[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-dell-sinks-18-5-in-a-month-on-barclays-downgrade-no-meaningful-ai-inflection-yet-KO":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":194,"suggestedPosts":274},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},144681,"Dell, Barclays 등급 하향 조정으로 한 달 만에 18.5% 하락: \"의미 있는 AI 변곡점\" 아직 없어","2026-10-26T14:50:00","2026-10-26T12:47:33","\u003Cp>합리적인 질문이고, 더 저렴한 주식\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">핵심 요약\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>델 주가는 지난 한 달 동안 약 18.5% 하락했으며, 이는 바클레이즈가 10월 14일 기업 지출에서 의미 있는 AI 전환점을 보지 못한다며 주식을 다운그레이드한 이후의 움직임입니다.\u003C\u002Fli>\n\n\n\n\u003Cli>바클레이즈는 델의 58% 매출 성장 대부분의 배경에 메모리 가격 상승이 있다고 보고, 이 가격이 안정되면 매출이 위험에 노출될 수 있다고 봅니다.\u003C\u002Fli>\n\n\n\n\u003Cli>델의 950억 달러 AI 백로그는 여전히 유효하며, 같은 기간 21% 하락한 슈퍼 마이크로는 자체 예측을 크게 상회하는 분기 매출 실적을 잠정 발표했습니다.\u003C\u002Fli>\n\n\n\n\u003Cli>11월 24일 발표될 델의 회계연도 3분기 실적은 이 백로그가 얼마나 많은 자유 현금 흐름으로 전환되고 있는지를 보여줄 것입니다.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>델 테크놀로지스 (\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=266017&tid=595636727\">DELL\u003C\u002Fa>\u003C\u002Fstrong>)\u003C\u002Fstrong> 주가는 지난 한 달 동안 약 18.5% 하락하여 월요일 현재 약 459달러 근처에서 거래되고 있습니다. 이 하락의 대부분은 10월 14일 바클레이즈가 해당 주식을 다운그레이드했을 때 발생했습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-barclays-wants-to-see-ai-in-enterprise-budgets\" class=\"wp-block-heading\">바클레이즈, 기업 예산에서 AI를 확인하고 싶어 해\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">애널리스트 팀 롱은 델의 등급을 오버웨이트에서 이퀄 웨이트로 낮추고 목표가를 603달러에서 574달러로 조정했습니다. 그는 기업 지출에서 \"의미 있는 AI 전환점\"을 보지 못했다고 말합니다. 또한 그는 델의 매출 성장 대부분을 더 높은 메모리 가격에 기인합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdell-technologies-stock-barclays-downgrade-rally\">바클레이즈 조사에 따르면\u003C\u002Fa>, 기업들은 IT 예산의 약 5%만을 AI에 지출하며, 그 중 약 4분의 1이 하드웨어에 사용됩니다. 메모리 가격이 안정되면 델의 매출도 정체될 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">델의 회계연도 2분기 실적 발표 컨퍼런스콜에서 제프 클라크 부회장 겸 최고운영책임자(COO)는 \"우리 성장 안에는 인플레이션의 개념이 있다\"고 인정했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR는 델 테크놀로지스에 대해 29명의 애널리스트를 추적합니다. 몇 명이 '매수' 의견일까요?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">델 테크놀로지스에 대한 매수, 보유, 매도 등급의 전체 분석과 월스트리트의 매출 및 수익 추정치를 한 곳에서 확인하세요. 50만 명 이상의 투자자들이 TIKR를 사용해 이와 같은 주식을 조사합니다. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">델 테크놀로지스의 애널리스트 등급 보기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-orders-are-still-there\" class=\"wp-block-heading\">주문은 여전히 존재한다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그러나 가격 상승이 모든 것을 설명하는 것은 아닙니다. 해당 분기에서 매출은 58% 급증하여 470억 달러라는 기록을 세웠습니다. 델은 또한 609억 달러 상당의 AI 서버 주문을 받았으며, \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdell-gains-as-jera-deal-brings-ai-factories-to-a-400-mw-japan-site\">AI 백로그는 950억 달러에 달했습니다\u003C\u002Fa>.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">월스트리트는 올해 회계연도(2027년 1월 종료)에 약 1조 9300억 달러의 매출을, 내년에는 2조 2900억 달러의 매출을 예상하고 있습니다...