Smartkarma Newswire

Dollar General Corporation (DG)

108.77 USD +4.46 (+4.28%) Volume: 3.11M

Dollar General Corporation’s stock price soars to $108.77, experiencing a significant trading session jump of +4.28%. With a trading volume of 3.11M and a stellar YTD percentage change of +37.58%, DG’s stock performance continues to show promising growth.

Latest developments on Dollar General Corporation

Today, Dollar General Corp. stock price movements are influenced by a series of events leading up to Thanksgiving. From a tragic incident of a teen being fatally shot near a Dollar General store in Highland Park to a woman arrested for a robbery that left a cashier injured, these events have captured public attention. Additionally, the retail chain’s holiday hours and deals, such as the Jolly Good Deals for Black Friday and Cyber Monday, have attracted shoppers. Despite challenges in the retail sector and the closure of nearly 700 stores, Dollar General continues to thrive with strong trading days and positive market performance.

Dollar General Corporation on Smartkarma

Analyst coverage of Dollar General on Smartkarma by Baptista Research has highlighted the company’s performance in the second quarter of 2025. The research report titled “Dollar General Inside Delivery Boom: How DoorDash & Uber Are Fueling Its Growth!” indicates a mixed performance with notable growth in certain areas. This includes a 5.1% increase in net sales to $10.7 billion year-over-year, driven by contributions from new and existing stores. The company also saw market share gains in consumable and non-consumable product categories, with a 2.8% rise in same-store sales.

Another report by Baptista Research, titled “Dollar General’s Smart Efficiency Play: Can New Delivery & Margin Plans Fuel a Turnaround?”, discusses the first quarter 2025 financial results of Dollar General Corporation. The analysis shows a mix of opportunities and challenges, with a 5.3% increase in net sales to $10.4 billion. Same-store sales also saw growth, rising by 2.4% with an increase in average basket size. The research suggests that Dollar General‘s focus on efficiency and new delivery strategies could potentially fuel a turnaround for the company.

A look at Dollar General Corporation Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Looking at Dollar General‘s Smart Scores, the company seems to have a positive long-term outlook. With above-average scores in Dividend and Momentum, Dollar General is showing strength in these areas. Additionally, the company’s Resilience score indicates that it is well-positioned to weather economic uncertainties. While Value and Growth scores are average, the overall outlook for Dollar General appears to be stable.

Dollar General Corporation operates a chain of discount retail stores primarily in the United States. Offering a wide range of products, including consumable items and seasonal merchandise, the company has established a strong presence in the retail market. With favorable scores in Dividend and Momentum, Dollar General is poised for continued success in the future.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Coinbase Global, Inc. (COIN)

265.03 USD +10.91 (+4.29%) Volume: 9.51M

Coinbase Global, Inc.’s stock price stands at 265.03 USD, marking a positive trading session with a surge of +4.29%. With a robust trading volume of 9.51M and a year-to-date percentage change of +6.42%, COIN’s performance continues to generate investor interest in the cryptocurrency market.

Latest developments on Coinbase Global, Inc.

Today, Coinbase Global Inc. stock experienced fluctuations after receiving a downgrade from Argus due to concerns about crypto volatility, expenses, and valuation. Despite this, the stock price surged as Bitcoin broke higher. The market timing clashed with Bitcoin’s round-the-clock rally, causing Strategy, Coinbase, and Robinhood stocks to slip. Additionally, Coinbase insiders are facing a lawsuit in Delaware for billions following hack losses. However, Coinbase Ventures remains optimistic, revealing exciting ideas for 2026. The company also announced plans to acquire Solana-native trading platform Vector, further expanding its onchain market access.

Coinbase Global, Inc. on Smartkarma

Analysts on Smartkarma, like Baptista Research and αSK, are providing insight into Coinbase Global Inc.’s performance and strategic direction. Baptista Research‘s report highlights Coinbase’s strong financial momentum in Q3 2025, with total revenue reaching $1.9 billion and adjusted EBITDA at $801 million. This growth is supported by the expansion of its “Everything Exchange,” showcasing the company’s ambition to offer a platform for trading diverse asset classes. Similarly, αSK emphasizes Coinbase’s focus on diversifying revenue streams beyond transaction fees, with strategic initiatives aimed at institutional services, the USDC ecosystem, derivatives, and international expansion.

