Zacks Industry Outlook Highlights Apple, Dell and One Stop Systems

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• Dell Technologies is benefiting from strong demand for AI servers, driven by ongoing digital transformation and heightened interest in generative AI applications

  80% confidence

• Industry participants like Apple, Dell Technologies and One Stop Systems are benefiting from steady demand for enterprise devices, including laptops, tablets and smartphones

  80% confidence

• Since March 31, the Zacks Consensus Estimate for this industry's 2026 earnings has moved south by 0.5%

  80% confidence

• The transition to Windows 11 is not yet finished. About 500 million PCs that can run Windows 11 are still waiting for upgrades

  80% confidence

• AI-capable PC shipments to make up 50% of PC shipments in 2026

  80% confidence

• The Zacks Computer - Micro Computers industry players are suffering from waning demand for consumer PCs

  80% confidence

• Apple's strategy of adding new games on a continuous basis is driving its user base

  80% confidence

• The top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one

  80% confidence

• The launch of foldable and artificial intelligence (AI) and machine learning-infused smartphones, tablets, wearables, hearables and PCs is another major growth driver for industry participants

  80% confidence

• Apple's Services segment benefits from an expanding games portfolio and the growing popularity of Apple TV+

  80% confidence

• One Stop Systems is investing in next-generation product development and advancing new program opportunities that are expected to contribute to positive bookings growth in 2026 and 2027

  80% confidence

• Heightened geopolitical challenges post-U.S. President Donald Trump's decision to levy tariffs on trade partners are expected to hurt industry participants

  80% confidence

• The improving availability of 5G-enabled smartphones has been a key catalyst for industry participants

  80% confidence

• Apple now expects the December quarter's (first-quarter fiscal 2026) iPhone sales to grow in double digits year over year

  80% confidence

• Increase exposure on the P-8 Poseidon Reconnaissance aircraft program bodes well for OSS

  80% confidence

• One Stop's product pipeline is expanding across leading defense organizations and advanced commercial enterprises

  80% confidence

• The growing demand for AI-enabled PCs is contributing to Dell's Client Solutions Group's (CSG) revenue growth

  80% confidence

• Apple TV+ is benefiting from an expanding content portfolio

  80% confidence

• The Zacks Computer - Micro Computers industry carries a Zacks Industry Rank #190, which places it in the bottom 22% of more than 250 Zacks industries

  80% confidence

• Weak demand in China has been a headwind

  80% confidence