{"id":52866,"date":"2026-09-02T07:59:15","date_gmt":"2026-09-02T07:59:15","guid":{"rendered":"https:\/\/www.vtmarkets.com\/pt-latam\/uncategorized\/dell-shares-fall-despite-record-results-as-ai-demand-outlook-remains-strong\/"},"modified":"2026-09-02T07:59:15","modified_gmt":"2026-09-02T07:59:15","slug":"dell-shares-fall-despite-record-results-as-ai-demand-outlook-remains-strong","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/pt-latam\/analysis\/dell-shares-fall-despite-record-results-as-ai-demand-outlook-remains-strong\/","title":{"rendered":"A\u00e7\u00f5es da Dell caem apesar de resultados recordes, enquanto as perspectivas de demanda por IA seguem fortes"},"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>Pontos-chave<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A Dell reportou receita trimestral recorde de <strong>US$ 47,0 bilh\u00f5es<\/strong>, alta de 58% na compara\u00e7\u00e3o anual, puxada pela forte demanda por infraestrutura de IA (equipamentos e sistemas para rodar intelig\u00eancia artificial).<\/li>\n\n\n\n<li>Os pedidos de servidores para IA chegaram a <strong>US$ 60,9 bilh\u00f5es<\/strong>, enquanto a empresa terminou o trimestre com uma <strong>carteira de pedidos (backlog) de US$ 95 bilh\u00f5es<\/strong>, o que d\u00e1 mais previsibilidade para a receita futura.<\/li>\n\n\n\n<li>A Dell elevou a proje\u00e7\u00e3o de receita do ano fiscal de 2027 (FY27, o ano fiscal \u2014 per\u00edodo cont\u00e1bil \u2014 que termina em 2027) em <strong>US$ 25 bilh\u00f5es, para US$ 192 bilh\u00f5es<\/strong>, sinalizando confian\u00e7a na demanda ligada \u00e0 IA.<\/li>\n\n\n\n<li>Apesar dos resultados fortes, as a\u00e7\u00f5es da Dell ca\u00edram cerca de <strong>7%<\/strong>, indicando que investidores estavam focados nas expectativas para os pr\u00f3ximos trimestres e no pre\u00e7o \u201ccaro\u201d do papel (valuation, ou avalia\u00e7\u00e3o de valor de mercado).<\/li>\n\n\n\n<li>Traders monitoram se a queda foi apenas realiza\u00e7\u00e3o de lucros (venda para embolsar ganhos) no curto prazo ou uma revis\u00e3o mais ampla do mercado sobre a\u00e7\u00f5es ligadas \u00e0 IA.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Movimento do mercado<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A Dell Technologies (DELL) entregou resultados trimestrais recordes, apoiados pela forte demanda por infraestrutura de IA e solu\u00e7\u00f5es de servidores. A receita atingiu o recorde de <strong>US$ 47,0 bilh\u00f5es<\/strong>, enquanto os pedidos e a carteira de pedidos de servidores para IA seguem avan\u00e7ando.<\/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 $95B. <a href=\"https:\/\/t.co\/kJlbA2aJx5\">https:\/\/t.co\/kJlbA2aJx5<\/a> <a href=\"https:\/\/t.co\/wI0QWTiWuB\">pic.twitter.com\/wI0QWTiWuB<\/a><\/p>&mdash; Wall St Engine (@wallstengine) <a href=\"https:\/\/x.com\/wallstengine\/status\/2094882840299344334?ref_src=twsrc%5Etfw\">September 1, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Mesmo assim, as a\u00e7\u00f5es ficaram pressionadas ap\u00f3s abrirem perto de <strong>US$ 458<\/strong>, caindo at\u00e9 a m\u00ednima intradi\u00e1ria (menor pre\u00e7o do dia) de <strong>US$ 422,77<\/strong>, antes de estabilizarem por volta de <strong>US$ 425,35<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A queda, apesar do lucro forte, mostra que o mercado olhou al\u00e9m dos n\u00fameros principais e avaliou se o crescimento futuro ligado \u00e0 IA justifica expectativas altas.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Por que traders est\u00e3o acompanhando<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A Dell segue ligada \u00e0 expans\u00e3o da infraestrutura de IA, com a demanda por servidores otimizados para IA virando um motor relevante de crescimento.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Os resultados mais recentes mostraram for\u00e7a nos pedidos ligados \u00e0 IA, avan\u00e7o do backlog (carteira de pedidos) e vendas de infraestrutura, enquanto a administra\u00e7\u00e3o elevou a proje\u00e7\u00e3o de receita do FY27 em <strong>US$ 25 bilh\u00f5es<\/strong>, com expectativa maior de demanda futura por IA.<\/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\">Ao mesmo tempo, investidores avaliam se o pre\u00e7o atual das a\u00e7\u00f5es (valuation, ou quanto o mercado j\u00e1 \u201cembute\u201d de crescimento no pre\u00e7o) j\u00e1 reflete boa parte do avan\u00e7o esperado com IA. A rea\u00e7\u00e3o do papel sugere foco maior nas expectativas de crescimento, e n\u00e3o apenas nos n\u00fameros do trimestre.