Furthermore, analyst Alec Tseung’s report discusses Coinbase’s evolution to non-transaction revenue and the limited near-term upside potential from its current valuation. Using a sum-of-the-parts (SOTP) analysis, Tseung suggests that COIN’s market capitalization may offer limited upside, despite the premium multiples commanded by non-transaction revenue. With Circle’s recent public offering impacting Coinbase’s revenue mix and valuation, the market is closely watching how these factors will influence the company’s future growth trajectory.

A look at Coinbase Global, Inc. Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on Smartkarma Smart Scores, Coinbase Global has a positive long-term outlook. With high scores in Growth and Resilience, the company is expected to continue expanding and adapting to market changes effectively. This indicates strong potential for future development and stability in the cryptocurrency market.

Although Coinbase Global has lower scores in Value and Momentum, its overall outlook remains promising. As a provider of financial solutions for buying and selling cryptocurrencies, the company’s global reach positions it well for continued success in the evolving digital currency landscape. Investors may find Coinbase Global to be a solid choice for long-term growth and resilience in the market.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Teradyne, Inc. (TER)

179.38 USD +11.71 (+6.98%) Volume: 3.74M

Teradyne, Inc.’s stock price is currently at a robust 179.38 USD, marking an impressive trading session increase of +6.98%. With a notable trading volume of 3.74M, TER has demonstrated a strong performance, boasting a year-to-date percentage change of +41.03%, making it a standout in the semiconductor industry.

Latest developments on Teradyne, Inc.

Teradyne Inc. has been making headlines recently with its impressive surge in stock price, outperforming its peers and catching the attention of investors. The Swiss National Bank has increased its stock holdings in Teradyne, Inc., while Rep. Lisa C. McClain has both sold and acquired shares of the company. DNB Asset Management AS and Rockefeller Capital Management L.P. have also made significant moves in their stock positions with Teradyne. This activity has led to a 4.5% rally in Teradyne’s stock price, attracting the interest of investors looking for the next big opportunity in the robotics industry. With robotics stocks like Teradyne, Impinj, FormFactor, Amkor, and Applied Materials skyrocketing, it’s clear that the sector is one to watch for potential growth and investment opportunities.

Teradyne, Inc. on Smartkarma

Analysts at Baptista Research on Smartkarma are bullish on Teradyne Inc, highlighting the company’s strategic positioning in the memory market to enhance market share and revenue in the memory testing segment. The company reported robust financial results for the third quarter of 2025, with a notable revenue growth of 18% and a significant increase in non-GAAP EPS by 49%. This performance was driven by heightened demand for semiconductor tests related to AI applications, with the UltraFLEXplus platform proving to be advantageous due to its tailored design for high-performance processors and networking devices.

In another report by Baptista Research on Smartkarma, analysts continue to express bullish sentiment towards Teradyne Inc as the company transforms robotics with a U.S. manufacturing push and operational breakthroughs. The second-quarter results showed a sequential and year-over-year improvement in core business areas, particularly in AI compute-related segments. With second-quarter revenue of $652 million and non-GAAP EPS of $0.57, both above guidance, Teradyne Inc‘s performance in the Semi Test revenue segment, including System-on-Chip (SOC) testing and Memory, has been impressive.

A look at Teradyne, Inc. Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Teradyne Inc, a company that designs and manufactures semiconductor test products, has received mixed scores in various factors according to Smartkarma Smart Scores. While the company scored high in Momentum and Resilience, indicating strong performance and stability, it scored lower in Value and Dividend. However, with a moderate score in Growth, there is potential for Teradyne Inc to expand and improve its overall outlook in the long term.

Despite facing challenges in certain areas, such as Value and Dividend, Teradyne Inc remains a resilient company with a promising growth outlook. With a strong focus on semiconductor test products and services, the company continues to innovate and adapt to market demands. By leveraging its momentum and stability, Teradyne Inc is well positioned to capitalize on future opportunities and drive long-term success in the industry.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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First Solar, Inc. (FSLR)

272.21 USD +11.85 (+4.55%) Volume: 1.82M

First Solar, Inc.’s stock price is currently trending at 272.21 USD, witnessing a positive change of +4.55% in the current trading session with a trading volume of 1.82M. Year to date, the stock has experienced a significant rise, showcasing a percentage change of +47.73%, reinforcing its robust performance in the market.

Latest developments on First Solar, Inc.

