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 139.7413
  • Book/Share -4.3699
  • PB -30.5588
  • Debt/Equity -9.5175
  • CurrentRatio 0.8513
  • ROIC 0.1289

 

  • MktCap 90653557022.0
  • FreeCF/Share 5.2746
  • PFCF 24.8366
  • PE 20.1022
  • Debt/Assets 0.3313
  • DivYield 0.0145
  • ROE -1.8986

 

  • Rating C+
  • Score 2
  • Recommendation Sell
  • P/E Score 3
  • 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
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
Upgrade DELL Fox Advisors Equal Weight Overweight -- -- Aug. 30, 2024

News

Redesign Named Dell Technologies' 2025 North American Storage Partner of the Year
DELL
Published: May 28, 2025 by: Business Wire
Sentiment: Neutral

EL SEGUNDO, Calif.--(BUSINESS WIRE)-- #DTW--The Redesign Group (“Redesign”), a global technology and cybersecurity solutions provider and consulting firm, announced today that it has been named Dell Technologies' 2025 North American Storage Partner of the Year. Dell's Partner of the Year awards recognize and celebrate the accomplishments of its top performing partners across various categories. These awards highlight partners who have demonstrated excellence in sales, innovation, and customer satisfac.

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image for news Redesign Named Dell Technologies' 2025 North American Storage Partner of the Year
How Will DELL Stock React To Its Upcoming Earnings?
DELL
Published: May 28, 2025 by: Forbes
Sentiment: Neutral

Dell Technologies (NYSE:DELL) is scheduled to report its earnings on Thursday, May 29, 2025. For event-driven traders, understanding how the company's stock has historically reacted to earnings announcements can be a valuable tool.

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image for news How Will DELL Stock React To Its Upcoming Earnings?
Dell Q1 Earnings Preview: The Drive Toward A $100B Sales Milestone
DELL
Published: May 27, 2025 by: Seeking Alpha
Sentiment: Positive

Dell's AI-server business has driven a major re-rating, but margin dilution and short product cycles pose risks to sustained profitability. Q1 2026 earnings are pivotal; strong AI-server backlog supports growth, but the PC renewal cycle and server margins are key swing factors. Valuation is attractive with a forward PE of 12 and robust shareholder returns, yet overall grade remains low due to lingering uncertainties.

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image for news Dell Q1 Earnings Preview: The Drive Toward A $100B Sales Milestone
Dell Shifts Its Business Model And The Future Growth Looks More Promising
DELL
Published: May 26, 2025 by: Seeking Alpha
Sentiment: Positive

Dell seems to be developing a new business model focusing on the infrastructure (ISG) segment, which is more profitable. Dell operates in the data center industry with a CAGR of 26.8%, data storage industry with CAGR of 17.2% and hardware with CAGR of 7.26%. Momentum in the hardware (CSG) segment seems to be emerging and the revenue from this segment will get a boost.

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image for news Dell Shifts Its Business Model And The Future Growth Looks More Promising
DELL Set to Report Q1 Earnings: Buy, Sell or Hold the Stock?
DELL
Published: May 26, 2025 by: Zacks Investment Research
Sentiment: Neutral

Dell Technologies' first-quarter fiscal 2026 earnings are expected to benefit from strong AI server demand, but trade risks and a weak PC market could limit upside.

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image for news DELL Set to Report Q1 Earnings: Buy, Sell or Hold the Stock?
Cramer's week ahead: Earnings from Nvidia, Dell, Costco and Salesforce
COST, CRM, DELL, NVDA
Published: May 23, 2025 by: CNBC
Sentiment: Neutral

CNBC's Jim Cramer on Friday guided investors through next week on Wall Street, saying quarterly reports from Nvidia, Costco, Dell and Salesforce have the potential to move their respective sectors and the rest of the market. He also warned that stocks' performance can depend on action from President Donald Trump.

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image for news Cramer's week ahead: Earnings from Nvidia, Dell, Costco and Salesforce
Curious about Dell Technologies (DELL) Q1 Performance? Explore Wall Street Estimates for Key Metrics
DELL
Published: May 23, 2025 by: Zacks Investment Research
Sentiment: Neutral

Evaluate the expected performance of Dell Technologies (DELL) for the quarter ended April 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

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image for news Curious about Dell Technologies (DELL) Q1 Performance? Explore Wall Street Estimates for Key Metrics
Dell Technologies: Q1 Should Change The Game
DELL
Published: May 23, 2025 by: Seeking Alpha
Sentiment: Positive

Dell Technologies Inc.'s upcoming Q1 FY2026 earnings are poised as a significant catalyst, expected to build on Q4's robust ISG performance and a rapidly expanding AI server backlog. Despite recent CSG consumer softness, a strong PC refresh cycle driven by an aging installed base, Windows 10 end-of-life, and Dell's leadership in AI PCs should drive growth in 2026. Management's guidance for "at least $15 billion" in AI server shipments for FY2026 and a 25% YoY EPS increase for Q1 FY2026 ($1.65 midpoint) sets a positive tone.

