Temporary Relief in Tariff Conflict Initially Positive
The addressable AI market potential is expected to grow to $295 billion by 2027
In 2024, PCs and servers worth $140 billion were imported
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Dell Technologies (DELL) is one of the top beneficiaries of the 125% US tariffs exemption against China. I remain cautious in the short term, although the valuation with a P/E ratio of 9 already appears very attractive. Newly planned sector-specific tariffs could be significantly lower, where more clarity could lead to a strong price recovery. Morgan Stanley recently lowered earnings forecasts in the IT hardware sector by 15-18% for 2025 and 2026 due to burdensome tariffs. Nevertheless, the announcement of new sector-specific tariffs remains...
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