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Principais n\u00edveis para operar<\/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\">N\u00edvel de pre\u00e7o<\/td><td class=\"has-text-align-center\" data-align=\"center\">O que traders observam<\/td><\/tr><tr><td>430<\/td><td>Resist\u00eancia imediata e n\u00edvel para recupera\u00e7\u00e3o<\/td><\/tr><tr><td>428<\/td><td>Resist\u00eancia de curto prazo ap\u00f3s a queda<\/td><\/tr><tr><td>425,35<\/td><td>Regi\u00e3o atual de negocia\u00e7\u00e3o e refer\u00eancia de curto prazo<\/td><\/tr><tr><td>422,77<\/td><td>M\u00ednima do preg\u00e3o e suporte imediato<\/td><\/tr><tr><td>420<\/td><td>Suporte psicol\u00f3gico (um \u201cn\u00famero redondo\u201d que costuma atrair aten\u00e7\u00e3o) se a press\u00e3o de baixa continuar<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">A Dell \u00e9 negociada perto de <strong>US$ 425,35<\/strong> ap\u00f3s recuar da m\u00e1xima do preg\u00e3o perto de <strong>US$ 460,91<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Uma recupera\u00e7\u00e3o acima de <strong>US$ 428,00<\/strong> pode indicar melhora do ritmo no curto prazo (momentum, ou for\u00e7a do movimento), enquanto uma alta acima de <strong>US$ 430,00<\/strong> pode sugerir tentativa de retomada do controle pelos compradores.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Na queda, perder <strong>US$ 422,77<\/strong> pode aumentar a press\u00e3o vendedora e abrir espa\u00e7o para o <strong>suporte em US$ 420,00<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Cen\u00e1rios de alta e de baixa<\/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\">Cen\u00e1rio<\/td><td class=\"has-text-align-center\" data-align=\"center\">Gatilho<\/td><td class=\"has-text-align-center\" data-align=\"center\">Poss\u00edvel rea\u00e7\u00e3o do mercado<\/td><\/tr><tr><td>Tentativa de recupera\u00e7\u00e3o<\/td><td>Manter acima de 422,77<\/td><td>A Dell pode retestar a resist\u00eancia em 428,00\u2013430,00<\/td><\/tr><tr><td>Rompimento altista<\/td><td>Romper acima de 430,00<\/td><td>O movimento pode ganhar for\u00e7a para n\u00edveis mais altos<\/td><\/tr><tr><td>Consolida\u00e7\u00e3o em faixa<\/td><td>Ficar entre 422,77 e 430,00<\/td><td>A a\u00e7\u00e3o pode andar de lado enquanto o mercado reavalia o balan\u00e7o<\/td><\/tr><tr><td>Perda de suporte (cen\u00e1rio de baixa)<\/td><td>Cair abaixo de 422,77<\/td><td>A press\u00e3o vendedora pode aumentar em dire\u00e7\u00e3o a 420,00<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">O <strong>cen\u00e1rio de alta<\/strong> depende de a Dell segurar o suporte acima de <strong>US$ 422,77<\/strong> e voltar para a <strong>faixa de resist\u00eancia em US$ 428,00\u2013430,00<\/strong>. Uma alta sustentada acima de <strong>US$ 430,00<\/strong> pode indicar volta do interesse comprador.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">O <strong>cen\u00e1rio de baixa<\/strong> ganha for\u00e7a se a Dell perder <strong>US$ 422,77<\/strong>, sinalizando cautela do mercado apesar da perspectiva positiva de crescimento com IA.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Aviso legal<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Os n\u00edveis de pre\u00e7o e os cen\u00e1rios acima refletem a avalia\u00e7\u00e3o do autor no momento da publica\u00e7\u00e3o. N\u00e3o s\u00e3o aconselhamento financeiro nem recomenda\u00e7\u00e3o oficial da VT Markets. Traders devem fazer a pr\u00f3pria an\u00e1lise e controlar o risco com cuidado.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Negocie CFDs da Dell com a VT Markets<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Na VT Markets, traders podem acessar CFDs da Dell junto com uma ampla lista de a\u00e7\u00f5es globais, \u00edndices, forex (mercado de moedas), commodities (mat\u00e9rias-primas), ETFs (fundos negociados em bolsa) e outros mercados de CFD em uma \u00fanica plataforma.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Negociar CFDs da Dell com a VT Markets permite acompanhar o pre\u00e7o, reagir a oportunidades e ajustar posi\u00e7\u00f5es com ferramentas flex\u00edveis.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Comece a negociar <a href=\"https:\/\/www.vtmarkets.com\/cfd-shares\/\" target=\"_blank\" rel=\"noopener\">CFDs de a\u00e7\u00f5es<\/a> com a VT Markets.