is +2.05 at $6.80, with 5,448,249 shares traded. IMGN's current last sale is 97.14% of the target price of $7.
ProShares UltraPro Short QQQ (SQQQ) is +0.09 at $6.14, with 3,919,969 shares traded. This represents a 7.91% increase from its 52 Week Low.
Pfizer, Inc. (PFE) is +0.6 at $53.00, with 2,988,848 shares traded. PFE's current last sale is 106% of the target price of $50.
Bristol-Myers Squibb Company (BMY) is -0.25 at $54.39, with 2,541,728 shares traded., following a 52-week high recorded in prior regular session.
Erytech Pharma S.A. (ERYP) is +0.845 at $3.24, with 2,303,678 shares traded. ERYP's current last sale is 101.25% of the target price of $3.2.
Microchip Technology Incorporated (MCHP) is unchanged at $84.40, with 2,199,148 shares traded. Over the last four weeks they have had 7 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2021. The consensus EPS forecast is $1.08. As reported by Zacks, the current mean recommendation for MCHP is in the "buy range".
Uber Technologies, Inc. (UBER) is -0.6 at $39.10, with 1,859,892 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2021. The consensus EPS forecast is $-0.33. As reported by Zacks, the current mean recommendation for UBER is in the "buy range".
iShares Broad USD Investment Grade Corporate Bond ETF (USIG) is +0.11 at $60.06, with 1,827,001 shares traded. This represents a 2.97% increase from its 52 Week Low.
Citigroup Inc. (C) is -1.3 at $63.74, with 1,730,910 shares traded. As reported by Zacks, the current mean recommendation for C is in the "buy range".
Dell Technologies Inc. (DELL) is -0.56 at $57.01, with 1,694,174 shares traded. As reported by Zacks, the current mean recommendation for DELL is in the "buy range".
Morgan Stanley (MS) is -1.48 at $95.75, with 1,504,830 shares traded. MS's current last sale is 92.51% of the target price of $103.5.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies Inc. (DELL) is -0.56 at $57.01, with 1,694,174 shares traded. As reported by Zacks, the current mean recommendation for DELL is in the "buy range". Bristol-Myers Squibb Company (BMY) is -0.25 at $54.39, with 2,541,728 shares traded., following a 52-week high recorded in prior regular session.
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Dell Technologies Inc. (DELL) is -0.56 at $57.01, with 1,694,174 shares traded. As reported by Zacks, the current mean recommendation for DELL is in the "buy range". Over the last four weeks they have had 7 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2021.
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Dell Technologies Inc. (DELL) is -0.56 at $57.01, with 1,694,174 shares traded. As reported by Zacks, the current mean recommendation for DELL is in the "buy range". The total Pre-Market volume is currently 53,229,554 shares traded.
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Dell Technologies Inc. (DELL) is -0.56 at $57.01, with 1,694,174 shares traded. As reported by Zacks, the current mean recommendation for DELL is in the "buy range". The NASDAQ 100 Pre-Market Indicator is down -98.01 to 16,301.23.
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ea9de4a7-5558-429d-b112-f6a0b1517b36
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725887.0
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2021-11-29 00:00:00 UTC
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Dell Technologies Inc - Class C Shares Approach 52-Week High - Market Mover
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DELL
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https://www.nasdaq.com/articles/dell-technologies-inc-class-c-shares-approach-52-week-high-market-mover
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nan
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nan
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Dell Technologies Inc - Class C (DELL) shares closed today at 0.7% below its 52 week high of $58.00, giving the company a market cap of $40B. The stock is currently up 52.2% year-to-date, up 59.7% over the past 12 months, and up 25.1% over the past five years. This week, the Dow Jones Industrial Average fell 1.9%, and the S&P 500 fell 2.1%.
Trading Activity
Trading volume this week was 40.0% lower than the 20-day average.
Beta, a measure of the stock’s volatility relative to the overall market stands at 1.1.
Technical Indicators
The Relative Strength Index (RSI) on the stock was between 30 and 70.
MACD, a trend-following momentum indicator, indicates a downward trend.
The stock closed below its Bollinger band, indicating it may be oversold.
Market Comparative Performance
The company's share price is the same as the S&P 500 Index , beats it on a 1-year basis, and lags it on a 5-year basis
The company's share price is the same as the Dow Jones Industrial Average , beats it on a 1-year basis, and lags it on a 5-year basis
The company share price is the same as the performance of its peers in the Information Technology industry sector , beats it on a 1-year basis, and lags it on a 5 year basis
Per Group Comparative Performance
The company's stock price performance year-to-date beats the peer average by 47.5%
The company's stock price performance over the past 12 months beats the peer average by 73.4%
The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -55.1% lower than the average peer.
This story was produced by the Kwhen Automated News Generator. For more articles like this, please visit us at finance.kwhen.com. Write to editors@kwhen.com. © 2020 Kwhen Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell Technologies Inc - Class C (DELL) shares closed today at 0.7% below its 52 week high of $58.00, giving the company a market cap of $40B. Beta, a measure of the stock’s volatility relative to the overall market stands at 1.1. Technical Indicators The Relative Strength Index (RSI) on the stock was between 30 and 70.
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Dell Technologies Inc - Class C (DELL) shares closed today at 0.7% below its 52 week high of $58.00, giving the company a market cap of $40B. This week, the Dow Jones Industrial Average fell 1.9%, and the S&P 500 fell 2.1%. Market Comparative Performance The company's share price is the same as the S&P 500 Index , beats it on a 1-year basis, and lags it on a 5-year basis The company's share price is the same as the Dow Jones Industrial Average , beats it on a 1-year basis, and lags it on a 5-year basis The company share price is the same as the performance of its peers in the Information Technology industry sector , beats it on a 1-year basis, and lags it on a 5 year basis Per Group Comparative Performance The company's stock price performance year-to-date beats the peer average by 47.5% The company's stock price performance over the past 12 months beats the peer average by 73.4% The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -55.1% lower than the average peer.
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Dell Technologies Inc - Class C (DELL) shares closed today at 0.7% below its 52 week high of $58.00, giving the company a market cap of $40B. Market Comparative Performance The company's share price is the same as the S&P 500 Index , beats it on a 1-year basis, and lags it on a 5-year basis The company's share price is the same as the Dow Jones Industrial Average , beats it on a 1-year basis, and lags it on a 5-year basis The company share price is the same as the performance of its peers in the Information Technology industry sector , beats it on a 1-year basis, and lags it on a 5 year basis Per Group Comparative Performance The company's stock price performance year-to-date beats the peer average by 47.5% The company's stock price performance over the past 12 months beats the peer average by 73.4% The company's price-to-earnings ratio, which relates a company's share price to its earnings per share, is -55.1% lower than the average peer. This story was produced by the Kwhen Automated News Generator.
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Dell Technologies Inc - Class C (DELL) shares closed today at 0.7% below its 52 week high of $58.00, giving the company a market cap of $40B. This week, the Dow Jones Industrial Average fell 1.9%, and the S&P 500 fell 2.1%. Technical Indicators The Relative Strength Index (RSI) on the stock was between 30 and 70.
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cb87aab9-57b1-4315-a06f-4827dc4402fe
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725888.0
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2021-11-29 00:00:00 UTC
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Clearlake Capital bulks up software portfolio with Quest deal
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DELL
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https://www.nasdaq.com/articles/clearlake-capital-bulks-up-software-portfolio-with-quest-deal
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nan
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nan
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By Chavi Mehta
Nov 29 (Reuters) - Clearlake Capital Group said on Monday it would buy Quest Software from Francisco Partners, as the investment firm seeks to tap into the pandemic-spurred surge in demand for enterprise software and cybersecurity tools.
The deal values Quest at $5.4 billion, including debt, a source familiar with the matter told Reuters.
Quest, which counts companies like Microsoft Corp MSFT.O, Ford Motor Co F.N and Merck & Co MRK.N as its customers, provides solutions spanning from database management to data protection to IT departments.
Clearlake expects the deal to close in the first quarter of 2022, saying it would hold a majority stake in Quest and its chief executive, Patrick Nichols, will continue to lead the company.
The private equity firm, with about $43 billion in assets under management, has been ramping up investments in the software sector as remote working trends gain momentum during the pandemic.
In August, Clearlake said it would take management software provider Cornerstone OnDemand private for about $3.8 billion.
The announcement also comes just weeks after a consortium led by U.S. private equity firm Advent International agreed to take cyber security firm McAfee Corp MCFE.O private in a $14 billion deal.
The Wall Street Journal first reported Clearlake's deal with Quest on Sunday.