\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLM-DELL-1m-2026-10-22_DELL_revenue_estimates_2024-2029\u002FLM-DELL-1m-2026-10-22_DELL_revenue_estimates_2024-2029.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792794229\u002Fimages\u002FLM-DELL-1m-2026-10-22_DELL_revenue_estimates_2024-2029\u002FLM-DELL-1m-2026-10-22_DELL_revenue_estimates_2024-2029.png?_i=AA\" alt=\"TIKR의 델 테크놀로지스 매출(실적 및 컨센서스 추정치) 막대 그래프, 단위: 10억 달러, 회계연도 2024–2029 (1월 종료).\" class=\"wp-post-144681 wp-image-144679\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792794229\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792794229\u002Fimages\u002FLM-DELL-1m-2026-10-22_DELL_revenue_estimates_2024-2029\u002FLM-DELL-1m-2026-10-22_DELL_revenue_estimates_2024-2029.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792794229\u002Fimages\u002FLM-DELL-1m-2026-10-22_DELL_revenue_estimates_2024-2029\u002FLM-DELL-1m-2026-10-22_DELL_revenue_estimates_2024-2029.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792794229\u002Fimages\u002FLM-DELL-1m-2026-10-22_DELL_revenue_estimates_2024-2029\u002FLM-DELL-1m-2026-10-22_DELL_revenue_estimates_2024-2029.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792794229\u002Fimages\u002FLM-DELL-1m-2026-10-22_DELL_revenue_estimates_2024-2029\u002FLM-DELL-1m-2026-10-22_DELL_revenue_estimates_2024-2029.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792794229\u002Fimages\u002FLM-DELL-1m-2026-10-22_DELL_revenue_estimates_2024-2029\u002FLM-DELL-1m-2026-10-22_DELL_revenue_estimates_2024-2029.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">델 테크놀로지스 (DELL): 매출, 실적 및 컨센서스 추정치, 단위: 10억 달러, 회계연도 2024–2029 (1월 종료) (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">바클레이즈는 이러한 추정치가 메모리 가격에 의존하고 있다고 봅니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>슈퍼 마이크로 컴퓨터 (\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=6479558&tid=33611679\">SMCI\u003C\u002Fa>\u003C\u002Fstrong>)\u003C\u002Fstrong>는 10월 20일 수요 측면을 뒷받침했습니다. 잠정 발표된 회계연도 1분기 매출 185억~195억 달러는 자체 예측치인 145억~155억 달러를 상회했습니다. 그러나 해당 주식은 지난 한 달 동안 여전히 21% 하락했습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-cheaper-but-the-cash-has-to-show-up\" class=\"wp-block-heading\">더 저렴해졌지만, 현금 흐름이 나타나야 한다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">델은 현재 선행 주가수익비율(P\u002FE) 16배에 거래되며, 이는 8월의 26배에서 하락한 수치입니다. 여전히 5년 평균인 12배보다는 높은 수준입니다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLM-DELL-1m-2026-10-22_DELL_ntm_pe_5y\u002FLM-DELL-1m-2026-10-22_DELL_ntm_pe_5y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792794227\u002Fimages\u002FLM-DELL-1m-2026-10-22_DELL_ntm_pe_5y\u002FLM-DELL-1m-2026-10-22_DELL_ntm_pe_5y.png?_i=AA\" alt=\"TIKR의 델 테크놀로지스 선행(NTM) 주가수익비율(P\u002FE) 꺾은선 그래프, 지난 5년.