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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