[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-dell-is-up-5-today-heres-where-the-stock-could-go-in-2026-ZH":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":186,"relatedPosts":192,"suggestedPosts":271},{"id":152,"title":153,"date":154,"modified":154,"excerpt":155,"content":156,"wordCount":157,"lang":158,"uri":159,"slug":160,"cloudinaryAssetId":161,"featuredImageOriginalUrl":162,"featuredImageMetadata":163,"author":166,"editor":172,"categories":177,"relatedPosts":183,"seo":184},128543,"戴尔今日上涨5%。以下是该股在2026年的潜在走势","2026-09-04T18:26:48","\u003Cp>戴尔股票今日上涨约5%，我们的分析显示其股价已接近公允价值。以下是为何创纪录的AI需求、盈利能力改善以及更广泛的数据中心支出在2026年仍将是戴尔前景的核心因素。\u003C\u002Fp>","\u003Ch3 id=\"h-key-stats-for-dell-stock\" class=\"wp-block-heading\">戴尔股票关键数据\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>今日表现：\u003C\u002Fstrong>5%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>52周价格区间：\u003C\u002Fstrong>$110 至 $517\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>估值模型目标价：\u003C\u002Fstrong>约 $550\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>隐含上涨空间：\u003C\u002Fstrong>6%\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">使用 TIKR 分析您最喜爱的股票，如戴尔科技（免费）>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>发生了什么？\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Festimates?cid=266017&tid=595636727&tab=est&ref=srk6m3\">\u003Cstrong>戴尔科技\u003C\u002Fstrong>\u003C\u002Fa> 股价今日上涨约 \u003Cstrong>5%\u003C\u002Fstrong>，交易价格接近历史高点，因为投资者继续对一份第二财季报告做出积极反应，该报告强化了戴尔能够将人工智能基础设施热潮转化为可持续盈利增长的论点。\u003Ca href=\"https:\u002F\u002Finvestors.delltechnologies.com\u002Fnews-releases\u002Fnews-release-details\u002Fdell-technologies-delivers-second-quarter-fiscal-2027-financial\">戴尔报告了创纪录的季度营收 469.7 亿美元，同比增长 58%，而调整后每股收益达到 7.04 美元，远高于约 4.91 美元的市场普遍预期。其个人电脑业务也增长了 20%，为五年来最快增速，表明当前的扩张超出了人工智能基础设施的范围。\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">戴尔股价今日上涨，是因为创纪录的 AI 服务器订单、950 亿美元的积压订单以及大幅上调的全年业绩指引，为投资者提供了更清晰的证据，表明 AI 基础设施支出正在转化为更强的营收和盈利。AI 服务器订单达到创纪录的 609 亿美元，AI 服务器营收达到 164 亿美元，积压订单攀升至 950 亿美元。传统服务器和网络营收也增长了 122%，而存储业务增长了 26%，表明企业支出正从 GPU 密集型系统扩展到更广泛的数据中心现代化领域。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">本周，戴尔将全年营收指引上调了 250 亿美元至 1920 亿美元，并将调整后每股收益指引从 17.90 美元上调至 25.50 美元。\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=266017&tid=595636727&e=2017018346&ts=3806260&ref=srk6m3#:~:text=AI%20server%20engagements%3F-,Jeffrey%20Clarke,and%20it%27s%20allowing%20us%20to%20grow%20without%20significant%20investment%20going%20forward.,-Now%20clearly%2C%20David\">副董事长兼首席运营官 Jeffrey Clarke 表示：“公司运营利润率改善的最大杠杆是规模效应和运营杠杆”，同时管理层预计 2027 财年 AI 服务器营收约为 740 亿美元，传统服务器增长超过 100%，存储和客户端解决方案集团均实现中双位数增长\u003C\u002Fa>。这种更广泛的业务组合很重要，因为存储业务贡献了更强的盈利能力，而不断增长的规模使戴尔有更多空间将不断增长的基础设施销售额转化为盈利。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">戴尔的业绩也优于其主要基础设施竞争对手慧与和超微电脑。慧与在最近一个季度报告了 33.7% 的营收增长，而戴尔为 58%，超微电脑仍然是 AI 优化服务器领域的另一个主要竞争对手。华尔街对此做出了广泛反应，重新调整了预期，包括 Melius 将其目标价上调至约 735 美元，摩根大通上调至约 635 美元，伯恩斯坦上调至约 650 美元，花旗上调至约 600 美元。财报发布后，戴尔的远期市盈率约为 18 倍，而慧与约为 13 倍，超微电脑约为 8 倍，这表明投资者因戴尔更强的执行力而给予其溢价，同时也为未来业绩设定了更高的门槛。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3566\" height=\"3986\" data-public-id=\"images\u002FDELL_valuation_model-3_128764d7375\u002FDELL_valuation_model-3_128764d7375.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3566,h_3986,c_scale\u002Ff_webp,q_auto\u002Fv1788546008\u002Fimages\u002FDELL_valuation_model-3_128764d7375\u002FDELL_valuation_model-3_128764d7375.webp?