(Reporting by Chavi Mehta in Bengaluru; Editing by Ramakrishnan M.)
((Chavi.Mehta@thomsonreuters.com;))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Quest, which counts companies like Microsoft Corp MSFT.O, Ford Motor Co F.N and Merck & Co MRK.N as its customers, provides solutions spanning from database management to data protection to IT departments. Clearlake expects the deal to close in the first quarter of 2022, saying it would hold a majority stake in Quest and its chief executive, Patrick Nichols, will continue to lead the company. The private equity firm, with about $43 billion in assets under management, has been ramping up investments in the software sector as remote working trends gain momentum during the pandemic.
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By Chavi Mehta Nov 29 (Reuters) - Clearlake Capital Group said on Monday it would buy Quest Software from Francisco Partners, as the investment firm seeks to tap into the pandemic-spurred surge in demand for enterprise software and cybersecurity tools. The announcement also comes just weeks after a consortium led by U.S. private equity firm Advent International agreed to take cyber security firm McAfee Corp MCFE.O private in a $14 billion deal. The Wall Street Journal first reported Clearlake's deal with Quest on Sunday.
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By Chavi Mehta Nov 29 (Reuters) - Clearlake Capital Group said on Monday it would buy Quest Software from Francisco Partners, as the investment firm seeks to tap into the pandemic-spurred surge in demand for enterprise software and cybersecurity tools. The private equity firm, with about $43 billion in assets under management, has been ramping up investments in the software sector as remote working trends gain momentum during the pandemic. The announcement also comes just weeks after a consortium led by U.S. private equity firm Advent International agreed to take cyber security firm McAfee Corp MCFE.O private in a $14 billion deal.
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By Chavi Mehta Nov 29 (Reuters) - Clearlake Capital Group said on Monday it would buy Quest Software from Francisco Partners, as the investment firm seeks to tap into the pandemic-spurred surge in demand for enterprise software and cybersecurity tools. The deal values Quest at $5.4 billion, including debt, a source familiar with the matter told Reuters. The private equity firm, with about $43 billion in assets under management, has been ramping up investments in the software sector as remote working trends gain momentum during the pandemic.
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02fa006d-9703-425e-8a1f-e876730a4b76
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725889.0
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2021-11-29 00:00:00 UTC
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This Under-the-Radar 5G Stock Could Soar Higher After Jumping 51% in 2021
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DELL
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https://www.nasdaq.com/articles/this-under-the-radar-5g-stock-could-soar-higher-after-jumping-51-in-2021
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nan
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nan
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Keysight Technologies (NYSE: KEYS) may not be a household name as compared to well-known companies such as Apple, Qualcomm, or Broadcom in the fifth-generation (5G) wireless network space, but it has beaten those illustrious names handsomely in terms of stock price performance in 2021.
KEYS data by YCharts
Keysight's impressive upside isn't surprising, as its network testing equipment is critical to the deployment of 5G networks across the globe. This is the reason the company has been witnessing a sharp spike in orders for its test and measurement equipment this year, which is evident from its results for the fourth quarter of fiscal 2021 released on Nov. 22, 2021.
Let's look at Keysight's latest quarterly performance and see why this is a 5G stock you may want to buy right now.
Image source: Getty Images.
Keysight Technologies' order book has swelled nicely
Keysight's fiscal fourth-quarter revenue increased 5% year over year to $1.29 billion on a core basis, excluding the impact of foreign currency changes and revenue from businesses acquired or divested in the past year. The company's non-GAAP net income increased 12.3% year over year to $1.82 per share during the quarter.
The company's earnings surpassed the consensus estimate of $1.65 per share, which means that it has now beaten Wall Street's expectations for four straight quarters. Keysight recorded a 15% increase in core revenue for the full year to $4.94 billion, while adjusted net income increased 28% over the prior year. The good part is that Keysight can sustain its impressive momentum in the new fiscal year thanks to a swelling order book.
Keysight's orders increased 21% in Q4 to $1.49 billion, outpacing its actual revenue growth for the period. It is also worth noting that its Q4 orders increased at a faster pace compared to the full-year order growth of 18%. The company recorded $5.36 billion worth of new orders in fiscal 2021, and it is entering the new fiscal year with a record order backlog of more than $2 billion.
However, supply chain constraints that are impacting the broader semiconductor industry will weigh on Keysight's near-term performance. This is evident from the company's guidance that calls for $1.23 billion in revenue and $1.53 per share in earnings at the midpoint of the range in the first quarter despite a much bigger order backlog. The company pointed out on itsearnings conference callthat "supply chain constraints continue to moderate shipment expectations" despite a robust demand environment.
Keysight expects the supply chain environment to remain tight in the first half of 2022. As a result, the company's full-year guidance seems muted; it expects earnings growth of just 10% on revenue growth of 6% to 7%. However, investors should focus on the bigger picture, because the demand for Keysight's network test solutions could remain strong for a long time to come.
Built for long-term growth
Keysight saw record demand for 5G solutions in the fiscal fourth quarter thanks to fast-growing applications such as O-RAN (open radio access network), higher data center spending, and the deployment of high-speed cloud infrastructure based on 400G and 800G networks. The company can continue enjoying rapid order growth in these areas for a few simple reasons.
For instance, the O-RAN market is expected to clock annual growth of 83% through 2028 and hit $21.3 billion in revenue at the end of the forecast period, according to a third-party estimate. That's not surprising, as O-RAN will play an important role in the 5G rollout, reducing the time to market and the cost of operating the network.
Meanwhile, Mordor Intelligence estimates that the global 5G infrastructure market is set to grow 53% a year through 2026. Keysight is well placed to take advantage of this fast-growing opportunity thanks to its relationships with key players such as NXP, NEC, MediaTek, Samsung, Dell, and Qualcomm that are using its solutions to roll out faster networks.
These tailwinds indicate why Keysight's earnings could grow at nearly 14% a year over the next five years, according to analysts' estimates, which means that its bottom-line growth could pick up the pace in the long run. As such, don't be surprised to see Keysight sustain its momentum and head higher in the future thanks to the rapid growth in the markets in which it operates.
10 stocks we like better than Keysight Technologies
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They just revealed what they believe are the ten best stocks for investors to buy right now... and Keysight Technologies wasn't one of them! That's right -- they think these 10 stocks are even better buys.
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Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool owns shares of and recommends Apple and Qualcomm. The Motley Fool recommends Broadcom Ltd and NXP Semiconductors and recommends the following options: long March 2023 $120 calls on Apple and short March 2023 $130 calls on Apple. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Keysight is well placed to take advantage of this fast-growing opportunity thanks to its relationships with key players such as NXP, NEC, MediaTek, Samsung, Dell, and Qualcomm that are using its solutions to roll out faster networks. This is the reason the company has been witnessing a sharp spike in orders for its test and measurement equipment this year, which is evident from its results for the fourth quarter of fiscal 2021 released on Nov. 22, 2021. For instance, the O-RAN market is expected to clock annual growth of 83% through 2028 and hit $21.3 billion in revenue at the end of the forecast period, according to a third-party estimate.
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Keysight is well placed to take advantage of this fast-growing opportunity thanks to its relationships with key players such as NXP, NEC, MediaTek, Samsung, Dell, and Qualcomm that are using its solutions to roll out faster networks. Keysight Technologies' order book has swelled nicely Keysight's fiscal fourth-quarter revenue increased 5% year over year to $1.29 billion on a core basis, excluding the impact of foreign currency changes and revenue from businesses acquired or divested in the past year. Built for long-term growth Keysight saw record demand for 5G solutions in the fiscal fourth quarter thanks to fast-growing applications such as O-RAN (open radio access network), higher data center spending, and the deployment of high-speed cloud infrastructure based on 400G and 800G networks.
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Keysight is well placed to take advantage of this fast-growing opportunity thanks to its relationships with key players such as NXP, NEC, MediaTek, Samsung, Dell, and Qualcomm that are using its solutions to roll out faster networks. Keysight Technologies' order book has swelled nicely Keysight's fiscal fourth-quarter revenue increased 5% year over year to $1.29 billion on a core basis, excluding the impact of foreign currency changes and revenue from businesses acquired or divested in the past year. Keysight recorded a 15% increase in core revenue for the full year to $4.94 billion, while adjusted net income increased 28% over the prior year.
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Keysight is well placed to take advantage of this fast-growing opportunity thanks to its relationships with key players such as NXP, NEC, MediaTek, Samsung, Dell, and Qualcomm that are using its solutions to roll out faster networks. The company recorded $5.36 billion worth of new orders in fiscal 2021, and it is entering the new fiscal year with a record order backlog of more than $2 billion. As a result, the company's full-year guidance seems muted; it expects earnings growth of just 10% on revenue growth of 6% to 7%.
