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Fade Candidates? Previewing Consensus Estimates for Smoking Hot Dell and Marvell

Historical Valuation Context + Consensus Expectations

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Consensus Media
May 25, 2026
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Dell and Marvell, two of the hottest stocks on the globe, both report results this week. This post looks at historical valuation context, consensus estimates for the quarter and forward guidance, and the Bull / Bear theses for each. We will follow-up with individual posts for each on the back of results.

Dell Technologies (DELL)

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