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DELL logo

Dell Technologies Inc. Stock Price

NYSE:DELL Community·US$294.6b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 472 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

DELL Share Price Performance

US$425.00
304.04 (251.36%)
​
US$502.78
Fair Value
US$425.00
304.04 (251.36%)
15.5% undervalued intrinsic discount
US$502.78
Fair Value
Price US$425.00
AnalystConsensusTarget US$502.78
AnalystLowTarget US$372.39
AnalystHighTarget US$651.24
Fri, 7 Aug 26
Fair ValueUS$502.78
Share Pricen/a

DELL Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$502.78 15.5% undervalued intrinsic discount

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

2users have liked this narrative
0users have commented on this narrative
210users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$372.39 14.1% overvalued intrinsic discount

Cloud Migration Will Erode Hardware Margins Amid Global Rivalry

0users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$651.24 34.7% undervalued intrinsic discount

AI, Cloud Migration, And IoT Will Drive Secular Expansion

0users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
DELL logo
Dell Technologies
14.1% overvalued intrinsic discount

Cloud Migration Will Erode Hardware Margins Amid Global Rivalry

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AN
AnalystLowTarget
AnalystLowTarget
Updated 21 Aug
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DELL logo
Dell Technologies
15.5% undervalued intrinsic discount

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

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 7 Aug
Read Narrative
DELL logo
Dell Technologies
34.7% undervalued intrinsic discount

AI, Cloud Migration, And IoT Will Drive Secular Expansion

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AN
AnalystHighTarget
AnalystHighTarget
Updated 26 Jun
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Trending Discussion

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Recently Updated Narratives

AN
AnalystLowTarget
DELL logo

DELL: AI Server Cycle Will Eventually Confront Tight Supply Ceiling

Fair Value: US$372.39 14.1% overvalued intrinsic discount
15 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
DELL logo

DELL: AI Server Demand And Tight Supply Are Expected To Sustain Margins

Fair Value: US$502.78 15.5% undervalued intrinsic discount
210 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
DELL logo

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

Fair Value: US$651.24 34.7% undervalued intrinsic discount
14 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with solid track record.

2 Risks
4 Rewards
View Full Analysis

Dell Technologies Inc. Key Details

US$134.0b

Revenue

US$108.3b

Cost of Revenue

US$25.7b

Gross Profit

US$17.3b

Other Expenses

US$8.4b

Earnings

Last Reported Earnings
May 01, 2026
Next Reporting Earnings
n/a
13.01
19.21%
6.28%
-2,220.7%
View Full Analysis

About DELL

Founded
1984
Employees
97000
CEO
Michael Dell
WebsiteView website
www.dell.com

Dell Technologies Inc. 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. The company operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) segments. The ISG segment provides modern and traditional storage solutions, including all-flash, purpose-built, hyper-converged infrastructure, software-defined storage, and general-purpose and AI-optimized servers. This segment also offers networking products and services comprising wide area network infrastructure, data center and edge networking switches, and cables and optics that help its business customers to transform and modernize their infrastructure and complementing its server and storage solutions; and software, peripherals, and services, including consulting and support, and deployment. The CSG segment provides notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, webcam and audio devices, and third-party software and peripherals; and configuration, and extended warranties services. The company is involved in originating, collecting, and servicing customer financing arrangements and offers payment and consumption solutions and services, such utility, subscription, as-a-service, leases, and loans, as well as fixed-term leases and loans. It serves enterprises, governmental agencies and other public institutions, educational institutions, healthcare organizations, small and medium-sized businesses, and consumers. The company has a strategic alliance with Rafay Systems for the development of AI infrastructure solutions. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in March 2013. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.

Recent DELL News & Updates

Seeking Alpha • Aug 30

Dell Q2: $51.3 Billion In Backlog; Now Show Me The Profits

Summary With $51.3 billion of AI backlog and $24.4 billion of quarterly AI orders, I think the market has moved beyond the demand question. I want to see whether that growth can lift profits as lower-margin AI servers become a bigger part of the mix. Management raised FY27 revenue guidance by $27 billion at the midpoint last quarter. Some analysts expect another raise in Q2. I wouldn't be surprised to see one. Whether the market reacts similarly to the Q1 release is a completely different thing. I want ISG margins to improve from last quarter’s 10.5%. Overall, I remain neutral on this name. I don't see a compelling buying opportunity heading into the print, as I think the market's focus may be on margins. Read the full article on Seeking Alpha

Recent updates

No updates

Dell Technologies Inc. Competitors

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Cisco Systems

Symbol: NasdaqGS:CSCO
Market cap: US$435.5b
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Symbol: NYSE:ANET
Market cap: US$246.8b
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Sandisk

Symbol: NasdaqGS:SNDK
Market cap: US$229.4b
View more competitors

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