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Por que negociar CFDs da Dell com a VT Markets<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Negociar CFDs (Contratos por Diferen\u00e7a \u2014 um derivativo, ou contrato financeiro, em que voc\u00ea ganha ou perde pela varia\u00e7\u00e3o do pre\u00e7o) da Dell permite exposi\u00e7\u00e3o ao movimento das a\u00e7\u00f5es sem comprar o papel.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Isso d\u00e1 flexibilidade para montar posi\u00e7\u00f5es conforme o mercado muda, incluindo rea\u00e7\u00f5es a balan\u00e7os, novidades do setor de IA e tend\u00eancias de tecnologia.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Na VT Markets, traders acessam condi\u00e7\u00f5es competitivas e recursos de mercado voltados a apoiar an\u00e1lises em mercados globais.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">O que acompanhar a seguir<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Principais pontos:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Demanda por infraestrutura de IA:<\/strong> se os pedidos de servidores de IA e o crescimento do backlog (carteira de pedidos) seguem fortes.<\/li>\n\n\n\n<li><strong>Margens de lucro:<\/strong> se as vendas de servidores de IA viram melhora de margem (a fatia de lucro na receita).<\/li>\n\n\n\n<li><strong>Sentimento do investidor:<\/strong> se a queda p\u00f3s-balan\u00e7o atrai compradores ou continua.<\/li>\n\n\n\n<li><strong>Desempenho do setor de IA:<\/strong> o movimento de a\u00e7\u00f5es de hardware e tecnologia que influencia a percep\u00e7\u00e3o sobre a Dell.<\/li>\n<\/ul>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Perguntas frequentes<\/summary>\n<h3 class=\"wp-block-heading\">Por que as a\u00e7\u00f5es da Dell ca\u00edram apesar do balan\u00e7o forte?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">As a\u00e7\u00f5es ca\u00edram porque investidores olharam al\u00e9m dos n\u00fameros do trimestre e focaram nas expectativas de crescimento, no valuation (o quanto o pre\u00e7o j\u00e1 reflete o crescimento esperado) e na d\u00favida sobre a continuidade da demanda ligada \u00e0 IA.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Como a demanda por IA afeta o neg\u00f3cio da Dell?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A infraestrutura de IA virou um motor importante para a Dell, com pedidos recordes e crescimento do backlog (carteira de pedidos) sustentando a \u00e1rea de servidores e data centers (centros de dados, locais com computadores e armazenamento para servi\u00e7os digitais).<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Quais s\u00e3o os principais n\u00edveis de pre\u00e7o para acompanhar?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Traders monitoram <strong>US$ 430,00<\/strong> como n\u00edvel de recupera\u00e7\u00e3o no curto prazo e <strong>US$ 422,77<\/strong> como suporte imediato. Acima de <strong>US$ 430,00<\/strong>, o movimento pode ganhar for\u00e7a; abaixo de <strong>US$ 422,77<\/strong>, aumenta o risco de mais queda.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">A Dell ainda se beneficia da tend\u00eancia de IA?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A Dell segue bem posicionada em infraestrutura de IA com solu\u00e7\u00f5es de servidores e centros de dados. Por\u00e9m, o mercado avalia se o crescimento futuro vai acompanhar as expectativas altas para empresas ligadas \u00e0 IA.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u00c9 poss\u00edvel negociar a a\u00e7\u00e3o da Dell como CFD?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Sim. As a\u00e7\u00f5es da Dell podem ser negociadas como CFDs, permitindo operar a varia\u00e7\u00e3o do pre\u00e7o sem comprar as a\u00e7\u00f5es. CFDs tamb\u00e9m permitem operar alta e queda, com controle de risco.<\/p>\n<\/details>\n\n\n\n\n<p class=\"wp-block-paragraph\"><b>Comece a negociar agora \u2014 clique <a href=\"https:\/\/www.vtmarkets.com\/pt-latam\/trade-now\/\">aqui<\/a> para criar a sua conta real da VT Markets.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"<p>Dell surpreende com receita recorde de US$ 47 bi impulsionada por infraestrutura de IA, backlog de US$ 95 bi e guidance FY27 elevado a US$ 192 bi\u2014mas a a\u00e7\u00e3o cai 7% por valuation e expectativas.<\/p>\n","protected":false},"author":87,"featured_media":52865,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[12],"tags":[],"class_list":["post-52866","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 - 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