3 Big Technology Stocks Investors are Analyzing Prior to Earnings Releases

Dell, Inc. (NASDAQ:DELL) will unveil its latest earnings on Tuesday, November 15, 2011. The average estimate of analysts is for net income of 46 cents per share, a rise of 2.2% from the company’s actual earnings for the same quarter a year ago. During the past three months, the average estimate has moved up from 44 cents. Between one and three months ago, the average estimate moved up. It has been unchanged at 46 cents during the last month. Analysts are projecting profit to rise by 29.9% versus last year to $2.

The company has beaten estimates the last four quarters and is coming off a quarter where it topped forecasts by 5 cents, reporting profit of 54 cents per share against a mean estimate of net income of 49 cents per share. Analysts are projecting a rise of 1.9% in revenue from the year-earlier quarter to $15.69 billion.

Competitors to Watch: Hewlett-Packard Company (NYSE:HPQ), Apple Inc. (NASDAQ:AAPL), Silicon Graphics Intl. Corp (NASDAQ:SGI), Super Micro Computer, Inc. (NASDAQ:SMCI), Intl. Business Machines Corp. (NYSE:IBM), Cray Inc. (NASDAQ:CRAY), EMC Corporation (NYSE:EMC), Microsoft Corporation (NASDAQ:MSFT), and Intel Corporation (NASDAQ:INTC).

Applied Materials, Inc. (NASDAQ:AMAT) will unveil its latest earnings on Wednesday, November 16, 2011. The average estimate of analysts is for profit of 21 cents per share, a decline of 41.7% from the company’s actual earnings for the same quarter a year ago. During the past three months, the average estimate has moved down from 33 cents. Between one and three months ago, the average estimate moved down. It has been unchanged at 21 cents during the last month. Analysts are projecting profit to rise by 47.7% versus last year to $1.30.

The company has beaten estimates the last four quarters and is coming off a quarter where it topped forecasts by 2 cents, reporting net income of 35 cents per share against a mean estimate of profit of 33 cents per share. On average, analysts predict $2.16 billion in revenue this quarter, a decline of 25.3% from the year ago quarter. Analysts are forecasting total revenue of $10.53 billion for the year, a rise of 10.3% from last year’s revenue of $9.55 billion.

Competitors to Watch: Novellus Systems, Inc. (NASDAQ:NVLS), KLA-Tencor Corporation (NASDAQ:KLAC), Lam Research Corporation (NASDAQ:LRCX), Mattson Technology, Inc. (NASDAQ:MTSN), FSI International, Inc. (NASDAQ:FSII), Tegal Corporation (NASDAQ:TGAL), Axcelis Technologies, Inc. (NASDAQ:ACLS), Ultratech, Inc. (NASDAQ:UTEK), CVD Equipment Corporation (NASDAQ:CVV), and ASM Intl. N.V. (NASDAQ:ASMI).

NetApp (NASDAQ:NTAP) will unveil its latest earnings on Wednesday, November 16, 2011. The average estimate of analysts is for net income of 49 cents per share, a rise of 14% from the company’s actual earnings for the same quarter a year ago. During the past three months, the average estimate has moved down from 51 cents. Between one and three months ago, the average estimate moved down. It has been unchanged at 49 cents during the last month. Analysts are projecting profit to rise by 14.8% versus last year to $2.02.

Last quarter, the company missed estimates by 2 cents, coming in at profit of 44 cents per share versus a mean estimate of net income of 46 cents per share. In the fourth quarter of the last fiscal year, the company beat estimates by 3 cents. On average, analysts predict $1.53 billion in revenue this quarter, a rise of 26.4% from the year ago quarter. Analysts are forecasting total revenue of $6.39 billion for the year, a rise of 24.8% from last year’s revenue of $5.12 billion.

Competitors to Watch: EMC Corporation (NYSE:EMC), Dot Hill Systems Corp. (NASDAQ:HILL), Overland Storage, Inc. (NASDAQ:OVRL), Quantum Corporation (NYSE:QTM), ADPT Corporation (ADPT), Xyratex Ltd. (NASDAQ:XRTX), Seagate Technology PLC (NASDAQ:STX), Western Digital Corp. (NYSE:WDC), Brocade Communications Systems, Inc. (NASDAQ:BRCD), and Intl. Business Machines Corp. (NYSE:IBM).

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