{"id":53469,"date":"2026-09-02T09:53:04","date_gmt":"2026-09-02T09:53:04","guid":{"rendered":"https:\/\/www.vtmarkets.com\/fr-eu\/uncategorized\/dell-shares-fall-despite-record-results-as-ai-demand-outlook-remains-strong\/"},"modified":"2026-09-02T09:53:04","modified_gmt":"2026-09-02T09:53:04","slug":"dell-shares-fall-despite-record-results-as-ai-demand-outlook-remains-strong","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/fr-eu\/analysis\/dell-shares-fall-despite-record-results-as-ai-demand-outlook-remains-strong\/","title":{"rendered":"Les actions de Dell reculent malgr\u00e9 des r\u00e9sultats records, tandis que les perspectives de demande en IA restent solides"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/09\/Copy-of-discover-1024x527.jpg\" alt=\"\" class=\"wp-image-66539\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Points cl\u00e9s<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Dell a publi\u00e9 un chiffre d\u2019affaires trimestriel record de <strong>47,0 milliards de dollars<\/strong>, en hausse de 58% sur un an (comparaison avec le m\u00eame trimestre de l\u2019an dernier), port\u00e9 par la forte demande d\u2019infrastructures pour l\u2019IA (serveurs et \u00e9quipements utilis\u00e9s pour faire tourner l\u2019intelligence artificielle).<\/li>\n\n\n\n<li>Les commandes de serveurs d\u00e9di\u00e9s \u00e0 l\u2019IA ont atteint <strong>60,9 milliards de dollars<\/strong>, et le groupe a termin\u00e9 le trimestre avec un <strong>carnet de commandes (backlog) de 95 milliards de dollars<\/strong>, c\u2019est-\u00e0-dire des ventes d\u00e9j\u00e0 sign\u00e9es mais pas encore livr\u00e9es, ce qui am\u00e9liore la visibilit\u00e9 sur les revenus futurs.<\/li>\n\n\n\n<li>Dell a relev\u00e9 sa pr\u00e9vision de chiffre d\u2019affaires pour l\u2019exercice 2027 (FY27, exercice fiscal 2027) de <strong>25 milliards de dollars<\/strong> \u00e0 <strong>192 milliards de dollars<\/strong>, signe de sa confiance dans la demande li\u00e9e \u00e0 l\u2019IA.<\/li>\n\n\n\n<li>Malgr\u00e9 ces r\u00e9sultats, l\u2019action Dell a recul\u00e9 d\u2019environ <strong>7%<\/strong>, ce qui sugg\u00e8re que les investisseurs se concentrent surtout sur les attentes \u00e0 venir et sur la valorisation (niveau de prix de l\u2019action par rapport aux perspectives de profits et de croissance).<\/li>\n\n\n\n<li>Les op\u00e9rateurs surveillent si ce repli correspond \u00e0 des prises de b\u00e9n\u00e9fices \u00e0 court terme (ventes apr\u00e8s une hausse) ou \u00e0 une r\u00e9\u00e9valuation plus large des valeurs li\u00e9es \u00e0 l\u2019IA.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Mouvement de march\u00e9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Dell Technologies (DELL) a publi\u00e9 des r\u00e9sultats trimestriels record, soutenus par une demande solide pour les infrastructures d\u2019IA et les serveurs. Le chiffre d\u2019affaires a atteint <strong>47,0 milliards de dollars<\/strong>, tandis que les commandes de serveurs IA et le carnet de commandes continuent de progresser.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\"><a href=\"https:\/\/x.com\/search?q=%24DELL&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$DELL<\/a> delivered a stellar quarter and raised its FY27 guide well above Street estimates.<br><br>Dell now sees revenue of $192B vs. $172.7B est., AI server revenue of $74B vs. $65.8B est., and adj. EPS of $25.50 vs. $18.90 est. \ud83d\udfe2\ud83d\udfe2\ud83d\udfe2<br><br>AI backlog ended Q2 at a record $95B. <a href=\"https:\/\/t.co\/kJlbA2aJx5\">https:\/\/t.co\/kJlbA2aJx5<\/a> <a href=\"https:\/\/t.co\/wI0QWTiWuB\">pic.twitter.com\/wI0QWTiWuB<\/a><\/p>&mdash; Wall St Engine (@wallstengine) <a href=\"https:\/\/x.com\/wallstengine\/status\/2094882840299344334?ref_src=twsrc%5Etfw\">September 1, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Malgr\u00e9 cela, l\u2019action a \u00e9t\u00e9 sous pression apr\u00e8s une ouverture pr\u00e8s de la zone des <strong>458 dollars<\/strong>, avec un repli jusqu\u2019\u00e0 un plus bas en s\u00e9ance (plus bas atteint pendant la journ\u00e9e) de <strong>422,77 dollars<\/strong>, avant de se stabiliser autour de <strong>425,35 dollars<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ce recul, en d\u00e9pit de bons r\u00e9sultats, montre que le march\u00e9 regarde au-del\u00e0 des chiffres imm\u00e9diats et se demande si la croissance future li\u00e9e \u00e0 l\u2019IA peut justifier des attentes \u00e9lev\u00e9es.