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2026-05-29 22:11:32
[JPMorgan: Dell May Raise Forecasts Again if Supply Constraints Ease] JPMorgan analysts stated in a report that Dell expects second-half sales to be $10 billion lower than the first half due to limited supply visibility, rather than demand issues. They believe supply visibility is likely to improve, which Dell has proven possible by its strong track record of leveraging its scale to outpace competitors in deliveries. JPMorgan analysts stated that demand currently appears uncontested. They noted the company has strong underlying business and order backlogs across various sectors, suggesting that pre-emptive demand will not be a major issue this year. The stock rose 32% to $419.27.