First Solar Inc. has been making significant moves in the renewable energy sector, with the opening of a new $1.1 billion AI-enabled assembly plant in Louisiana. This state-of-the-art facility, spanning over 2.4 million square feet, is set to add over 700 jobs and increase the company’s capacity by 3.5 GW, further solidifying its position in the U.S. energy market. Investors have shown interest in the company, with various financial firms making strategic moves such as trimming holdings, purchasing new shares, or boosting existing positions in First Solar Inc. The stock price movements today may reflect the excitement surrounding the inauguration of this cutting-edge manufacturing facility, highlighting the company’s commitment to innovation and sustainable energy solutions.

First Solar, Inc. on Smartkarma

Analysts from Baptista Research have provided bullish coverage on First Solar Inc on Smartkarma. In their research report titled “First Solar’s Strategic Reset: Tax Credits, Legal Battles, & America’s Next Solar Boom!”, they highlighted the company’s third-quarter 2025 earnings results, which showed record module sales of 5.3 gigawatts and an earnings per share of $4.24. The firm also increased its gross cash position to $2 billion, indicating both strengths and challenges for the company.

Another report by Baptista Research titled “First Solar Raises International Module Guidance – But Is the Risk Worth the Reward?” also showcased a positive outlook on First Solar Inc. The second-quarter results for 2025 revealed achievements such as module sales of 3.6 gigawatts and earnings per share of $3.18, surpassing previous forecasts. The analysts noted the company’s effective operational performance, with 4.2 gigawatts produced during the quarter, including benefits from domestic policies like the Inflation Reduction Act 2022.

A look at First Solar, Inc. Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

First Solar Inc has received high scores in Growth and Momentum, indicating a positive long-term outlook for the company. With a Growth score of 5, First Solar is expected to experience strong growth potential in the future. Additionally, the company has a Momentum score of 5, suggesting that it is currently performing well in the market and is likely to continue this positive trend. These scores bode well for First Solar’s future prospects and position in the solar industry.

Although First Solar Inc scored low in the Dividend category with a score of 1, the company received solid scores in Value and Resilience with scores of 4. This indicates that while First Solar may not offer significant dividends to investors, it is considered to have strong value and resilience factors. Overall, First Solar’s high scores in Growth, Momentum, Value, and Resilience suggest a promising long-term outlook for the company as it continues to design and manufacture solar modules using innovative technology.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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AppLovin Corporation (APP)

586.37 USD +30.34 (+5.46%) Volume: 3.39M

AppLovin Corporation’s stock price soars to $586.37, marking a significant trading session increase of +5.46% with a robust trading volume of 3.39M, and a noteworthy year-to-date percentage change of +71.70%, showcasing the tech company’s strong market performance and investor confidence.

Latest developments on AppLovin Corporation

AppLovin Corporation (APP) has been making headlines recently with CEO Foroughi selling millions in stock and insider shares being sold worth over $18 million. Despite this, Wall Street remains bullish on the company, with Wells Fargo praising their strong Q3 earnings driven by mobile gaming. Daiwa Securities even adjusted their price target to $585, maintaining an outperform rating. However, the leadership sales have sparked investor concern. With AppLovin’s crash ignoring their durable AI growth story, it remains to be seen how these events will impact the stock price movement today.

AppLovin Corporation on Smartkarma

Analysts on Smartkarma are bullish on AppLovin, with reports from Baptista Research and Brian Freitas highlighting the company’s impressive performance. Baptista Research‘s report titled “AppLovin Breaks Out Of Gaming—The New Ad Strategy Is Turning Heads (& Printing Cash)” praises the company’s stock rise of over 400% YTD, attributing it to robust advertising revenue growth and expansion into new sectors like ecommerce. Brian Freitas’ report also shares a positive outlook, mentioning AppLovin as one of the companies expected to see significant flows from the S&P500 Index trackers.

Furthermore, Baptista Research‘s report “AppLovin Corporation: How AI & Machine Learning Are Redefining Digital Ads!” underscores AppLovin’s strong financial results in Q2 of 2025, with a substantial increase in revenue and EBITDA. The report highlights the company’s success in the gaming advertising business and its performance in the ecommerce sector. Additionally, Baptista Research‘s report “AppLovin Breaks Out of Gaming—Here’s How Its Non-Gaming Ad Surge Is Supercharging Revenues!” commends AppLovin’s strategic decision to focus on advertising technology, leading to a strong growth trajectory despite market challenges.