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1b7a81b5-3550-4ecc-9bee-44625370c341
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725890.0
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2021-11-28 00:00:00 UTC
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Clearlake Capital to buy Quest Software from Francisco Partners - WSJ
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DELL
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https://www.nasdaq.com/articles/clearlake-capital-to-buy-quest-software-from-francisco-partners-wsj
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nan
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nan
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Nov 28 (Reuters) - Private equity firm Clearlake Capital has struck a deal to buy Quest Software Inc from Francisco Partners, valuing it at $5.4 billion including debt, the Wall Street Journal reported on Sunday, citing people familiar with the matter.
The deal is formally expected to be announced as soon as Monday, the report added.
Quest was part of Dell's software division, which the company divested in 2016 to focus on its technology portfolio and bolster its balance sheet after it agreed in October to buy data storage company EMC for $67 billion.
Quest provides software solutions to IT departments spanning from database management to data protection.
Clearlake, Quest and Francisco Partners did not immediately respond to Reuters' requests for comment.
The WSJ report added that Clearlake was paying 10.9 times Quest's earnings before interest, taxes, depreciation and amortization for the last 12 months.
(Reporting by Baranjot Kaur and Shubham Kalia in Bengaluru; Editing by Rashmi Aich)
((Baranjot.Kaur@thomsonreuters.com;))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Quest was part of Dell's software division, which the company divested in 2016 to focus on its technology portfolio and bolster its balance sheet after it agreed in October to buy data storage company EMC for $67 billion. Nov 28 (Reuters) - Private equity firm Clearlake Capital has struck a deal to buy Quest Software Inc from Francisco Partners, valuing it at $5.4 billion including debt, the Wall Street Journal reported on Sunday, citing people familiar with the matter. Clearlake, Quest and Francisco Partners did not immediately respond to Reuters' requests for comment.
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Quest was part of Dell's software division, which the company divested in 2016 to focus on its technology portfolio and bolster its balance sheet after it agreed in October to buy data storage company EMC for $67 billion. Nov 28 (Reuters) - Private equity firm Clearlake Capital has struck a deal to buy Quest Software Inc from Francisco Partners, valuing it at $5.4 billion including debt, the Wall Street Journal reported on Sunday, citing people familiar with the matter. Clearlake, Quest and Francisco Partners did not immediately respond to Reuters' requests for comment.
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Quest was part of Dell's software division, which the company divested in 2016 to focus on its technology portfolio and bolster its balance sheet after it agreed in October to buy data storage company EMC for $67 billion. Nov 28 (Reuters) - Private equity firm Clearlake Capital has struck a deal to buy Quest Software Inc from Francisco Partners, valuing it at $5.4 billion including debt, the Wall Street Journal reported on Sunday, citing people familiar with the matter. The WSJ report added that Clearlake was paying 10.9 times Quest's earnings before interest, taxes, depreciation and amortization for the last 12 months.
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Quest was part of Dell's software division, which the company divested in 2016 to focus on its technology portfolio and bolster its balance sheet after it agreed in October to buy data storage company EMC for $67 billion. Nov 28 (Reuters) - Private equity firm Clearlake Capital has struck a deal to buy Quest Software Inc from Francisco Partners, valuing it at $5.4 billion including debt, the Wall Street Journal reported on Sunday, citing people familiar with the matter. The deal is formally expected to be announced as soon as Monday, the report added.
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0594a7ad-3154-4d61-b18f-68904f623f33
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725891.0
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2021-11-26 00:00:00 UTC
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Packed Thanksgiving Week Ends With Broader Market Selloff
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DELL
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https://www.nasdaq.com/articles/packed-thanksgiving-week-ends-with-broader-market-selloff
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nan
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nan
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Despite being shortened due to the Thanksgiving holiday, this week was still stuffed with economic data and big-name earnings reports. Before the market selloff on Friday, the S&P 500 Index (SPX) had a fairly muted week, despite hitting a record intraday high on Monday, after President Joe Biden's decision to nominate Jerome Powell as Fed Chair for a second term. The Nasdaq Composite (IXIC) swung to a record intraday high to start the week as well, before eventually dropping triple digits as rising bond yields weighed on the benchmark through Tuesday. The Dow Jones Industrial Average (DJI) started the week off strong, with a triple-digit pop on Tuesday following upbeat IHS Markit manufacturing purchasing managers' index (PMI) data. However, Friday afternoon the benchmark is down over 1,000 points, with all three benchmarks now headed toward steep weekly losses, after news of a new Covid-19 variant out of South Africa.
Further, Initial jobless claims came in at 199,000 for last week, its lowest level since 1969, as the labor shortage continues. Elsewhere, October data showed new home sales rose 0.4%, consumer spending jumped a higher-than-expected 1.3%, and U.S. personal incomes rose 0.5%.
Analysts Stayed Busy
The brokerage bunch wasn't deterred by the Holiday week, with several firms making adjustments throughout. Notably, Micron (MU) stock extended its recent rally after Mizuho reversed its previous bear note. What's more, eectric vehicle (EV) concern Blink Charging (BLNK) was downgraded on its high valuation, and blue-chip oil name Chevron (CVX) was upgraded as a sector favorite.
Earnings Reports
Investors had several earnings reports to sift through this week. Zoom Video (ZM) announced an upbeat earnings report, but fell lower on its sales warning as well as a barrage of price-target cuts. Short squeeze candidate Dell Technologies (DELL) jumped after its third-quarter report, drawing a slew of bull notes, while its fellow laptop producer HP (HPQ) hit record highs after its post-earnings surge the same day. Elsewhere, China-based Pinduoduo (PDD) plummeted after its dismal third-quarter results.
Last Month of the Year Ahead
As November comes to a close and December begins, the earnings docket is still packed, with quarterly reports from names such as Salesforce.com (CRM), DocuSign (DOCU), Dollar General (DG), and CrowdStrike (CRWD). Plus, there is plenty of economic data on tap, specifically employment data, as well as the Fed's Beige Book. In the meantime, look at what typically happens with the S&P 500 (SPX) after Black Friday, with Schaeffer's Senior Quantitative Analyst Rocky White.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Short squeeze candidate Dell Technologies (DELL) jumped after its third-quarter report, drawing a slew of bull notes, while its fellow laptop producer HP (HPQ) hit record highs after its post-earnings surge the same day. Before the market selloff on Friday, the S&P 500 Index (SPX) had a fairly muted week, despite hitting a record intraday high on Monday, after President Joe Biden's decision to nominate Jerome Powell as Fed Chair for a second term. The Dow Jones Industrial Average (DJI) started the week off strong, with a triple-digit pop on Tuesday following upbeat IHS Markit manufacturing purchasing managers' index (PMI) data.
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Short squeeze candidate Dell Technologies (DELL) jumped after its third-quarter report, drawing a slew of bull notes, while its fellow laptop producer HP (HPQ) hit record highs after its post-earnings surge the same day. Before the market selloff on Friday, the S&P 500 Index (SPX) had a fairly muted week, despite hitting a record intraday high on Monday, after President Joe Biden's decision to nominate Jerome Powell as Fed Chair for a second term. The Nasdaq Composite (IXIC) swung to a record intraday high to start the week as well, before eventually dropping triple digits as rising bond yields weighed on the benchmark through Tuesday.
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Short squeeze candidate Dell Technologies (DELL) jumped after its third-quarter report, drawing a slew of bull notes, while its fellow laptop producer HP (HPQ) hit record highs after its post-earnings surge the same day. Before the market selloff on Friday, the S&P 500 Index (SPX) had a fairly muted week, despite hitting a record intraday high on Monday, after President Joe Biden's decision to nominate Jerome Powell as Fed Chair for a second term. Earnings Reports Investors had several earnings reports to sift through this week.
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Short squeeze candidate Dell Technologies (DELL) jumped after its third-quarter report, drawing a slew of bull notes, while its fellow laptop producer HP (HPQ) hit record highs after its post-earnings surge the same day. Despite being shortened due to the Thanksgiving holiday, this week was still stuffed with economic data and big-name earnings reports. Before the market selloff on Friday, the S&P 500 Index (SPX) had a fairly muted week, despite hitting a record intraday high on Monday, after President Joe Biden's decision to nominate Jerome Powell as Fed Chair for a second term.
