Dell Technologies (DELL) Aktienübersicht
Dell Technologies Inc. entwirft, entwickelt, fertigt, vermarktet, verkauft und unterstützt verschiedene umfassende und integrierte Lösungen, Produkte und Dienstleistungen in Nord- und Südamerika, Europa, dem Nahen Osten, Asien und international. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 3/6 |
| Künftiges Wachstum | 3/6 |
| Vergangene Leistung | 5/6 |
| Finanzielle Gesundheit | 2/6 |
| Dividenden | 0/6 |
Belohnungen
Risikoanalyse
DELL Community Fair Values
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Analyst Price Targets
Dell Technologies Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$535.25 |
| 52-Wochen-Hoch | US$562.99 |
| 52-Wochen-Tief | US$110.22 |
| Beta | 1.41 |
| 1 Monat Veränderung | 16.90% |
| 3 Monate Veränderung | 36.74% |
| 1 Jahr Veränderung | 330.09% |
| 3 Jahre Veränderung | 659.76% |
| 5 Jahre Veränderung | 432.91% |
| Veränderung seit IPO | 1,078.19% |
Aktuelle Nachrichten und Updates
Recent updates
Seeking Alpha • Sep 06
Dell: $95B Backlog And A New Blowout FY27 Guide
Summary Heading into the Q2 print, I expected another full-year guide increase. Dell raised FY27 sales guidance by $25 billion. I did not expect anything close to that. ISG's operating margin jumped to 15.0% from 8.8% a year ago. I was expecting AI servers to keep dragging margins lower. The AI backlog jumped $43.7 billion sequentially to $95 billion. Traditional server sales increased 23% sequentially, and storage was up 12% QoQ. That said, AI server revenue grew just 2% (see the previous bullet point for the backlog). I upgrade to a buy. I think Q2 FY27 was a table-pounding moment for Dell to prove that Q1 FY27 (Dell was up 32% the day after that print) was not a one-off quarter. Read the full article on Seeking Alpha
Narrative-Update • Sep 04
DELL: AI Infrastructure Strength And Pricing Risks Will Shape Medium Term Returns
Analysts have raised the fair value estimate for Dell Technologies from about $503 to roughly $564. The change reflects higher assumed revenue growth and profit margins, along with lower projected future P/E multiples, following a series of increased price targets tied to strong AI server demand and broader infrastructure exposure.Analyseartikel • Sep 02
New Forecasts: Here's What Analysts Think The Future Holds For Dell Technologies Inc. (NYSE:DELL)
Celebrations may be in order for Dell Technologies Inc. ( NYSE:DELL ) shareholders, with the analysts delivering a...
Narrative-Update • Aug 21
DELL: AI Server Cycle Will Eventually Confront Tight Supply Ceiling
Analysts have trimmed the fair value estimate for Dell Technologies slightly to $372.39, even as many raise formal price targets into the $430 to $700 range, based on expectations that AI driven server demand and an underappreciated storage portfolio can support stronger revenue and earnings over time. Analyst Commentary Recent commentary on Dell Technologies shows a wide spread in expectations, with many firms lifting long term price targets as they factor in AI servers, storage and higher forward guidance.Narrative-Update • Aug 07
DELL: AI Server Demand And Tight Supply Are Expected To Sustain Margins
Analysts have lifted the Dell Technologies fair value estimate from about $483.83 to roughly $502.78. They cite higher assumed revenue growth of 16.99%, a slightly stronger profit margin of 7.45%, and a modestly higher future P/E of 23.55%, supported by recent price target increases tied to AI infrastructure demand and tight server supply.Narrative-Update • Jul 24
DELL: AI Server Frenzy Will Eventually Meet Tight Memory Supply Ceiling
The analyst price target for Dell Technologies has been raised from $321.69 to $381.72. Analysts cite stronger modeled revenue growth, higher profit margins, and tighter AI server supply as key factors supporting the higher valuation and slightly lower discount rate assumptions.Narrative-Update • Jul 10
DELL: AI Server Frenzy Will Eventually Confront Persistent Memory Supply Constraints
For Dell Technologies, the analyst price target underpinning this narrative has been reset sharply higher from about $138 to roughly $321.69, as analysts point to stronger AI infrastructure positioning, improved profit margins and higher assumed future P/E multiples. At the same time, they are keeping discount rate assumptions broadly similar and moderating projected revenue growth.