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image for news Dell Technologies: Q1 Should Change The Game
Dell Technologies (DELL) Reports Next Week: Wall Street Expects Earnings Growth
DELL
Published: May 22, 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) Reports Next Week: Wall Street Expects Earnings Growth
DELL Surges 37% in a Month: Should You Buy the Stock Now or Wait?
DELL
Published: May 21, 2025 by: Zacks Investment Research
Sentiment: Positive

Dell Technologies stock benefits from an expanding portfolio and rich partner base, but near-term PC market weakness and stiff competition pose risk.

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image for news DELL Surges 37% in a Month: Should You Buy the Stock Now or Wait?
Dell Continues to Innovate the AI Factory
DELL
Published: May 21, 2025 by: Bloomberg Technology
Sentiment: Positive

Arthur Lewis, president of Dell's Infrastructure Solutions Group, discusses how the company continues to innovate on the AI Factory and its partnership with Nvidia. Lewis speaks with Bloomberg's Ed Ludlow at Dell Technologies World.

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image for news Dell Continues to Innovate the AI Factory
Dell Technologies Transforms Data Center Operations with Software-Driven Disaggregated Infrastructure Innovations
DELL
Published: May 20, 2025 by: Business Wire
Sentiment: Neutral

LAS VEGAS--(BUSINESS WIRE)--DELL TECHNOLOGIES WORLD – Dell Technologies (NYSE: DELL) helps customers design modern disaggregated data centers with storage, cyber resilience, software and integrated solution innovations. Why it matters Organizations face increasing demands to efficiently manage and secure both modern and traditional workloads across on-premises data centers, cloud and edge environments. IT and business needs keep changing, so the modern data center must be ready for anything. De.

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image for news Dell Technologies Transforms Data Center Operations with Software-Driven Disaggregated Infrastructure Innovations
Dell Technologies Reports After Close And Options Expire The Next Day
DELL
Published: May 20, 2025 by: Forbes
Sentiment: Neutral

According to NextEarningsDate.com, the Dell Technologies next earnings date is projected to be 5/29 after the close, with earnings estimates of $1.67/share on $23.15 Billion of revenue. Looking back, the recent Dell Technologies earnings history looks like this:

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image for news Dell Technologies Reports After Close And Options Expire The Next Day
Dell Technologies Fuels Enterprise AI Innovation with Infrastructure, Solutions and Services
DELL
Published: May 19, 2025 by: Business Wire
Sentiment: Neutral

LAS VEGAS--(BUSINESS WIRE)--DELL TECHNOLOGIES WORLD-- Dell Technologies (NYSE: DELL), the world's No. 1 provider of AI infrastructure,1 announces Dell AI Factory advancements, including powerful and energy-efficient AI infrastructure, integrated partner ecosystem solutions and professional services to drive simpler and faster AI deployments. Why it matters AI is now essential for businesses, with 75% of organizations saying AI is key to their strategy2 and 65% successfully moving AI projects in.

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image for news Dell Technologies Fuels Enterprise AI Innovation with Infrastructure, Solutions and Services
Dell Technologies Unveils Next Generation Enterprise AI Solutions with NVIDIA
DELL
Published: May 19, 2025 by: Business Wire
Sentiment: Neutral

LAS VEGAS--(BUSINESS WIRE)--DELL TECHNOLOGIES WORLD – The world's top provider of AI-centric infrastructure,2 Dell Technologies (NYSE: DELL), announces innovations across the Dell AI Factory with NVIDIA – all designed to help enterprises accelerate AI adoption and achieve faster time to value. Why it matters As enterprises make AI central to their strategy and progress from experimentation to implementation, their demand for accessible AI skills and technologies grows exponentially. Dell and NV.

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image for news Dell Technologies Unveils Next Generation Enterprise AI Solutions with NVIDIA
Dell unveils new AI servers powered by Nvidia chips to boost enterprise adoption
DELL, NVDA
Published: May 19, 2025 by: Reuters
Sentiment: Positive

Dell Technologies on Monday unveiled new servers powered by Nvidia's Blackwell Ultra chips, aiming to capitalize on the booming demand for artificial intelligence systems.

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image for news Dell unveils new AI servers powered by Nvidia chips to boost enterprise adoption
3 Artificial Intelligence (AI) Stocks That Could Soar in the Second Half of 2025
CURI, DELL, NVDA
Published: May 18, 2025 by: The Motley Fool
Sentiment: Positive

Stocks have bounced back after escalating tariffs and rising geopolitical concerns have given way to hope for a more stable global trade environment. Technology names were some of the hardest hit with the tech-heavy Nasdaq Composite falling as much as 24% from recent highs.

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image for news 3 Artificial Intelligence (AI) Stocks That Could Soar in the Second Half of 2025
Dell Technologies (DELL) Stock Dips While Market Gains: Key Facts
DELL
Published: May 15, 2025 by: Zacks Investment Research
Sentiment: Neutral

Dell Technologies (DELL) reachead $110.87 at the closing of the latest trading day, reflecting a -0.14% change compared to its last close.

