Dell Technologies Inc. (DELL)

US — Technology Sector
Peers: NTES  MSTR  RBLX  CDNS  WDC  FI  MSI  INFY  STX  ADI 

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Key Metrics & Ratings

  • symbol DELL
  • Rev/Share 150.2384
  • Book/Share -3.7861
  • PB -33.3903
  • Debt/Equity -11.9248
  • CurrentRatio 0.8532
  • ROIC 0.1317

 

  • MktCap 84726711812.0
  • FreeCF/Share 6.4292
  • PFCF 19.044
  • PE 16.7913
  • Debt/Assets 0.3571
  • DivYield 0.016
  • ROE -2.1068

 

  • 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
Downgrade DELL Morgan Stanley Overweight Underweight -- -- Nov. 17, 2025
Initiation DELL Piper Sandler -- Overweight -- $172 Oct. 22, 2025
Reiterated DELL Raymond James -- Outperform $152 $161 Oct. 21, 2025
Initiation DELL Bernstein -- Outperform -- $175 Sept. 16, 2025
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

News

APLD vs. DELL: Which AI Infrastructure Stock Has More Upside?
APLD, DELL
Published: December 19, 2025 by: Zacks Investment Research
Sentiment: Positive

APLD and Dell both serve hyperscalers, but their contrasting AI infrastructure strategies could shape who benefits most from rising demand.

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image for news APLD vs. DELL: Which AI Infrastructure Stock Has More Upside?
Ray Dalio joins Michael Dell in backing 'Trump accounts' for kids, Bessent says
DELL
Published: December 17, 2025 by: CNBC Television
Sentiment: Positive

Billionaire hedge fund manager Ray Dalio of Bridgewater Associates and his wife Barbara committed to seed Trump accounts for approximately 300,000 children in Connecticut.

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image for news Ray Dalio joins Michael Dell in backing 'Trump accounts' for kids, Bessent says
Dell Technologies vs. Apple: Which PC Stock Has an Edge Now?
AAPL, DELL
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Positive

DELL is positioning for upside via AI PCs, enterprise demand, and the Windows 11 refresh, despite Apple's M5 Macs and strong adoption keeping it ahead in PCs.

Read More
image for news Dell Technologies vs. Apple: Which PC Stock Has an Edge Now?
Here is What to Know Beyond Why Dell Technologies Inc. (DELL) is a Trending Stock
DELL
Published: December 12, 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 Here is What to Know Beyond Why Dell Technologies Inc. (DELL) is a Trending Stock
Dell: Undervalued So Long As The AI Push Remains In Place
DELL
Published: December 11, 2025 by: Seeking Alpha
Sentiment: Positive

Dell Technologies stands out as a relative value in the AI-driven data center capex cycle, despite recent share price appreciation. DELL's growth is underpinned by surging demand for AI-optimized servers and a robust backlog, but memory price spikes create margin headwinds. Sustainability of double-digit data center capex growth is the key risk, yet near-term demand from hyperscalers and enterprises remains strong.

Read More
image for news Dell: Undervalued So Long As The AI Push Remains In Place
DELL Gains Traction in AI PC Market: Can It Drive CSG Revenue?
DELL
Published: December 10, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies gains momentum in AI PCs as Windows 11 refresh and rising demand boost CSG growth despite tough competition.

Read More
image for news DELL Gains Traction in AI PC Market: Can It Drive CSG Revenue?
DELL Stock Soars 24% in the Past 6 Months: Should You Buy Now or Wait?
DELL
Published: December 05, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies' record AI server backlog, accelerating FY26 growth, and expanding portfolio underscore mounting momentum amid competitive pressures.

Read More
image for news DELL Stock Soars 24% in the Past 6 Months: Should You Buy Now or Wait?
Dell Just Hit a Record in AI Orders—But the Real Test Starts Now
DELL
Published: December 02, 2025 by: MarketBeat
Sentiment: Neutral

For many investors, Dell Technologies NYSE: DELL has become somewhat of a divisive artificial intelligence (AI) stock. The company is certainly seeing a huge uptick in demand due to AI.

Read More
image for news Dell Just Hit a Record in AI Orders—But the Real Test Starts Now
Dell Helps Fund Trump Accounts With $6.25 Billion Gift
DELL
Published: December 02, 2025 by: Bloomberg Markets and Finance
Sentiment: Neutral

Michael and Susan Dell are giving $6.25 billion to help children invest in their future. The money will be used to fund the Invest America Initiative, better known as "Trump Accounts.

