Could Surging Memory Costs Reshape HPQ’s Margin Narrative More Than Investors Expect? | Dell St…

Explore the latest developments concerning Could Surging Memory.

Could Surging Memory Costs Reshape HPQ’s Margin Narrative More Than Investors Expect?

In recent days, Morgan Stanley downgraded computer hardware makers including HP, highlighting concerns about the impact of surging NAND and DRAM memory chip prices driven by artificial intelligence demand, which may weigh on hardware OEM earnings.

This signals that rapid increases in memory component costs could challenge profit margins for leading hardware companies like HP, Dell, and Hewlett Packard Enterprise as they manage shifting input costs.

We'll assess how rising memory chip prices and cost pressures highlighted by Morgan Stanley could influence HP's outlook and investment narrative.

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Aletheia Capital Downgrades Dell Technologies Stock (DELL) to ‘Hold’ Ahead of Q3 Earnings

Aletheia Capital downgraded Dell Technologies stock ahead of the PC maker’s Q3 earnings, scheduled after the market closes today.

Computer hardware and IT solutions provider Dell Technologies (DELL) is scheduled to announce its results for the third quarter of Fiscal 2026 after the market closes on Tuesday, November 25. Ahead of the Q3 earnings, Aletheia Capital analyst Angus Lin downgraded DELL stock to Hold from Buy and removed the price target due to margin pressures and the growing risks related to Nvidia’s (NVDA) AVAP initiatives.

Wall Street expects Dell to report earnings per share of $2.47 for Q3 FY26, reflecting a 16% year-over-year growth. Revenue is expected to rise 11.3% to $27.13 billion.

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