Dell Technologies Inc. (DELL)

US — Technology Sector
Peers: HPQ  NTAP  PSTG  SMCI  ANET  SUNWQ  CSCO  ORCL  EBAY 

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Key Metrics & Ratings

  • symbol DELL
  • Rev/Share 146.6055
  • Book/Share -3.9971
  • PB -31.4227
  • Debt/Equity -10.372
  • CurrentRatio 0.8296
  • ROIC 0.1356

 

  • MktCap 85265210133.0
  • FreeCF/Share 7.0231
  • PFCF 17.5443
  • PE 17.6837
  • Debt/Assets 0.3217
  • DivYield 0.0154
  • ROE -2.0571

 

  • Rating B-
  • Score 2
  • Recommendation Sell
  • P/E Score 3
  • DCF Score 4
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Reiterated DELL TD Cowen -- Hold $125 $130 Aug. 29, 2025
Downgrade DELL Fox Advisors Overweight Equal Weight -- -- Aug. 29, 2025
Initiation DELL KeyBanc Capital Markets -- Sector Weight -- -- June 26, 2025
Reiterated DELL TD Cowen -- Hold $120 $125 May 30, 2025
Reiterated DELL TD Cowen -- Hold $128 $120 Feb. 28, 2025
Upgrade DELL OTR Global Negative Positive -- -- Feb. 12, 2025
Resumed DELL Deutsche Bank -- Buy -- $144 Sept. 27, 2024
Initiation DELL Mizuho -- Outperform -- $135 Sept. 17, 2024
Initiation DELL Susquehanna -- Neutral -- $120 Sept. 10, 2024
Reiterated DELL TD Cowen -- Hold $155 $128 Aug. 30, 2024

News

Dell Technologies Gains 6% in 3 Months: Time to Buy the Stock?
DELL
Published: September 09, 2025 by: Zacks Investment Research
Sentiment: Positive

DELL rides on AI server demand, expanding partnerships and strong Q3 guidance while trading at a discount.

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image for news Dell Technologies Gains 6% in 3 Months: Time to Buy the Stock?
DELL's ISG Sales Gain Momentum: Can Servers Keep Driving Growth?
DELL
Published: September 03, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies' record AI server shipments and soaring ISG revenues spotlight strong growth momentum despite fierce competition.

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image for news DELL's ISG Sales Gain Momentum: Can Servers Keep Driving Growth?
Dell Beats Expectations But Investors Still Undervalue Its True Potential For H2 FY2026
DELL
Published: September 03, 2025 by: Seeking Alpha
Sentiment: Positive

I remain bullish on Dell due to robust ISG growth, especially in AI-optimized servers, and strategic actions to address storage and CSG weaknesses. Dell's valuation is highly attractive, with traditional metrics and upward net income trends signaling significant undervaluation versus sector peers. Management's cost reductions and tactical product launches in CSG, plus catalysts like the Windows 10 Refresh, support long-term margin and revenue growth.

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image for news Dell Beats Expectations But Investors Still Undervalue Its True Potential For H2 FY2026
Dell Technologies Inc. (DELL) is Attracting Investor Attention: Here is What You Should Know
DELL
Published: September 01, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.

Read More
image for news Dell Technologies Inc. (DELL) is Attracting Investor Attention: Here is What You Should Know
DELL Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall
DELL
Published: August 29, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies' second-quarter fiscal 2026 results reflect strong AI-driven growth and an expanding backlog.

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image for news DELL Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall
Dell's 8% FCF Yield Is Not A Value Trap (Q2 2026 Earnings Review)
DELL
Published: August 29, 2025 by: Seeking Alpha
Sentiment: Positive

Dell beat on revenue and EPS, yet the stock sold off, now trading at just 13x earnings with an 8% FCF yield. ISG revenues grew 69% y/y, surpassing PCs for the first time, as Dell's AI server backlog remains strong and PC refresh tailwinds build into 2026. AI and PC replacement cycles are in early stages, with catalysts like Windows 10 end-of-life and a large installed base fueling sustainable long-term growth.

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image for news Dell's 8% FCF Yield Is Not A Value Trap (Q2 2026 Earnings Review)
Dell Technologies shares drop as margin pressure, profit outlook overshadow Q2 results
DELL
Published: August 29, 2025 by: Proactive Investors
Sentiment: Negative

Dell Technologies Inc (NASDAQ:DELL) shares fell after the company posted record second quarter results but reported margin pressure and issued adjusted earnings guidance below Wall Street expectations. For the fiscal second quarter ended August 2, 2025, Dell reported revenue of $29.8 billion, up 19% from a year earlier, and adjusted earnings per share of $2.32, a 19% increase.