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Pourquoi les traders surveillent<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Dell reste \u00e9troitement associ\u00e9 \u00e0 l\u2019essor des infrastructures d\u2019IA, la demande en serveurs optimis\u00e9s pour l\u2019IA devenant un moteur majeur de croissance.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Les r\u00e9sultats confirment la vigueur des commandes li\u00e9es \u00e0 l\u2019IA, la hausse du carnet de commandes et des ventes d\u2019infrastructures, tandis que la direction a relev\u00e9 sa pr\u00e9vision de chiffre d\u2019affaires FY27 de <strong>25 milliards de dollars<\/strong>, en anticipant une demande d\u2019IA plus forte.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Dell cranked up its annual sales forecast by $25 billion, exceeding analysts\u2019 estimates in a further signal of surging demand for servers to run AI tasks. <a href=\"https:\/\/t.co\/dPSMPPjGch\">https:\/\/t.co\/dPSMPPjGch<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/x.com\/business\/status\/2094929559992889607?ref_src=twsrc%5Etfw\">September 1, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Les investisseurs \u00e9valuent aussi si la valorisation int\u00e8gre d\u00e9j\u00e0 une grande partie de la croissance attendue gr\u00e2ce \u00e0 l\u2019IA. La r\u00e9action du titre rappelle que le march\u00e9 privil\u00e9gie de plus en plus les perspectives de croissance plut\u00f4t que les seuls chiffres publi\u00e9s.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Niveaux techniques cl\u00e9s<\/h2>\n\n\n\n<!-- TradingView Widget BEGIN -->\n<div class=\"tradingview-widget-container\">\n  <div class=\"tradingview-widget-container__widget\"><\/div>\n  <div class=\"tradingview-widget-copyright\"><a href=\"https:\/\/www.tradingview.com\/symbols\/NYSE-DELL\/\" rel=\"noopener nofollow\" target=\"_blank\"><span class=\"blue-text\">DELL stock chart<\/span><\/a><span class=\"trademark\"> by TradingView<\/span><\/div>\n  <script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/external-embedding\/embed-widget-advanced-chart.js\" async>\n  {\n  \"allow_symbol_change\": true,\n  \"calendar\": false,\n  \"details\": false,\n  \"hide_side_toolbar\": true,\n  \"hide_top_toolbar\": false,\n  \"hide_legend\": false,\n  \"hide_volume\": false,\n  \"hotlist\": false,\n  \"interval\": \"D\",\n  \"locale\": \"en\",\n  \"save_image\": true,\n  \"style\": \"1\",\n  \"symbol\": \"NYSE:DELL\",\n  \"theme\": \"dark\",\n  \"timezone\": \"Etc\/UTC\",\n  \"backgroundColor\": \"#0F0F0F\",\n  \"gridColor\": \"rgba(242, 242, 242, 0.2)\",\n  \"watchlist\": [],\n  \"withdateranges\": false,\n  \"compareSymbols\": [],\n  \"support_host\": \"https:\/\/www.tradingview.com\",\n  \"studies\": [],\n  \"width\": 900,\n  \"height\": 500\n}\n  <\/script>\n<\/div>\n<!-- TradingView Widget END -->\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\">Niveau de prix<\/td><td class=\"has-text-align-center\" data-align=\"center\">Ce que surveillent les traders<\/td><\/tr><tr><td>430<\/td><td>R\u00e9sistance imm\u00e9diate (zone o\u00f9 le titre a du mal \u00e0 monter) et niveau de reprise<\/td><\/tr><tr><td>428<\/td><td>R\u00e9sistance de court terme apr\u00e8s la vague de ventes<\/td><\/tr><tr><td>425.35<\/td><td>Zone de cours actuelle et rep\u00e8re \u00e0 court terme<\/td><\/tr><tr><td>422.77<\/td><td>Plus bas de s\u00e9ance et support imm\u00e9diat (zone o\u00f9 le titre peut rebondir)<\/td><\/tr><tr><td>420<\/td><td>Support psychologique (niveau rond suivi par le march\u00e9) si la baisse se poursuit<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Dell \u00e9volue autour de <strong>425,35<\/strong> apr\u00e8s un repli depuis le plus haut de s\u00e9ance proche de <strong>460,91<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Un retour au-dessus de <strong>428,00<\/strong> pourrait traduire une am\u00e9lioration de la dynamique \u00e0 court terme (momentum, c\u2019est-\u00e0-dire la force du mouvement), tandis qu\u2019un franchissement de <strong>430,00<\/strong> sugg\u00e9rerait que les acheteurs tentent de reprendre la main.