Shared on 12 Jun 26

Fair value Increased 187%

DELL: AI Server Demand And Supply Constraints Will Shape Future Margins

Dell’s surge in demand for AI-focused servers is pushing expectations higher, but tight supplies of key components may limit how quickly it can turn orders into sales and profits. Investors now face a tug-of-war between strong momentum and questions about how repeatable today’s earnings and margins really are.

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Shared on 24 Mar 26

Fair value Increased 3.25%

DELL: AI Server Momentum And Memory Costs Will Shape Future Margin Profile

Narrative Update The analyst price target for Dell Technologies has moved higher from $163.30 to $168.61. This reflects analyst views that stronger AI server demand, higher AI related orders, and management's increased long term earnings guidance support a modestly higher fair value, even as some firms flag memory cost headwinds and uncertainty around the durability of current margin levels.

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Shared on 27 Dec 25

DELL: Tier-2 And Sovereign AI Demand Will Drive Future Margin Upside

Analysts modestly reduced their price target on Dell Technologies to $163.30, reflecting slightly higher perceived risk from rising memory costs and discount rates, even as they continue to highlight durable AI-driven demand, margin resilience, and expanding opportunities with cloud and sovereign customers. Analyst Commentary Street research points to a sharply divided view on Dell Technologies, with most firms remaining constructive on AI monetization, free cash flow generation, and newer cloud and sovereign opportunities, while a minority warns that the memory pricing cycle could compress margins and valuations over the next two years.

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Shared on 13 Dec 25

Fair value Increased 0.27%

DELL: Tier-2 And Sovereign AI Demand Will Support Future Margin Resilience

The analyst price target for Dell Technologies has edged higher by approximately $0.40, reflecting analysts' view that robust and broadening AI demand can offset emerging memory cost and margin headwinds, even as some expect valuation multiples to normalize. Analyst Commentary Recent Street research highlights a wide range of views on Dell Technologies, with most analysts still constructive on the company’s AI driven growth while a minority turns more cautious on margins and valuation as memory costs rise.

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Shared on 29 Nov 25

Fair value Decreased 0.69%

DELL: Expanding Tier-2 Cloud Demand Will Sustain AI-Driven Earnings Momentum

The consensus analyst price target for Dell Technologies was reduced slightly, moving from approximately $164 to $162.87. Analysts cite resilient margin performance despite increased memory costs and continued strong AI-driven demand.

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Shared on 15 Nov 25

Fair value Increased 0.50%

DELL: Expanding AI Cloud Partnerships Will Drive Earnings Momentum Through 2027

Analysts have raised their fair value estimate for Dell Technologies to $164. This modest increase is attributed to solid AI momentum, an improved margin outlook, and expanding opportunities with both Tier-2 and sovereign cloud customers.

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Shared on 01 Nov 25

Fair value Increased 0.52%

Dell Technologies' analyst price target has increased modestly, rising from approximately $162.33 to $163.18. Analysts cite continued AI momentum and expectations for margin expansion as key drivers of this upward revision.

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Shared on 17 Oct 25

Fair value Increased 8.16%

Dell Technologies' analyst price target has been raised from $150.09 to $162.33. This reflects increased confidence among analysts as ongoing AI-driven momentum and expectations for accelerated revenue growth strengthen the company’s long-term prospects.

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Shared on 03 Oct 25

Fair value Increased 1.12%

Analysts have raised their fair value price target for Dell Technologies from $148.43 to $150.09, citing stronger-than-expected revenue growth projections due to sustained demand for AI servers. However, some caution remains around profit margins and the pace of industry recovery.

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Shared on 14 Sep 25

Fair value Increased 1.37%

Analysts have modestly raised Dell's price target to $148.43, citing strong AI server demand and healthy enterprise spending despite ongoing margin pressures and PC market weakness. Analyst Commentary Bullish analysts highlight significant upside potential in AI server revenue, citing robust demand from hyperscale customers and upwardly revised forecasts for FY26 and beyond.

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Shared on 30 Aug 25

Fair value Increased 2.57%

Dell Technologies’ consensus price target has been raised as analysts cite strong AI server demand and revenue upside from hyperscalers despite concerns over gross margin compression and mixed PC outlook, resulting in a revised price target of $145.48. Analyst Commentary Bullish analysts raise price targets based on Dell's strong momentum in AI server demand, citing significant revenue upside potential from large hyperscaler clients and improved supply chain visibility.

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Shared on 07 May 25

Fair value Increased 13%

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Shared on 30 Apr 25

Fair value Decreased 0.86%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 23 Apr 25

Fair value Decreased 1.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 16 Apr 25

Fair value Decreased 1.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

Fair value Decreased 4.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Decreased 1.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

Fair value Increased 2.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

Fair value Decreased 3.53%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

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Shared on 10 Mar 25

Fair value Increased 1.97%

AnalystConsensusTarget has increased future PE multiple from 14.9x to 17.1x and increased shares outstanding growth rate from -0.0% to -0.0%.

1 view

DELL: AI Momentum And Margin Expansion Will Drive Outperformance Amid Evolving Risks

DELL: AI Server Demand And Supply Constraints Will Shape Future Margins

DELL: AI Server Momentum And Memory Costs Will Shape Future Margin Profile

DELL: Tier-2 And Sovereign AI Demand Will Drive Future Margin Upside

DELL: Tier-2 And Sovereign AI Demand Will Support Future Margin Resilience

DELL: Expanding Tier-2 Cloud Demand Will Sustain AI-Driven Earnings Momentum

DELL: Expanding AI Cloud Partnerships Will Drive Earnings Momentum Through 2027

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