A look at AppLovin Corporation Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

AppLovin Corporation, a company that provides software solutions, has received a mixed outlook based on Smartkarma Smart Scores. While the company scored high in Growth, indicating a positive future potential for expansion, its Value score was moderate. This suggests that investors may need to carefully consider the company’s valuation before making investment decisions. Additionally, AppLovin scored lower in Dividend, Resilience, and Momentum, which could indicate potential risks in terms of dividend payouts, ability to withstand market fluctuations, and short-term price trends.

Despite some mixed scores, AppLovin Corporation remains focused on providing end-to-end software solutions that optimize monetization and utilize machine learning for data-driven marketing decisions. With a global client base, the company is positioned for growth and profitability in the long term, supported by its strong Growth score. Investors may want to closely monitor how AppLovin navigates challenges in Value, Dividend, Resilience, and Momentum as they assess the company’s overall outlook and potential for future success.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Newmont Corporation (NEM)

90.52 USD +4.50 (+5.23%) Volume: 7.2M

Newmont Corporation’s stock price sees a robust performance, soaring at 90.52 USD with a remarkable session gain of +5.23%, backed by a trading volume of 7.2M. With an impressive YTD increase of +131.78%, NEM stock continues to offer promising returns to investors.

Latest developments on Newmont Corporation

Over the past decade, Newmont Corporation has seen significant growth in its stock value, with shares maintaining an upward trajectory as analyst sentiment strengthens. Recent events, such as Zijin’s vow for sustainable mining practices after taking over from Newmont, have also contributed to the positive movement in Newmont Gold shares. Additionally, the surge in Newmont Gold shares has sparked discussions on whether the rally in the world’s largest goldmine is just getting started. Investors are now comparing Newmont to other gold mining stocks like Gold Fields and Kinross Gold to determine the best investment opportunities in the current market.

Newmont Corporation on Smartkarma

Analysts on Smartkarma have been closely covering Newmont Mining, with insights from Baptista Research and Brian Freitas. Baptista Research published a bullish report titled “Newmont Strikes Gold Again: Ahafo North Officially Enters Commercial Production!” highlighting the company’s strong financial performance in the third quarter of 2025, achieving record cash flow and cost discipline improvements. On the other hand, Brian Freitas took a bearish stance in the report “Gold Miners ETF (GDX US): Capping Pushes Trade to Over US$10bn,” discussing the changes in benchmark for GDX and the impacts on trades.

Another bullish report from Baptista Research, “Newmont Corporation: Water Treatment Infrastructure at Yanacocha Set To Enhance Reputation & Potentially Impact Future Profitability!” discussed Newmont Corporation’s recent earnings for Q2 2025, noting both positive and negative developments. Despite challenges such as fall of ground incidents at the Red Chris operation, analysts see potential for enhanced reputation and future profitability with the company’s water treatment infrastructure projects.

A look at Newmont Corporation Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores, Newmont Mining is positioned for long-term success. With strong scores in Growth, Dividend, Resilience, and Momentum, the company is showing positive signs across various factors. This indicates a promising outlook for Newmont Mining as it continues to acquire, explore, and develop mineral properties, producing gold and copper in multiple countries.

Newmont Mining Corporation’s high scores in Value, Dividend, Growth, Resilience, and Momentum reflect its solid position in the market. With operations in various countries and a focus on gold and copper production, the company is well-positioned for long-term success. Investors may find Newmont Mining to be a strong choice for potential growth and stability in the mining industry.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Robinhood Markets, Inc. (HOOD)

128.20 USD +12.63 (+10.93%) Volume: 46.63M

Robinhood Markets, Inc.’s stock price soars to $128.20, marking a remarkable trading session increase of +10.93% with a high trading volume of 46.63M, and an impressive year-to-date percentage change of +210.17%, highlighting the strong performance and growth potential of HOOD stock in the market.

Latest developments on Robinhood Markets, Inc.

Robinhood Markets is making waves in the stock market with its recent acquisition of LedgerX and partnership with Susquehanna International Group. The company’s stock has surged by 8% following these strategic moves to expand its prediction markets business. With a joint venture with Susquehanna and the acquisition of MIAXdx, Robinhood is deepening its presence in the booming prediction markets industry. Analysts are optimistic about Robinhood’s growth trajectory as it continues to innovate and push further into the world of prediction markets. Investors are keeping a close eye on Robinhood’s stock as it leads the prediction-markets rally and solidifies its position in the market.