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7a93a129-14a4-434a-a916-f6b078e7342b
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725892.0
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2021-11-24 00:00:00 UTC
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Why Nvidia Stock Bounced Back Today
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DELL
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https://www.nasdaq.com/articles/why-nvidia-stock-bounced-back-today-0
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nan
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nan
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What happened
Shares of graphics semiconductor supplier Nvidia (NASDAQ: NVDA) recovered from their mini sell-off Tuesday, regaining 2% in Wednesday trading as of 12:25 p.m. ET.
Image source: Getty Images.
So what
In twin earnings reports last night, Dell Technologies (NYSE: DELL) and HP (NYSE: HPQ), two of the biggest names in personal computing, reported sizable earnings beats that confirmed the health of personal computer demand. And that at least implies further strong demand for Nvidia's chips.
Dell reported adjusted earnings of $2.37 per share for its fiscal third quarter, well ahead of consensus predictions for $2.18, and similarly strong outperformance on sales. HP outperformed similarly, reporting a $0.94 per share profit when Wall Street had only expected $0.88, and HP announced better than expected sales as well.
Now what
Dell's co-chief operating officer, Chuck Whitten, noted that the company is already "three quarters into what will prove to be a historic year," and chief financial officer Tom Sweet expressed optimism about the company's long-term prospects.
TheFly.com noted yesterday that HP chief executive officer Enrique Lores went so far as to predict that the PC business will continue "strong for the foreseeable future."
What's good for companies that build Nvidia chips into their PCs will logically be good for the maker of those chips as well. For investors who are betting that Nvidia can live up to analyst forecasts for 25% long-term earnings growth over the next five years, this is exactly what they wanted to hear.
10 stocks we like better than Nvidia
When our award-winning analyst team has a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.*
They just revealed what they believe are the ten best stocks for investors to buy right now... and Nvidia wasn't one of them! That's right -- they think these 10 stocks are even better buys.
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*Stock Advisor returns as of November 10, 2021
Rich Smith has no position in any of the stocks mentioned. The Motley Fool owns shares of and recommends Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Dell reported adjusted earnings of $2.37 per share for its fiscal third quarter, well ahead of consensus predictions for $2.18, and similarly strong outperformance on sales. So what In twin earnings reports last night, Dell Technologies (NYSE: DELL) and HP (NYSE: HPQ), two of the biggest names in personal computing, reported sizable earnings beats that confirmed the health of personal computer demand. Now what Dell's co-chief operating officer, Chuck Whitten, noted that the company is already "three quarters into what will prove to be a historic year," and chief financial officer Tom Sweet expressed optimism about the company's long-term prospects.
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So what In twin earnings reports last night, Dell Technologies (NYSE: DELL) and HP (NYSE: HPQ), two of the biggest names in personal computing, reported sizable earnings beats that confirmed the health of personal computer demand. Dell reported adjusted earnings of $2.37 per share for its fiscal third quarter, well ahead of consensus predictions for $2.18, and similarly strong outperformance on sales. Now what Dell's co-chief operating officer, Chuck Whitten, noted that the company is already "three quarters into what will prove to be a historic year," and chief financial officer Tom Sweet expressed optimism about the company's long-term prospects.
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So what In twin earnings reports last night, Dell Technologies (NYSE: DELL) and HP (NYSE: HPQ), two of the biggest names in personal computing, reported sizable earnings beats that confirmed the health of personal computer demand. Dell reported adjusted earnings of $2.37 per share for its fiscal third quarter, well ahead of consensus predictions for $2.18, and similarly strong outperformance on sales. Now what Dell's co-chief operating officer, Chuck Whitten, noted that the company is already "three quarters into what will prove to be a historic year," and chief financial officer Tom Sweet expressed optimism about the company's long-term prospects.
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Dell reported adjusted earnings of $2.37 per share for its fiscal third quarter, well ahead of consensus predictions for $2.18, and similarly strong outperformance on sales. So what In twin earnings reports last night, Dell Technologies (NYSE: DELL) and HP (NYSE: HPQ), two of the biggest names in personal computing, reported sizable earnings beats that confirmed the health of personal computer demand. Now what Dell's co-chief operating officer, Chuck Whitten, noted that the company is already "three quarters into what will prove to be a historic year," and chief financial officer Tom Sweet expressed optimism about the company's long-term prospects.
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d1069f0b-7e4e-400d-883b-a85c2482370d
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725893.0
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2021-11-24 00:00:00 UTC
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US STOCKS-Wall Street ends higher; Nvidia surge offsets Nordstrom, Gap slide
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DELL
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https://www.nasdaq.com/articles/us-stocks-wall-street-ends-higher-nvidia-surge-offsets-nordstrom-gap-slide-0
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nan
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nan
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By Ambar Warrick and Noel Randewich
Nov 24 (Reuters) - Wall Street ended higher on Wednesday, lifted by gains in Nvidia and other tech stocks, while Gap and Nordstrom shares tumbled following weak quarterly reports.
Nordstrom JWN.N tumbled 29% and Gap GPS.Nslid 24%, after the two retailers reported weak quarterly results and warned of supply chain problems ahead of the crucial U.S. holiday shopping season.
Nvidia NVDA.O rallied 2.9% as it bounced back from a selloff in Big Tech stocks early this week. The graphics chipmaker is now up about 150% in 2021.
The S&P 500 spent much of the session near flat before climbing just before the close.
The S&P 500 consumer discretionary sector index .SPLRCD rose 0.2% after data showed U.S. consumer spending increased more than expected in October.
The so-called core PCE price index, the Federal Reserve's preferred inflation measure, also accelerated in October.
Various Federal Reserve policymakers said they would be open to speeding up elimination of their bond-buying program and move more quickly to raise interest rates if high inflation held, minutes of the U.S. central bank's last policy meeting showed.
Other data showed weekly jobless claims fell and third-quarter GDP was revised higher, while a University of Michigan survey showed consumer sentiment improved in November.
Coronavirus infections broke records in parts of Europe on Wednesday, with investors worried the continent was again the epicenter of a pandemic that has prompted new curbs on movement.
So far this week, the Nasdaq is down about 1.3%, with investors worried that higher interest rates could hurt the valuations of tech and other growth stocks.
"Equities are under pressure from a combination of rising interest rates, more cautionary news on the earnings front, and also from COVID developments in Europe," said Greg Bassuk, chief executive at AXS Investments in Port Chester, New York.
The U.S. stock market will be closed on Thursday for the Thanksgiving holiday, and it will have a shortened session on Friday.
Real estate .SPLRCR led among 11 S&P 500 sector indexes with a gain of 1.3% for most of the session.
The Dow Jones Industrial Average .DJI fell 0.03% to end at 35,804.38 points, while the S&P 500 .SPX gained 0.23% to 4,701.46.
The Nasdaq Composite .IXIC climbed 0.44% to 15,845.23.
Volume on U.S. exchanges was 8.9 billion shares, light compared to the 11 billion average over the last 20 trading days.
Tesla Inc TSLA.O rose as much as 0.6%. In his latest of several recent share sales, CEO Elon Musk sold 934,091 shares of the electric vehicle maker worth $1.05 billion after exercising options to buy 2.15 million shares.
PC makers HP Inc HPQ.N and Dell Technologies DELL.Njumped 10% and 4.8%, respectively, after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers.
Advancing issues outnumbered declining ones on the NYSE by a 1.15-to-1 ratio; on Nasdaq, a 1.47-to-1 ratio favored advancers.
The S&P 500 posted 27 new 52-week highs and 4 new lows; the Nasdaq Composite recorded 55 new highs and 234 new lows.
(Additional reporting by Ambar Warrick and Devik Jain in Bengaluru; Editing by Maju Samuel and David Gregorio)
((noel.randewich@tr.com; Twitter: @randewich))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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PC makers HP Inc HPQ.N and Dell Technologies DELL.Njumped 10% and 4.8%, respectively, after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers. By Ambar Warrick and Noel Randewich Nov 24 (Reuters) - Wall Street ended higher on Wednesday, lifted by gains in Nvidia and other tech stocks, while Gap and Nordstrom shares tumbled following weak quarterly reports. Various Federal Reserve policymakers said they would be open to speeding up elimination of their bond-buying program and move more quickly to raise interest rates if high inflation held, minutes of the U.S. central bank's last policy meeting showed.
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PC makers HP Inc HPQ.N and Dell Technologies DELL.Njumped 10% and 4.8%, respectively, after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers. By Ambar Warrick and Noel Randewich Nov 24 (Reuters) - Wall Street ended higher on Wednesday, lifted by gains in Nvidia and other tech stocks, while Gap and Nordstrom shares tumbled following weak quarterly reports. The S&P 500 consumer discretionary sector index .SPLRCD rose 0.2% after data showed U.S. consumer spending increased more than expected in October.
