Published

09 Apr 25

Updated

26 Jun 26

Views

200

Not Invested

Dell TechnologiesDELL

Fair Value

US$651.24

Share price26 Jun

US$441.832.2% undervalued

Loading

1Y247.27%

7D7.06%

AI, Cloud Migration, And IoT Will Drive Secular Expansion

AN

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

09 Apr 25

Updated

26 Jun 26

Views

200

Not Invested

Shared on 26 Jun 26

Fair value Increased 165%

DELL: AI Infrastructure Orders Will Offset Rising Memory And CPU Constraints

Dell’s recent results and raised outlook are pushing analysts to rethink how much AI server demand can carry the business, even as key chips and memory stay hard to secure. The big question now is whether today’s surge in orders is a lasting shift—or demand being pulled forward before supply tightens further.

23 views

Shared on 06 May 26

Fair value Increased 12%

DELL: AI Infrastructure Orders Will Offset Memory Cost Headwinds

The analyst price target for Dell Technologies has been revised to $246 from $220, with analysts pointing to updated assumptions for revenue growth, profit margins, and P/E multiples following a series of recent target hikes across the Street. Analyst Commentary Recent research updates show a cluster of higher price targets for Dell Technologies, with several bullish analysts revisiting their models after the latest Q4 report and guidance.

2 views

Shared on 07 Apr 26

Fair value Increased 11%

DELL: AI Server And Storage Demand Will Outweigh Memory Cost Pressures

Dell Technologies' analyst price target has been raised from $197.87 to $220.00, reflecting analysts' updated views on AI server demand, storage opportunities and management's recent earnings guidance. Analyst Commentary Recent research on Dell Technologies has leaned positive, with several bullish analysts revising price targets upward and pointing to AI related demand, storage opportunities and execution against guidance as key supports for valuation.

10 views

Shared on 09 Feb 26

Fair value Increased 0.17%

DELL: AI Server Momentum Will Outweigh Memory Supercycle Margin Pressures

Narrative Update: Dell Technologies Analyst Price Target Shift The updated analyst fair value estimate for Dell Technologies has moved slightly higher to about US$197.87, with analysts citing a mix of trimmed revenue growth and profit margin assumptions, a modestly higher discount rate, and a higher future P/E expectation. This outlook is supported by recent research that highlights strong AI server positioning, alongside more cautious views on memory cost inflation and hardware demand.

23 views

Shared on 25 Jan 26

Fair value Increased 12%

DELL: AI Server Demand Will Offset Memory Supercycle Margin Pressures

Narrative Update: Dell Technologies Analysts have adjusted their price target on Dell Technologies higher to about $198 from roughly $177, reflecting updated assumptions around AI server demand, margin resilience in the face of higher memory costs, and opportunities with Tier 2 cloud providers and sovereign customers, even as some firms highlight potential earnings pressure from a memory supercycle and softer non AI hardware demand. Analyst Commentary Recent research on Dell Technologies presents a mixed but constructive picture, with several bullish analysts still highlighting drivers tied to AI servers, margin resilience and new customer segments, even as some firms trim price targets around memory cost concerns and softer non AI hardware demand.

28 views

Shared on 07 May 25

Fair value Increased 4.59%

AnalystHighTarget made no meaningful changes to valuation assumptions.

3 views

Shared on 30 Apr 25

Fair value Decreased 0.40%

AnalystHighTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 23 Apr 25

Fair value Decreased 0.044%

AnalystHighTarget has increased future PE multiple from 17.3x to 19.5x.

0 views

Shared on 16 Apr 25

Fair value Increased 12%

AnalystHighTarget has increased future PE multiple from 17.5x to 19.4x.

0 views

Fair Value vs Share Price

US$651.24

vs US$441.832.2% undervalued

22.8%

Revenue growth

6.9%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Dell Technologies

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Solid track record and good value.

Market capUS$261.1b

PB-203.3x

Estimated Growth13.4%

Dividend Yield0.6%

CEO & management

Michael Dell

CEO

1.6yrs

CEO Tenure

Designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.