1. Dell to report Q4 earnings; revenue growth expected from servers and networking solutions. 2. Most analysts rate 'buy' with a consensus target near $148; indicating 30% upside. 3. AI server revenue may decline due to supply-chain issues; robust order growth remains. 4. Dell nears $5B Nvidia chip server deal with xAI; outlook mixed.
Dell's strong revenue forecasts, record Infrastructure Solutions performance, and positive analyst ratings outweigh short-term AI revenue concerns. Historical earnings surprises in tech have often propelled shares upward despite isolated challenges.
The report and analyst adjustments are pivotal for Dell’s near-term performance. Revenue growth in core segments, contrasted with AI server challenges, creates significant short-term market impact.
The impending Q4 earnings report will trigger immediate market reactions. Past instances show earnings beats often lead to short-term price rallies.