\" class=\"wp-post-144681 wp-image-144680\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792794227\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792794227\u002Fimages\u002FLM-DELL-1m-2026-10-22_DELL_ntm_pe_5y\u002FLM-DELL-1m-2026-10-22_DELL_ntm_pe_5y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792794227\u002Fimages\u002FLM-DELL-1m-2026-10-22_DELL_ntm_pe_5y\u002FLM-DELL-1m-2026-10-22_DELL_ntm_pe_5y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792794227\u002Fimages\u002FLM-DELL-1m-2026-10-22_DELL_ntm_pe_5y\u002FLM-DELL-1m-2026-10-22_DELL_ntm_pe_5y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792794227\u002Fimages\u002FLM-DELL-1m-2026-10-22_DELL_ntm_pe_5y\u002FLM-DELL-1m-2026-10-22_DELL_ntm_pe_5y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792794227\u002Fimages\u002FLM-DELL-1m-2026-10-22_DELL_ntm_pe_5y\u002FLM-DELL-1m-2026-10-22_DELL_ntm_pe_5y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">델 테크놀로지스 (DELL): 선행(NTM) 주가수익비율(P\u002FE), 지난 5년 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">애널리스트 평균 목표가는 593달러로, 목요일 종가보다 약 31% 높은 수준입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">현금 흐름이 더 큰 문제입니다. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdell-stock-is-up-358-in-2026-but-free-cash-flow-fell-47-in-q2-heres-where-the-stock-could-go-by-2031\">자유 현금 흐름은 같은 분기에 47% 감소\u003C\u002Fa>하여 9억 8600만 달러를 기록했으며, 이는 고객 금융으로 67억 달러가 묶였기 때문입니다. 델은 올해 컨센서스인 120억 달러를 달성하기 위해 하반기에 약 80억 달러가 필요합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">제 생각: 백로그와 슈퍼 마이크로의 실적은 AI 서버 수요가 실재한다는 것을 보여줍니다. 16배의 주가수익비율(P\u002FE)로 볼 때, 델은 합리적인 매수 대상으로 보이며, 메모리 가격이 주시해야 할 리스크입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그럼에도 델의 회계연도 3분기 실적 보고서는 11월 24일에 발표될 예정이며, 이 백로그가 얼마나 많은 현금으로 전환되고 있는지를 보여줄 것입니다. 자유 현금 흐름이 다시 10억 달러 미만으로 나온다면 바클레이즈의 의견이 옳았음을 보여주는 것이 될 것입니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-dell-stock-actually-worth\" class=\"wp-block-heading\">그렇다면 델 주식의 실제 가치는 얼마일까?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR를 사용하면 1분 안에 모든 주식의 미래 가치를 예측할 수 있습니다. TIKR의 가치 평가 모델에 몇 가지 가정을 입력하기만 하면 델의 잠재적 가치를 확인할 수 있습니다. 월스트리트 컨센서스 추정치에서 시작하거나, 입력값을 조정하여 여러분 자신의 비즈니스 전망을 반영하세요. 무료로 사용할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">무료로 델의 가치 평가하기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>면책 조항:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>TIKR의 기사는 TIKR나 저희 콘텐츠 팀의 투자 또는 재정 조언으로 의도된 것이 아니며, 특정 주식을 매수하거나 매도하라는 권고도 아닙니다. 저희는 TIKR 터미널의 투자 데이터와 애널리스트 추정치를 바탕으로 콘텐츠를 작성합니다. 저희 분석에는 최근 기업 뉴스나 중요한 업데이트가 포함되지 않을 수 있습니다. TIKR는 언급된 모든 주식에 대해 포지션을 보유하고 있지 않습니다. 읽어주셔서 감사합니다. 즐거운 투자 되세요!\u003C\u002Fem>\u003C\u002Fp>",704,"ko","\u002Fblog\u002Fdell-sinks-18-5-in-a-month-on-barclays-downgrade-no-meaningful-ai-inflection-yet","dell-sinks-18-5-in-a-month-on-barclays-downgrade-no-meaningful-ai-inflection-yet","images\u002Fskeptical-older-man-falling-chart-and-trading-screens\u002Fskeptical-older-man-falling-chart-and-trading-screens","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792794883\u002Fimages\u002Fskeptical-older-man-falling-chart-and-trading-screens\u002Fskeptical-older-man-falling-chart-and-trading-screens.png?_i=AA",{"altText":165,"imageCredit":166},"Dell Sinks 18.5% in a Month on Barclays Downgrade: No “Meaningful AI Inflection” Yet","SteveLuker from Getty Images Signature via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Rexielyn Diaz","rexietikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"일반 투자","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"A fair question, and a cheaper stock",{"title":188,"description":186,"twitterTitle":188,"twitterDescription":186,"author":168,"articlePublisher":189,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":190,"twitterData1":191,"ogTitle":188,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":192,"ogImageHeight":193,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"Dell Sinks 18.5% in a Month on Barclays Downgrade: No “Meaningful AI Inflection” Yet","TIKR.com","예상 독서 시간","4 minutes",1200,630,[195,212,227,242,257],{"id":183,"title":196,"date":197,"excerpt":198,"wordCount":199,"uri":200,"slug":201,"cloudinaryAssetId":202,"featuredImageOriginalUrl":203,"featuredImageMetadata":204,"author":205,"categories":209,"relatedPosts":211},"미크론 상승, 뱅크오브아메리카 임원 회의 후 메모리 반도체에 대해 \"점진적으로 더 긍정적으로\"","2026-10-26 14:45:04","그리고 그 뒤에 있는 거래는 이제 2031년까지 확장되었습니다",721,"\u002Fblog\u002Fmicron-rises-as-bank-of-america-gets-incrementally-more-positive-on-memory-after-executive-meetings","micron-rises-as-bank-of-america-gets-incrementally-more-positive-on-memory-after-executive-meetings","images\u002FFIGS-stock-Minerva-Studio-via-Canva_143986501d8\u002FFIGS-stock-Minerva-Studio-via-Canva_143986501d8","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792701086\u002Fimages\u002FFIGS-stock-Minerva-Studio-via-Canva_143986501d8\u002FFIGS-stock-Minerva-Studio-via-Canva_143986501d8.png?_i=AA",{"altText":196},{"name":206,"slug":207,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":208},"Michael Douglass","michaeldouglass",[],[210],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":213,"date":214,"excerpt":215,"wordCount":216,"uri":217,"slug":218,"cloudinaryAssetId":219,"featuredImageOriginalUrl":220,"featuredImageMetadata":221,"author":222,"categories":224,"relatedPosts":226},"로빈후드가 한 달 만에 22% 하락했습니다. 매도할 시기일까요, 아니면 대량 매수할 시기일까요?","2026-10-26 14:40:00","애널리스트들은 계속해서 예상치를 상향 조정하고 있습니다",870,"\u002Fblog\u002Frobinhood-just-dropped-22-in-a-month-is-it-time-to-sell-or-load-up","robinhood-just-dropped-22-in-a-month-is-it-time-to-sell-or-load-up","images\u002Fskeptical-man-falling-red-bars\u002Fskeptical-man-falling-red-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792794881\u002Fimages\u002Fskeptical-man-falling-red-bars\u002Fskeptical-man-falling-red-bars.png?_i=AA",{"altText":213},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":223},[],[225],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":228,"date":229,"excerpt":230,"wordCount":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":237,"categories":239,"relatedPosts":241},"\"중요해 보인다\": 새로운 DeepSeek 통계가 AI 버블 우려를 폭발시키다","2026-10-26 14:35:05","구매자들이 그만큼의 가격을 감당할 수 있다는 것이 드러났습니다.",905,"\u002Fblog\u002Fseems-important-new-deepseek-stat-explodes-ai-bubble-fears","seems-important-new-deepseek-stat-explodes-ai-bubble-fears","images\u002FNVDA-stock-Robert-Kneschke-and-Edvin-Richardson-from-Pexels-via-Canva\u002FNVDA-stock-Robert-Kneschke-and-Edvin-Richardson-from-Pexels-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700637\u002Fimages\u002FNVDA-stock-Robert-Kneschke-and-Edvin-Richardson-from-Pexels-via-Canva\u002FNVDA-stock-Robert-Kneschke-and-Edvin-Richardson-from-Pexels-via-Canva.png?_i=AA",{"altText":228},{"name":206,"slug":207,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":238},[],[240],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":243,"date":244,"excerpt":245,"wordCount":246,"uri":247,"slug":248,"cloudinaryAssetId":249,"featuredImageOriginalUrl":250,"featuredImageMetadata":251,"author":252,"categories":254,"relatedPosts":256},"트럼프, 스페이스X 주식 대신 채권 선택…그 이유는 (그에게는) 현명한 결정","2026-10-26 14:33:34","5.35% 연간, 그리고 최우선 순위",851,"\u002Fblog\u002Ftrump-eschews-spacex-stock-buys-debt-instead-heres-why-thats-smart-for-him","trump-eschews-spacex-stock-buys-debt-instead-heres-why-thats-smart-for-him","images\u002FSPCX-stock-Official-White-House-Photo-by-Daniel-Torok-via-Canva\u002FSPCX-stock-Official-White-House-Photo-by-Daniel-Torok-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700531\u002Fimages\u002FSPCX-stock-Official-White-House-Photo-by-Daniel-Torok-via-Canva\u002FSPCX-stock-Official-White-House-Photo-by-Daniel-Torok-via-Canva.png?_i=AA",{"altText":243},{"name":206,"slug":207,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":253},[],[255],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":258,"date":259,"excerpt":260,"wordCount":261,"uri":262,"slug":263,"cloudinaryAssetId":264,"featuredImageOriginalUrl":265,"featuredImageMetadata":266,"author":267,"categories":271,"relatedPosts":273},"아마존이 AI 경쟁에서 뒤처질지라도 포기할 수 없는 680억 달러 규모 사업","2026-10-26 14:32:00","월마트는 그 베팅의 반대편에 서는 것을 기꺼이 받아들입니다",949,"\u002Fblog\u002Fthe-68-billion-business-amazon-cant-risk-even-if-it-means-losing-the-ai-race","the-68-billion-business-amazon-cant-risk-even-if-it-means-losing-the-ai-race","images\u002FAmazon-Stock_144482ca923\u002FAmazon-Stock_144482ca923","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792781325\u002Fimages\u002FAmazon-Stock_144482ca923\u002FAmazon-Stock_144482ca923.png?_i=AA",{"altText":258},{"name":268,"slug":269,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":270},"Roxanna Maglangit","roxtikr",[],[272],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[275,295,310,324,339,359,374,389,404],{"id":183,"title":276,"date":277,"excerpt":278,"wordCount":279,"uri":280,"slug":281,"cloudinaryAssetId":282,"featuredImageOriginalUrl":283,"featuredImageMetadata":284,"author":285,"categories":289,"relatedPosts":294},"지난 12개월 동안 13% 상승한 아리스타 네트워크스 주식, 2026년 더 나은 수익률을 제공할 수 있을까?","2026-10-26 12:57:00","아리스타 주식은 1년 