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PC makers HP Inc HPQ.N and Dell Technologies DELL.Njumped 10% and 4.8%, respectively, after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers. By Ambar Warrick and Noel Randewich Nov 24 (Reuters) - Wall Street ended higher on Wednesday, lifted by gains in Nvidia and other tech stocks, while Gap and Nordstrom shares tumbled following weak quarterly reports. The S&P 500 consumer discretionary sector index .SPLRCD rose 0.2% after data showed U.S. consumer spending increased more than expected in October.
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PC makers HP Inc HPQ.N and Dell Technologies DELL.Njumped 10% and 4.8%, respectively, after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers. By Ambar Warrick and Noel Randewich Nov 24 (Reuters) - Wall Street ended higher on Wednesday, lifted by gains in Nvidia and other tech stocks, while Gap and Nordstrom shares tumbled following weak quarterly reports. The S&P 500 spent much of the session near flat before climbing just before the close.
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f82b93a2-0cd6-4a2a-b0d7-c594deb304d8
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725894.0
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2021-11-24 00:00:00 UTC
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US STOCKS-Wall Street ends higher; Nvidia surge offsets Nordstrom, Gap slide
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DELL
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https://www.nasdaq.com/articles/us-stocks-wall-street-ends-higher-nvidia-surge-offsets-nordstrom-gap-slide
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nan
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nan
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By Ambar Warrick and Noel Randewich
Nov 24 (Reuters) - Wall Street ended higher on Wednesday, lifted by gains in Nvidia and other tech stocks, while Gap and Nordstrom shares tumbled following weak quarterly reports.
Nordstrom JWN.N and Gap GPS.Ndived after the two retailers reported weak quarterly results and warned of supply chain problems ahead of the crucial U.S. holiday shopping season.
The S&P 500 consumer discretionary sector index .SPLRCDrose after data showed U.S. consumer spending increased more than expected in October.
The so-called core PCE price index, the Federal Reserve's preferred inflation measure, also accelerated in October.
Nvidia NVDA.Orallied as it bounced back from a selloff in Big Tech stocks early this week. The graphics chipmaker is now up about 150% in 2021.
Various Federal Reserve policymakers said they would be open to speeding up elimination of their bond-buying program and move more quickly to raise interest rates if high inflation held, minutes of the U.S. central bank's last policy meeting showed.
Other data showed weekly jobless claims fell and third-quarter GDP was revised higher, while a University of Michigan survey showed consumer sentiment improved in November.
Coronavirus infections broke records in parts of Europe on Wednesday, with investors worried the continent was again the epicenter of a pandemic that has prompted new curbs on movement.
"Equities are under pressure from a combination of rising interest rates, more cautionary news on the earnings front, and also from COVID developments in Europe," said Greg Bassuk, chief executive at AXS Investments in Port Chester, New York.
The U.S. stock market will be closed on Thursday for the Thanksgiving holiday, and it will have a shortened session on Friday.
Real estate .SPLRCR led among 11 S&P 500 sector indexes with a gain of over 1% for most of the session.
Unofficially, the Dow Jones Industrial Average .DJI fell 0.02% to end at 35,807.48 points, while the S&P 500 .SPX gained 0.23% to 4,701.54.
The Nasdaq Composite .IXIC climbed 0.44% to 15,845.23.
Tesla Inc TSLA.O rose as much as 1.9%. In his latest of several recent share sales, CEO Elon Musk sold 934,091 shares of the electric vehicle maker worth $1.05 billion after exercising options to buy 2.15 million shares.
PC makers HP Inc HPQ.N and Dell Technologies DELL.N jumped after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers.
(Additional reporting by Ambar Warrick and Devik Jain in Bengaluru; Editing by Maju Samuel and David Gregorio)
((noel.randewich@tr.com; Twitter: @randewich))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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PC makers HP Inc HPQ.N and Dell Technologies DELL.N jumped after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers. By Ambar Warrick and Noel Randewich Nov 24 (Reuters) - Wall Street ended higher on Wednesday, lifted by gains in Nvidia and other tech stocks, while Gap and Nordstrom shares tumbled following weak quarterly reports. Various Federal Reserve policymakers said they would be open to speeding up elimination of their bond-buying program and move more quickly to raise interest rates if high inflation held, minutes of the U.S. central bank's last policy meeting showed.
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PC makers HP Inc HPQ.N and Dell Technologies DELL.N jumped after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers. By Ambar Warrick and Noel Randewich Nov 24 (Reuters) - Wall Street ended higher on Wednesday, lifted by gains in Nvidia and other tech stocks, while Gap and Nordstrom shares tumbled following weak quarterly reports. Nordstrom JWN.N and Gap GPS.Ndived after the two retailers reported weak quarterly results and warned of supply chain problems ahead of the crucial U.S. holiday shopping season.
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PC makers HP Inc HPQ.N and Dell Technologies DELL.N jumped after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers. By Ambar Warrick and Noel Randewich Nov 24 (Reuters) - Wall Street ended higher on Wednesday, lifted by gains in Nvidia and other tech stocks, while Gap and Nordstrom shares tumbled following weak quarterly reports. Other data showed weekly jobless claims fell and third-quarter GDP was revised higher, while a University of Michigan survey showed consumer sentiment improved in November.
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PC makers HP Inc HPQ.N and Dell Technologies DELL.N jumped after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers. By Ambar Warrick and Noel Randewich Nov 24 (Reuters) - Wall Street ended higher on Wednesday, lifted by gains in Nvidia and other tech stocks, while Gap and Nordstrom shares tumbled following weak quarterly reports. The S&P 500 consumer discretionary sector index .SPLRCDrose after data showed U.S. consumer spending increased more than expected in October.
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63bd5b2b-2812-4500-9f6e-4880e8158b61
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725895.0
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2021-11-24 00:00:00 UTC
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US STOCKS-Wall Street mixed; Nordstrom and Gap tumble after results
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DELL
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https://www.nasdaq.com/articles/us-stocks-wall-street-mixed-nordstrom-and-gap-tumble-after-results
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nan
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nan
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By Ambar Warrick and Noel Randewich
Nov 24 (Reuters) - Wall Street was mixed on Wednesday after the Federal Reserve released minutes of its most recent monetary policy meeting, while Gap and Nordstrom plunged following weak quarterly reports.
Nordstrom JWN.N tumbled 29% and Gap GPS.N slumped 23%, after the two retailers reported weak quarterly results and warned of supply chain problems ahead of the crucial U.S. holiday shopping season.
The S&P 500 consumer discretionary sector index.SPLRCDrose 0.1%, while the retail index .SPXRTwas flat after data showed U.S. consumer spending increased more than expected in October.
The so-called core PCE price index, the Federal Reserve's preferred inflation measure, also accelerated in October.
Nvidia NVDA.O rose 2% as the graphics chipmaker bounced back from a selloff in Big Tech stocks early this week.
Various Federal Reserve policymakers said they would be open to speeding up elimination of their bond-buying program and move more quickly to raise interest rates if high inflation held, minutes of the U.S. central bank's last policy meeting showed.
Earlier, San Francisco Federal Reserve Bank President Mary Daly said she could see the argument for accelerating the pace of tapering, especially if inflation remains elevated and jobs growth stays strong.
Other data showed weekly jobless claims fell and third-quarter GDP was revised higher, while a University of Michigan survey showed consumer sentiment improved in November.
Coronavirus infections broke records in parts of Europe on Wednesday, with investors worried the continent was again the epicenter of a pandemic that has prompted new curbs on movement.
"Equities are under pressure from a combination of rising interest rates, more cautionary news on the earnings front, and also from COVID developments in Europe," said Greg Bassuk, chief executive at AXS Investments in Port Chester, New York.
The U.S. stock market will be closed on Thursday for the Thanksgiving holiday, and it will have a shortened session on Friday.
Real estate .SPLRCR led among 11 S&P 500 sector indexes with a gain of over 1%.
In afternoon trading, the Dow Jones Industrial Average .DJI was down 0.23% at 35,732.8 points, while the S&P 500 .SPX lost 0.02% to 4,689.76.
The Nasdaq Composite .IXIC added 0.01% to 15,776.00.
Tesla Inc TSLA.O rose 0.7%. In his latest of several recent share sales, CEO Elon Musk sold 934,091 shares of the electric vehicle maker worth $1.05 billion after exercising options to buy 2.15 million shares.
Shares of PC makers HP Inc HPQ.N and Dell Technologies DELL.Njumped 11% and 5%, respectively, after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers.
Declining issues outnumbered advancing ones on the NYSE by a 1.05-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored advancers.
