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Global AI And Data Center Demand Will Spur Expansion

Published
18 Jul 24
Updated
30 Aug 25
AnalystConsensusTarget's Fair Value
US$146.43
14.8% undervalued intrinsic discount
04 Sep
US$124.83
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1Y
22.4%
7D
2.2%

Author's Valuation

US$146.4

14.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on30 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.

Shared on07 May 25
Fair value Increased 13%

Shared on30 Apr 25
Fair value Decreased 0.86%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 1.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 4.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 1.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 2.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 3.53%

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

Shared on10 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%.