Dell Clashes with Former Labor Secretary on Social Media
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy DELL?
Source: stocktwits
- Social Media Clash: Dell engaged in a social media dispute with former Labor Secretary Robert Reich, who accused billionaires of accumulating wealth through monopolies and insider trading, while Dell countered that true wealth comes from building products that people genuinely want, highlighting differing views on wealth accumulation.
- Valuation Boost: Dell holds a 45% stake in his company, currently valued at approximately $37 billion, which has seen a recent boost due to support from Trump, reflecting the impact of political factors on corporate valuation and sparking widespread discussions about taxing the wealthy.
- Strong Stock Performance: Since relisting in 2018, Dell's stock has returned over 1,000%, with annual revenue growing by about 25%, showcasing the company's robust performance in the AI market, particularly driven by surging demand for servers powered by Nvidia and AMD chips.
- Analyst Optimism: According to Koyfin, 18 out of 27 analysts covering Dell rate it as 'Buy' or 'Strong Buy', although the current stock price of around $239 implies a nearly 20% premium to fair value, indicating optimistic market expectations for Dell's future.
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Analyst Views on DELL
Wall Street analysts forecast DELL stock price to fall
15 Analyst Rating
11 Buy
3 Hold
1 Sell
Moderate Buy
Current: 247.890
Low
113.00
Averages
164.85
High
180.00
Current: 247.890
Low
113.00
Averages
164.85
High
180.00
About DELL
Dell Technologies Inc. is engaged in designing, developing, manufacturing, marketing, selling, and supporting a wide range of comprehensive and integrated solutions, products, and services. The Company operates through two segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). Its ISG segment enables the Company’s customer’s digital transformation with solutions that address artificial intelligence (AI), machine learning, data analytics, and multi cloud environments. Its comprehensive storage portfolio includes modern and traditional storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage. Its CSG segment offers branded personal computers (PCs) including notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, and webcam and audio devices, as well as third-party software and peripherals.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Double Tax Benefits: Allowing stock donations would enable donors to transfer appreciated shares without incurring capital gains tax while also deducting the stock's fair-market value against their income, making this tax strategy particularly appealing to high-income taxpayers.
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- Focus on Tech Stocks: The majority of Trump's purchases and sales were concentrated in the tech sector, including companies like Nvidia, Microsoft, Amazon, and Meta, reflecting his strategic investment approach and confidence in technology.
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