Robinhood Markets, Inc. on Smartkarma

Analysts on Smartkarma have been covering Robinhood Markets closely, with a bullish sentiment towards the company’s disruptive impact on the traditional brokerage industry. The company’s commission-free, mobile-first platform has attracted a large base of younger investors, leading to consistent profitability driven by trading volumes and subscription services. Despite potential risks such as regulatory scrutiny and competition, Robinhood’s growth trajectory is supported by product innovation, including cryptocurrency offerings and AI-driven trading tools.

Notable analysts like Dimitris Ioannidis have highlighted Robinhood as a top candidate for potential inclusion in the S&P 500, alongside Emcor Group Inc. The forecast suggests Microstrategy Inc Cl A or AppLovin as potential third additions, with sector balance playing a crucial role. With the company’s eligibility scores consistently high, Robinhood’s market visibility and credibility could receive a significant boost if included in the index, further solidifying its position in the industry.

A look at Robinhood Markets, Inc. Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

According to Smartkarma Smart Scores, Robinhood Markets has a strong outlook for growth, scoring a 5 out of 5 in this category. This indicates that the company is expected to experience significant growth in the long term. Additionally, Robinhood Markets scored a 3 out of 5 in resilience, suggesting that the company is moderately equipped to withstand economic challenges and market fluctuations.

On the other hand, Robinhood Markets scored lower in value and dividend, with scores of 2 and 1 respectively. This implies that the company may not be considered a high-value investment and does not offer significant dividends to its investors. Overall, based on the Smartkarma Smart Scores, Robinhood Markets appears to have a positive long-term outlook, especially in terms of growth potential.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Dell Technologies Inc. (DELL)

133.26 USD +7.34 (+5.83%) Volume: 16.25M

Dell Technologies Inc.’s stock price soars to 133.26 USD, witnessing a significant trading session surge of +5.83% and a remarkable YTD increase of +9.27%, underpinned by a robust trading volume of 16.25M, showcasing the tech giant’s strong market performance.

Latest developments on Dell Technologies Inc.

Dell Technologies is making strategic moves in the AI server market, forecasting higher growth as its net income rises by 32% to $1.54 billion in Q3 FY 2026. Despite a recent downgrade to a ‘Hold’ rating by Aletheia Capital, Dell’s stock price is climbing after beating earnings estimates and reporting record revenue. The company’s focus on AI server demand has led to a surge in stock prices, with analysts predicting further growth in the coming year. Dell’s strong outlook and increasing AI server revenue have impressed investors, driving the stock price up and positioning the company for continued success in the tech market.

Dell Technologies Inc. on Smartkarma

Analysts on Smartkarma are bullish on Dell Technologies, with research reports highlighting the company’s strategic transformation towards AI infrastructure. Vincent Fernando, CFA, believes that Dell’s server business indicates a multi-year investment cycle in AI factory build-outs, recommending a long position on Dell. Similarly, Baptista Research points out Dell’s aggressive scaling of AI-optimized infrastructure, projecting significant growth in AI server sales. The company’s Infrastructure Solutions Group (ISG) saw a 44% revenue surge in Q2 FY2026, driven by soaring demand for AI servers.

In another report, Value Investors Club (VIC) notes that Dell’s ISG rebounded with a 29% revenue increase to $43.6 billion in FY2025, fueled by demand for AI-optimized servers and storage solutions. This growth trajectory aligns with Dell’s long-term outlook, with a focus on AI infrastructure driving revenue and EPS growth. Baptista Research also highlights Dell’s positive performance in the first quarter of fiscal year 2026, with revenue growth driven by robust performance in core markets like ISG and Client Solutions Group (CSG). Analysts remain optimistic about Dell’s position in the AI revolution and its potential for future growth.

A look at Dell Technologies Inc. Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

According to Smartkarma Smart Scores, Dell Technologies has a positive long-term outlook. With high scores in Dividend, Resilience, and Momentum, the company is positioned well for the future. The high Dividend score indicates that Dell is a strong contender for investors looking for stable returns. Additionally, the Resilience and Momentum scores suggest that the company is capable of weathering market uncertainties and maintaining a steady growth trajectory.

Dell Technologies Inc. is a provider of computer products such as laptops, desktops, tablets, servers, and networking products. With a strong presence in the market, the company’s overall outlook remains promising. The Growth score may not be as high as other factors, but the company’s diverse product offerings and global customer base position it well for continued success in the long term.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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What is Smartkarma SmartScore?

It is a compound score for a Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores (Value, Dividend, Growth, Resilience, Momentum scores) computed by Smartkarma.

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Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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