Dicker Data May Have a Temporary Revenue Tailwind -- Market Talk

Dow Jones

05/28

0417 GMT - Dicker Data's year-to-date trading isn't necessarily a harbinger of continued strength through the rest of the 2026, Macquarie analysts warn. They tell clients in a note that the Australia-listed computer hardware and software supplier is tracking for a 2.2% beat relative to their annual pretax profit forecast, even before the traditionally strong May and June period. However, they suspect that there may have been a revenue tailwind from demand pulled forward from later in the year, when hardware supply constraints are expected to emerge. Macquarie keeps a neutral rating and a A$10.35 target price on the stock, which is up 2.9% at A$9.96. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

May 28, 2026 00:17 ET (04:17 GMT)

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They tell clients in a note that the Australia-listed computer hardware and software supplier is tracking for a 2.2% beat relative to their annual pretax profit forecast, even before the traditionally strong May and June period. However, they suspect that there may have been a revenue tailwind from demand pulled forward from later in the year, when hardware supply constraints are expected to emerge. Macquarie keeps a neutral rating and a A$10.35 target price on the stock, which is up 2.9% at A$9.96. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 28, 2026 00:17 ET (04:17 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7068","symbol_name":"技术产品经销商","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2638651977","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2638651977","pubTimestamp":1779941820,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0417 GMT - Dicker Data's year-to-date trading isn't necessarily a harbinger of continued strength through the rest of the 2026, Macquarie analysts warn. 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They tell clients in a note that the Australia-listed computer hardware and software supplier is tracking for a 2.2% beat relative to their annual pretax profit forecast, even before the traditionally strong May and June period. However, they suspect that there may have been a revenue tailwind from demand pulled forward from later in the year, when hardware supply constraints are expected to emerge. Macquarie keeps a neutral rating and a A$10.35 target price on the stock, which is up 2.9% at A$9.96. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 28, 2026 00:17 ET (04:17 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}