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image for news Dell Technologies shares drop as margin pressure, profit outlook overshadow Q2 results
Dell Stock Struggles as AI Push Weighs on Outlook
DELL
Published: August 29, 2025 by: Schaeffers Research
Sentiment: Negative

The shares of Dell Technologies Inc (NYSE:DELL) are down 10.1% to trade at $124.65 this morning, on track for their worst day since April 3 as the company's weak third-quarter profit forecast overshadowed a second-quarter earnings and revenue beat.

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image for news Dell Stock Struggles as AI Push Weighs on Outlook
HP's Strong PC Demand Is a Good Sign for Dell Earnings. What to Watch For.
DELL, HPQ
Published: August 28, 2025 by: Barrons
Sentiment: Positive

Dell is scheduled to report second-quarter earnings after the stock market closes on Thursday.

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image for news HP's Strong PC Demand Is a Good Sign for Dell Earnings. What to Watch For.
Jobless Claims Decreased More Than Expected
BBY, BURL, DELL, DG, DKS, GDP, MRVL, NVDA, ULTA
Published: August 28, 2025 by: Zacks Investment Research
Sentiment: Negative

Pre-market futures have lots to digest this morning — not only following NVIDIA's NVDA strong Q2 results after the closing bell last night (even if they came in slightly below certain lofty expectations), but with both important economic data and Q2 earnings results having been reported. The Dow is +42 points at this moment, the S&P 500 is -1 point and the Nasdaq is -21.

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image for news Jobless Claims Decreased More Than Expected
Options Corner: DELL
DELL
Published: August 28, 2025 by: Schwab Network
Sentiment: Neutral

Dell Technologies (DELL) earnings are on the way after Thursday's close. Rick Ducat prepares investors and traders by taking a look at the technical setup on its chart.

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image for news Options Corner: DELL
DELL Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?
DELL
Published: August 26, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies' Q2 results are likely to reflect 16% revenue growth and strong AI-driven server demand, with shares already outperforming peers.

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image for news DELL Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?
Dell Technologies Picks Up Steam In AI Server Sales
DELL
Published: August 25, 2025 by: Seeking Alpha
Sentiment: Neutral

I recommend Dell Technologies Inc. as a Buy with a $153 price target, driven by strong AI server demand and commercial PC growth. Dell's Infrastructure Solutions Group is experiencing robust revenue growth, fueled by AI-optimized servers and a significant backlog from enterprise and Tier 2 CSP customers. Potential risks include margin pressure from AI servers and near-term stock volatility, but Dell's financial position.

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image for news Dell Technologies Picks Up Steam In AI Server Sales
Wall Street's Insights Into Key Metrics Ahead of Dell Technologies (DELL) Q2 Earnings
DELL
Published: August 25, 2025 by: Zacks Investment Research
Sentiment: Positive

Besides Wall Street's top-and-bottom-line estimates for Dell Technologies (DELL), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2025.

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image for news Wall Street's Insights Into Key Metrics Ahead of Dell Technologies (DELL) Q2 Earnings
Dell Technologies: Attractive Valuations Heading Into Q2 Earnings
DELL
Published: August 25, 2025 by: Seeking Alpha
Sentiment: Positive

Dell Technologies Inc. is undervalued despite strong AI server growth, trading at a forward P/E of 13.97, with significant upside potential as AI demand accelerates. AI server bookings and backlog signal robust demand, positioning Dell to capture a substantial share of a rapidly expanding $850 billion market by 2030. Consistent double-digit top- and bottom-line growth, stable earnings, and shareholder returns through buybacks make Dell attractive for long-term investors.

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image for news Dell Technologies: Attractive Valuations Heading Into Q2 Earnings
Dell Technologies vs. Apple: Which PC Maker Stock is a Better Buy?
AAPL, DELL
Published: August 22, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies DELL and Apple AAPL are leading personal computer (PC) makers in a market that is now expected to see year-over-year shipment growth of 4.1% in 2025, per IDC. Global PC shipment volume is expected to hit 274 million in 2025, driven by growing demand for artificial intelligence (AI)-powered PCs and the transition to Microsoft Windows 11.

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image for news Dell Technologies vs. Apple: Which PC Maker Stock is a Better Buy?
Dell Technologies (DELL) Earnings Expected to Grow: Should You Buy?
DELL
Published: August 21, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies (DELL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Dell Technologies (DELL) Earnings Expected to Grow: Should You Buy?
Here's Why Dell Technologies (DELL) is a Strong Momentum Stock
DELL
Published: August 21, 2025 by: Zacks Investment Research
Sentiment: Positive

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

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image for news Here's Why Dell Technologies (DELL) is a Strong Momentum Stock
Brokers Suggest Investing in Dell Technologies (DELL): Read This Before Placing a Bet
DELL
Published: August 21, 2025 by: Zacks Investment Research
Sentiment: Neutral

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Read More
image for news Brokers Suggest Investing in Dell Technologies (DELL): Read This Before Placing a Bet
DELL Gains From Commercial PC Demand: Can It Boost CSG Growth?
DELL
Published: August 20, 2025 by: Zacks Investment Research
Sentiment: Positive

DELL's CSG growth is fueled by surging commercial PC demand, AI-driven upgrades, and strong momentum across global markets.