만에 10% 상승했습니다. TIKR의 밸류에이션 모델이 2028년 12월까지 $275의 목표가를 제시하며 ANET의 상승 잠재력에 대해 말해주는 것을 확인하세요.",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":276},{"name":286,"slug":287,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":288},"Aditya Raghunath","adityatikr",[],[290],{"name":291,"slug":292,"uri":293,"description":171,"postsCount":183},"가치 평가","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":183,"title":296,"date":297,"excerpt":298,"wordCount":299,"uri":300,"slug":301,"cloudinaryAssetId":302,"featuredImageOriginalUrl":303,"featuredImageMetadata":304,"author":305,"categories":307,"relatedPosts":309},"지난 12개월 동안 48% 하락한 SoFi 주식, 2026년에는 더 나은 성과를 보일 수 있을까?","2026-10-26 12:45:00","SoFi 주식은 1년 만에 51% 하락했습니다. TIKR의 밸류에이션 모델이 SOFI의 상승 가능성에 대해 2028년 12월까지 22달러의 목표 주가를 제시하는 내용을 확인해 보세요.",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":296},{"name":286,"slug":287,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":306},[],[308],{"name":291,"slug":292,"uri":293,"description":171,"postsCount":183},[],{"id":183,"title":311,"date":297,"excerpt":312,"wordCount":313,"uri":314,"slug":315,"cloudinaryAssetId":316,"featuredImageOriginalUrl":317,"featuredImageMetadata":318,"author":319,"categories":321,"relatedPosts":323},"지난 12개월 동안 9%만 상승한 팔란티어 주식, 2026년에는 더 나은 수익률을 보여줄 수 있을까?","Palantir 주가는 1년 동안 고작 4% 상승했습니다. TIKR의 밸류에이션 모델이 PLTR의 상승 여력에 대해 무엇을 말하는지 확인해 보세요. 2028년 12월까지 목표가는 529달러입니다.",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":311},{"name":286,"slug":287,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":320},[],[322],{"name":291,"slug":292,"uri":293,"description":171,"postsCount":183},[],{"id":183,"title":325,"date":326,"excerpt":327,"wordCount":328,"uri":329,"slug":330,"cloudinaryAssetId":331,"featuredImageOriginalUrl":332,"featuredImageMetadata":333,"author":334,"categories":336,"relatedPosts":338},"지난 12개월 동안 56% 하락한 AppLovin 주식, 2026년에는 더 나은 수익률을 보여줄 수 있을까?","2026-10-26 12:33:00","AppLovin 주가는 1년 만에 60% 하락했습니다. TIKR의 밸류에이션 모델이 APP의 상승 가능성에 대해 무엇을 말하는지 확인해 보세요. 2028년 12월까지 $366의 목표가를 제시합니다.",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":325},{"name":286,"slug":287,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":335},[],[337],{"name":291,"slug":292,"uri":293,"description":171,"postsCount":183},[],{"id":183,"title":340,"date":341,"excerpt":342,"wordCount":343,"uri":344,"slug":345,"cloudinaryAssetId":346,"featuredImageOriginalUrl":347,"featuredImageMetadata":348,"author":349,"categories":353,"relatedPosts":358},"엑슨모빌 주가, 브렌트유 116달러 돌파하며 사상 최고 종가 기록. 2030년까지 주가 전망은?","2026-10-26 07:55:00","엑슨모빌은 10월 23일 브렌트유가 116달러를 넘어서면서 사상 최고치인 183.21달러에 마감했으며, 현재는 애널리스트들의 평균 목표가를 상회하며 거래되고 있습니다. 회사의 최고재무책임자(CFO)는 파이오니어 인수로 인한 시너지 효과가 두 배로 증가했으며, 엑슨은 더 적은 시추정으로 페미안 지역의 회수율을 두 배로 높이는 것을 목표로 하고 있다고 밝혔습니다. 