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 149.9401
  • Book/Share -3.7786
  • PB -34.9573
  • Debt/Equity -11.9248
  • CurrentRatio 0.8532
  • ROIC 0.1317

 

  • MktCap 88813766478.0
  • FreeCF/Share 5.691
  • PFCF 22.5073
  • PE 17.5793
  • Debt/Assets 0.3571
  • DivYield 0.0153
  • ROE -2.1068

 

  • Rating C
  • Score 2
  • Recommendation Sell
  • P/E Score 1
  • 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
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

Dell's AI Payday Just Got Way Bigger - By 2x
DELL
Published: October 09, 2025 by: Seeking Alpha
Sentiment: Positive

Dell Technologies stands out in the competitive AI server market, leveraging deep partnerships and robust demand to drive growth. Management doubled long-term revenue and EPS growth targets, with ISG margins now expected between 10-14%, exceeding Wall Street expectations. Dell's shares offer 22-25% upside into FY27, with a new price target of ~$197 and a reiterated Buy rating based on strong AI-driven prospects.

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image for news Dell's AI Payday Just Got Way Bigger - By 2x
Dell Stock Spikes To All-Time High After Tech Titan Increases Long-Term Guidance
DELL
Published: October 08, 2025 by: Forbes
Sentiment: Positive

Get Forbes Breaking News Text Alerts: We're launching text message alerts so you'll always know the biggest stories shaping the day's headlines. Text “Alerts” to (201) 335-0739 or sign up here.

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image for news Dell Stock Spikes To All-Time High After Tech Titan Increases Long-Term Guidance
Top Stock Movers Now: Nvidia, AMD, Dell, Fair Isaac, and More
AMD, DELL, NVDA
Published: October 08, 2025 by: Investopedia
Sentiment: Positive

Major U.S. equities indexes climbed Wednesday as enthusiasm for artificial intelligence stocks boosted the tech sector. The Dow, S&P 500, and Nasdaq all gained.

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image for news Top Stock Movers Now: Nvidia, AMD, Dell, Fair Isaac, and More
Dell Stock Is Tops in S&P 500 Today. Wall Street Likes Its Long-Term AI Plans.
DELL, IVV, SPLG, SPXL, SPY, SSO, UPRO, VOO
Published: October 08, 2025 by: Barrons
Sentiment: Positive

Dell's growth potential in AI servers is the reason its targets look feasible, writes Melius Research analyst Ben Reitzes.

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image for news Dell Stock Is Tops in S&P 500 Today. Wall Street Likes Its Long-Term AI Plans.
Dell ‘constructive' on demand opportunity ahead, boosts long term targets: analysts
DELL
Published: October 08, 2025 by: Proactive Investors
Sentiment: Positive

Dell Technologies Inc (NASDAQ:DELL)'s investor event struck a “constructive” tone on the company's demand outlook, market share positioning and earnings growth expectations, according to analysts at Citi. In a note to clients on Wednesday, the analysts stated that Dell management reaffirmed their near-term outlook and increased their long-term targets, which were better than investor expectations.

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image for news Dell ‘constructive' on demand opportunity ahead, boosts long term targets: analysts
Top Stock Pick Report: A Q3 For the Record Books
BA, BE, BEAM, CF, COIN, CVNA, DB, DELL, EZPW, LC, NBIS, OPRA, RKLB, ROKU, SE, SEIC, SOFI, STM
Published: October 07, 2025 by: Schaeffers Research
Sentiment: Positive

Subscribers to Chart of the Week received this commentary on Sunday, October 5.

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image for news Top Stock Pick Report: A Q3 For the Record Books
Dell Says It Sees 'Massive' Growth Opportunity From AI
DELL
Published: October 07, 2025 by: Investopedia
Sentiment: Positive

Dell Technologies wants you to know it's an artificial intelligence winner.

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image for news Dell Says It Sees 'Massive' Growth Opportunity From AI
Dell Stock Scores Annual High on AI Optimism
DELL
Published: October 07, 2025 by: Schaeffers Research
Sentiment: Positive

Dell Technologies Inc (NYSE:DELL) is trying to keep the tech sector afloat today, last seen up 1.9% to trade at $148.53 after the company hiked its long-term revenue and profit growth forecasts.

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image for news Dell Stock Scores Annual High on AI Optimism
Dell Lifts Estimates for Next Four Years on AI Demand
DELL
Published: October 07, 2025 by: Bloomberg Markets and Finance
Sentiment: Positive

Dell roughly doubled its growth estimates for sales and profit for the next two years and sees artificial intelligence products extending those higher projections through at least the 2030 fiscal year. Ed Ludlow reports on Bloomberg Television.

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image for news Dell Lifts Estimates for Next Four Years on AI Demand
Dell stock higher as company raises outlook on AI demand
DELL
Published: October 07, 2025 by: Proactive Investors
Sentiment: Positive

Dell Technologies Inc (NASDAQ:DELL) shares gained more than 3% in early trading on Tuesday after the computer maker lifted its long-term revenue and profit growth forecasts during its Securities Analyst Meeting. Dell said it now expects annual revenue to grow between 7% and 9%, up from its previous forecast of 3% to 4%, driven by robust demand for artificial intelligence (AI) infrastructure.

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image for news Dell stock higher as company raises outlook on AI demand
Why Dell Technologies (DELL) is a Top Value Stock for the Long-Term
DELL
Published: October 07, 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 Why Dell Technologies (DELL) is a Top Value Stock for the Long-Term
Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
DELL
Published: October 06, 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 a Trending Stock: Facts to Know Before Betting on It
Dell Technologies (DELL) Upgraded to Buy: Here's Why
DELL
Published: September 24, 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 Why
Is It Worth Investing in Dell Technologies (DELL) Based on Wall Street's Bullish Views?
DELL
Published: September 24, 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?

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image for news Is It Worth Investing in Dell Technologies (DELL) Based on Wall Street's Bullish Views?
Investors Heavily Search Dell Technologies Inc. (DELL): Here is What You Need to Know
DELL
Published: September 23, 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.

Read More
image for news Investors Heavily Search Dell Technologies Inc. (DELL): Here is What You Need to Know
DELL Gains From AI and Data Center Growth: A Sign for More Upside?
DELL
Published: September 22, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies' growth is driven by momentum in AI and data centers, with innovation and strong demand fueling its growth trajectory.

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image for news DELL Gains From AI and Data Center Growth: A Sign for More Upside?
DELL's ISG Growth Accelerates: Is AI Infrastructure the Catalyst?
DELL
Published: September 16, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies is accelerating ISG growth with surging demand for AI infrastructure, powered by its expanding portfolio and partnerships.

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image for news DELL's ISG Growth Accelerates: Is AI Infrastructure the Catalyst?
DELL Gains Traction in AI PC Market: Can It Drive CSG Revenue?
DELL
Published: September 12, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies strengthens its AI PC leadership with new models, fueling CSG revenue growth amid competition from HP and Apple.

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image for news DELL Gains Traction in AI PC Market: Can It Drive CSG Revenue?
Here is What to Know Beyond Why Dell Technologies Inc. (DELL) is a Trending Stock
DELL
Published: September 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 vs. APLD: Which AI Infrastructure Stock Is the Better Buy Now?
APLD, DELL
Published: September 11, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies is gaining ground in AI infrastructure with strong server demand, solid earnings, and attractive valuation, outpacing Applied Digital.

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image for news DELL vs. APLD: Which AI Infrastructure Stock Is the Better Buy Now?
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.

Read More
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.

Read More
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

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.