Dell Technologies predicts below expectations for FY 2026, with pressure in Infrastructure Solutions

From Zacks Investment Research: 2025-02-14 07:32:21

Dell Technologies is predicted to guide below expectations for fiscal year 2026 due to a “tricky” near term, according to Morgan Stanley analysts. The company slipped in the Zacks Rank after a Q3 earnings miss and guidance, with pressure expected in the Infrastructure Solutions Group. Analysts anticipate a downward revision to earnings per share guidance and limited near-term upside for AI growth. Dell’s management is expected to guide revenue between $101 billion and $103 billion for fiscal year 2026. Despite lowering their price target, Morgan Stanley remains optimistic about Dell’s potential for growth in the datacenter market.



Read more at Zacks Investment Research: Bear of the Day: Dell Technologies (DELL) – February 14, 2025