Sean(@sean_________):$DELL upside at Wells Fargo/Evercore: Traditional Servers - Agentic Driven Upcycle: With $INTC & $AMD recently noting very strong server CPU demand, expect Dell to report another strong double-digit growth qtr. in trad. server demand. Resilient demand and higher ASPs support upside to revenue and gross profit dollar estimates, even as memory-related cost pressure weighs on margins. The key debate remains whether demand can hold up in H2 as additional price increases are passed through.

Sean

@sean_________

TMT catalyst/event-driven trader with a focus on research.

가입 May 2019

3K 팔로잉 중 8.6K 팬

Sean@sean_________

2026.05.22 11:25

$DELL upside at Wells Fargo/Evercore: Traditional Servers - Agentic Driven Upcycle: With $INTC & $AMD recently noting very strong server CPU demand, expect Dell to report another strong double-digit growth qtr. in trad. server demand. Resilient demand and higher ASPs support upside to revenue and gross profit dollar estimates, even as memory-related cost pressure weighs on margins. The key debate remains whether demand can hold up in H2 as additional price increases are passed through.