Current Price – $138.2
Target Price – $164.5
Growth Potential – 19.0% 🔥
Dividend Yield – 1.26%💵
Investment Time – 1 Year
Dell Technologies is an American company, one of the world's largest manufacturers of computers, servers, and peripheral equipment. Dell is a supplier of server equipment optimized for the use of artificial intelligence (AI) technologies, which suggests good prospects against the backdrop of the global trend for the development of this technology. At the same time, the recent correction made the company's shares very attractive for purchase. The fair value of Dell shares is $164.5, upside 19.0%. Dividend yield – 1.26%.
Investment Theses
🔼Good prospects against the backdrop of the global trend for AI.
Dell reported solid results for the first quarter of fiscal year 2025 (1Q2024). The company's revenue grew by 6% y/y and reached $22.2 billion. The server business showed strong dynamics - sales increased by 42% to $5.5 billion amid high demand for AI solutions. Adjusted earnings per share (EPS) decreased slightly - by 3% to $1.27. Dell expects that in the second quarter of fiscal year 2025, revenue will grow by 5% y/y, and in the coming years it will grow at a compound annual rate of 8%.
🔼Attractive valuation.
Dell shares have risen by 169.5% over the past 12 months, but the recent sell-off after the publication of quarterly results created an attractive buying moment. The company is currently valued at just 18 times expected annual earnings and just 1 times annual revenue, significantly cheaper than its sector peers, making it a great target for betting on the booming AI market.
How to invest
Open a free brokerage account with Unibank Invest and start trading directly from your phone. Our mobile app grants you access to the world's largest exchanges and popular investment instruments like stocks, bonds, and ETFs.
To open a brokerage account, fill in an online form on unibankinvest.am or call +374 43 004 382.
#Investments #Finance #UnibankInvest #MarketTrends #InvestingTips #bonds #stocks
‼️ Disclaimer
The information is only indicative, is not exhaustive and is provided solely for discussion purposes. The information should not be regarded as a public offer, request or invitation to purchase or sell any securities, financial instruments or services.
No guarantees in direct or indirect form, including those stipulated by law, are provided in connection with the specified information and materials. The information presented above cannot be considered as a recommendation for investing funds, as well as guarantees or promises of future profitability of investments.
The risk of negative consequences as a result of the use of the above recommendations, opinions and statements is fully borne by the addressee of the information.
Target Price – $164.5
Growth Potential – 19.0% 🔥
Dividend Yield – 1.26%💵
Investment Time – 1 Year
Dell Technologies is an American company, one of the world's largest manufacturers of computers, servers, and peripheral equipment. Dell is a supplier of server equipment optimized for the use of artificial intelligence (AI) technologies, which suggests good prospects against the backdrop of the global trend for the development of this technology. At the same time, the recent correction made the company's shares very attractive for purchase. The fair value of Dell shares is $164.5, upside 19.0%. Dividend yield – 1.26%.
Investment Theses
🔼Good prospects against the backdrop of the global trend for AI.
Dell reported solid results for the first quarter of fiscal year 2025 (1Q2024). The company's revenue grew by 6% y/y and reached $22.2 billion. The server business showed strong dynamics - sales increased by 42% to $5.5 billion amid high demand for AI solutions. Adjusted earnings per share (EPS) decreased slightly - by 3% to $1.27. Dell expects that in the second quarter of fiscal year 2025, revenue will grow by 5% y/y, and in the coming years it will grow at a compound annual rate of 8%.
🔼Attractive valuation.
Dell shares have risen by 169.5% over the past 12 months, but the recent sell-off after the publication of quarterly results created an attractive buying moment. The company is currently valued at just 18 times expected annual earnings and just 1 times annual revenue, significantly cheaper than its sector peers, making it a great target for betting on the booming AI market.
How to invest
Open a free brokerage account with Unibank Invest and start trading directly from your phone. Our mobile app grants you access to the world's largest exchanges and popular investment instruments like stocks, bonds, and ETFs.
To open a brokerage account, fill in an online form on unibankinvest.am or call +374 43 004 382.
#Investments #Finance #UnibankInvest #MarketTrends #InvestingTips #bonds #stocks
‼️ Disclaimer
The information is only indicative, is not exhaustive and is provided solely for discussion purposes. The information should not be regarded as a public offer, request or invitation to purchase or sell any securities, financial instruments or services.
No guarantees in direct or indirect form, including those stipulated by law, are provided in connection with the specified information and materials. The information presented above cannot be considered as a recommendation for investing funds, as well as guarantees or promises of future profitability of investments.
The risk of negative consequences as a result of the use of the above recommendations, opinions and statements is fully borne by the addressee of the information.
