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removed from ‘Tactical Outperform list’ at Evercore ISI","url":"https://stock-news.laohu8.com/highlight/detail?id=2664184804","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664184804?lang=en_us&edition=fundamental","pubTime":"2026-09-03 00:10","pubTimestamp":1788365459,"startTime":"0","endTime":"0","summary":"Evercore ISI analyst Amit Daryanani removed Dell Technologies (DELL) from the firm’s “Tactical Outperform list” following the earnings report. The 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Strong Fiscal Q2, Higher FY 2027 Guidance Offset by Uncertain 2028 Growth, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664848128","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664848128?lang=en_us&edition=fundamental","pubTime":"2026-09-02 23:58","pubTimestamp":1788364685,"startTime":"0","endTime":"0","summary":"Dell Technologies  posted strong fiscal Q2 results and raised full-year guidance, though the maker of servers, storage systems and PC faces an uncertain growth outlook in fiscal 2028, UBS Securities said Tuesday in a report.Dell shares traded around 17.5 times the fiscal 2027 EPS midpoint target of $25.50, reflecting concern that AI-driven compute and storage growth \"may slow sharply\" in fiscal 2028 or 2029, UBS said.\"The muted response after two quarters of sizable revisions suggests investors still view the cycle as potentially cyclical rather than secular,\" the report 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