The Market Is Discounting Dell's True Potential
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Dell's stock fell after earnings despite beating EPS estimates due to weak guidance. However, AI infrastructure is driving strong growth, with ISG revenue up 22% YoY and a $9B AI server backlog. Profitability is improving with ISG operating income up 44% YoY.
March 14, 2025 | 7:00 pm
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Dell's stock declined after earnings despite exceeding EPS estimates due to weak future guidance. However, AI infrastructure is a growth driver, with ISG revenue up 22% YoY and a $9B AI server backlog. Profitability is improving with ISG income up 44% YoY.
Dell's stock fell due to weak guidance overshadowing positive earnings results. However, strong growth in AI infrastructure and improved profitability could stabilize or boost the stock in the short term. The market may be underestimating Dell's potential.
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IMPORTANCE 80
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