Narrative-Update • Jun 26
DELL: AI Infrastructure Orders Will Offset Rising Memory And CPU Constraints
Analysts have lifted the Dell Technologies fair value estimate from $246.00 to $651.24 as they factor in stronger AI driven server demand, higher projected revenue growth and margins, and a higher future P/E multiple, which is reflected in a series of sharply higher price targets across the Street. Analyst Commentary Street research around Dell Technologies has turned highly active, with a cluster of analysts lifting price targets into the US$400 to US$700 range and citing strong execution across AI servers, traditional servers, storage and PCs. These moves sit alongside a few valuation driven downgrades.Analyseartikel • Jun 16
Dell Technologies (DELL) Stock Could Be 15.5% Undervalued After AI Server Growth And Higher Guidance
Dell Technologies (DELL) has moved to the center of the AI infrastructure story after reporting very strong growth in AI focused servers and sharply higher full year guidance for revenue and earnings. See our latest analysis for Dell Technologies. The latest AI server results and raised guidance have coincided with a sharp re-rating of Dell Technologies, with the share price up 69.04% over 30 days and delivering a 1-year total shareholder return of 265.12%. Multi year total shareholder...Narrative-Update • Jun 12
DELL: AI Server Demand And Supply Constraints Will Shape Future Margins
Narrative update Analysts have lifted the implied fair value estimate for Dell Technologies from about $169 to roughly $484, citing stronger expectations around AI driven server demand, improved revenue growth and margins, and a higher future P/E multiple supported by a wave of recent price target increases across the Street. Analyst Commentary Recent research on Dell Technologies points to a sharp reset higher in valuation frameworks, driven largely by AI related server momentum, stronger than expected Q1 results, and raised long term guidance.Narrative-Update • May 29
DELL: AI Server Euphoria Will Eventually Collide With Normalizing Memory Cycle
Analysts have lifted the fair value estimate for Dell Technologies stock from $115.93 to $138.00, tying the shift to higher assumed revenue growth and profit margins, a slightly lower discount rate, and updated P/E assumptions that reflect Street research highlighting AI driven demand for servers, storage, and related infrastructure. Analyst Commentary Recent Street research on Dell Technologies clusters around a common theme: AI related demand for servers and storage is front and center, but views on how sustainable that demand is and what it means for valuation are mixed.Narrative-Update • May 06
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.Narrative-Update • Apr 21
DELL: Once In A Generation Memory Cycle Will Erode AI Upside Potential
Analysts have adjusted the Dell Technologies price target to $115.93, reflecting updated views on discount rates, revenue growth, profit margin, and a lower future P/E following a series of recent target changes across the Street. Analyst Commentary Street research on Dell Technologies over recent months includes both optimistic and cautious voices, with several firms resetting their price targets as they reassess assumptions for earnings, AI related demand, and memory costs.Narrative-Update • Apr 07
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.Narrative-Update • Mar 24
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.Narrative-Update • Mar 10
DELL: Once In A Generation Memory Cycle Will Pressure Future Earnings Power
Narrative Update: Dell Technologies Our updated Dell Technologies price target increases from $118.53 to $125.92 as analysts point to strong AI server demand, higher storage attach opportunities, and raised long term earnings guidance, while still highlighting uncertainty around memory pricing, demand, and margins. Analyst Commentary Recent Street research on Dell Technologies reflects a split view.Narrative-Update • Feb 23
DELL: AI Server Positioning And Memory Costs Will Shape Future Earnings Power
Narrative Update on Dell Technologies The updated analyst price target for Dell Technologies reflects a lower fair value estimate of $118.53. Analysts factor in higher memory costs, slightly adjusted growth expectations, and a more conservative forward P/E, while also acknowledging solid AI server positioning and operational discipline.Narrative-Update • Feb 09
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.Narrative-Update • Jan 25
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.Narrative-Update • Jan 11
DELL: AI Demand And Memory Inflation Will Shape Margins And Sentiment
Analysts have raised their fair value estimate for Dell Technologies from about $112.19 to $126.61 per share. The change reflects stronger expectations for AI driven revenue growth, a higher assumed future P/E multiple, and margin implications from rising memory costs that are now more explicitly incorporated into their models.Narrative-Update • Dec 27
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.Narrative-Update • Dec 13
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.Narrative-Update • Nov 29
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.Aktionärsrenditen
| DELL | US Tech | US Markt | |
|---|---|---|---|
| 7D | 8.7% | -1.2% | -0.2% |
| 1Y | 330.1% | 53.5% | 14.8% |
Rendite im Vergleich zur Industrie: DELL übertraf die Branche US Tech , die im vergangenen Jahr eine Rendite von 53.5 erzielte.
