#stockprice

How low can it go? Why is Nike so unpopular? What needs to change for it to go up again?

What are the chances CMS will move off their proposed 0.09% rate for 2027?
It was approximately 5.0% for 2026 but they decided to basically eliminate it for 2027. After they announced the rate all health insurance stocks dropped massively.

WTH? Stock continues to get crushed.

Here we go

All these layoffs and the stock price is still $283.58. Wasn’t that supposed to fix everything? Lol

QC stock will continue to tank. 130 is just the start.

I can’t believe how big of a hit they took!

Think it might turn around? I know it won't be quick, but maybe?

Sell the ACN stocks, in the next 6 to 9 months the price will go down to $105 to $125

The stock is responding well now over 51. Keep your foot on their throats Dan!

5% drop today…anticipating February sales numbers?

interested to see reactions from some of these points, Dell is doing great these last few days in terms of stock, but is it short lived? I keep thinking about SMCi and they just seem to have the right blueprint.

consider my thought process:

​SMCI is strategically absorbing short-term gross margin compression (6.4%) to aggressively secure physical data center footprints. Once the bare-metal hardware is deployed, this establishes a captive base to upsell high-margin, proprietary Data Center Building Block Solutions and cooling maintenance. SMCi is leading Dell in this technology.

​AI-Driven Service Transformation: The traditional, human-intensive IT service model is being commoditized. AI automation is reducing the need for massive, global break-fix support teams, neutralizing the historical scale advantage of legacy hardware providers. Dell has not shown an interest to unleash their sw devs with Ai. they buy vs invent, well, overnight the world can invent more quickly and Dell isn't investing right

​Expansion into AI-RAN and Edge Telecom: By writing lean, specialized software stacks for distributed environments, SMCI is capturing the emerging Artificial Intelligence Radio Access Network, and Sovereign AI edge markets before slower legacy systems like Dell can adapt. this is far bigger than most know.

​Zero-Touch, Self-Healing Infrastructure: Integrating agentic AI into Baseboard Management Controllers and orchestration software enables autonomous power routing, predictive failure analysis, and real-time cooling adjustments, drastically cutting the operational overhead of rack maintenance. think, more self healing, less armies of physical technical support staff needed

​Direct Liquid Cooling & Next-Gen Silicon: The thermal physics of upcoming architectures—specifically the NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8—mandate advanced liquid cooling. SMCI's in-house DLC engineering and rapid time-to-market provide a structural lead in deploying these dense, 100kW+ AI racks.

​Financial Disconnect & Valuation Asymmetry: Despite exceptional top-line revenue growth (recent quarters posting >120% YoY growth to over $12.6B), SMCI trades at highly compressed multiples (trailing P/E ~24x, P/S ~0.4x). The stock is structurally mispriced relative to its market share expansion in AI hardware volume. dell is now in hold territory, smci might be a huge opportunity.

​Legacy Over-Reliance on Bloated Ecosystems: Incumbent behemoths are institutionally bound to massive enterprise sales forces and heavy management software suites. These legacy structures create internal friction and require high-margin subsidization, making them vulnerable to agile, pure-play engineering firms. Dell is competing against the true lean mavericks (see what I did there). many sales folks on this, you're the champions keeping Dell going, kudos, but... change happens

​Rapid Obsolescence of Traditional Software: The democratization of code via AI is collapsing the moat of legacy IT management software, this is the real place Dell is able to macgyver the numbers. Historically a competitive advantage for Dell, but now Leaner competitors utilizing AI-assisted development can now quickly replicate and streamline orchestration layers, bypassing the traditional software lock-in of these legacy giants.

interesting time to watch... I'm long on both, but I feel smci is better suited for the long haul, I'll be getting out from Dell, selling, later this year, but not just yet.

oh and I think more layoffs are coming, so it's not too off topic

Ge-z, what will it take for the board to act?

back over $150!

I never thought I'd see the day. What are the chances Sabre goes bankrupt?

DXC shares are now priced about the same as a rotisserie chicken, and yet the chicken still has a better future and its carve out is more predictable. Soon, DXC won’t even match a chicken. It’ll be trading like a pile of leftovers barely worth the plate it’s on.

Hopefully Tom will be out and we can begin to see stock price increase. His entire EVP suite has left he has eliminated everyone except his buddy who is now the chief revenue officer. When will he self reflect and realize that the problem is still here .. we’re hopefully moving in the direction of him leaving and new leadership taking over hopefully stronger better leadership because leadership is where bd fails miserably. It’s either pre Madonnas , or passive tone deaf useless VP’s who are so out of the touch with the plants and the business. It’s time to

The medical device industry has experienced consistent growth year over year, yet BDX stock has grown < 1% over the past 5 years.

This poor performance is due to weak and naive leadership that learns and then obsesses about basic principles like kaizen (which has been around for decades and should have always been a basic way of working).

Last year leadership came to the amazing revelation that they need to focus on marketing and revenue growth! This of course only happened after the stock plummeted.

lol.

The company has a low level of debt relative to equity which would make it ripe for acquisition but with this place, nothing would surprise me.

It all depends on the BOD and how much longer they’re willing to tolerate the CEO and the company’s underperformance.

IBM (IBM) plunged 12.5% after investors reacted to Anthropic's new AI tool that threatens its COBOL services, significantly outpacing the tech sector's 1.5% decline.

For taking our well performing stock value from the high of $179 to an even more winning $119...

Dell is meant to be broken in the stock market. Everything feels like a Dell crash

hmmm

https://www.bloomberg.com/news/articles/2026-02-23/paypal-attracts-takeover-interest-after-stock-slump

PayPal Holdings Inc., the digital payments pioneer, is attracting takeover interest from potential buyers after a stock slide wiped out almost half of its value, according to people familiar with the matter.

The San Jose, California-based company has fielded meetings with banks amid unsolicited interest from suitors, the people said. At least one large rival is looking at the whole company, while some other suitors are only interested in certain PayPal assets, the people said, asking not to be identified because the information is private.
Buyer interest in PayPal is still at a preliminary stage and may not lead to a transaction, the people cautioned. A representative for PayPal declined to comment.

Founded in the late 1990s, PayPal was an early mover in the world of digital payments. But the company now finds itself in a rut with its customers increasingly turning to alternative ways to pay for things.

PayPal’s shares have fallen around 46% in New York trading over the last 12 months, giving the company a market value of about $38.4 billion.

Current board chair Enrique Lores is due to take up the role as president and CEO of PayPal on March 1. He will be tasked with getting to grips with a company that’s lost market share to rivals such as Apple Pay and Google Pay and failed to modernize its payments technologies.

Former CEO Alex Chriss was ousted earlier this month after his turnaround plan fell short. The company’s fourth-quarter profit and revenue missed analysts’ estimates, according to results for the period that also showed a continued slowdown in payment volume.

Oracle ran up hard into late 2024 on AI and cloud optimism, pushing valuation well above its historical range. As rates stay higher for longer, the market is rotating out of expensive AI-adjacent names and back toward near-term cash flow certainty.

At the same time, Oracle's cloud growth narrative is under scrutiny. OCI is growing, but not fast enough to justify premium multiples versus hyperscalers like AWS and Azure. Any hint of slower bookings, margin pressure from data center spend, or conservative guidance has been enough to trigger derisking.

I get we're not rolling in the bucks but are your teams getting the usual 3% increases? My manager hinted not to expect anything unless you were a 5 or on a visible deal. Are we prepping for RIF 2.0 or just my team isn't getting raises this year

https://siliconangle.com/2026/02/10/teradata-tops-expectations-public-cloud-momentum-stock-surges/

We're crushing it!! Good work everyone ♥️

GL team! I am out! best of luck all.

Shares of Gemini dropped over 14%. Three senior executives are departing the company. This includes the Chief Operating Officer, Chief Financial Officer, and Chief Legal Officer. These changes are part of a broader restructuring effort. The company also reduced its global workforce by 25% and scaled back foreign operations.

https://coinpaper.com/14699/gemi-stock-forecast-crypto-exchange-gemini-layoffs-trigger-15-decline

The company value is decreasing - steady.
Now Dxc is worth only 2.2 B$.

When will the next CEO come bring his cronies?

Finally, a weekday that we're not going down!! Congrats! Our stock looks pretty steady today!

Is Rick going to put on his big boy pants and go on CNBC to talk about the AI mess causing the stock slide? Or is he going to run and bring in the mercenaries

Told you so. 2-2-26 $315. 2-11-26 $275. Stay away. Stay far far away.

A putrid odor fills the air,
A scent of ruin and despair,
Like rotten eggs and old, wet trash,
It hits the nose with sudden crash.
It lingers in the stagnant room,
A heavy, green, and choking gloom,
That makes you gag and hold your breath,
A foul scent, mimicking death.

Another. New. Low.

and please try not to be all doom and gloom

The market likes what is happening.

What is the long-term value creation for shareholders that leadership is constantly talking about?

Cisco’s P/E ratio is 33+ - higher than Google, Amazon, Meta and Netflix. That’s crazy- Wall Street is valuing Cisco higher than all these other companies!

If I have one regret about not being in Cisco it’s this: stock was dead for many years and now that I’m no longer in, has taken off like a rocket! Just my luck I guess, don’t think anything changed significantly but the external perceptions sure have.

Queue more layoffs to compensate.

It dipped again, with some post-close recovery. The positive earnings momentum lasted a grand total of one day.

KR’s change program coming full circle

Stock now lower than before she joined

Paid off. She got her bonus.

Is anybody else worried? It's not as if they need an excuse for more layoffs, but this is as convenient as it gets.