The S&P 500 posted 24 new 52-week highs and 4 new lows; the Nasdaq Composite recorded 46 new highs and 224 new lows.
(Additional reporting by Ambar Warrick and Devik Jain in Bengaluru; Editing by Maju Samuel and David Gregorio)
((noel.randewich@tr.com; Twitter: @randewich))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Shares of PC makers HP Inc HPQ.N and Dell Technologies DELL.Njumped 11% and 5%, respectively, after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers. By Ambar Warrick and Noel Randewich Nov 24 (Reuters) - Wall Street was mixed on Wednesday after the Federal Reserve released minutes of its most recent monetary policy meeting, while Gap and Nordstrom plunged following weak quarterly reports. Various Federal Reserve policymakers said they would be open to speeding up elimination of their bond-buying program and move more quickly to raise interest rates if high inflation held, minutes of the U.S. central bank's last policy meeting showed.
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Shares of PC makers HP Inc HPQ.N and Dell Technologies DELL.Njumped 11% and 5%, respectively, after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers. By Ambar Warrick and Noel Randewich Nov 24 (Reuters) - Wall Street was mixed on Wednesday after the Federal Reserve released minutes of its most recent monetary policy meeting, while Gap and Nordstrom plunged following weak quarterly reports. The S&P 500 consumer discretionary sector index.SPLRCDrose 0.1%, while the retail index .SPXRTwas flat after data showed U.S. consumer spending increased more than expected in October.
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Shares of PC makers HP Inc HPQ.N and Dell Technologies DELL.Njumped 11% and 5%, respectively, after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers. By Ambar Warrick and Noel Randewich Nov 24 (Reuters) - Wall Street was mixed on Wednesday after the Federal Reserve released minutes of its most recent monetary policy meeting, while Gap and Nordstrom plunged following weak quarterly reports. Various Federal Reserve policymakers said they would be open to speeding up elimination of their bond-buying program and move more quickly to raise interest rates if high inflation held, minutes of the U.S. central bank's last policy meeting showed.
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Shares of PC makers HP Inc HPQ.N and Dell Technologies DELL.Njumped 11% and 5%, respectively, after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers. By Ambar Warrick and Noel Randewich Nov 24 (Reuters) - Wall Street was mixed on Wednesday after the Federal Reserve released minutes of its most recent monetary policy meeting, while Gap and Nordstrom plunged following weak quarterly reports. The S&P 500 consumer discretionary sector index.SPLRCDrose 0.1%, while the retail index .SPXRTwas flat after data showed U.S. consumer spending increased more than expected in October.
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145ef0c5-80e7-49e6-9806-f117038392e5
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725896.0
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2021-11-24 00:00:00 UTC
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4 Top Computer Hardware Stocks To Watch In The Stock Market Today
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DELL
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https://www.nasdaq.com/articles/4-top-computer-hardware-stocks-to-watch-in-the-stock-market-today
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nan
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nan
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4 Computer Hardware Stocks To Consider Adding To Your List Now
As investors look for opportunities in the stock market within the tech industry, computer hardware stocks sometimes come to mind. Admittedly, hardware stocks may not grab as many headlines as software stocks. But, this does not mean that computer hardware is any less important. With work-from-home trends gaining ground since the start of the pandemic, consumers and enterprises saw the need to upgrade their tech infrastructure. Therefore, you could say that the role of tech hardware is as crucial as ever.
For example, Dell (NYSE: DELL) recently announced record third-quarter earnings. It generated record revenue of $28.4 billion, up 21% year-over-year. Besides that, its operating income for the quarter was $1.3 billion, up 19% year-over-year. All this shows that the personal computer industry is still going strong. Another example would be Apple (NASDAQ: AAPL) which continues to trade near its all-time high despite the broad market weakness. With all these in mind, would you be interested in a list of the top computer hardware stocks in the stock market today?
Best Computer Hardware Stocks To Buy [Or Sell] This Week
Pure Storage Inc (NYSE: PSTG)
HP Inc (NYSE: HPQ)
Seagate Technology Holdings (NASDAQ: STX)
IonQ Inc (NYSE: IONQ)
Pure Storage
First, let us start with the trending computer hardware company, Pure Storage. Put simply, the company provides technology and data storage solutions. Its portfolio of products and subscription services includes Cloud Data Infrastructure, Cloud Data Services, and Cloud Data Management. It appears that investors are bullish on PSTG stock right now as it is rising by 10.75% as of 10:30 a.m. ET. Now, what could be the catalyst for this movement?
For starters, it reported strong third-quarter results. Its revenue came in at $563 million versus the consensus estimate of $531 million. This also represents a 37% increase year-over-year. Furthermore, it announced EPS of $0.22 compared to analysts’ estimate of $0.12. Safe to say, the company’s strong third quarter was fueled by increasing customer demand and execution across its entire business.
Keen investors should also note that the company is showing great success in transitioning from a pure hardware company to one that also involves in software and storage subscription services. As the economy starts to recover from the pandemic, we can expect its commercial and enterprise businesses to recover over time. Given these positive developments, would you consider PSTG stock a strong buy right now?
Source: TD Ameritrade TOS
[Read More] Best Lithium Battery Stocks To Buy Now? 4 To Know
HP
HP is a multinational tech company that develops personal computers (PCs), printers, and related supplies. It serves individual consumers, small- and medium-sized businesses, and large enterprises. While HPQ stock may have been trading sideways for most of this year, it has still risen more than 40% within the period. Now that it has announced its fiscal 2021 full-year and fourth-quarter earnings report, could it continue to build on its upward momentum?
Well, the company reported net revenue of $16.7 billion for the fourth quarter, representing an increase of 9.3% year-over-year. More impressively, its GAAP diluted net EPS was $2.71, soaring from the $0.49 in the prior-year period. During the quarter, the company also returned $2.0 billion to shareholders in the form of share repurchases and dividends. Looking ahead, for fiscal 2022, HP estimates GAAP diluted net EPS to be in the range of $3.86 to $4.06.
According to Enrique Lores, HP’s President and CEO, these results reflect how a growth-oriented company would operate at its very best. HP is now at the heart of hybrid with an innovative portfolio of hardware, software, and subscriptions. This positions the company for well-sustained growth in the fiscal year 2022 and beyond. With that in mind, do you think HPQ stock will have more room to grow?
Source: TD Ameritrade TOS
[Read More] 4 Artificial Intelligence Stocks To Watch Right Now
Seagate Technology
Another top computer hardware stock to note now would be Seagate. Essentially, it is a provider of electronic data storage technology and solutions. Its principal products are hard disk drives (HDDs) and a range of electronic data storage products. STX stock has risen more than 60% since the start of the year.
Last month, the company introduced a new family of Star Wars™ Beskar™ Ingot Drives. It is the first release in a collaboration to bring designs inspired by the Star Wars franchise to its line of PC gaming storage devices. The special edition designs will be available in M.2 NVMe, 2.5-inch SATA, and external HDD formats. As the gaming market continues to grow, the company recognizes the need to evolve to stay ahead of the curve.
Seagate has also been firing on all cylinders to start the new fiscal year. The company reported solid revenue growth at $3.12 billion, up 34.4% year-over-year. Meanwhile, its GAAP net income more than doubled during the quarter, coming in at $526 million. Its impressive results are a true testament to the company’s consistent execution throughout the pandemic along with a sustained healthy demand environment. All things considered, would you be buying STX stock?
Source: TD Ameritrade TOS
[Read More] 5 Metaverse Stocks To Watch In November 2021
IonQ
To sum up the list, we will be looking at IonQ. This is a quantum computing company that develops general-purpose quantum computing systems. Its primary focuses revolve around the development of quantum computers to solve problems and transform businesses. In fact, users can access its quantum computers via Amazon Braket, Microsoft Azure, and Google Cloud.
Recently, IonQ announced its first-ever financial report since going public last month. Impressively, the company’s year-to-date total contract value bookings were $15.1 million. Moreover, there was a publication by the Quantum Economic Development Consortium (QED-C) that shows IonQ’s latest computers are among the best in business. To put it into context, IonQ’s computers outpaced the entries from International Business Machines (NYSE: IBM), Honeywell (NASDAQ: HON), and Rigetti.
So, it is not surprising that investors showing interest in the industry are paying close attention to the company stock. That said, Goldman Sachs analyst Toshiya Hari gave IonQ a neutral rating that may have caught some investors off guard. He believes that “there is a high level of uncertainty around widespread adoption [and] commercialization of quantum computing”. With all said and done, investors who believe in the growth of the industry may still view IONQ stock as a great prospect. Thus, do you think IONQ stock is a top computer hardware stock to buy now?
Source: TD Ameritrade TOS
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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For example, Dell (NYSE: DELL) recently announced record third-quarter earnings. It is the first release in a collaboration to bring designs inspired by the Star Wars franchise to its line of PC gaming storage devices. To put it into context, IonQ’s computers outpaced the entries from International Business Machines (NYSE: IBM), Honeywell (NASDAQ: HON), and Rigetti.
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For example, Dell (NYSE: DELL) recently announced record third-quarter earnings. Best Computer Hardware Stocks To Buy [Or Sell] This Week Pure Storage Inc (NYSE: PSTG) HP Inc (NYSE: HPQ) Seagate Technology Holdings (NASDAQ: STX) IonQ Inc (NYSE: IONQ) Pure Storage First, let us start with the trending computer hardware company, Pure Storage. Its portfolio of products and subscription services includes Cloud Data Infrastructure, Cloud Data Services, and Cloud Data Management.
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For example, Dell (NYSE: DELL) recently announced record third-quarter earnings. 4 Computer Hardware Stocks To Consider Adding To Your List Now As investors look for opportunities in the stock market within the tech industry, computer hardware stocks sometimes come to mind. Best Computer Hardware Stocks To Buy [Or Sell] This Week Pure Storage Inc (NYSE: PSTG) HP Inc (NYSE: HPQ) Seagate Technology Holdings (NASDAQ: STX) IonQ Inc (NYSE: IONQ) Pure Storage First, let us start with the trending computer hardware company, Pure Storage.
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For example, Dell (NYSE: DELL) recently announced record third-quarter earnings. 4 Computer Hardware Stocks To Consider Adding To Your List Now As investors look for opportunities in the stock market within the tech industry, computer hardware stocks sometimes come to mind. Best Computer Hardware Stocks To Buy [Or Sell] This Week Pure Storage Inc (NYSE: PSTG) HP Inc (NYSE: HPQ) Seagate Technology Holdings (NASDAQ: STX) IonQ Inc (NYSE: IONQ) Pure Storage First, let us start with the trending computer hardware company, Pure Storage.
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d3ebc8e3-ecd5-4594-a589-345970ae664d
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725897.0
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2021-11-24 00:00:00 UTC
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US STOCKS-Futures dip ahead of data barrage; Nordstrom sinks after earnings
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DELL
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https://www.nasdaq.com/articles/us-stocks-futures-dip-ahead-of-data-barrage-nordstrom-sinks-after-earnings
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nan
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nan
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By Ambar Warrick and Devik Jain
Nov 24 (Reuters) - U.S. stock index futures fell on Wednesday ahead of a slew of economic data releases, with investors nervous about inflation and prospects for faster interest rate hikes heading into the Thanksgiving holiday.
Data on weekly jobless claims, durable goods and a second estimate of third-quarter GDP are due at 8:30 am ET (1330 GMT).
Personal consumption data for October, a key metric watched by the Federal Reserve to gauge consumer spending strength, is due at 10:00 a.m. ET (1500 GMT).
Among single stocks, Nordstrom Inc JWN.N plunged 27.2% in premarket trading after the retailer said labor costs pinched its quarterly profit and warned of product shortages at its off-price stores heading into the holiday season.
Gap Inc GPS.N slumped 19.7% as it lowered its full-year forecast, with the apparel retailer expecting an up to $650 million hit to revenue amid supply chain disruptions.
The two companies set a grim tone for the sector ahead of the Thanksgiving weekend, which kicks off the U.S. holiday season.
Most major Wall Street lenders also slipped after rallying this week on hopes of higher interest rates. Bank of America BAC.N and JPMorgan & Chase JPM.N led early losses with declines of about half a percent each.
The S&P 500 banks index .SPXBK surged 4.1% this week, tracking a jump in Treasury yields as Jerome Powell's nomination for a second term as Federal Reserve Chair boosted expectations of early monetary policy tightening. US/
Rising interest rates saw investors pull out of technology stocks, as they discount future earnings from the sector. The Nasdaq index .IXIC has slipped 1.8% so far this week.
Tech majors including Apple Inc AAPL.O and Microsoft Corp MSFT.O slipped about 0.5% each.
Focus is also on minutes of the Fed's Nov. 2-3 meeting, due later in the day, for clues on the pace at which the central bank intends to taper COVID-era stimulus measures. Fed officials had agreed at the meeting to begin scaling back monthly asset purchases.
Low trading volumes this week ahead of the Thanksgiving holiday on Thursday and a shortened session on Friday have also kept volatility high. The S&P 500 .SPX had settled a touch higher on Tuesday after logging large swings through the day.
At 6:31 a.m. ET, Dow e-minis 1YMcv1 were down 123 points, or 0.34%. S&P 500 e-minis EScv1 were down 13 points, or 0.28% and Nasdaq 100 e-minis NQcv1 were down 47.75 points, or 0.29%.
Among other premarket movers, Tesla Inc TSLA.O fell 1.0% after top boss Elon Musk sold another 934,091 shares of the electric vehicle maker worth $1.05 billion after exercising options to buy 2.15 million shares.
Shares of PC makers HP Inc HPQ.N and Dell Technologies DELL.N jumped 6.4% and 2.1%, respectively, after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers.
(Reporting by Ambar Warrick in Bengaluru; Editing by Maju Samuel)
((Ambar.Warrick@thomsonreuters.com; +91-80-6182-2837; Reuters Messaging: ambar.warrick.thomsonreuters.com@reuters.net; Twitter: @AmbarWarrick))
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Shares of PC makers HP Inc HPQ.N and Dell Technologies DELL.N jumped 6.4% and 2.1%, respectively, after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers. By Ambar Warrick and Devik Jain Nov 24 (Reuters) - U.S. stock index futures fell on Wednesday ahead of a slew of economic data releases, with investors nervous about inflation and prospects for faster interest rate hikes heading into the Thanksgiving holiday. Among single stocks, Nordstrom Inc JWN.N plunged 27.2% in premarket trading after the retailer said labor costs pinched its quarterly profit and warned of product shortages at its off-price stores heading into the holiday season.
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Shares of PC makers HP Inc HPQ.N and Dell Technologies DELL.N jumped 6.4% and 2.1%, respectively, after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers. By Ambar Warrick and Devik Jain Nov 24 (Reuters) - U.S. stock index futures fell on Wednesday ahead of a slew of economic data releases, with investors nervous about inflation and prospects for faster interest rate hikes heading into the Thanksgiving holiday. US/ Rising interest rates saw investors pull out of technology stocks, as they discount future earnings from the sector.
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Shares of PC makers HP Inc HPQ.N and Dell Technologies DELL.N jumped 6.4% and 2.1%, respectively, after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers. By Ambar Warrick and Devik Jain Nov 24 (Reuters) - U.S. stock index futures fell on Wednesday ahead of a slew of economic data releases, with investors nervous about inflation and prospects for faster interest rate hikes heading into the Thanksgiving holiday. The S&P 500 banks index .SPXBK surged 4.1% this week, tracking a jump in Treasury yields as Jerome Powell's nomination for a second term as Federal Reserve Chair boosted expectations of early monetary policy tightening.
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Shares of PC makers HP Inc HPQ.N and Dell Technologies DELL.N jumped 6.4% and 2.1%, respectively, after they logged a more than four-fold rise in quarterly profits amid increasing demand for personal computers. The two companies set a grim tone for the sector ahead of the Thanksgiving weekend, which kicks off the U.S. holiday season. US/ Rising interest rates saw investors pull out of technology stocks, as they discount future earnings from the sector.
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bb26d17f-ae26-4fc6-83a0-fedc97f72283
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725898.0
|
2021-11-24 00:00:00 UTC
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Technology Sector Update for 11/24/2021: DELL,PSTG,HPQ,NTNX
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DELL
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https://www.nasdaq.com/articles/technology-sector-update-for-11-24-2021%3A-dellpstghpqntnx
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nan
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nan
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Technology stocks were finishing near their intra-day highs, with the SPDR Technology Select Sector ETF (XLK) Wednesday rising 0.5% while the Philadelphia Semiconductor Index was advancing 0.6% this afternoon.
In company news, Dell Technologies (DELL) rose 5.5% after the computer hardware firm reported non-GAAP net income of $2.37 per share for its fiscal Q3 ended Oct. 29, up from $2.03 during the same quarter in 2020 and beating the Capital IQ consensus by $0.07 per share. Net revenue increased 20.9% over year-ago levels to $28.4 billion, also exceeding the $27.3 billion Street view.
Nutanix (NTNX) added 8.1% after the cloud computing company reported a non-GAAP net loss of $0.22 per share for its fiscal Q1 ended Oct. 31, halving its adjusted loss of $0.44 per share a year earlier and beating Street expectations of a loss of $0.34 per share. Revenue grew 21% year-over-year to $378.5 million, also exceeding the $367.8 million Street view.
HP (HPQ) shares climbed 10%, setting a record high of $36.20 a share, after the computer manufacturer reported non-GAAP Q4 net income of $0.94 per share, from $0.62 per share a year earlier and beating the analyst consensus by $0.06 per share. Revenue increased 9.3% year-over-year to $16.7 billion, also topping the $15.42 billion analyst mean.
Pure Storage (PSTG) shares gained more than 13%, earlier surging almost 17% to a best-ever $31.88 a share, after the data storage provider reported Q3 results and projected Q4 revenue above analyst estimates. Excluding one-time items, it earned $0.22 per share, up from $0.01 per share a year earlier, as revenue increased 37% over year-ago levels to $562.7 million. The average analyst estimates in a Capital IQ poll called for adjusted earnings of $0.12 per share on revenue of $530.6 million.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In company news, Dell Technologies (DELL) rose 5.5% after the computer hardware firm reported non-GAAP net income of $2.37 per share for its fiscal Q3 ended Oct. 29, up from $2.03 during the same quarter in 2020 and beating the Capital IQ consensus by $0.07 per share. Pure Storage (PSTG) shares gained more than 13%, earlier surging almost 17% to a best-ever $31.88 a share, after the data storage provider reported Q3 results and projected Q4 revenue above analyst estimates. The average analyst estimates in a Capital IQ poll called for adjusted earnings of $0.12 per share on revenue of $530.6 million.
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In company news, Dell Technologies (DELL) rose 5.5% after the computer hardware firm reported non-GAAP net income of $2.37 per share for its fiscal Q3 ended Oct. 29, up from $2.03 during the same quarter in 2020 and beating the Capital IQ consensus by $0.07 per share. Net revenue increased 20.9% over year-ago levels to $28.4 billion, also exceeding the $27.3 billion Street view. Nutanix (NTNX) added 8.1% after the cloud computing company reported a non-GAAP net loss of $0.22 per share for its fiscal Q1 ended Oct. 31, halving its adjusted loss of $0.44 per share a year earlier and beating Street expectations of a loss of $0.34 per share.
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In company news, Dell Technologies (DELL) rose 5.5% after the computer hardware firm reported non-GAAP net income of $2.37 per share for its fiscal Q3 ended Oct. 29, up from $2.03 during the same quarter in 2020 and beating the Capital IQ consensus by $0.07 per share. Nutanix (NTNX) added 8.1% after the cloud computing company reported a non-GAAP net loss of $0.22 per share for its fiscal Q1 ended Oct. 31, halving its adjusted loss of $0.44 per share a year earlier and beating Street expectations of a loss of $0.34 per share. HP (HPQ) shares climbed 10%, setting a record high of $36.20 a share, after the computer manufacturer reported non-GAAP Q4 net income of $0.94 per share, from $0.62 per share a year earlier and beating the analyst consensus by $0.06 per share.
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In company news, Dell Technologies (DELL) rose 5.5% after the computer hardware firm reported non-GAAP net income of $2.37 per share for its fiscal Q3 ended Oct. 29, up from $2.03 during the same quarter in 2020 and beating the Capital IQ consensus by $0.07 per share. Revenue grew 21% year-over-year to $378.5 million, also exceeding the $367.8 million Street view. HP (HPQ) shares climbed 10%, setting a record high of $36.20 a share, after the computer manufacturer reported non-GAAP Q4 net income of $0.94 per share, from $0.62 per share a year earlier and beating the analyst consensus by $0.06 per share.
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bfaab17a-06da-4aed-9756-e5b9a50f494c
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725899.0
|
2021-11-24 00:00:00 UTC
|
Validea David Dreman Strategy Daily Upgrade Report - 11/24/2021
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DELL
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https://www.nasdaq.com/articles/validea-david-dreman-strategy-daily-upgrade-report-11-24-2021
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nan
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nan
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The following are today's upgrades for Validea's Contrarian Investor model based on the published strategy of David Dreman. This contrarian strategy finds the most unpopular mid- and large-cap stocks in the market and looks for improving fundamentals.
DELL TECHNOLOGIES INC (DELL) is a large-cap value stock in the Computer Hardware industry. The rating according to our strategy based on David Dreman changed from 50% to 83% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Dell Technologies Inc. is a provider of information technology solutions. The Company operates through segments, such as Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment enables the digital transformation of its customers through its multi-cloud and big data solutions, which are built upon a data center infrastructure. ISG solutions are built for multi-cloud environments and are enhanced to run cloud native workloads in both public and private clouds, as well as traditional on-premise workloads. The CSG segment includes hardware and peripherals, as well as third-party software and peripherals. CSG also offers attached software, peripherals, and services, including support and deployment, configuration, and extended warranty services. Its other businesses consist of product and service including Secureworks, Virtustream, and Boomi.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
MARKET CAP: PASS
EARNINGS TREND: PASS
EPS GROWTH RATE IN THE IMMEDIATE PAST AND FUTURE: PASS
P/E RATIO: PASS
PRICE/CASH FLOW (P/CF) RATIO: PASS
PRICE/BOOK (P/B) VALUE: FAIL
PRICE/DIVIDEND (P/D) RATIO: FAIL
CURRENT RATIO: FAIL
PAYOUT RATIO: PASS
RETURN ON EQUITY: PASS
PRE-TAX PROFIT MARGINS: PASS
YIELD: FAIL
LOOK AT THE TOTAL DEBT/EQUITY: FAIL
Detailed Analysis of DELL TECHNOLOGIES INC
Full Guru Analysis for DELL
Full Factor Report for DELL
More details on Validea's David Dreman strategy
About David Dreman: Dreman's Kemper-Dreman High Return Fund was one of the best-performing mutual funds ever, ranking as the best of 255 funds in its peer groups from 1988 to 1998, according to Lipper Analytical Services. At the time Dreman published Contrarian Investment Strategies: The Next Generation, the fund had been ranked number one in more time periods than any of the 3,175 funds in Lipper's database. In addition to managing money, Dreman is also a longtime Forbes magazine columnist.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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DELL TECHNOLOGIES INC (DELL) is a large-cap value stock in the Computer Hardware industry. Company Description: Dell Technologies Inc. is a provider of information technology solutions. Detailed Analysis of DELL TECHNOLOGIES INC Full Guru Analysis for DELL Full Factor Report for DELL More details on Validea's David Dreman strategy About David Dreman: Dreman's Kemper-Dreman High Return Fund was one of the best-performing mutual funds ever, ranking as the best of 255 funds in its peer groups from 1988 to 1998, according to Lipper Analytical Services.
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Detailed Analysis of DELL TECHNOLOGIES INC Full Guru Analysis for DELL Full Factor Report for DELL More details on Validea's David Dreman strategy About David Dreman: Dreman's Kemper-Dreman High Return Fund was one of the best-performing mutual funds ever, ranking as the best of 255 funds in its peer groups from 1988 to 1998, according to Lipper Analytical Services. DELL TECHNOLOGIES INC (DELL) is a large-cap value stock in the Computer Hardware industry. Company Description: Dell Technologies Inc. is a provider of information technology solutions.
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Detailed Analysis of DELL TECHNOLOGIES INC Full Guru Analysis for DELL Full Factor Report for DELL More details on Validea's David Dreman strategy About David Dreman: Dreman's Kemper-Dreman High Return Fund was one of the best-performing mutual funds ever, ranking as the best of 255 funds in its peer groups from 1988 to 1998, according to Lipper Analytical Services. DELL TECHNOLOGIES INC (DELL) is a large-cap value stock in the Computer Hardware industry. Company Description: Dell Technologies Inc. is a provider of information technology solutions.
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DELL TECHNOLOGIES INC (DELL) is a large-cap value stock in the Computer Hardware industry. Detailed Analysis of DELL TECHNOLOGIES INC Full Guru Analysis for DELL Full Factor Report for DELL More details on Validea's David Dreman strategy About David Dreman: Dreman's Kemper-Dreman High Return Fund was one of the best-performing mutual funds ever, ranking as the best of 255 funds in its peer groups from 1988 to 1998, according to Lipper Analytical Services. Company Description: Dell Technologies Inc. is a provider of information technology solutions.
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c5924592-cdce-4d36-83b0-2d18019cf498
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