reports
- Mark Cash
Morningstar | DELL Updated Forecasts and Estimates from 04 Mar 2019
In closing out its first quarter as a publicly traded company, no-moat Dell Technologies reported revenue of $23.8 billion (9% year-over-year growth), lower than our projected $24.3 billion due to weakness in the price-sensitive consumer computer business. However, improved operating margin results of 1.4% exceeded our expectation of 0.2%, and we believe efficiency gains can continue. Strong growth results in higher-margin areas, higher fiscal 2020 guidance than we expected, and a robust cross-s...
- Mark Cash
Morningstar | Dell Technologies Pivoting Toward Higher-Margin Opportun...
In closing out its first quarter as a publicly traded company, no-moat Dell Technologies reported revenue of $23.8 billion (9% year-over-year growth), lower than our projected $24.3 billion due to weakness in the price-sensitive consumer computer business. However, improved operating margin results of 1.4% exceeded our expectation of 0.2%, and we believe efficiency gains can continue. Strong growth results in higher-margin areas, higher fiscal 2020 guidance than we expected, and a robust cross-s...
- Mark Cash
Morningstar | Dell Technologies Pivoting Toward Higher-Margin Opportun...
In closing out its first quarter as a publicly traded company, no-moat Dell Technologies reported revenue of $23.8 billion (9% year-over-year growth), lower than our projected $24.3 billion due to weakness in the price-sensitive consumer computer business. However, improved operating margin results of 1.4% exceeded our expectation of 0.2%, and we believe efficiency gains can continue. Strong growth results in higher-margin areas, higher fiscal 2020 guidance than we expected, and a robust cross-s...
- Mark Cash
Dell Technologies Pivoting Toward Higher-Margin Opportunities; Raising...
In closing out its first quarter as a publicly traded company, no-moat Dell Technologies reported revenue of $23.8 billion (9% year-over-year growth), lower than our projected $24.3 billion due to weakness in the price-sensitive consumer computer business. However, improved operating margin results of 1.4% exceeded our expectation of 0.2%, and we believe efficiency gains can continue. Strong growth results in higher-margin areas, higher fiscal 2020 guidance than we expected, and a robust cross-s...
- Mark Cash
Dell Technologies Is Showcasing That It's More Than Just a PC Firm
We are initiating coverage of Dell Technologies with a $56 fair value estimate, no-moat and stable moat trend ratings, and we view shares as modestly undervalued today. As a very different firm than the Dell that went private in 2013, Dell Technologies offers a complete end-to-end product portfolio for IT infrastructure and is a leader across its major revenue streams. Substantial exposure to commoditized markets, a considerable debt load, and limited shareholder voting power drive our very high...
- Mark Cash
Initiating Coverage of Dell Technologies With a FVE of $56
We are initiating coverage of Dell Technologies with a $56 fair value estimate, no-moat and stable moat trend ratings, and we view shares as modestly undervalued today. As a very different firm than the Dell that went private in 2013, Dell Technologies offers a complete end-to-end product portfolio for IT infrastructure and is a leader across its major revenue streams. Substantial exposure to commoditized markets, a considerable debt load, and limited shareholder voting power drive our very high...
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