이는 회사가 통제할 수 있는 비용 레버리지입니다.",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":340},{"name":350,"slug":351,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":352},"Wiltone Asuncion","wiltonetikr",[],[354],{"name":355,"slug":356,"uri":357,"description":171,"postsCount":183},"주식 리뷰","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":183,"title":360,"date":361,"excerpt":362,"wordCount":363,"uri":364,"slug":365,"cloudinaryAssetId":366,"featuredImageOriginalUrl":367,"featuredImageMetadata":368,"author":369,"categories":371,"relatedPosts":373},"Rivian이 AI 시뮬레이션 스타트업을 인수한 다음날 52주 신저가를 기록했습니다. 10월 29일이 보여주는 것은 다음과 같습니다.","2026-10-26 07:50:00","Rivian은 AI 시뮬레이션 스타트업을 인수한 다음 날 52주 신저가를 기록하며, 몇 주 전부터 시작된 19% 하락세를 이어갔습니다. 10월 29일 발표된 보고서는 이제 자율주행 기술에 대한 지출을 비용 구조가 감당할 수 있는지를 보여줘야 합니다.",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":360},{"name":350,"slug":351,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":370},[],[372],{"name":355,"slug":356,"uri":357,"description":171,"postsCount":183},[],{"id":183,"title":375,"date":376,"excerpt":377,"wordCount":378,"uri":379,"slug":380,"cloudinaryAssetId":381,"featuredImageOriginalUrl":382,"featuredImageMetadata":383,"author":384,"categories":386,"relatedPosts":388},"로빈후드 주가, 3분기 실적 발표 전 10월에 15% 하락. 2030년까지 어디로 갈 수 있을지 살펴보기","2026-10-26 07:45:00","Robinhood는 10월 27일 실적 발표를 앞두고 Coinbase와 보조를 맞춰 두 세션 동안 6.73% 하락했습니다. 10월 22일의 두 가지 소식은 그 암호화폐 매출 항목에 반영되지 않을 수 있는 암호화폐 관련 활동을 시사합니다: 비트코인 가격 계약과 Morpho의 주식 토큰에 대한 첫 대출 시장 개설입니다.",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":375},{"name":350,"slug":351,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":385},[],[387],{"name":355,"slug":356,"uri":357,"description":171,"postsCount":183},[],{"id":183,"title":390,"date":391,"excerpt":392,"wordCount":393,"uri":394,"slug":395,"cloudinaryAssetId":396,"featuredImageOriginalUrl":397,"featuredImageMetadata":398,"author":399,"categories":401,"relatedPosts":403},"월마트 주가, 10월에 15% 상승했지만 이익 전망은 상향되지 않았다. 2031년까지 어디까지 갈 수 있을까","2026-10-26 07:40:00","월마트는 9월 30일부터 10월 23일까지 15.4% 상승했지만, 애널리스트들의 향후 12개월 주당순이익(EPS) 추정치는 주당 $3.00으로 유지됐다. 0%에서 3%의 EPS 성장을 예고한 11월 19일 실적 발표를 앞두고, 상승분의 거의 대부분은 더 높은 주가배수에서 비롯됐다.",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":390},{"name":350,"slug":351,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":400},[],[402],{"name":355,"slug":356,"uri":357,"description":171,"postsCount":183},[],{"id":183,"title":405,"date":406,"excerpt":407,"wordCount":408,"uri":409,"slug":410,"cloudinaryAssetId":411,"featuredImageOriginalUrl":412,"featuredImageMetadata":413,"author":414,"categories":416,"relatedPosts":418},"애플이 엔비디아의 하락폭이 12%에 달하는 동안 잠시 엔비디아를 제쳤습니다. 2030년까지 애플 주식이 어디로 갈 수 있을지 살펴봅니다.","2026-10-26 07:35:00","Apple이 10월 23일 Nvidia를 잠시 제치고 사상 최고치인 351.73달러를 기록하며 세계에서 가장 가치 있는 기업이 되었습니다. Apple의 AI 전략은 자본 지출이 거의 필요하지 않지만, PER 38배 수준에서 11월 2일 발표될 마진 실적이 이 배수를 지지해야 합니다.",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":405},{"name":350,"slug":351,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":415},[],[417],{"name":355,"slug":356,"uri":357,"description":171,"postsCount":183},[]]