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00c0 la baisse, une cassure sous <strong>422,77<\/strong> pourrait renforcer la pression vendeuse et exposer la zone de support des <strong>420,00<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Sc\u00e9narios haussier et baissier<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/09\/codeODNhZWVmMGI3ZTViMGNjOGQ2NjUxNzE4ODkwM2ZmNzdfYU9BZGd1UE9LYXQzR1BxZEU5Z3duaU1LcTRnNUdqTDlfVG9rZW46T3FIT2JhZk1Cb3B0bG14Y1V3aGw0WWs3Z3VmXzE3ODgzMTkwNjA6MTc4ODMyMjY2MF9WNAampadd_watermarktrueampscene_typeCCM.png\" alt=\"\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\">Sc\u00e9nario<\/td><td class=\"has-text-align-center\" data-align=\"center\">D\u00e9clencheur<\/td><td class=\"has-text-align-center\" data-align=\"center\">R\u00e9action potentielle du march\u00e9<\/td><\/tr><tr><td>Tentative de rebond<\/td><td>Se maintenir au-dessus de 422,77<\/td><td>Dell pourrait retester la r\u00e9sistance 428,00\u2013430,00<\/td><\/tr><tr><td>Sortie haussi\u00e8re<\/td><td>Franchir 430,00<\/td><td>La dynamique pourrait se renforcer vers des niveaux plus \u00e9lev\u00e9s<\/td><\/tr><tr><td>Consolidation en range<\/td><td>Rester entre 422,77 et 430,00<\/td><td>Le titre pourrait \u00e9voluer lat\u00e9ralement pendant que le march\u00e9 r\u00e9\u00e9value les r\u00e9sultats<\/td><\/tr><tr><td>Rupture baissi\u00e8re<\/td><td>Passer sous 422,77<\/td><td>La pression vendeuse pourrait s\u2019accentuer vers 420,00<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Le <strong>sc\u00e9nario haussier<\/strong> suppose que Dell conserve le support au-dessus de <strong>422,77<\/strong> et rebondisse vers la <strong>zone de r\u00e9sistance 428,00\u2013430,00<\/strong>. Un maintien au-dessus de <strong>430,00<\/strong> pourrait signaler un retour de l\u2019int\u00e9r\u00eat acheteur.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Le <strong>sc\u00e9nario baissier<\/strong> prend de l\u2019ampleur si Dell casse sous <strong>422,77<\/strong>, signe d\u2019une prudence persistante malgr\u00e9 des perspectives favorables sur l\u2019IA.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Avertissement<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Les niveaux de prix et sc\u00e9narios ci-dessus correspondent \u00e0 l\u2019analyse de l\u2019auteur au moment de la publication. Ils ne constituent pas un conseil en investissement ni une recommandation officielle de VT Markets. Il est essentiel de faire sa propre analyse et de g\u00e9rer le risque.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Tradez des CFD Dell avec VT Markets<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Avec VT Markets, les traders peuvent acc\u00e9der aux CFD Dell, ainsi qu\u2019\u00e0 de nombreuses actions, indices, paires de devises (forex, march\u00e9 des changes), mati\u00e8res premi\u00e8res, ETF (fonds cot\u00e9s en Bourse) et autres march\u00e9s de CFD, depuis une seule plateforme.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Trader les CFD Dell avec VT Markets permet de suivre les variations de cours, de saisir des opportunit\u00e9s et de g\u00e9rer des positions avec des outils flexibles.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Pourquoi trader des CFD Dell avec VT Markets<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Trader des CFD (contrats sur diff\u00e9rence, instruments qui r\u00e9pliquent la variation d\u2019un actif) sur Dell permet de s\u2019exposer aux mouvements de l\u2019action sans d\u00e9tenir l\u2019action elle-m\u00eame.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Cela offre la possibilit\u00e9 de se positionner selon les conditions de march\u00e9, notamment lors des publications de r\u00e9sultats, d\u2019annonces dans l\u2019IA et de mouvements du secteur technologique.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Les CFD permettent aussi de se positionner \u00e0 la hausse comme \u00e0 la baisse, mais avec un risque \u00e9lev\u00e9, surtout en cas d\u2019effet de levier (m\u00e9canisme qui amplifie gains et pertes).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u00c0 surveiller ensuite<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Le prochain mouvement de Dell d\u00e9pendra probablement de la fa\u00e7on dont le march\u00e9 arbitrera entre la poursuite de la croissance des infrastructures d\u2019IA et des attentes d\u00e9j\u00e0 \u00e9lev\u00e9es, apr\u00e8s la r\u00e9action post-r\u00e9sultats.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Facteurs cl\u00e9s :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Demande d\u2019infrastructures d\u2019IA :<\/strong> capacit\u00e9 des commandes de serveurs IA et du carnet de commandes \u00e0 continuer d\u2019augmenter.<\/li>\n\n\n\n<li><strong>Marges :<\/strong> \u00e9volution de la rentabilit\u00e9 (marge, part du chiffre d\u2019affaires qui reste en profit) gr\u00e2ce aux ventes de serveurs IA.<\/li>\n\n\n\n<li><strong>Sentiment de march\u00e9 :<\/strong> la baisse post-r\u00e9sultats attire-t-elle des acheteurs ou se prolonge-t-elle ?<\/li>\n\n\n\n<li><strong>Performance du secteur IA :<\/strong> mouvements plus larges sur les valeurs technologiques et les fabricants de mat\u00e9riel IA, susceptibles d\u2019influencer Dell.<\/li>\n<\/ul>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Questions fr\u00e9quentes<\/summary>\n<h3 class=\"wp-block-heading\">Pourquoi l\u2019action Dell a-t-elle baiss\u00e9 malgr\u00e9 de bons r\u00e9sultats ?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Le titre a recul\u00e9 car les investisseurs ont privil\u00e9gi\u00e9 les attentes de croissance \u00e0 venir, la valorisation et la capacit\u00e9 de la demande li\u00e9e \u00e0 l\u2019IA \u00e0 soutenir une hausse durable.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Quel est l\u2019impact de la demande d\u2019IA sur l\u2019activit\u00e9 de Dell ?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Les infrastructures d\u2019IA sont devenues un moteur important, avec des commandes record de serveurs IA et un carnet de commandes en hausse, ce qui soutient l\u2019activit\u00e9 serveurs et centres de donn\u00e9es.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Quels niveaux de prix suivre sur Dell ?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Les traders suivent <strong>430,00<\/strong> comme niveau de reprise \u00e0 court terme et <strong>422,77<\/strong> comme support imm\u00e9diat. Un passage au-dessus de <strong>430,00<\/strong> peut signaler une dynamique plus favorable, tandis qu\u2019une cassure sous <strong>422,77<\/strong> peut indiquer une pression baissi\u00e8re suppl\u00e9mentaire.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Dell profite-t-il toujours de la tendance IA ?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Dell est bien positionn\u00e9 sur le march\u00e9 des infrastructures d\u2019IA via ses serveurs et solutions pour centres de donn\u00e9es. Le march\u00e9 \u00e9value toutefois si la croissance future sera \u00e0 la hauteur des attentes \u00e9lev\u00e9es autour des entreprises li\u00e9es \u00e0 l\u2019IA.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Peut-on trader l\u2019action Dell via des CFD ?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Oui. L\u2019action Dell peut \u00eatre trad\u00e9e via des CFD, ce qui permet de sp\u00e9culer sur les variations de cours sans d\u00e9tenir les actions. Les CFD peuvent permettre de se positionner sur des march\u00e9s en hausse comme en baisse, mais exigent une gestion du risque rigoureuse.<\/p>\n<\/details>\n\n\n\n\n<p class=\"wp-block-paragraph\"><b>Commencez \u00e0 trader d\u00e8s maintenant \u2014 cliquez <a href=\"https:\/\/www.vtmarkets.com\/fr-eu\/trade-now\/\">ici<\/a> pour cr\u00e9er votre compte r\u00e9el VT Markets.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"<p>Dell explose ses compteurs gr\u00e2ce \u00e0 l\u2019IA : 47 Md$ de ventes (+58%), 60,9 Md$ de commandes et 95 Md$ de backlog. Pr\u00e9visions FY27 relev\u00e9es, mais l\u2019action c\u00e8de 7%.<\/p>\n","protected":false},"author":87,"featured_media":53468,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[28],"tags":[],"class_list":["post-53469","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.1.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Dell explose ses compteurs gr\u00e2ce \u00e0 l\u2019IA : 47 Md$ de ventes (+58%), 60,9 Md$ de commandes et 95 Md$ de backlog. 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