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image for news Dell Helps Fund Trump Accounts With $6.25 Billion Gift
Is Trending Stock Dell Technologies Inc. (DELL) a Buy Now?
DELL
Published: December 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 Is Trending Stock Dell Technologies Inc. (DELL) a Buy Now?
DELL's ISG Revenue Rises: Is Solid AI Server Demand the Catalyst?
DELL
Published: November 28, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies' record AI server orders and surging ISG revenue showcase how accelerating demand is fueling its fiscal 2026 growth momentum.

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image for news DELL's ISG Revenue Rises: Is Solid AI Server Demand the Catalyst?
This PC Maker's Stock Is Soaring on a Stronger Outlook, Thanks to AI
DELL
Published: November 26, 2025 by: Investopedia
Sentiment: Positive

Dell Technologies (DELL) shares jumped Wednesday after the PC maker hiked its outlook, pointing to a boost from AI-driven demand.

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image for news This PC Maker's Stock Is Soaring on a Stronger Outlook, Thanks to AI
Dell: Don't Sit Out On The Next Rally
DELL
Published: November 26, 2025 by: Seeking Alpha
Sentiment: Positive

Dell Technologies Inc. is reiterated as a Buy with a $171 price target, driven by robust AI server demand and strong FY26 guidance. DELL's AI server business saw a 120% order increase, fueled by neoclouds, sovereign nations, and enterprises seeking localized AI infrastructure. Risks include margin pressure from AI servers and competition from vertically integrated rack-scale solutions by Nvidia and AMD.

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image for news Dell: Don't Sit Out On The Next Rally
Top Stock Movers Now: Robinhood, Dell, Deere, HP, and More
DE, DELL, HOOD, HPQ, WDAY, WOOF
Published: November 26, 2025 by: Investopedia
Sentiment: Positive

Major U.S. equities indexes climbed Thursday afternoon ahead of the Thanksgiving holiday amid renewed optimism about a Federal Reserve rate cut next month. The Dow, S&P 500, and Nasdaq all rose close to 1%.

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image for news Top Stock Movers Now: Robinhood, Dell, Deere, HP, and More
DELL Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up
DELL
Published: November 26, 2025 by: Zacks Investment Research
Sentiment: Positive

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

Read More
image for news DELL Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up
S&P 500: Dell's AI-Fueled Rally and Robinhood's Surge Drive US Indices Higher
DELL, HOOD, IVV, SPLG, SPXL, SPY, SSO, UPRO, VOO
Published: November 26, 2025 by: FXEmpire
Sentiment: Positive

S&P 500 and Nasdaq hit two-week highs as rate-cut odds surge to 85%. Dell rallies on AI demand, Robinhood leads gainers.

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image for news S&P 500: Dell's AI-Fueled Rally and Robinhood's Surge Drive US Indices Higher
Dell Still Screens Margin Risk (Rating Downgrade)
DELL
Published: November 26, 2025 by: Seeking Alpha
Sentiment: Neutral

Dell Technologies Inc. shares popped Tuesday on its raised annual outlook for its AI servers from $20B to $25B for the year. Shares rose as much as 5% in extended trading. We think DELL stock looks good in light of Q3 results against an already shaky AI backdrop, but we don't think this means the stock holds a favorable risk-reward in 1H26. We expect more gross margin pressure from Dell due to increased pricing competition, higher cost base, and a new trend of hyperscalers going straight to Taiwanese ODMs.

Read More
image for news Dell Still Screens Margin Risk (Rating Downgrade)
Underperforming Tech Giant Gets a Post-Earnings Boost
DELL
Published: November 26, 2025 by: Schaeffers Research
Sentiment: Positive

Tech leader Dell Technologies Inc (NYSE:DELL) is up 5.6% to trade at $125.92 at last check, after the company forecast its fourth-quarter revenue and profit above estimates, banking on AI server demand to keep growing.

Read More
image for news Underperforming Tech Giant Gets a Post-Earnings Boost
DELL's "Margins Story" & Options Trade Ahead of Earnings
DELL
Published: November 25, 2025 by: Schwab Network
Sentiment: Neutral

When it comes to Dell Technologies' (DELL) earnings after the close Tuesday, Michelle Connell calls the report a "margins story." She explains where she sees Dell in the overall A.I.

