U.S. Stock Futures Steady as Markets Await U.S.-Iran Deal Details
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: Newsfilter
- Market Sentiment Improvement: U.S. stock index futures remained steady after closing at record highs, reflecting improved risk appetite as geopolitical fears eased and inflation data did not present major upside surprises, indicating a rebound in investor confidence.
- U.S.-Iran Deal Outlook: Sources indicated that the U.S. and Iran reached a preliminary agreement to extend the ceasefire and lift shipping restrictions through the Strait of Hormuz, although President Trump has yet to approve it, which could further influence market sentiment and investor decisions.
- Strong Individual Stock Performance: Dell's shares surged 38.5% before the bell after raising its full-year profit and revenue forecasts, while peers Hewlett Packard Enterprise and Super Micro Computer gained 17.2% and 11%, respectively, showcasing robust performance in the tech sector.
- Economic Data Impact: Despite U.S. inflation rising at its fastest pace in three years in April and first-quarter GDP being revised down to a 1.6% annual increase, markets expect the Federal Reserve to keep interest rates steady, with investors closely monitoring comments from Fed officials to gauge future monetary policy direction.
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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: 317.050
Low
113.00
Averages
164.85
High
180.00
Current: 317.050
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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- Infrastructure Solutions Growth: The Infrastructure Solutions Group saw revenue skyrocket 181% to $29 billion, primarily driven by a staggering 757% increase in AI-optimized server sales, reaching $16.1 billion, indicating Dell's robust competitiveness in the data center market.
- Profit Boost: Dell's adjusted net income soared 194% to $3.2 billion, with adjusted earnings per share jumping 214% to $4.86 due to stock buybacks, showcasing the company's successful strategies in enhancing profit margins.
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See More
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See More
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See More
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- Medium-Term Growth Potential: Chatterjee increased Dell's valuation multiple from the high teens to 25 times, indicating confidence in Dell's sustainable growth trajectory, driven by device refreshes, infrastructure upgrades, and AI-related capacity needs.
- Support from Non-AI Business: Dell's strong performance in storage products and traditional servers, particularly with proprietary IP, further supports the company's gross margin outlook, showcasing Dell's competitive edge and profitability in the market.
See More
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See More
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