_i=AA\" alt=\"Dell Technologies stock\" class=\"wp-post-128543 wp-image-128764\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788546008\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788546008\u002Fimages\u002FDELL_valuation_model-3_128764d7375\u002FDELL_valuation_model-3_128764d7375.webp?_i=AA 3566w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_1341,c_scale\u002Ff_webp,q_auto\u002Fv1788546008\u002Fimages\u002FDELL_valuation_model-3_128764d7375\u002FDELL_valuation_model-3_128764d7375.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1565,c_scale\u002Ff_webp,q_auto\u002Fv1788546008\u002Fimages\u002FDELL_valuation_model-3_128764d7375\u002FDELL_valuation_model-3_128764d7375.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_335,c_scale\u002Ff_webp,q_auto\u002Fv1788546008\u002Fimages\u002FDELL_valuation_model-3_128764d7375\u002FDELL_valuation_model-3_128764d7375.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3566px) 100vw, 3566px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">戴尔科技指引估值模型\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">立即评估戴尔科技价值（使用 TIKR 免费）>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-is-dell-fairly-valued\" class=\"wp-block-heading\">戴尔估值合理吗？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在估值假设下，该股票模型使用了以下参数：\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>营收增长率（复合年增长率）：\u003C\u002Fstrong>约 31%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>营业利润率：\u003C\u002Fstrong>约 11%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>退出市盈率倍数：\u003C\u002Fstrong>约 11 倍\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">该模型 31% 的 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Frevenue-growth-why-its-important-and-key-drivers\">营收增长\u003C\u002Fa> 假设与戴尔的长期历史相比显得激进，但当前商业周期提供了支撑。戴尔指引 2027 财年营收将达到 1920 亿美元，这得益于 AI 服务器、传统基础设施升级、存储需求和 PC 更新换代活动同时贡献。管理层还预计今年 AI 服务器营收约为 740 亿美元，这为戴尔提供了可观的近期增长可见性。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">11% 的 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-operating-margin-definition-formula\">营业利润率\u003C\u002Fa> 假设看起来更为保守，并且是投资论点的核心。戴尔的基础设施解决方案集团在最近一个季度实现了 15% 的营业利润率，上升了 620 个基点，而营业利润达到 48 亿美元，增长了 225%。管理层将大部分改善归因于规模效应和更强的存储盈利能力，这表明戴尔正在将更高的基础设施销量转化为更好的盈利经济性，而不仅仅是追逐 AI 服务器销售。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这种盈利趋势也体现在 TIKR 的预测中。息税前利润预计将从 2026 财年的约 100 亿美元增长到 2030 财年的约 340 亿美元，而息税前利润率在预测期末将达到约 12%。实现这一轨迹取决于持续的运营杠杆、戴尔自有存储产品组合的优化以及公司庞大的 AI 积压订单的成功转化。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FTIKR.com_DELL-Dell-Technologies-Inc.-1_12876310083\u002FTIKR.com_DELL-Dell-Technologies-Inc.-1_12876310083.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1788546000\u002Fimages\u002FTIKR.com_DELL-Dell-Technologies-Inc.-1_12876310083\u002FTIKR.com_DELL-Dell-Technologies-Inc.-1_12876310083.webp?_i=AA\" alt=\"Dell Technologies stock\" class=\"wp-post-128543 wp-image-128763\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788546000\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788546000\u002Fimages\u002FTIKR.com_DELL-Dell-Technologies-Inc.-1_12876310083\u002FTIKR.com_DELL-Dell-Technologies-Inc.-1_12876310083.webp?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788546000\u002Fimages\u002FTIKR.com_DELL-Dell-Technologies-Inc.-1_12876310083\u002FTIKR.com_DELL-Dell-Technologies-Inc.-1_12876310083.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1788546000\u002Fimages\u002FTIKR.com_DELL-Dell-Technologies-Inc.-1_12876310083\u002FTIKR.com_DELL-Dell-Technologies-Inc.-1_12876310083.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1788546000\u002Fimages\u002FTIKR.com_DELL-Dell-Technologies-Inc.-1_12876310083\u002FTIKR.com_DELL-Dell-Technologies-Inc.-1_12876310083.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1788546000\u002Fimages\u002FTIKR.com_DELL-Dell-Technologies-Inc.-1_12876310083\u002FTIKR.com_DELL-Dell-Technologies-Inc.-1_12876310083.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">戴尔息税前利润及利润率趋势\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看分析师对戴尔科技的增长预测和目标价\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong> \u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">（免费）>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">传统服务器提供了另一个有意义的增长杠杆，因为戴尔仍有约 120 万台系统运行第 14 代或更旧的硬件。更换这些老化的安装基础可以支撑需求，因为企业为了更高的能效、安全性和弹性而进行升级，同时新的 AI 工作负载也创造了基于 CPU 计算的额外需求。存储业务提供了另一个机会，因为 AI 应用产生了更多数据，企业需要存储、保护这些数据并在其基础设施中移动。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">11 倍的退出市盈率倍数是合理的，因为它假设随着当前异常增长放缓，戴尔的估值最终会正常化。财报发布后，戴尔的远期市盈率约为 18 倍，高于慧与和超微电脑，因此该模型并不要求当前的溢价无限期持续。因此，未来的回报更多地取决于戴尔能否实现预期的盈利增长，而不是进一步的估值扩张。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">基于这些输入，TIKR 的模型估计目标价约为 550 美元，这意味着在大约 2.4 年内总上涨空间约为 6%，或年化约 3%。在当前水平下，戴尔的估值似乎合理，要获得更强的回报，可能需要持续转化 AI 积压订单、维持存储和传统服务器增长，并在已经反映在股价中的强劲预期之外实现进一步的运营杠杆。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-how-much-upside-does-dell-stock-have-from-here\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>\u003Cstrong>戴尔股票从这里还有多少上涨空间？\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">投资者可以使用 \u003Cstrong>TIKR 的新估值模型工具\u003C\u002Fstrong>，在不到一分钟的时间内估算戴尔科技的潜在股价，或任何股票可能的价值。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">只需要三个简单的输入：\u003C\u002Fp>\n\n\n\n\u003Col class=\"wp-block-list\">\n\u003Cli>营收增长率\u003C\u002Fli>\n\n\n\n\u003Cli>营业利润率\u003C\u002Fli>\n\n\n\n\u003Cli>退出市盈率倍数\u003C\u002Fli>\n\u003C\u002Fol>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">然后，TIKR 会计算在 \u003Cstrong>乐观、基准和悲观情景\u003C\u002Fstrong> 下的潜在股价和总回报，以便您可以快速判断一只股票看起来是 \u003Cstrong>低估还是高估\u003C\u002Fstrong>。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">如果您不确定输入什么，TIKR 会自动使用分析师的共识预测填充每个输入，为您提供一个快速可靠的起点。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">使用 TIKR 在 60 秒内评估戴尔科技价值（免费）>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>",968,"zh","\u002Fblog\u002Fdell-is-up-5-today-heres-where-the-stock-could-go-in-2026","dell-is-up-5-today-heres-where-the-stock-could-go-in-2026","images\u002F@Lisa-from-Pexels-via-Canva-@Mario-Ame-from-Pexels-via-Canva-1\u002F@Lisa-from-Pexels-via-Canva-@Mario-Ame-from-Pexels-via-Canva-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788544549\u002Fimages\u002F@Lisa-from-Pexels-via-Canva-@Mario-Ame-from-Pexels-via-Canva-1\u002F@Lisa-from-Pexels-via-Canva-@Mario-Ame-from-Pexels-via-Canva-1.png?_i=AA",{"altText":164,"imageCredit":165},"Dell Is Up 5% Today. Here’s Where the Stock Could Go in 2026","@Lisa from Pexels via Canva; @Mario Amé from Pexels via Canva",{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":171},"Nikko Henson","nikkotikr","author","",[],{"name":173,"slug":174,"role":175,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":176},"David Hanson","davidtikr","editor",[],[178],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":164,"metaDesc":185,"opengraphDescription":185,"twitterTitle":164,"twitterDescription":185},"Dell stock is up about 5% today, and our analysis suggests shares are close to fairly valued. Here’s why record AI demand, improving profitability, and broader data-center spending remain central to Dell’s outlook in 2026.",{"title":164,"description":185,"twitterTitle":164,"twitterDescription":185,"author":167,"articlePublisher":187,"articlePublishedTime":154,"articleModifiedTime":154,"twitterLabel1":188,"twitterData1":189,"ogTitle":164,"ogDescription":185,"ogUrl":159,"ogImage":162,"ogImageWidth":190,"ogImageHeight":191,"ogImageSecureUrl":162,"ogImageAlt":164,"twitterImage":162},"TIKR.com","预计阅读时间","2 minutes",1200,630,[193,210,225,240,256],{"id":182,"title":194,"date":195,"excerpt":196,"wordCount":197,"uri":198,"slug":199,"cloudinaryAssetId":200,"featuredImageOriginalUrl":201,"featuredImageMetadata":202,"author":203,"categories":207,"relatedPosts":209},"Atlassian股价刚刚创下52周新高，分析师目标价竞相看至230美元。基本面能跟上吗？","2026-09-04 16:25:00","BTIG刚刚将Atlassian的目标价上调至230美元，推动该股创下近195美元的52周新高。在第四季度业绩大超预期推动股价上涨超过75%后，华尔街正急于追赶。",1344,"\u002Fblog\u002Fatlassian-just-hit-a-52-week-high-as-analysts-race-to-230-can-the-fundamentals-keep-up","atlassian-just-hit-a-52-week-high-as-analysts-race-to-230-can-the-fundamentals-keep-up","images\u002F10_12872925822\u002F10_12872925822","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788537267\u002Fimages\u002F10_12872925822\u002F10_12872925822.png?_i=AA",{"altText":194},{"name":204,"slug":205,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":206},"Wiltone Asuncion","wiltonetikr",[],[208],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":211,"date":212,"excerpt":213,"wordCount":214,"uri":215,"slug":216,"cloudinaryAssetId":217,"featuredImageOriginalUrl":218,"featuredImageMetadata":219,"author":220,"categories":222,"relatedPosts":224},"Circle股价飙升16%重回100美元上方，加密货币反弹与华盛顿表态共同推动。CRCL未来走势展望","2026-09-04 16:20:00","Circle Internet Group股价飙升16%，重返100美元关口，这是数周以来的首次，得益于加密货币市场的全面上涨及其总裁在国会的证词。然而，正是推动这轮涨势的同一部法律，也武装了21家银行来打造一个竞争对手。",1264,"\u002Fblog\u002Fcircle-stock-jumped-16-and-reclaimed-100-as-crypto-rallied-and-washington-weighed-in-heres-where-crcl-could-go","circle-stock-jumped-16-and-reclaimed-100-as-crypto-rallied-and-washington-weighed-in-heres-where-crcl-could-go","images\u002F9_12872833592\u002F9_12872833592","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788537264\u002Fimages\u002F9_12872833592\u002F9_12872833592.png?_i=AA",{"altText":211},{"name":204,"slug":205,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":221},[],[223],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":226,"date":227,"excerpt":228,"wordCount":229,"uri":230,"slug":231,"cloudinaryAssetId":232,"featuredImageOriginalUrl":233,"featuredImageMetadata":234,"author":235,"categories":237,"relatedPosts":239},"Bloom Energy在周五标普500指数决定前大涨8%。以下是该股可能的走向","2026-09-04 16:15:00","Bloom Energy股价单日飙升8.4%，因交易员押注其将被纳入标普500指数，且利率环境将更为有利。催化剂是技术性的，其背后的季度业绩是真实的，但估值倍数已然偏高。以下是这三者如何相互关联，以及周五实际将决定什么。",1354,"\u002Fblog\u002Fbloom-energy-jumped-8-before-fridays-sp-500-decision-heres-where-the-stock-could-go","bloom-energy-jumped-8-before-fridays-sp-500-decision-heres-where-the-stock-could-go","images\u002F8_128727b1c75\u002F8_128727b1c75","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788537261\u002Fimages\u002F8_128727b1c75\u002F8_128727b1c75.png?_i=AA",{"altText":226},{"name":204,"slug":205,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":236},[],[238],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":241,"date":242,"excerpt":243,"wordCount":244,"uri":245,"slug":246,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":247,"featuredImageMetadata":248,"author":249,"categories":253,"relatedPosts":255},"Vistra股价三个月内下跌6%，其CEO刚刚逢低买入。以下是他押注的方向。","2026-09-04 14:45:48","Vistra股价在过去三个月下跌6.2%，一笔4.72亿美元的对冲损失掩盖了其EBITDA超出预期30%的表现。以下是19位分析师仍认为其股价有51%上涨空间的原因。",1150,"\u002Fblog\u002Fvistra-stock-fell-6-in-three-months-its-ceo-just-bought-the-dip-heres-what-hes-betting-on","vistra-stock-fell-6-in-three-months-its-ceo-just-bought-the-dip-heres-what-hes-betting-on","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1525-600x360.png",{"altText":241},{"name":250,"slug":251,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":252},"Gian Estrada","giantikr",[],[254],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":257,"date":258,"excerpt":259,"wordCount":260,"uri":261,"slug":262,"cloudinaryAssetId":263,"featuredImageOriginalUrl":264,"featuredImageMetadata":265,"author":266,"categories":268,"relatedPosts":270},"UnitedHealth股票六个月内上涨39%。","2026-09-04 13:59:32","联合健康集团(UNH)股价在六个月内上涨了38.6%，年化涨幅达92.2%，连续两个季度的盈利超预期，彻底扭转了去年因业绩展望下调引发的跌势。",1296,"\u002Fblog\u002Funitedhealth-stock-is-up-39-in-six-months","unitedhealth-stock-is-up-39-in-six-months","images\u002FFEATURED-IMAGE-MAKER-1524\u002FFEATURED-IMAGE-MAKER-1524","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788529605\u002Fimages\u002FFEATURED-IMAGE-MAKER-1524\u002FFEATURED-IMAGE-MAKER-1524.png?_i=AA",{"altText":257},{"name":250,"slug":251,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":267},[],[269],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],[272,290,305,320,337,352,370,385,400,415,430,448,463,478,493],{"id":182,"title":273,"date":274,"excerpt":275,"wordCount":276,"uri":277,"slug":278,"cloudinaryAssetId":279,"featuredImageOriginalUrl":280,"featuredImageMetadata":281,"author":282,"categories":284,"relatedPosts":289},"一位外部亿万富翁的法律问题正在限制Carvana。问题并非出在业务本身。","2026-09-04 16:10:00","Carvana刚刚公布了创纪录的盈利能力并延长了与Root保险的合作协议，但股价却纹丝不动。拖累因素来自一位外部亿万富翁的法律问题，以及一个更隐晦的关于单车利润率的问题。",1395,"\u002Fblog\u002Fan-outside-billionaires-legal-problem-is-capping-carvana-the-business-isnt-the-issue","an-outside-billionaires-legal-problem-is-capping-carvana-the-business-isnt-the-issue","images\u002F7_128726dd0e6\u002F7_128726dd0e6","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788537256\u002Fimages\u002F7_128726dd0e6\u002F7_128726dd0e6.png?_i=AA",{"altText":273},{"name":204,"slug":205,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":283},[],[285],{"name":286,"slug":287,"uri":288,"description":170,"postsCount":182},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":182,"title":291,"date":292,"excerpt":293,"wordCount":294,"uri":295,"slug":296,"cloudinaryAssetId":297,"featuredImageOriginalUrl":298,"featuredImageMetadata":299,"author":300,"categories":302,"relatedPosts":304},"Tenable加入白宫水安全倡议，其联邦业务增长是更值得关注的潜在故事","2026-09-04 16:05:00","Tenable近日加入了一项由十二家供应商参与的白宫行动，旨在保护美国供水系统安全，此举距离近期公用事业公司遭遇大规模网络攻击仅数日之遥。虽然单日股价变动幅度有限，但这恰恰指向了支撑该公司六月季度业绩的核心业务板块：运营技术与联邦政府业务。",1287,"\u002Fblog\u002Ftenable-joined-a-white-house-water-security-effort-the-quieter-story-is-its-federal-business","tenable-joined-a-white-house-water-security-effort-the-quieter-story-is-its-federal-business","images\u002F6_128725632b5\u002F6_128725632b5","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788537248\u002Fimages\u002F6_128725632b5\u002F6_128725632b5.png?_i=AA",{"altText":291},{"name":204,"slug":205,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":301},[],[303],{"name":286,"slug":287,"uri":288,"description":170,"postsCount":182},[],{"id":182,"title":306,"date":307,"excerpt":308,"wordCount":309,"uri":310,"slug":311,"cloudinaryAssetId":312,"featuredImageOriginalUrl":313,"featuredImageMetadata":314,"author":315,"categories":317,"relatedPosts":319},"Nike股价创12年新低，华尔街对其估值分歧加剧","2026-09-04 16:00:00","摩根大通刚刚为耐克设定了40美元的目标价。华尔街的平均目标价接近50美元，而TIKR模型则指向未来几年内达到78美元。随着股价接近12年低点，以下是分歧的真正所在。",1167,"\u002Fblog\u002Fnike-just-hit-a-12-year-low-wall-street-cant-agree-on-what-its-worth","nike-just-hit-a-12-year-low-wall-street-cant-agree-on-what-its-worth","images\u002F5_128724aaf47\u002F5_128724aaf47","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788537235\u002Fimages\u002F5_128724aaf47\u002F5_128724aaf47.png?_i=AA",{"altText":306},{"name":204,"slug":205,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":316},[],[318],{"name":286,"slug":287,"uri":288,"description":170,"postsCount":182},[],{"id":182,"title":321,"date":322,"excerpt":323,"wordCount":324,"uri":325,"slug":326,"cloudinaryAssetId":327,"featuredImageOriginalUrl":328,"featuredImageMetadata":329,"author":330,"categories":334,"relatedPosts":336},"AMC首席执行官威胁对Robinhood采取法律行动 因其发行未注册股票代币","2026-09-04 13:50:16","AMC娱乐公司股价飙升20%，此前首席执行官亚当·阿隆威胁对Robinhood提起法律诉讼，指控其发行未注册的AMC股票代币。",800,"\u002Fblog\u002Famc-entertainment-stock-aron-robinhood-tokens-lawsuit","amc-entertainment-stock-aron-robinhood-tokens-lawsuit","images\u002FAMC-stock_128663b931e\u002FAMC-stock_128663b931e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788524872\u002Fimages\u002FAMC-stock_128663b931e\u002FAMC-stock_128663b931e.png?_i=AA",{"altText":321},{"name":331,"slug":332,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":333},"Aditya Raghunath","adityatikr",[],[335],{"name":286,"slug":287,"uri":288,"description":170,"postsCount":182},[],{"id":182,"title":338,"date":339,"excerpt":340,"wordCount":341,"uri":342,"slug":343,"cloudinaryAssetId":344,"featuredImageOriginalUrl":345,"featuredImageMetadata":346,"author":347,"categories":349,"relatedPosts":351},"Netflix股价较一年前下跌33%。华尔街仍预计有13%上涨空间，原因如下。","2026-09-04 13:15:54","Netflix股价在一年内下跌33%，并在第二季度财报电话会议后触及52周低点，但华尔街仍认为其较当前水平有13%的上行空间。",1078,"\u002Fblog\u002Fnetflix-stock-is-down-33-from-a-year-ago-the-street-still-sees-13-upside-heres-why","netflix-stock-is-down-33-from-a-year-ago-the-street-still-sees-13-upside-heres-why","images\u002FFEATURED-IMAGE-MAKER-1522\u002FFEATURED-IMAGE-MAKER-1522","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788527325\u002Fimages\u002FFEATURED-IMAGE-MAKER-1522\u002FFEATURED-IMAGE-MAKER-1522.png?_i=AA",{"altText":338},{"name":250,"slug":251,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":348},[],[350],{"name":286,"slug":287,"uri":288,"description":170,"postsCount":182},[],{"id":182,"title":353,"date":354,"excerpt":355,"wordCount":356,"uri":357,"slug":358,"cloudinaryAssetId":359,"featuredImageOriginalUrl":360,"featuredImageMetadata":361,"author":362,"categories":364,"relatedPosts":369},"安霸股价大涨，创纪录的边缘AI需求推动第二财季营收超预期","2026-09-04 13:48:46","安霸股价上涨，此前该公司第二财季营收因创纪录的边缘AI需求而超出业绩指引，同时上调了五年市场预测。",810,"\u002Fblog\u002Fambarella-stock-rallies-record-edge-ai-revenue-beat","ambarella-stock-rallies-record-edge-ai-revenue-beat","images\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788526155\u002Fimages\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518.png?_i=AA",{"altText":353},{"name":331,"slug":332,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":363},[],[365],{"name":366,"slug":367,"uri":368,"description":170,"postsCount":182},"收益更新","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":182,"title":371,"date":372,"excerpt":373,"wordCount":374,"uri":375,"slug":376,"cloudinaryAssetId":377,"featuredImageOriginalUrl":378,"featuredImageMetadata":379,"author":380,"categories":382,"relatedPosts":384},"Lululemon第二季度息税前利润超预期。但业绩指引下调抹去了这一利好消息。","2026-09-04 09:30:00","Lululemon的GAAP每股收益达到2.92美元，这得益于一笔1.345亿美元的一次性关税退款，但调整后每股收益下降34%至2.06美元，同时公司大幅下调了业绩指引。",1020,"\u002Fblog\u002Flululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","lululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","images\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788505347\u002Fimages\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521.png?_i=AA",{"altText":371},{"name":250,"slug":251,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":381},[],[383],{"name":366,"slug":367,"uri":368,"description":170,"postsCount":182},[],{"id":182,"title":386,"date":387,"excerpt":388,"wordCount":389,"uri":390,"slug":391,"cloudinaryAssetId":392,"featuredImageOriginalUrl":393,"featuredImageMetadata":394,"author":395,"categories":397,"relatedPosts":399},"Samsara 2026：第二季度财报确认连续第四个季度实现GAAP盈利","2026-09-04 09:00:00","Samsara在单个季度内新增了242个价值10万美元以上的客户。年度经常性收入（ARR）刚刚突破21亿美元。",1045,"\u002Fblog\u002Fsamsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","samsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","images\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788503322\u002Fimages\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520.png?_i=AA",{"altText":386},{"name":250,"slug":251,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":396},[],[398],{"name":366,"slug":367,"uri":368,"description":170,"postsCount":182},[],{"id":182,"title":401,"date":402,"excerpt":403,"wordCount":404,"uri":405,"slug":406,"cloudinaryAssetId":407,"featuredImageOriginalUrl":408,"featuredImageMetadata":409,"author":410,"categories":412,"relatedPosts":414},"Zscaler第四季度业绩全线超预期。但2027财年指引未能延续这一势头。","2026-09-04 08:30:00","Zscaler第四季度营收达到8.98亿美元，同比增长25%，全面超出华尔街的各项预期指标。",982,"\u002Fblog\u002Fzscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","zscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","images\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501841\u002Fimages\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519.png?_i=AA",{"altText":401},{"name":250,"slug":251,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":411},[],[413],{"name":366,"slug":367,"uri":368,"description":170,"postsCount":182},[],{"id":182,"title":416,"date":417,"excerpt":418,"wordCount":419,"uri":420,"slug":421,"cloudinaryAssetId":422,"featuredImageOriginalUrl":423,"featuredImageMetadata":424,"author":425,"categories":427,"relatedPosts":429},"DocuSign Q2财报全线超预期。IAM平台功不可没。","2026-09-04 08:00:00","DocuSign的身份与访问管理平台在单个季度内跃升至年度经常性收入的15.1%，为上调的业绩指引和3.07亿美元的股票回购提供了资金支持。",956,"\u002Fblog\u002Fdocusigns-q2-earnings-beat-on-every-line-the-iam-platform-is-why","docusigns-q2-earnings-beat-on-every-line-the-iam-platform-is-why","images\u002FFEATURED-IMAGE-MAKER-1518\u002FFEATURED-IMAGE-MAKER-1518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501374\u002Fimages\u002FFEATURED-IMAGE-MAKER-1518\u002FFEATURED-IMAGE-MAKER-1518.png?_i=AA",{"altText":416},{"name":250,"slug":251,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":426},[],[428],{"name":366,"slug":367,"uri":368,"description":170,"postsCount":182},[],{"id":182,"title":431,"date":432,"excerpt":433,"wordCount":434,"uri":435,"slug":436,"cloudinaryAssetId":437,"featuredImageOriginalUrl":438,"featuredImageMetadata":439,"author":440,"categories":442,"relatedPosts":447},"过去一年下跌38%，汤森路透股票是被低估还是价值陷阱？","2026-09-04 12:47:34","TRI的AI产品正推动增长加速。以下是TIKR估值模型对汤森路透股票到2030年上行空间的预测。",1159,"\u002Fblog\u002Ftri-stock-thomson-reuters-valuation-2030","tri-stock-thomson-reuters-valuation-2030","images\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788520829\u002Fimages\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva.png?