DELL

BMC provided color on Hewlett-Packard (NYSE: HPQ) and Dell (NASDAQ: DELL). In a research report published today, BMC stressed that higher components costs for both companies could provide a headwind to their stock price performance. In the report, BMC states, "for both Dell and HP, increases in...

I've never owned a Mac. Though I've seen them from afar – one has always been within reach at work or at school – I've never been tempted to buy one aside from the indelible lure of using Final Cut Pro. The reason isn't so much a dislike for Apple products as it is a preference for the Windows...

Piper Jaffray provided color on Oracle Corporation (NASDAQ: ORCL). In a research report published today, Piper Jaffray commented on its research about which companies will be most hit by Oracle's strong performance. In the report, Piper Jaffray states, "We surveyed 33 Oracle partners to determine...

Starting May 22, Microsoft (NASDAQ: MSFT) will begin giving away free Xbox 360 consoles (the $200 four-gig version) to students who spend $699 or more on a new Windows PC. According to Mashable, this deal – which will be available at Best Buy (NYSE: BBY), the Microsoft Store, Dell.com (NASDAQ: DELL...

Deutsche Bank, whichraised its PT on shares of Dell (NASDAQ: DELL), is providing some color on the stock. “Dell posted revs of $15.0B and non-GAAP EPS of $0.55 which beat EPS expectation by a wide margin (Street at $15.4B/$0.43; DB at $15.4B/$0.45),” Deutsche Bank writes. “Margin upside (adjusted...

Morgan Stanley is commenting on Dell's (NASDAQ: DELL) F1Q results. “We view tougher comps in commercial PCs and Servers (50%+ of revenue), more aggressive pricing across the hardware sector, and a moderating component cost environment as factors that increase the risk of a lower earnings run-rate...

Collins Stewart commented on Dell (NASDAQ: DELL) in a report released today. In the report, Collins Stewart was mixed in its assessment of the company. Collins Stewart writes, “In summary, Dell's GM performance was well above ests, but most other results & comments were in-line w/ prior checks...

Citi, which raised its PT on shares of Dell (NASDAQ: DELL), is providing some color on the stock. “We reiterate a Buy rating on Dell shares on the heels of yet another significant gross margin surprise,” Citi writes. “Even if we assume sharp gross margin degradation in PCs for the remainder of the...

Goldman Sachs, which raised its PT on shares of Dell (NASDAQ: DELL), is providing some color on the stock. “We have adjusted our estimates due to stronger-than-expected gross margins, with our non-GAAP EPS for 2011/2012/2013 rising to $1.61/$1.43/$1.55 from $1.44/$1.40/$1.47,” Goldman Sachs writes...

BMC increased its price target on Dell (NASDAQ: DELL) from $17 to $19. At the same time, BMC left its rating unchanged at Buy. On Tuesday, Dell lost 0.63% to close the day at $15.90. Its shares rebounded strongly in today's pre-market trading, however, surging 5.35% to currently stand at $16.75.

J.P. Morgan, which raised its PT on shares of Dell Inc. (NASDAQ: DELL), is providing some color on the stock. “We expect shares of Underweight-rated Dell to be upward-biased in the near term. Revenue missed the Street consensus for the third straight quarter, but gross margin once again...

Deutsche Bank has raised the price target on Dell (NASDAQ: DELL) from $18 to $20 and maintains its Buy rating.

JP Morgan has raised the price target on Dell (NASDAQ: DELL) from $16.50 to $17.50 and maintains its Underweight rating.

Citigroup has raised the price target on Dell (NASDAQ: DELL) from $19 to $20 and maintains its Buy rating.

Goldman Sachs has raised the price target on Dell (NASDAQ: DELL) from $11 to $13 and maintains its Sell rating.