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Refreshing Thoughts Ahead Of Dell's Q3 Earnings

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Context

What happened: A Seeking Alpha analyst rates Dell Strong Sell ahead of its Q3 earnings, expecting a modest revenue and EPS beat but Q4 guidance that may fall below consensus. Key numbers: Price target $188, implying 56% downside. Why it matters: The analyst projects ISG growth slowing sequentially and CSG facing PC market weakness, mirroring Intel's outlook, and anticipates multiple compression as more realistic estimates emerge.

What changed

A Seeking Alpha analyst rates Dell Strong Sell ahead of its Q3 earnings, expecting a modest revenue and EPS beat but Q4 guidance that may fall below consensus.

Why it matters

The analyst projects ISG growth slowing sequentially and CSG facing PC market weakness, mirroring Intel's outlook, and anticipates multiple compression as more realistic estimates emerge.

Sources

seekingalpha