2027 Q1 -tulosraportti
13 päivää sitten
‧59 min
0,63 USD/osake
Viimeisin osinko
0,58%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 3.9. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 -tulosraportti 28.5. | ||
2026 Q4 -tulosraportti 26.2. | ||
2026 Q3 -tulosraportti 25.11.2025 | ||
2026 Q2 -tulosraportti 28.8.2025 | ||
2026 Q1 -tulosraportti 29.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·2.6.The numbers came out on May 28th and I've spent a few days digesting them. I already hold shares (bought around $120), so yes, I'm biased – but honestly, I think this quarter confirms the case more than it challenges it. We're at $466 after over 120% gain just in the last month, and even though it's a massive movement, I believe it's deserved. The numbers are simply impressive. Revenue $43.8 bn (+88% YoY), driven by ISG which grew 181%, where AI servers alone did $16.1 bn compared to $1.9 bn last year. It's not a fluke – it's a structural shift in where the money in the data center goes, and Dell is right in the middle of it. Diluted EPS $5.24 (+282%), and record cash flow of $4.1 bn for a Q1. When a company can grow so fast and generate so much cash at the same time, it's a sign of an operational machine that actually works. What really gives me faith is the backlog of $51.3 bn and that they raised the AI server estimate for the year to $60 bn – about 2.4x last year. This means that demand is not just there now, but is booked going forward. The customer base exceeded 5000 and is spreading across neocloud, sovereign, and enterprise, so it's no longer dependent on one or two hyperscalers. The ISG margin also improved to 10.5%, so they are actually earning more per dollar while scaling. It's that combination – growth and improved profitability simultaneously – that makes me optimistic. That said, I won't be completely blind. Inventory is at $15.0 bn, up from around $10 bn at the New Year. As long as demand holds, it's smart positioning – they deliver quickly and lose no sales. But hardware inventory is perishable, and if the market cools down, they'll be sitting on billions in components that fall in value. The gross margin of 17.8% also reminds us that this is a volume business with thin margins, not a software company. And the entire growth case rests on AI investments continuing at the same pace – there's little Plan B in the numbers. The debt of $31.4 bn (core debt $16.7 bn) is manageable with leverage at 1.2x, but it's not a fortress balance sheet. In the short term, I still think there's more room to grow. The catalysts are clear: strong AI demand, conversion of the enormous backlog into deliveries, and the ISG margin holding up. The PC side surprised on the upside with 17% growth, which provides a leg to stand on besides AI. The risk is that expectations are now high enough that even a small disappointment will be punished severely – at $466, much of the good news is priced in. Long term (3–5 years), I'm actually quite confident in the underlying story. Data center modernization is a multi-year wave that rolls on regardless of what happens with the AI hype, Dell is one of very few that can deliver full rack solutions at scale, and the broad portfolio and service ecosystem is a real advantage against pure server competitors. The one thing I can't shake off is that the moat is narrower than fans like to admit – it's hardware with thin margins, not software with lock-in, and they can be challenged on price by Lenovo and HPE. I'm bullish, but not naive. The company is firing on all cylinders and I'm holding my main position with a clear conscience. I'm considering trimming a bit around the top – not because I think the case is wrong, but because it's healthy to take some off the table after almost a 4x, and I want dry powder if the market dips. Q2 will be key: if deliveries keep pace with orders, and inventory normalizes, then I think this has more to give.
·3.6.Will it fall until the earnings report...? Or should one buy now? Question from him without experience...!
·2.6. · MuokattuI understand those who hold shares and have 100–300 % return, but those who buy at that level – is that really madness
·1.6.Do you expect it to rise?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2027 Q1 -tulosraportti
13 päivää sitten
‧59 min
0,63 USD/osake
Viimeisin osinko
0,58%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·2.6.The numbers came out on May 28th and I've spent a few days digesting them. I already hold shares (bought around $120), so yes, I'm biased – but honestly, I think this quarter confirms the case more than it challenges it. We're at $466 after over 120% gain just in the last month, and even though it's a massive movement, I believe it's deserved. The numbers are simply impressive. Revenue $43.8 bn (+88% YoY), driven by ISG which grew 181%, where AI servers alone did $16.1 bn compared to $1.9 bn last year. It's not a fluke – it's a structural shift in where the money in the data center goes, and Dell is right in the middle of it. Diluted EPS $5.24 (+282%), and record cash flow of $4.1 bn for a Q1. When a company can grow so fast and generate so much cash at the same time, it's a sign of an operational machine that actually works. What really gives me faith is the backlog of $51.3 bn and that they raised the AI server estimate for the year to $60 bn – about 2.4x last year. This means that demand is not just there now, but is booked going forward. The customer base exceeded 5000 and is spreading across neocloud, sovereign, and enterprise, so it's no longer dependent on one or two hyperscalers. The ISG margin also improved to 10.5%, so they are actually earning more per dollar while scaling. It's that combination – growth and improved profitability simultaneously – that makes me optimistic. That said, I won't be completely blind. Inventory is at $15.0 bn, up from around $10 bn at the New Year. As long as demand holds, it's smart positioning – they deliver quickly and lose no sales. But hardware inventory is perishable, and if the market cools down, they'll be sitting on billions in components that fall in value. The gross margin of 17.8% also reminds us that this is a volume business with thin margins, not a software company. And the entire growth case rests on AI investments continuing at the same pace – there's little Plan B in the numbers. The debt of $31.4 bn (core debt $16.7 bn) is manageable with leverage at 1.2x, but it's not a fortress balance sheet. In the short term, I still think there's more room to grow. The catalysts are clear: strong AI demand, conversion of the enormous backlog into deliveries, and the ISG margin holding up. The PC side surprised on the upside with 17% growth, which provides a leg to stand on besides AI. The risk is that expectations are now high enough that even a small disappointment will be punished severely – at $466, much of the good news is priced in. Long term (3–5 years), I'm actually quite confident in the underlying story. Data center modernization is a multi-year wave that rolls on regardless of what happens with the AI hype, Dell is one of very few that can deliver full rack solutions at scale, and the broad portfolio and service ecosystem is a real advantage against pure server competitors. The one thing I can't shake off is that the moat is narrower than fans like to admit – it's hardware with thin margins, not software with lock-in, and they can be challenged on price by Lenovo and HPE. I'm bullish, but not naive. The company is firing on all cylinders and I'm holding my main position with a clear conscience. I'm considering trimming a bit around the top – not because I think the case is wrong, but because it's healthy to take some off the table after almost a 4x, and I want dry powder if the market dips. Q2 will be key: if deliveries keep pace with orders, and inventory normalizes, then I think this has more to give.·3.6.Will it fall until the earnings report...? Or should one buy now? Question from him without experience...!
