Dell Technologies Inc. (DELL)
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- symbol DELL
- Rev/Share 150.2384
- Book/Share -3.7861
- PB -32.2942
- Debt/Equity -11.9248
- CurrentRatio 0.8532
- ROIC 0.1317
- MktCap 81945379310.0
- FreeCF/Share 6.4292
- PFCF 18.4188
- PE 16.2401
- Debt/Assets 0.3571
- DivYield 0.0172
- ROE -2.1068
- Rating C+
- Score 2
- Recommendation Sell
- P/E Score 2
- DCF Score 3
- 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 |
|---|---|---|---|---|---|---|---|
| Upgrade | DELL | Barclays | Equal Weight | Overweight | -- | $148 | Jan. 15, 2026 |
| Resumed | DELL | Goldman | -- | Buy | -- | $165 | Jan. 13, 2026 |
| 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 |
News
Dell Technologies Q4 Earnings Preview: Sustaining Growth With AI Momentum
Published: February 20, 2026 by: Seeking Alpha
Sentiment: Positive
Dell Technologies is positioned to benefit from AI infrastructure growth, with the ISG segment driving double-digit revenue and order momentum. Despite muted stock performance, DELL's Q3 2026 saw record $27B revenue, 24% ISG growth, and robust AI server backlog, supporting a bullish outlook. Management guides for Q4 2026 revenue of $31–32B and EPS of $3.5, aligning with consensus and signaling sustained top- and bottom-line strength.
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Stop Reading Dell's Margin Story Wrong, The Math Says 50% Upside
Published: February 19, 2026 by: Seeking Alpha
Sentiment: Positive
Dell is transforming from a traditional hardware provider to a leading AI-infrastructure supplier, capturing significant market share in data-center AI-optimized servers. The ISG segment now drives growth, with servers and networking up 43% YoY, but current AI server sales are margin-dilutive due to high GPU costs. I expect a J-curve profitability scenario as Dell's installed base expands, shifting revenue mix toward high-margin services and recurring income.
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Dell Technologies (DELL) Earnings Expected to Grow: Should You Buy?
Published: February 19, 2026 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.
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Wall Street Bulls Look Optimistic About Dell Technologies (DELL): Should You Buy?
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Neutral
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
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DELL vs. SMCI: Which AI-Server Stock Offers Better Growth Opportunity?
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Positive
Super Micro Computer's AI-driven revenue surge, rack-scale expansion and lower valuation stack up against Dell's margin pressures in the AI server race.
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1 Reason to Buy Dell Technologies Stock Like There's No Tomorrow
Published: February 12, 2026 by: The Motley Fool
Sentiment: Positive
The hyperscalers intend to spend billions of dollars on servers in 2026. Dell is a leader in AI servers, and investors may not be appreciating its full potential.
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DELL's Low P/S Valuation: An Opportunity or Risk Ahead for the Stock?
Published: February 11, 2026 by: Zacks Investment Research
Sentiment: Negative
Dell trades at a steep discount, but weak consumer PCs, thin AI server margins and stock underperformance signal bigger risks.
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Is Trending Stock Dell Technologies Inc. (DELL) a Buy Now?
Published: February 10, 2026 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.
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Best Tech Stocks To Buy On The Earnings Week Dip
Published: February 06, 2026 by: Seeking Alpha
Sentiment: Positive
This earnings season has reminded investors that technology is no longer a single trade, and 2026 is shaping up to be a stock picker's market. Weakness in software and the broader tech tumble in QQQ reflect shorter-term nerves, yet the underlying buildout of AI, connectivity, and digital infrastructure continues. These stocks share a common trait: They're essential building blocks rather than speculative applications, giving them growth visibility in 2026.
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Wall Street Analysts Think Dell Technologies (DELL) Is a Good Investment: Is It?
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
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Will Dell Technologies (DELL) Beat Estimates Again in Its Next Earnings Report?
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive
Dell Technologies (DELL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
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Is Most-Watched Stock Dell Technologies Inc. (DELL) Worth Betting on Now?
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive
Zacks.com users have recently been watching Dell Technologies (DELL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
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Here's Why Dell Technologies (DELL) is a Strong Value Stock
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
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Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
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Michael Dell loves the idea of Trump accounts.
