{"id":52922,"date":"2026-09-02T08:00:42","date_gmt":"2026-09-02T08:00:42","guid":{"rendered":"https:\/\/www.vtmarkets.com\/fr-latam\/uncategorized\/dell-shares-fall-despite-record-results-as-ai-demand-outlook-remains-strong\/"},"modified":"2026-09-02T08:00:42","modified_gmt":"2026-09-02T08:00:42","slug":"dell-shares-fall-despite-record-results-as-ai-demand-outlook-remains-strong","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/fr-latam\/analysis\/dell-shares-fall-despite-record-results-as-ai-demand-outlook-remains-strong\/","title":{"rendered":"L\u2019action Dell recule malgr\u00e9 des r\u00e9sultats records, la demande en IA restant solide selon les perspectives"},"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, port\u00e9 par une forte demande en infrastructures pour l\u2019IA (mat\u00e9riels et syst\u00e8mes n\u00e9cessaires pour faire fonctionner l\u2019intelligence artificielle, comme les serveurs et centres de donn\u00e9es).<\/li>\n\n\n\n<li>Les commandes de serveurs pour l\u2019IA ont atteint <strong>60,9 milliards de dollars<\/strong>, tandis que l\u2019entreprise a termin\u00e9 le trimestre avec un <strong>carnet de commandes de 95 milliards de dollars<\/strong> (commandes d\u00e9j\u00e0 sign\u00e9es mais pas encore livr\u00e9es ni factur\u00e9es), ce qui am\u00e9liore la visibilit\u00e9 sur les revenus \u00e0 venir.<\/li>\n\n\n\n<li>Dell a relev\u00e9 sa pr\u00e9vision de chiffre d\u2019affaires pour l\u2019exercice 2027 de <strong>25 milliards de dollars<\/strong>, \u00e0 <strong>192 milliards de dollars<\/strong>, signe de la confiance du groupe dans la poursuite de la demande li\u00e9e \u00e0 l\u2019IA.<\/li>\n\n\n\n<li>Malgr\u00e9 ces bons r\u00e9sultats, l\u2019action Dell a recul\u00e9 d\u2019environ <strong>7%<\/strong> : le march\u00e9 semble surtout juger les perspectives et le niveau de valorisation (prix de l\u2019action par rapport aux b\u00e9n\u00e9fices et \u00e0 la croissance attendue).<\/li>\n\n\n\n<li>Les traders surveillent si ce repli correspond \u00e0 des prises de b\u00e9n\u00e9fices \u00e0 court terme (ventes apr\u00e8s une hausse) ou \u00e0 une remise en question 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 la demande en infrastructures pour l\u2019IA et en solutions de serveurs. Le chiffre d\u2019affaires a atteint <strong>47,0 milliards de dollars<\/strong>, tandis que les commandes et le carnet de commandes li\u00e9s aux serveurs d\u2019IA 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\">Pourtant, le titre a \u00e9t\u00e9 sous pression apr\u00e8s une ouverture proche de la zone des <strong>458 dollars<\/strong>, tombant sur un plus bas intraday (plus bas atteint dans la s\u00e9ance) \u00e0 <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\">Cette baisse malgr\u00e9 de bons r\u00e9sultats montre que les investisseurs regardent au-del\u00e0 des chiffres publi\u00e9s et s\u2019interrogent sur la capacit\u00e9 de la croissance future li\u00e9e \u00e0 l\u2019IA \u00e0 justifier des attentes d\u00e9j\u00e0 \u00e9lev\u00e9es.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Pourquoi les traders surveillent le titre<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Dell reste \u00e9troitement li\u00e9e \u00e0 l\u2019essor des infrastructures pour l\u2019IA, la demande de serveurs optimis\u00e9s pour l\u2019IA (serveurs con\u00e7us pour traiter de gros volumes de calcul, notamment pour l\u2019apprentissage automatique) \u00e9tant devenue un moteur de croissance majeur.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Les derniers chiffres confirment la solidit\u00e9 des commandes li\u00e9es \u00e0 l\u2019IA, la hausse du carnet de commandes et des ventes d\u2019infrastructures. Dans le m\u00eame temps, la direction a relev\u00e9 sa pr\u00e9vision de chiffre d\u2019affaires pour l\u2019exercice 2027 de <strong>25 milliards de dollars<\/strong>, traduisant des attentes plus fortes pour la demande future d\u2019IA.