Dell Technologies $DELL and other companies like Ulta Beauty $ULTA and Costco $COST are set to release their quarterly results after the bell. Dell's stock has been up ahead of its earnings, with options activity indicating expectations. Dell's AI momentum has been a focus, with the company outperforming Nvidia $NVDA this year. However, Dell's stock plunged nearly 20% after reporting earnings, with revenue up 6% and adjusted profits in line with expectations.
$ULTA trading higher on lower guidance says the stock has bottomed.
$DELL should not be a shock. The stock was up 130% over the past 12 months & 30% in weeks. That calls for a beat & raise quarter, NOTHING LESS
Dell shares fall 12% after company reports first-quarter earnings https://t.co/EV2HZ0jddJ
Dell's stock has tripled over the last year due to AI server business. Still, the stock is way down after reporting earnings that didn't meet the hype. $DELL $SCMI $HPE $NVDA https://t.co/39PmzYtUPw
$DELL is down -13.02% after-hours ๐ฉธ https://t.co/NfQoNnNb3z
Ulta Beauty earnings just dropped for the quarter: ~EPS: $6.47 vs $6.22 est ~SALES: $2.73B vs $2.72B est ~Updates EPS Guidance From $26.20-$27.00 To $25.20-$26.00 ~FY24 Net Sales Guidance From $11.7B-$11.8B To $11.5B-$11.6B https://t.co/zKTqD38q6b $ULTA ๐ข +0.30% in AH https://t.co/DeQcOjwx0E
$DELL down 5% today and 14% after reporting earnings after hours Sell into hype https://t.co/oS20Tiy6H5
$DELL getting crushed
Dell Technologies collapses nearly 20% after delivering its earnings report #MacroEdge
$DELL plunging in after hours trading https://t.co/Zla1GZJmkU
$ULTA lowers guidance
$DELL after hours ... Dell reported revenue of $22.2 billion, up 6%. That is ahead of both the range of $21 billion to $22 billion the company had forecast, and the consensus for $21.7 billion among analysts tracked by FactSet. Adjusted profits were $1.27 a share, in line withโฆ https://t.co/NM5hRGHtBV
Dellโs Earnings Top Estimates. Sales of AI Servers Came In Strong. https://t.co/7E6dzchE4l
$MDB $DELL $MRVL Tech being clobbered after earnings $ZS $COST $ULTA holding up so far https://t.co/EzK4nYE2jV
$DELL Earnings: - First quarter revenue of $22.2 billion, up 6% year over year - Infrastructure Solutions Group (ISG) revenue of $9.2 billion, up 22% year over year, with record servers and networking revenue of $5.5 billion, up 42% - Client Solutions Group (CSG) revenue ofโฆ https://t.co/BpYH14fYMg
$DELL -9% initial drop on earnings ๐ฉธ https://t.co/62jaZeVgL3
$DELL AND $MDB COLLAPSE POST EARNINGS ***
$DELL beat ๐ $spy $spx $qqq https://t.co/r1yYJPwwyw
$DELL after hours ... https://t.co/VP4GWP8JDI
$DELL beat LFG
At close: $NVDA $MSFT $COST Huge earnings expected for $MRVL $DELL $GPS $COST $S $ZS $JWN $MDB $HCP $ASAN $ULTA $NTAP $GES $VEEV $ESTC. You can see a full earnings breakdown as they report results and individual earnings breakdowns here: https://t.co/H85dp8xgNt https://t.co/AR9KOJCaev
$DELL calls LFG
$DELL EARNINGS AFTER THE BELL STOCK IS DOWN 4% TODAY THIS IS A BIG ONE LIVE NOWโฌ๏ธโฌ๏ธโฌ๏ธโฌ๏ธโฌ๏ธ https://t.co/m3nWnISofN
$DELL earnings strategy already up 44% ahead of report and now strikes very close, so a case to take gain ahead of report imo for those involved
EARNINGS TODAY: Dell Technologies $DELL Time: 4:05 PM ET EPS Estimate: $1.31 Revenue Estimate: $21.75B Implied Move: 4.8% Costco Wholesale Corp. $COST Time: 4:15 PM ET EPS Estimate: $3.70 Revenue Estimate: $58.00B Implied Move: 2.6% Zscaler, Inc. $ZS Time: 4:05 PM ET EPSโฆ
After the bell, $DELL and $COST will report earnings along with $ZS, $MRVL, $ULTA. The #Dell report will be big because it deals with AI and will influence $NVDA and $SMCI along with other chip names.
Nordstrom $JWN May weekly 21.50 straddle priced for a move of 12.5% into the expected release of quarter results today after the bell.
I will be watching $DELL closely after the bell. ๐ฟ What an epic run for Dell over the past year+ ๐ฅ AI server opportunity was nailed and Jensen provided great validation. Now here come AI PCs. Good take from the always thoughtful @KristinaParts on CNBC ๐๐ป https://t.co/8iMbOgB4nu
DELL EARNINGS LOOM After the close, big tech hot shot $DELL is reporting earnings. Aside from $NVDA, this has been one of the hottest stocks in the market, up 125% the past 6 months. Theyโre not making PCs en masse anymore like some of you retards believe, but servers. Theyโฆ
$DELL EARNINGS LOOM via @the_real_fly https://t.co/COeM5Knqa5
SentenelOne $S May weekly 21 straddle priced for a move of 14% into the expected release of quarter results today after the bell.
$Dell reports today after the close. It is the quintessential player in the data center area currently but it will be hard to avoid a sell on the news reaction. https://t.co/CGv6nSkrGz
$DELL reports earnings today after the markets close, Wall ST is expecting numbers of EPS of $1.29 down 1.5% YoY Revenue of $21.65B up 3.5% YoY
Dell was down ahead of its upcoming earnings report after the closing bell on Thursday. Options activity is reportedly heavy ahead of the report, and the move lower suggests some profit-taking after the stockโs 40% run higher over the last three months. https://t.co/K1YfSLeyLO
Dell's $DELL YTD returns slightly surpassed Nvidia's $NVDA at nearly 140% as of yesterday's close, as AI momentum sent shares 50% higher in May with earnings on tap for tonight. https://t.co/hF5KvlSPwr
$MDB $ESTC $ZS $DELL Worst reaction to earnings this afternoon?
Dell's AI momentum shines bright ๐ Experience how Dell escapes Nvidia's shadow with AI tailwinds, unlocking new possibilities in tech! ๐ก๐ #AI #TechTransformation @DellTech https://t.co/ul8ZlmD4va
Another round of earnings day in tech sector $DELL $ZS $MDB
Ulta Beauty $ULTA May weekly 377 straddle priced for a move of 8% into the expected release of quarter results today after the bell.
ULTA BEAUTY (NASDAQ: $ULTA) is set to announce its Q1 earnings, with expected earnings per share at $6.23 on $2.72 billion in revenue. Shares closed at $378.28. Stay tuned for updates. #UltaBeauty #earningsreport #NASDAQ
Dell Technology $DELL May weekly 180 straddle priced for a move of 12.5% into the expected release of quarter results today after the bell.
Burlington Stores surpasses Q1 expectations, reporting $2.361 billion in revenue, 2% comp sales growth, EPS of $1.35 (up 60%), and adjusted EBITDA of $211.36 million (up 34.4%). #businessnews #earningsreport $BURL
Costco $COST May weekly 807 straddle priced for a move of 4% into the expected release of quarter results after the bell on May 30.
$DELL 4000 July 180 calls look to be cashing out into earnings for $5M
$DELL Did anyone notice that Dell is outperforming Nvidia this year? https://t.co/HeiCFUrODX
$DELL escapes $NVDA's shadow as its own AI tailwinds accelerate https://t.co/liiHRWi9Tg via @business
$DELL $SMCI https://t.co/JwKbgyYRln
$DELL July $180 call open interest rose from 1900 to 5300 (+175%) ahead of earnings tonight Also a notable one with $DKNG back at support and saw November $45 calls add to OI from 2000x to 4800x (+134%)
Burlington Stores $BURL stock surges on strong Q1 print, upbeat full-year outlook https://t.co/CZuvVBdQds https://t.co/OJBMTfrGy5
Dell shares have been acting like market-leader Nvidia of late, and investors are betting the company will see a similar boost from AI https://t.co/9xAJENwXCx
$BURL Burlington beats. Comps +2% "The quarter got off to a slow start in February, likely due to disruptive weather and delayed tax refunds, but then our sales trend picked up. Comparable store sales increased 4% during the months of March and April combined." +11% pre-mkt https://t.co/JUqiUKnuq5
Today in earnings is headline by Costco: Before Open: $CGC $FL $DG $KSS $BBY $BURL $HRL $MAXN $CBRL $BBW $RSVR $DLTH After Close: $COST $DELL $ZS $MRVL $MDB $ULTA $S $NTAP $GPS $VEEV $ESTC $JWN $ASAN $PD $HCP https://t.co/xPHIFJMDiR
$DELL currently doing its best $NVDA impersonation. ๐ https://t.co/uEM8RpQFRA
$DELL is up almost 60% since Jensen Huang said this in March ๐๐ https://t.co/xeMYQSgl82
Largest stocks that report earnings tomorrow Costco $COST RBC $RY $DELL Marvell $MRVL Canadian Imperial $CM Veeva $VEEV Dollar General $DG Zscaler $ZS MongDB $MDB Netapp $NTAP Hormel Foods $HRL $ULTA Cooper $COO Best Buy $BBY Burlington $BURL Elastic $ESTC Birkenstock $BIRK Gapโฆ https://t.co/Dk8tUmW2uW
Key Earnings Reports After the Close Tomorrow Costco $COST Dell $DELL Gap $GPS Marvell $MRVL Nordstrom $JWN Ulta Beauty $ULTA For more details, start a trial at https://t.co/H4p1RcpfIn.
CAN SOMEONE EXPLAIN WHY DELL $DELL COMPUTERS ARE UP 7% TODAY? https://t.co/MhXV2i0mtz
$DELL trading like itโs $CMGI https://t.co/WiyupanzX4
$DELL +7 its a good thing expectations are low into tomorrow's print ๐คฃ๐คฃ
Kohlโs $KSS May weekly 27 straddle priced for a move of 12% into the expected release of quarter results before the bell on May 30.
Burlington Store $BURL May weekly 200 straddle priced for a move of 6.5% into the expected release of quarter results before the bell on May 30.
Best Buy $BBY May weekly 72 straddle priced for a move of 6.5% into the expected release of quarter results before the bell on May 30.
Dell up even more than NVIDIA over the lower year ๐ Hence those great smiles ๐ $NVDA $DELL https://t.co/p03jbtGIvg https://t.co/4JGi6a3Xhs
Dell stock target lifted at BofA on AI momentum; shares rally https://t.co/UaMzMTqG1u https://t.co/ZNc2PLrrTf
Dollar General $DG May weekly 142 straddle priced for a move of 8% into the expected release of quarter results before the bell on May 30.
Marvell Technology $MRVL May weekly 78 straddle priced for a move of 7.5% into the expected release of quarter results after the bell on May 30.
Dell Technology $DELL May weekly 165 straddle priced for a move of 12% into the expected release of quarter results after the bell on May 30.
Costco $COST May weekly 812 straddle priced for a move of 4% into the expected release of quarter results after the bell on May 30
Salesforce $CRM May weekly 270 straddle priced for a move of 7% into the expected release of quarter results today after the bell.
$DELL quickly up +1.75% ahead of earnings