The Zacks Analyst Blog Highlights Dell, Hewlett-Packard, NVIDIA and Microsoft

For Immediate ReleaseChicago, IL – November 21, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Dell Technologies DELL, Hewlett-Packard HPE, NVIDIA NVDA and Microsoft MSFT.Here are highlights from Thursday’s Analyst Blog:Dell Gears Up to Report Q3 Earnings: Buy, Sell or Hold the Stock?Dell Technologies is scheduled to report itsthird-quarter fiscal 2026 results on Nov. 25, 2025.For the third quarter of fiscal 2026, revenues are expected to be between $26.5 billion and $27.5 billion, with the mid-point of $27 billion suggesting 11% year-over-year growth. Non-GAAP earnings are expected to be $2.45 per share (+/- 10 cents), at the midpoint, indicating 11% growth year over year.The Zacks Consensus Estimate for fiscal third-quarter revenues is pegged at $27.27 billion, suggesting 11.93% growth from the figure reported in the year-ago quarter.The consensus mark for quarterly earnings is pegged at $2.48 per share, unchanged over the past 30 days and suggesting year-over-year growth of 15.35%.Dell Technologies Inc. price-eps-surprise | Dell Technologies Inc. QuoteDell Technologies’ earnings beat the Zacks Consensus Estimate in all the trailing three quarters, while missing the same in one quarter, with an earnings surprise of 0.21% on average.Let’s see how things have shaped up for DELL shares prior to this announcement.Key Factors to Note for DELLDell Technologies’ fiscal third-quarter results are expected to benefit from the robust demand for AI-optimized servers, driven by ongoing digital transformation and heightened interest in generative AI applications.In the fiscal third quarter, Dell Technologies anticipates 13% growth at the midpoint for the combined ISG and CSG, with ISG growing in the low-twenties and CSG growing in the mid-single digits.The Zacks Consensus Estimate for DELL’s fiscal third-quarter 2026 ISG revenues is currently pegged at $13.884 billion, indicating 22% year-over-year growth. The consensus mark for CSG revenues is pegged at $12.654 billion, suggesting 4.3% year-over-year growth.The growing AI market and Dell Technologies’ leadership in AI-optimized servers are expected to have been a tailwind in the to-be-reported quarter. The company shipped $8.2 billion in AI servers in the second quarter of fiscal 2026. The AI-optimized server momentum saw a $5.6 billion increase in orders. The company’s AI backlog of $11.7 billion exiting the second quarter of fiscal 2026 and a growing opportunity pipeline further underscore the sustained demand for its solutions.However, Dell Technologies faces challenges from weaker demand for traditional servers and storage in North America, as well as slower federal spending, which does not bode well for its prospects. Fierce competition in a rapidly evolving tech landscape continues to put pressure on the company.DELL Shares Underperform Sector, IndustryYear to date, Dell Technologies’ shares have risen 3.6% compared with the broader Zacks Computer & Technology sector’s return of 21.6%. The Zacks Computer - Micro Computers industry increased 6.6% in the same time frame.However, Dell Technologies shares have outperformed its peer, Hewlett-Packard, which is also expanding its footprint in the server space. Hewlett-Packard is benefiting from robust demand for its AI-optimized servers, resulting in significant revenue growth in its server segment. Hewlett-Packard shares have lost 3.5% in the year-to-date period.DELL Shares Trading CheapDell Technologies shares are cheap, as suggested by a Value Score of A.Dell Technologies’ stock is trading at a significant discount with a forward 12-month P/S of 0.71X compared with theComputer and Technology sector’s 6.55X.DELL Benefits From Expanding ClienteleDELL’s expanding partner base that includes the likes of NVIDIA, Microsoft, Meta Platforms, Advanced Micro Devices, and Imbue is likely to have driven growth during the fiscal third quarter.DELL recently announced a partnership with IREN to supply racks of NVIDIA GB300 GPUs and data center equipment. This will also support IREN’s new collaboration with Microsoft. Under this agreement, IREN will give Microsoft access to NVIDIA GPUs for five years across four data centers in Texas. This move will strengthen Microsoft’s AI infrastructure and meet the growing demand for improved AI computing.In October 2025, Dell Technologies announced advancements to its AI Data Platform, enhancing data integration, performance and scalability to accelerate enterprise AI outcomes through new storage, data engines and NVIDIA-powered innovations.What Should Investors Do With DELL Stock?Dell Technologies benefits from rising demand for AI-optimized servers and an expanding partner network. The company’s innovation in AI infrastructure and positive earnings outlook support long-term strength.DELL currently has a Zacks Rank #3 (Hold), suggesting that it may be wise to wait for a more favorable entry point to accumulate the stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT): Free Stock Analysis Report Dell Technologies Inc. (DELL): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Hewlett Packard Enterprise Company (HPE): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks