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3Mo·

Goldman Sachs
$GS (-0,96 %) forecasts a nearly 40% upside upside potential for Dell
$DELL (-1,17 %)due to the demand for AI servers and the renewal of PCs - CNBC.

3 Commentaires

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3Mo

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Uwe@SchlaubiSchlumpf

3Mo

@Angelrai educated Guess is what I would call it. The problem is
a) separating good analysts from bad ones
b) even the good ones are just guessing. But better than the normalo
C) why should a good analyst make his rating public instead of investing himself or being paid well for exclusive advice.

One thing is clear, you can't put much stock in Trade Republic analysts

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Carles@Carles

3Mo

@Angelrai Analysts in general always see stocks in the sky...

But the P/E for $DELL is atractive, double digit growth on EPS estimated for the next 4 years, one of the main actors on the AI Servers...

In my opinion, a good bet. The valuation is ok even for their traditional PC business, if you add up the AI Server segment where they're poised to benefit, the investment makes sense.

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