Rendite vs. Markt: DELL übertraf den Markt US, der im vergangenen Jahr eine Rendite von 14.8 erzielte.
Preisvolatilität
| DELL volatility | |
|---|---|
| DELL Average Weekly Movement | 10.9% |
| Tech Industry Average Movement | 11.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Stabiler Aktienkurs: Der Aktienkurs von DELL war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.
Volatilität im Zeitverlauf: DELLDie wöchentliche Volatilität (11%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der US Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1984 | 97,000 | Michael Dell | www.dell.com |
Dell Technologies Inc. entwirft, entwickelt, produziert, vermarktet, vertreibt und betreut verschiedene umfassende und integrierte Lösungen, Produkte und Dienstleistungen in Nord- und Südamerika, Europa, dem Nahen Osten, Asien sowie weltweit. Das Unternehmen ist in den Segmenten Infrastructure Solutions Group (ISG) und Client Solutions Group (CSG) tätig. Das ISG-Segment bietet moderne und traditionelle Speicherlösungen an, darunter All-Flash-Speicher, zweckgebundene Lösungen, hyperkonvergente Infrastrukturen, softwaredefinierten Speicher sowie Allzweck- und KI-optimierte Server.
Dell Technologies Inc.'s Grundlagenzusammenfassung
| DELL grundlegende Statistiken | |
|---|---|
| Marktanteil | US$344.96b |
| Gewinn(TTM) | US$11.38b |
| Umsatz(TTM) | US$151.20b |
30.4x
Kurs-Gewinn-Verhältnis 2.3x
Kurs-Umsatz-VerhältnisIst DELL zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| DELL Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$151.20b |
| Kosten der Einnahmen | US$121.09b |
| Bruttogewinn | US$30.11b |
| Sonstige Ausgaben | US$18.73b |
| Gewinn | US$11.38b |
Zuletzt gemeldete Gewinne
Jul 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 17.61 |
| Bruttomarge | 19.91% |
| Nettogewinnspanne | 7.53% |
| Schulden/Eigenkapital-Verhältnis | -2,416.2% |
Wie hat sich DELL auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
0.5%
Aktuelle Dividendenrendite13%
AusschüttungsquoteZahlt DELL eine zuverlässige Dividende?
Siehe DELL Dividendenhistorie und Benchmarks| Dell Technologies Dividendentermine | |
|---|---|
| Ex-Dividenden Datum | Oct 20 2026 |
| Datum der Dividendenzahlung | Oct 30 2026 |
| Tage bis Ex-Dividende | 40 days |
| Tage bis zum Datum der Dividendenzahlung | 50 days |
Zahlt DELL eine zuverlässige Dividende?
Siehe DELL Dividendenhistorie und BenchmarksUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/09 04:00 |
| Aktienkurs zum Tagesende | 2026/09/09 00:00 |
| Gewinne | 2026/07/31 |
| Jährliche Einnahmen | 2026/01/30 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Dell Technologies Inc. wird von 52 Analysten beobachtet. 26 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| S. H. Lin | Aletheia Analyst Network Limited |
| Warren Lau | Aletheia Analyst Network Limited |
| James Kelleher | Argus Research Company |