As Dell's stock slides, here's why bulls are keeping the faith
Portfolio Pulse from
Dell's stock is currently experiencing a decline, but analysts remain optimistic about its future. They believe that Dell's revenue will improve with the increased supply of Nvidia Blackwell chips. Additionally, Dell is not pricing its AI servers as aggressively as its competitors, which could be a strategic advantage.
November 27, 2024 | 4:45 pm
News sentiment analysis
Sort by:
Ascending
POSITIVE IMPACT
Dell's stock is currently sliding, but analysts are optimistic about future revenue growth due to expected improvements in Nvidia Blackwell chip supply. Dell's less aggressive AI server pricing compared to peers may also be advantageous.
The article highlights two key factors that could positively impact Dell's stock: the anticipated increase in Nvidia Blackwell chip supply, which is expected to boost Dell's revenue, and Dell's strategic decision to not price AI servers as aggressively as competitors, potentially giving it a competitive edge.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100