_i=AA",{"altText":431},{"name":331,"slug":332,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":441},[],[443],{"name":444,"slug":445,"uri":446,"description":170,"postsCount":182},"估价","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":182,"title":449,"date":450,"excerpt":451,"wordCount":452,"uri":453,"slug":454,"cloudinaryAssetId":455,"featuredImageOriginalUrl":456,"featuredImageMetadata":457,"author":458,"categories":460,"relatedPosts":462},"2026年上涨20%，特雷克斯股票到2030年还有更多上涨空间吗？","2026-09-02 14:32:39","TEX公布了创纪录的订单积压并上调了业绩指引。以下是TIKR估值模型对特雷克斯股票到2030年上涨空间的预测。",1128,"\u002Fblog\u002Ftex-stock-terex-valuation-2030","tex-stock-terex-valuation-2030","images\u002FTEX-stock_1283813fcd7\u002FTEX-stock_1283813fcd7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788350892\u002Fimages\u002FTEX-stock_1283813fcd7\u002FTEX-stock_1283813fcd7.png?_i=AA",{"altText":449},{"name":331,"slug":332,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":459},[],[461],{"name":444,"slug":445,"uri":446,"description":170,"postsCount":182},[],{"id":182,"title":464,"date":465,"excerpt":466,"wordCount":467,"uri":468,"slug":469,"cloudinaryAssetId":470,"featuredImageOriginalUrl":471,"featuredImageMetadata":472,"author":473,"categories":475,"relatedPosts":477},"Ciena股价过去一年上涨280%：到2028年是否仍有上涨空间？","2026-09-02 14:32:26","Ciena (CIEN) 股价在创纪录季度后报收于 $360。查看 TIKR 模型，了解 CIEN 的目标价、估值假设以及看涨\u002F看跌情景。",1069,"\u002Fblog\u002Fciena-cien-stock-valuation-analysis-2026","ciena-cien-stock-valuation-analysis-2026","images\u002FCIEN-stock_12839390aca\u002FCIEN-stock_12839390aca","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788357633\u002Fimages\u002FCIEN-stock_12839390aca\u002FCIEN-stock_12839390aca.png?_i=AA",{"altText":464},{"name":331,"slug":332,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":474},[],[476],{"name":444,"slug":445,"uri":446,"description":170,"postsCount":182},[],{"id":182,"title":479,"date":480,"excerpt":481,"wordCount":482,"uri":483,"slug":484,"cloudinaryAssetId":485,"featuredImageOriginalUrl":486,"featuredImageMetadata":487,"author":488,"categories":490,"relatedPosts":492},"Herc Holdings股票经历艰难时期：车队需求能否推动其复苏？","2026-09-02 14:27:04","Herc Holdings (HRI) 股价现报141美元，此前公司上调了业绩指引。请查看TIKR平台上的HRI目标价模型、估值假设以及看涨\u002F看跌情景分析。",1028,"\u002Fblog\u002Fherc-holdings-hri-stock-valuation-analysis-2026","herc-holdings-hri-stock-valuation-analysis-2026","images\u002FHRI-stock_128389cbe43\u002FHRI-stock_128389cbe43","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788355904\u002Fimages\u002FHRI-stock_128389cbe43\u002FHRI-stock_128389cbe43.png?_i=AA",{"altText":479},{"name":331,"slug":332,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":489},[],[491],{"name":444,"slug":445,"uri":446,"description":170,"postsCount":182},[],{"id":182,"title":494,"date":495,"excerpt":496,"wordCount":497,"uri":498,"slug":499,"cloudinaryAssetId":500,"featuredImageOriginalUrl":501,"featuredImageMetadata":502,"author":503,"categories":505,"relatedPosts":507},"Robinhood股票过去6个月上涨32%，Robinhood到2030年是否仍有上涨空间？","2026-08-31 14:04:48","HOOD公布创纪录的第二季度营收和存款数据。以下是TIKR估值模型对Robinhood股票到2030年上行空间的预测。",1102,"\u002Fblog\u002Fhood-stock-robinhood-valuation-2030","hood-stock-robinhood-valuation-2030","images\u002FHOOD-stock_1280924420c\u002FHOOD-stock_1280924420c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788177460\u002Fimages\u002FHOOD-stock_1280924420c\u002FHOOD-stock_1280924420c.png?_i=AA",{"altText":494},{"name":331,"slug":332,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":504},[],[506],{"name":444,"slug":445,"uri":446,"description":170,"postsCount":182},[]]