<\/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\">Mais les investisseurs \u00e9valuent aussi si la valorisation actuelle int\u00e8gre d\u00e9j\u00e0 une grande partie de la croissance attendue de Dell dans l\u2019IA. La r\u00e9action du titre illustre un march\u00e9 de plus en plus focalis\u00e9 sur la croissance future, et pas seulement sur les chiffres du trimestre.<\/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 le march\u00e9 surveille<\/td><\/tr><tr><td>430<\/td><td>R\u00e9sistance imm\u00e9diate (zone o\u00f9 le cours 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 cours tend \u00e0 trouver des acheteurs)<\/td><\/tr><tr><td>420<\/td><td>Support psychologique (chiffre rond souvent surveill\u00e9) si la pression vendeuse persiste<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Dell \u00e9volue autour de la zone des <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 signaler une am\u00e9lioration de la dynamique \u00e0 court terme (vitesse et direction du mouvement du cours). Un franchissement durable de <strong>430,00<\/strong> sugg\u00e9rerait que les acheteurs reprennent 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 possible 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>Cassure haussi\u00e8re<\/td><td>Franchir 430,00<\/td><td>La dynamique pourrait s\u2019am\u00e9liorer 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 \u00e0 plat, le march\u00e9 r\u00e9\u00e9valuant les r\u00e9sultats<\/td><\/tr><tr><td>Cassure 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 un support au-dessus de <strong>422,77<\/strong> et remonte vers la <strong>zone de r\u00e9sistance 428,00\u2013430,00<\/strong>. Un passage durable au-dessus de <strong>430,00<\/strong> irait dans le sens d\u2019un retour des acheteurs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Le <strong>sc\u00e9nario baissier<\/strong> gagnerait en probabilit\u00e9 si Dell cassait sous <strong>422,77<\/strong>, ce qui indiquerait que les investisseurs restent prudents malgr\u00e9 des perspectives solides dans 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 refl\u00e8tent l\u2019analyse de l\u2019auteur au moment de la r\u00e9daction. Ils ne constituent pas un conseil en investissement ni une recommandation officielle de VT Markets. Les traders doivent r\u00e9aliser leur propre analyse et g\u00e9rer le risque (limiter les pertes potentielles via, par exemple, la taille de position et des ordres stop) avec prudence.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Trader 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 mondiales, indices, devises (forex, march\u00e9 des changes), mati\u00e8res premi\u00e8res, ETF (fonds cot\u00e9s en Bourse) et autres march\u00e9s de CFD, via une seule plateforme.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Trader des CFD Dell avec VT Markets permet de suivre les mouvements de cours, de saisir des opportunit\u00e9s et d\u2019ajuster ses positions gr\u00e2ce \u00e0 des outils de trading flexibles.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Commencer \u00e0 trader des <a href=\"https:\/\/www.vtmarkets.com\/cfd-shares\/\" target=\"_blank\" rel=\"noopener\">CFD sur actions<\/a> avec VT Markets.<\/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 sur Dell permet de s\u2019exposer aux variations du cours de l\u2019action sans d\u00e9tenir l\u2019action elle-m\u00eame. Un CFD (contrat sur la diff\u00e9rence) est un produit d\u00e9riv\u00e9 : vous \u00e9changez la diff\u00e9rence entre le prix d\u2019entr\u00e9e et le prix de sortie, ce qui peut amplifier gains et pertes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Cette approche offre de la flexibilit\u00e9 pour se positionner selon les conditions de march\u00e9, notamment apr\u00e8s les r\u00e9sultats, les \u00e9volutions du secteur de l\u2019IA et les tendances des valeurs technologiques.