Published: January 28, 2026 by: Yahoo Finance
Sentiment: Neutral
About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance
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Michael Dell wants Trump Accounts to teach financial literacy. 💰💵
Published: January 28, 2026 by: Yahoo Finance
Sentiment: Neutral
About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance
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These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Positive
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
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Dell CEO: Europe's business leaders secretly happy U.S. policies pressuring European competitiveness
Published: January 22, 2026 by: CNBC Television
Sentiment: Positive
Michael Dell told CNBC on Thursday that European business leaders are "secretly kind of happy" that U.S. pro-growth and deregulation policies are sparking more competition, and hope their own governments follow suit.
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Michael Dell: AI demand is in excess of supply
Published: January 22, 2026 by: CNBC Television
Sentiment: Positive
Michael Dell, founder and CEO of Dell, joins 'Squawk on the Street' to discuss the impacts of artificial intelligence, geopolitics, and more.
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DELL's Strong Partner Network Drives Up ISG Growth: What's Ahead?
Published: January 21, 2026 by: Zacks Investment Research
Sentiment: Positive
Dell Technologies partner network powers record ISG revenue, surging AI server orders and backlog, with Q4 revenue outlook signaling strong growth.
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DELL vs. CSCO: Which AI Infrastructure Stock Is the Better Buy Now?
Published: January 16, 2026 by: Zacks Investment Research
Sentiment: Positive
Dell Technologies leads in AI server demand, but Cisco Systems' networking strength and earnings momentum position it as the stronger AI infrastructure stock.
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Analysts Say Dell Is Becoming an AI Winner. Buy the Stock.
Published: January 15, 2026 by: Barrons
Sentiment: Positive
Barclays and Goldman Sachs both urged investors to buy the shares, citing AI server demand, expense discipline, and accelerating earnings growth.
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Analysts Still Bullish on Nvidia, Dell, and Quantum Computing
Published: January 15, 2026 by: 24/7 Wall Street
Sentiment: Positive
RBC initiated Nvidia with a $240 target, citing $500B+ backlog and surging enterprise demand. Barclays upgraded Dell to overweight on AI server order strength and expanding enterprise opportunities.
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Dell Technologies (DELL) Is Considered a Good Investment by Brokers: Is That True?
Published: January 15, 2026 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?
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DELL's Margins Under Pressure: Can ISG Strength Drive a Rebound?
Published: January 14, 2026 by: Zacks Investment Research
Sentiment: Neutral
Dell Technologies' margins dip in the fiscal third quarter, but ISG's AI server surge, record backlog, and strong shipments could help fuel a rebound.
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Dell's Upside Is Mispriced Despite Memory Costs Headwinds
Published: January 14, 2026 by: Seeking Alpha
Sentiment: Positive
Dell Technologies (DELL) remains a leading AI hardware contender, but margin pressures from memory costs keep its forward under siege, but already well below tech peers. Despite having delivered relatively thin free cash flow margins, DELL's strong enterprise/commercial PC positioning and pricing levers support resilience against volatile memory upcycle headwinds. AI server momentum and a growing $18.4B AI backlog underpin a multi-year ramp, with Wall Street projecting stronger FCF margins near 6.5% through FY2027.
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Dell tells staff to get ready for the 'biggest transformation in company history.' Read the memo.
Published: January 13, 2026 by: Business Insider
Sentiment: Positive
Dell has told its employees to expect a companywide systems overhaul in May. Top exec Jeff Clarke told workers it would be the "biggest transformation" in its 42-year history.
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Why Dell Technologies (DELL) is a Top Value Stock for the Long-Term
Published: January 13, 2026 by: Zacks Investment Research
Sentiment: Positive
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
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Apple and Dell Face Soaring Memory Prices. How the Stocks Can Handle the Threat.
Published: January 07, 2026 by: Barrons
Sentiment: Negative
Soaring memory prices are good news for SanDisk, Seagate Technology and Western Digital but not so cheerful for hardware companies such as Apple and Dell.
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DELL Plunges 18% in Three Months: Buy, Sell, or Hold the Stock?
Published: January 06, 2026 by: Zacks Investment Research
Sentiment: Negative
Dell Technologies shares are down nearly 18%, hurt by PC and supply-chain issues, but strong AI server demand, big orders, and solid fiscal 2026 guidance offer support.
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About Dell Technologies Inc. (DELL)
- IPO Date 2016-08-17
- Website https://www.delltechnologies.com
- Industry Computer Hardware
- CEO Michael Saul Dell
- Employees 108000