Dell Technologies (DELL) downgraded by Fox Advisors; potential impact analyzed

Fox Advisors downgraded Dell Technologies (DELL) from “Outperform” to “Equal Weight”, calling the company’s latest results a “mixed bag.” While strong AI server demand lifted revenue, concerns over margin pressures and soft Q3 EPS guidance ($2.45 vs. $2.55 expected) weighed on sentiment. The move reflects caution about Dell’s near-term earnings visibility despite its long-term growth potential.