摩根士丹利发表报告指，戴尔1月底止季度收入及每股盈利甚至比该行高于市场的预测更为强劲，完全由传统服务器定价上升带动。虽然表现稳健，但这被极其强劲的12.9美元每股盈利指引所掩盖，按年增长25%，远高于戴尔15%以上的长期模型。 该行对戴尔2027财年500亿美元的人工智能服务器指引没有异议，但对指引中隐含的传统硬件预期强度及盈利能力更为审慎。简言之，该行不相信硬件供应商能够大幅提价、扩大利润率，并预期未来12个月的需求弹性有限。该行将其目标价由101元上调至110美元，评级“减持”。
摩根士丹利发表报告指，戴尔1月底止季度收入及每股盈利甚至比该行高于市场的预测更为强劲，完全由传统服务器定价上升带动。虽然表现稳健，但这被极其强劲的12.9美元每股盈利指引所掩盖，按年增长25%，远高于戴尔15%以上的长期模型。 该行对戴尔2027财年500亿美元的人工智能服务器指引没有异议，但对指引中隐含的传统硬件预期强度及盈利能力更为审慎。简言之，该行不相信硬件供应商能够大幅提价、扩大利润率，并预期未来12个月的需求弹性有限。该行将其目标价由101元上调至110美元，评级“减持”。
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