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With a full-throated endorsement from the President himself as well as blowout earnings from peers SMCI and Lenovo, it’s probably a death wish to fade Dell results into the print (even if the latter two are priced in). That said, we say ‘Stay Away’ for the reasons outlined below.
At the base of this note you will find our downloadable Consensus three statement financial model for Dell.
Consensus Estimate Preview + Earnings Drift + Forward Guidance Expectations