- ·2.6. · MuokattuI understand those who hold shares and have 100–300 % return, but those who buy at that level – is that really madness
- ·1.6.Do you expect it to rise?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 3.9. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 -tulosraportti 28.5. | ||
2026 Q4 -tulosraportti 26.2. | ||
2026 Q3 -tulosraportti 25.11.2025 | ||
2026 Q2 -tulosraportti 28.8.2025 | ||
2026 Q1 -tulosraportti 29.5.2025 |
2027 Q1 -tulosraportti
13 päivää sitten
‧59 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 3.9. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 -tulosraportti 28.5. | ||
2026 Q4 -tulosraportti 26.2. | ||
2026 Q3 -tulosraportti 25.11.2025 | ||
2026 Q2 -tulosraportti 28.8.2025 | ||
2026 Q1 -tulosraportti 29.5.2025 |
0,63 USD/osake
Viimeisin osinko
0,58%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·2.6.The numbers came out on May 28th and I've spent a few days digesting them. I already hold shares (bought around $120), so yes, I'm biased – but honestly, I think this quarter confirms the case more than it challenges it. We're at $466 after over 120% gain just in the last month, and even though it's a massive movement, I believe it's deserved. The numbers are simply impressive. Revenue $43.8 bn (+88% YoY), driven by ISG which grew 181%, where AI servers alone did $16.1 bn compared to $1.9 bn last year. It's not a fluke – it's a structural shift in where the money in the data center goes, and Dell is right in the middle of it. Diluted EPS $5.24 (+282%), and record cash flow of $4.1 bn for a Q1. When a company can grow so fast and generate so much cash at the same time, it's a sign of an operational machine that actually works. What really gives me faith is the backlog of $51.3 bn and that they raised the AI server estimate for the year to $60 bn – about 2.4x last year. This means that demand is not just there now, but is booked going forward. The customer base exceeded 5000 and is spreading across neocloud, sovereign, and enterprise, so it's no longer dependent on one or two hyperscalers. The ISG margin also improved to 10.5%, so they are actually earning more per dollar while scaling. It's that combination – growth and improved profitability simultaneously – that makes me optimistic. That said, I won't be completely blind. Inventory is at $15.0 bn, up from around $10 bn at the New Year. As long as demand holds, it's smart positioning – they deliver quickly and lose no sales. But hardware inventory is perishable, and if the market cools down, they'll be sitting on billions in components that fall in value. The gross margin of 17.8% also reminds us that this is a volume business with thin margins, not a software company. And the entire growth case rests on AI investments continuing at the same pace – there's little Plan B in the numbers. The debt of $31.4 bn (core debt $16.7 bn) is manageable with leverage at 1.2x, but it's not a fortress balance sheet. In the short term, I still think there's more room to grow. The catalysts are clear: strong AI demand, conversion of the enormous backlog into deliveries, and the ISG margin holding up. The PC side surprised on the upside with 17% growth, which provides a leg to stand on besides AI. The risk is that expectations are now high enough that even a small disappointment will be punished severely – at $466, much of the good news is priced in. Long term (3–5 years), I'm actually quite confident in the underlying story. Data center modernization is a multi-year wave that rolls on regardless of what happens with the AI hype, Dell is one of very few that can deliver full rack solutions at scale, and the broad portfolio and service ecosystem is a real advantage against pure server competitors. The one thing I can't shake off is that the moat is narrower than fans like to admit – it's hardware with thin margins, not software with lock-in, and they can be challenged on price by Lenovo and HPE. I'm bullish, but not naive. The company is firing on all cylinders and I'm holding my main position with a clear conscience. I'm considering trimming a bit around the top – not because I think the case is wrong, but because it's healthy to take some off the table after almost a 4x, and I want dry powder if the market dips. Q2 will be key: if deliveries keep pace with orders, and inventory normalizes, then I think this has more to give.·3.6.Will it fall until the earnings report...? Or should one buy now? Question from him without experience...!
- ·2.6. · MuokattuI understand those who hold shares and have 100–300 % return, but those who buy at that level – is that really madness
- ·1.6.Do you expect it to rise?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt