Posted by kalkgrun on 25th of Feb 2026 at 12:22 pm
Morgan note from January "While we still believe DELL's scale
and supply-chain prowess position it better than other OEMs, we
view the memory headwinds as an industry-wide challenge for every
Hardware OEM we cover, and therefore remain UW-rated on DELL with
our FY27 EPS 10% below Street forecasts."
Dementia tends to be slow
DELL - reports tomorrow after close
Posted by bpt_ken on 25th of Feb 2026 at 12:17 pm
Dementia tends to be slow but steady. Not sure how that would affect Dell specifically. I can't remember ...
Morgan note from January "While
Posted by kalkgrun on 25th of Feb 2026 at 12:22 pm
Morgan note from January "While we still believe DELL's scale and supply-chain prowess position it better than other OEMs, we view the memory headwinds as an industry-wide challenge for every Hardware OEM we cover, and therefore remain UW-rated on DELL with our FY27 EPS 10% below Street forecasts."
Would be a one day
Posted by timebandit on 25th of Feb 2026 at 12:32 pm
Would be a one day trade for me based on the pattern. Wouldn't hold into earnings. But we should learn more then.