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Avec VT Markets, les traders b\u00e9n\u00e9ficient de conditions de trading comp\u00e9titives et de ressources de march\u00e9 pour alimenter leurs analyses.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u00c0 surveiller<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">La prochaine \u00e9tape d\u00e9pendra probablement de la mani\u00e8re dont le march\u00e9 met en balance la croissance des infrastructures d\u2019IA et les attentes \u00e9lev\u00e9es apr\u00e8s la r\u00e9action aux 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> la capacit\u00e9 des commandes de serveurs d\u2019IA et du carnet de commandes \u00e0 rester solides.<\/li>\n\n\n\n<li><strong>Marges :<\/strong> les marges (part du chiffre d\u2019affaires qui reste en profit apr\u00e8s les co\u00fbts) peuvent-elles continuer \u00e0 s\u2019am\u00e9liorer gr\u00e2ce aux ventes de serveurs d\u2019IA.<\/li>\n\n\n\n<li><strong>Sentiment des investisseurs :<\/strong> la baisse post-r\u00e9sultats attire-t-elle de nouveaux acheteurs ou se prolonge-t-elle.<\/li>\n\n\n\n<li><strong>Performance du secteur IA :<\/strong> l\u2019\u00e9volution des actions de mat\u00e9riels IA et de la tech, qui peut influencer l\u2019int\u00e9r\u00eat pour Dell.<\/li>\n<\/ul>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Foire aux questions<\/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 se sont concentr\u00e9s sur les attentes de croissance \u00e0 venir, la valorisation, et sur la question de savoir si la demande li\u00e9e \u00e0 l\u2019IA peut continuer \u00e0 soutenir une hausse du cours.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Comment la demande d\u2019IA influence-t-elle l\u2019activit\u00e9 de Dell ?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">L\u2019infrastructure pour l\u2019IA est devenue un moteur de croissance important pour Dell : des commandes record de serveurs IA et un carnet de commandes en hausse soutiennent l\u2019activit\u00e9 serveurs et centres de donn\u00e9es.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Quels sont les niveaux de cours cl\u00e9s \u00e0 surveiller sur Dell ?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Le march\u00e9 surveille <strong>430,00 dollars<\/strong> comme niveau de reprise \u00e0 court terme et <strong>422,77 dollars<\/strong> comme support imm\u00e9diat. Un passage au-dessus de 430,00 pourrait indiquer une am\u00e9lioration de la dynamique, tandis qu\u2019une cassure sous 422,77 pointerait vers une pression baissi\u00e8re suppl\u00e9mentaire.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Dell profite-t-elle toujours de la tendance IA ?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Dell reste bien plac\u00e9e sur le march\u00e9 des infrastructures d\u2019IA via ses solutions de serveurs et de centres de donn\u00e9es. Mais les investisseurs v\u00e9rifient aussi si la croissance future peut \u00eatre \u00e0 la hauteur des attentes \u00e9lev\u00e9es autour des entreprises li\u00e9es \u00e0 l\u2019IA.<\/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-latam\/trade-now\/\">ici<\/a> pour cr\u00e9er votre compte r\u00e9el VT Markets.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"<p>Dell signe un trimestre record dop\u00e9 par l\u2019IA : 47 Md$ de revenus (+58%), 60,9 Md$ de commandes serveurs et 95 Md$ de backlog. Pourtant, le titre c\u00e8de 7%, la valorisation inqui\u00e8te.<\/p>\n","protected":false},"author":87,"featured_media":52921,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[14],"tags":[],"class_list":["post-52922","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 signe un trimestre record dop\u00e9 par l\u2019IA : 47 Md$ de revenus (+58%), 60,9 Md$ de commandes serveurs et 95 Md$ de backlog. 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