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image for news DELL's "Margins Story" & Options Trade Ahead of Earnings
Big Morning of Data: Any of It Good?
ADP, ADSK, ANF, BABA, BBY, DELL, DKS, KSS, PPI, URBN
Published: November 25, 2025 by: Zacks Investment Research
Sentiment: Neutral

Retail Sales, PPI, Weekly ADP and retail earnings reports all hit the tape ahead of the opening bell.

Read More
image for news Big Morning of Data: Any of It Good?
Options Corner: DELL Trade Ahead of Earnings
DELL
Published: November 25, 2025 by: Schwab Network
Sentiment: Neutral

Dell Technologies (DELL) reports earnings after Tuesday's close. Rick Ducat pinpoints several technical developments occurring on its chart and draws upon previous chart patterns to show near-term areas to watch into the report.

Read More
image for news Options Corner: DELL Trade Ahead of Earnings
Dell Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
DELL
Published: November 25, 2025 by: Benzinga
Sentiment: Neutral

Dell Technologies Inc. (NYSE: DELL) will release earnings results for the third quarter after the closing bell on Tuesday, Nov. 25.

Read More
image for news Dell Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Markets Rebound On Fed Signals But Volatility Looms Ahead Of Key Data
DELL
Published: November 24, 2025 by: Forbes
Sentiment: Neutral

Key Takeaways

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image for news Markets Rebound On Fed Signals But Volatility Looms Ahead Of Key Data
Dell Technologies: Cheap, Profitable, And Ready To Ride The AI And Cloud Wave
DELL
Published: November 21, 2025 by: Seeking Alpha
Sentiment: Positive

Dell Technologies Inc. remains a Strong Buy with a raised 12-month price target of $160, reflecting 30% upside potential. Strong FQ2 2026 results delivered double-digit top and bottom-line growth, beating analyst expectations despite a post-earnings DELL stock pullback. DELL is well-positioned for AI and cloud growth, supported by partnerships with Nvidia and Hive Digital to expand AI infrastructure.

Read More
image for news Dell Technologies: Cheap, Profitable, And Ready To Ride The AI And Cloud Wave
DELL Gears Up to Report Q3 Earnings: Buy, Sell or Hold the Stock?
DELL
Published: November 20, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies' Q3 results are likely to benefit from solid AI-server momentum and double-digit growth forecasts despite market headwinds.

Read More
image for news DELL Gears Up to Report Q3 Earnings: Buy, Sell or Hold the Stock?
What Analyst Projections for Key Metrics Reveal About Dell Technologies (DELL) Q3 Earnings
DELL
Published: November 20, 2025 by: Zacks Investment Research
Sentiment: Neutral

Get a deeper insight into the potential performance of Dell Technologies (DELL) for the quarter ended October 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

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image for news What Analyst Projections for Key Metrics Reveal About Dell Technologies (DELL) Q3 Earnings
Dell Technologies (DELL) is a Top-Ranked Value Stock: Should You Buy?
DELL
Published: November 19, 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 Dell Technologies (DELL) is a Top-Ranked Value Stock: Should You Buy?
Dell Technologies AI Solutions Gain Momentum: A Sign for More Upside?
DELL
Published: November 18, 2025 by: Zacks Investment Research
Sentiment: Positive

DELL's soaring AI server shipments, expanding backlog and upgraded AI Factory offerings underscore its accelerating growth in the AI market.

Read More
image for news Dell Technologies AI Solutions Gain Momentum: A Sign for More Upside?
Dell Looks Undervalued With Significant Repricing Ahead As Earnings Re-Accelerate
DELL
Published: November 18, 2025 by: Seeking Alpha
Sentiment: Positive

Dell has successfully transformed from a legacy PC maker into a critical enterprise AI hardware enabler, driving structurally higher growth for the company. Management has nearly doubled its long-term annual revenue growth target to 7-9%, fueled by a massive surge in AI server demand. Despite strong AI-driven prospects, DELL trades at legacy PC maker valuations, presenting over 60% upside if repriced at higher multiples.

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image for news Dell Looks Undervalued With Significant Repricing Ahead As Earnings Re-Accelerate
Dell Technologies (DELL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
DELL
Published: November 18, 2025 by: Zacks Investment Research
Sentiment: Neutral

Dell Technologies (DELL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Read More
image for news Dell Technologies (DELL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

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.