华尔街预计戴尔将在一月财季报告中实现246亿美元的营收，调整后每股收益为2.52美元。分析师预计当前财季的营收为236亿美元，每股收益为1.78美元。
本月早些时候，摩根士丹利分析师埃里克·伍德林（Erik Woodring）重申了对戴尔股票的“增持”评级，但将目标价从154美元下调至128美元。
该分析师表示，他预计戴尔管理层会发布混合的短期指导意见：“由于供应链瓶颈，降低了人工智能服务器的预期，因此我们对财报持更为保守的展望。”
伍德林预计随着生产能力的改善，戴尔的人工智能业务将在今年晚些时候表现强劲。“人工智能服务器需求检查一直非常强劲，”他写道。
戴尔是人工智能计算机和服务器的领先供应商。Coreweave，一家以图形处理单元（GPU）为基础的云计算公司，以及埃隆·马斯克的xAI，都是戴尔硬件的客户，用于其人工智能基础设施的建设。
过去12个月中，戴尔股价上涨了24%。
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