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image for news Dell Technologies (DELL) Stock Dips While Market Gains: Key Facts
Will Dell Technologies (DELL) Beat Estimates Again in Its Next Earnings Report?
DELL
Published: May 15, 2025 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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image for news Will Dell Technologies (DELL) Beat Estimates Again in Its Next Earnings Report?
Dell vs. Microsoft: Which Cloud Stock Is the Better Buy Now?
DELL, MSFT
Published: May 13, 2025 by: Zacks Investment Research
Sentiment: Neutral

DELL and MSFT are well-known players in the cloud computing industry. Let's find out which one is a better investment option.

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image for news Dell vs. Microsoft: Which Cloud Stock Is the Better Buy Now?
Is Trending Stock Dell Technologies Inc. (DELL) a Buy Now?
DELL
Published: May 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 Is Trending Stock Dell Technologies Inc. (DELL) a Buy Now?
Dell: A Mixed Bag But Still A Buy (Technical Analysis)
DELL
Published: May 07, 2025 by: Seeking Alpha
Sentiment: Positive

Dell: A Mixed Bag But Still A Buy (Technical Analysis)

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image for news Dell: A Mixed Bag But Still A Buy (Technical Analysis)
Bear of the Day: Dell Technologies (DELL)
DELL
Published: May 07, 2025 by: Zacks Investment Research
Sentiment: Negative

Dude, you're getting a Dell just doesn't have the same ring to it that it used to.

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image for news Bear of the Day: Dell Technologies (DELL)
New Strong Sell Stocks for May 7th
ALGT, DELL, HPQ
Published: May 07, 2025 by: Zacks Investment Research
Sentiment: Negative

ALGT, DELL and HPQ have been added to the Zacks Rank #5 (Strong Sell) List on May 7, 2025.

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image for news New Strong Sell Stocks for May 7th
Dell: Buy The Dip At 6-7x Operating Income
DELL
Published: May 07, 2025 by: Seeking Alpha
Sentiment: Neutral

Dell shares have dropped 18% YTD on fears that AI infrastructure build-out is slowing. However, it is important to note that the concern surrounding fading AI infrastructure build-out has so far not been reflected in fundamentals. Dell's strategic partnership with NVIDIA positions it well in the AI infrastructure market, despite concerns about slowing AI demand.

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image for news Dell: Buy The Dip At 6-7x Operating Income
Dell: Betting On Servers, Not Screens
DELL
Published: May 07, 2025 by: Seeking Alpha
Sentiment: Positive

Dell Technologies is a value play with growth potential from AI infrastructure; stagnation in its PC business is priced into valuations. Financials show revenue growth, improved margins, but concerning free cash flow due to AI investments; shareholder paybacks could be threatened. AI market share gains and projected $15b in AI shipments by FY 2026 highlight Dell's leadership, though risks from hyperscalers and NVIDIA exist.

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image for news Dell: Betting On Servers, Not Screens
Dell Technologies: Acceleration Unlocked; Upgrade To Strong Buy On Enterprise Tailwinds
DELL
Published: May 07, 2025 by: Seeking Alpha
Sentiment: Positive

Initiate on DELL with a Strong Buy and $135 PT, driven by AI infrastructure demand and a non-discretionary Windows 10 EOL commercial PC refresh cycle. Dell's $9B AI server backlog and expanding pipeline position it to exceed management's $15B shipment floor in FY26, driving significant revenue growth. The Windows 10 end-of-life in October 2025 will trigger a commercial PC refresh cycle, with Dell uniquely positioned to benefit due to its market dominance.

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image for news Dell Technologies: Acceleration Unlocked; Upgrade To Strong Buy On Enterprise Tailwinds
Dell: This Should Not Be A 10x P/E Stock, Reiterate Buy PT $154
DELL
Published: May 06, 2025 by: Seeking Alpha
Sentiment: Positive

Tech is leading the market's recovery, with the Technology Select Sector SPDR Fund outperforming other S&P 500 sector ETFs in the past month. Dell's equity valuation is attractive, despite a 26% drop in shares since November 2024, driven by weak earnings reactions and cautious chart signals. Dell's AI server business shows strong growth potential, with a 50% server growth rate expected this year and a record $9 billion backlog.

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image for news Dell: This Should Not Be A 10x P/E Stock, Reiterate Buy PT $154
Dell shakes up its top ranks and raises the bar on how many people its senior managers must lead
DELL
Published: May 06, 2025 by: Business Insider
Sentiment: Positive

Dell is flattening its organizational structure and cutting down management layers. Vice presidents will now have at least 15 direct reports, while other senior staff will have 20 reports.

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image for news Dell shakes up its top ranks and raises the bar on how many people its senior managers must lead
3 Tech Leaders Announce Buybacks Totaling $85 Billion
DELL, GOOG, GOOGL, KLAC
Published: May 05, 2025 by: MarketBeat
Sentiment: Neutral

Markets have become especially accustomed to tech buybacks in recent years. According to S&P Dow Jones Indices, companies in the S&P 500 tech sector spent a whopping $253 billion on buybacks in 2024.

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image for news 3 Tech Leaders Announce Buybacks Totaling $85 Billion

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.