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image for news DELL Gains From Commercial PC Demand: Can It Boost CSG Growth?
Dell Technologies (DELL) Is Up 0.49% in One Week: What You Should Know
DELL
Published: August 20, 2025 by: Zacks Investment Research
Sentiment: Positive

Does Dell Technologies (DELL) have what it takes to be a top stock pick for momentum investors? Let's find out.

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image for news Dell Technologies (DELL) Is Up 0.49% in One Week: What You Should Know
Dell Technologies (DELL) Upgraded to Buy: Here's What You Should Know
DELL
Published: August 20, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies (DELL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

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image for news Dell Technologies (DELL) Upgraded to Buy: Here's What You Should Know
Here's Why Dell Technologies (DELL) is a Strong Value Stock
DELL
Published: August 20, 2025 by: Zacks Investment Research
Sentiment: Positive

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

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image for news Here's Why Dell Technologies (DELL) is a Strong Value Stock
Is Dell Technologies (DELL) Stock Outpacing Its Computer and Technology Peers This Year?
DELL
Published: August 20, 2025 by: Zacks Investment Research
Sentiment: Positive

Here is how Dell Technologies (DELL) and KDDI Corporation Unsponsored ADR (KDDIY) have performed compared to their sector so far this year.

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image for news Is Dell Technologies (DELL) Stock Outpacing Its Computer and Technology Peers This Year?
Dell: Why The Best Is Coming (Q2 Earnings Preview)
DELL
Published: August 14, 2025 by: Seeking Alpha
Sentiment: Positive

Dell Technologies Inc.'s stock has doubled since my April call, but the core AI server and PC refresh drivers remain, justifying a continued Buy rating. Upcoming Q2 earnings and potential upward guidance revisions could serve as a catalyst for further stock price appreciation. Partnerships with Nvidia and Elastic signal a strategic shift toward higher-margin, software-like revenue streams beyond hardware.

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image for news Dell: Why The Best Is Coming (Q2 Earnings Preview)
Dell Technologies Stock Surges 23% Year to Date: How to Play
DELL
Published: August 13, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell benefits from surging AI server demand and a growing partner base, but faces margin pressure and stiff competition.

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image for news Dell Technologies Stock Surges 23% Year to Date: How to Play
Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
DELL
Published: August 12, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies (DELL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
TSM, DELL & GOOGL Names to Watch in "Accelerating" A.I. Race
DELL, GOOG, GOOGL, TSM
Published: August 08, 2025 by: Schwab Network
Sentiment: Positive

"It's hard not to be bullish" even as markets enter the seasonally weak period of August and September. He makes the case that the A.I.

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image for news TSM, DELL & GOOGL Names to Watch in "Accelerating" A.I. Race
Signal Says This Tech Stock's Rally Isn't Over Yet
DELL
Published: August 07, 2025 by: Forbes
Sentiment: Positive

Computer hardware stock Dell Technologies (DELL) has been consistently climbing since its early April lows, sporting a 14.8% year-to-date lead. The rally has taken a pause over the last week, however, giving the ascending 50-day moving average time to catch up.

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image for news Signal Says This Tech Stock's Rally Isn't Over Yet
Wall Street Bulls Look Optimistic About Dell Technologies (DELL): Should You Buy?
DELL
Published: August 05, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Read More
image for news Wall Street Bulls Look Optimistic About Dell Technologies (DELL): Should You Buy?

About Dell Technologies Inc. (DELL)

  • IPO Date 2016-08-17
  • Website https://www.delltechnologies.com
  • Industry Computer Hardware
  • CEO Michael Saul Dell
  • Employees 108000

Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports information technology (IT) solutions, products, and services worldwide. The company operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment provides traditional and next-generation storage solutions; and rack, blade, tower, and hyperscale servers. This segment also offers networking products and services that help its business customers to transform and modernize their infrastructure, mobilize and enrich end-user experiences, and accelerate business applications and processes; attached software and peripherals; and support and deployment, configuration, and extended warranty services. The CSG segment provides desktops, workstations, and notebooks; displays and projectors; attached and third-party software and peripherals, as well as support and deployment, configuration, and extended warranty services. The VMware segment supports customers in the areas of hybrid and multi-cloud, modern applications, networking, security, and digital workspaces, helping customers to manage IT resource across private clouds and complex multi-cloud, multi-device environments. Dell Technologies Inc. also provides information security; and cloud software and infrastructure-as-a-service solutions that enable customers to migrate, run, and manage mission-critical applications in cloud-based IT environments. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in August 2016. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.