Dell Technologies Management
Management Kriterienprüfungen 3/4
Wir verfügen derzeit nicht über ausreichende Informationen über den CEO.
Wichtige Informationen
Michael Dell
Geschäftsführender
US$3.1m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 30.72% |
| Amtszeit als Geschäftsführer | 12.6yrs |
| Eigentum des Geschäftsführers | 45.3% |
| Durchschnittliche Amtszeit des Managements | 1.5yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 9.7yrs |
Jüngste Management Updates
Recent updates
Dell's AI Moment: Why Inference And CPUs (Not GPUs), Is Driving The Next Growth Cycle
Apr 25
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.
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.
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.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.
Dell Technologies (DELL): The AI Architect – A Multi-Billion Dollar Pivot into the "AI Factory" Era
Dell Technologies (DELL) has shattered expectations, cementing its status as the premier infrastructure partner for the generative AI era. Following its blockbuster Q4 fiscal 2026 earnings report on February 26, 2026 , the stock surged nearly 20% to $147.17 in mid-day trading on Friday.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.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.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.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.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.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.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.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.DELL: AI Momentum And Margin Expansion Will Drive Outperformance Amid Evolving Risks
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.Global AI And Data Center Demand Will Spur Expansion
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.Dell Technologies Inc. (NYSE:DELL) Stocks Shoot Up 34% But Its P/E Still Looks Reasonable
Oct 09
Global AI And Data Center Demand Will Spur Expansion
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.Global AI And Data Center Demand Will Spur Expansion
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.Windows 10's End Of Life And AI Expansion Will Drive Future Opportunities
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.Investors Still Aren't Entirely Convinced By Dell Technologies Inc.'s (NYSE:DELL) Earnings Despite 26% Price Jump
May 13
Dell: Bulls Will Regret Overlooking Its Inventories
Apr 22Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jan 30 2026 | n/a | n/a | US$6b |
| Oct 31 2025 | n/a | n/a | US$5b |
| Aug 01 2025 | n/a | n/a | US$5b |
| May 02 2025 | n/a | n/a | US$5b |
| Jan 31 2025 | US$3m | US$950k | US$5b |
| Nov 01 2024 | n/a | n/a | US$4b |
| Aug 02 2024 | n/a | n/a | US$4b |
| May 03 2024 | n/a | n/a | US$4b |
| Feb 02 2024 | US$3m | US$950k | US$3b |
| Nov 03 2023 | n/a | n/a | US$3b |
| Aug 04 2023 | n/a | n/a | US$2b |
| May 05 2023 | n/a | n/a | US$2b |
| Feb 03 2023 | US$3m | US$987k | US$2b |
| Oct 28 2022 | n/a | n/a | US$2b |
| Jul 29 2022 | n/a | n/a | US$5b |
| Apr 29 2022 | n/a | n/a | US$5b |
| Jan 28 2022 | US$3m | US$932k | US$5b |
| Oct 29 2021 | n/a | n/a | US$5b |
| Jul 30 2021 | n/a | n/a | US$2b |
| Apr 30 2021 | n/a | n/a | US$3b |
| Jan 29 2021 | US$930k | US$256k | US$2b |
| Oct 30 2020 | n/a | n/a | US$2b |
| Jul 31 2020 | n/a | n/a | US$2b |
| May 01 2020 | n/a | n/a | US$4b |
| Jan 31 2020 | US$3m | US$950k | US$525m |
Vergütung im Vergleich zum Markt: MichaelDie Gesamtvergütung ($USD3.09M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.60M).
Entschädigung vs. Einkommen: MichaelDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Michael Dell (60 yo)
12.6yrs
Amtszeit
US$3,092,256
Vergütung
Mr. Michael Saul Dell is Chairman of VMware, Inc. from September 2016. He joined the VMware, Inc. on September 07, 2016. He is Executive Officer of Compellent Technologies, Inc. He joined the Compellent Te...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman & CEO | no data | US$3.09m | 45.26% $ 61.8b | |
| President & Chief Customer Officer | less than a year | US$13.10m | keine Daten | |
| COO & Vice Chairman | 2.8yrs | US$25.10m | 0.28% $ 383.9m | |
| General Counsel & Secretary | 12.5yrs | US$11.45m | 0.023% $ 31.0m | |
| Chief Financial Officer | less than a year | keine Daten | 0.022% $ 30.6m | |
| Senior VP of Corporate Finance & Chief Accounting Officer | less than a year | keine Daten | 0.00031% $ 423.6k | |
| Vice President of Investor Relations | no data | keine Daten | keine Daten | |
| Vice President of Corporate Development | no data | keine Daten | keine Daten | |
| Chief Marketing Officer | 2.2yrs | keine Daten | 0.0026% $ 3.6m | |
| President of Global Sales | less than a year | keine Daten | 0.0058% $ 7.9m | |
| Chief Human Resources Officer | no data | keine Daten | 0.047% $ 64.9m | |
| Senior VP & CFO of Client Solutions Group. | 6.1yrs | keine Daten | keine Daten |
1.5yrs
Durchschnittliche Betriebszugehörigkeit
55yo
Durchschnittliches Alter
Erfahrenes Management: DELLDas Führungsteam des Unternehmens gilt nicht als erfahren ( 1.5 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman & CEO | 12.6yrs | US$3.09m | 45.26% $ 61.8b | |
| Director | 12.6yrs | keine Daten | 0.21% $ 286.8m | |
| Independent Director | 9.7yrs | US$324.91k | 0.016% $ 21.4m | |
| Independent Director | 9.7yrs | US$349.91k | 0.0071% $ 9.7m | |
| Independent Director | 4.7yrs | US$324.91k | 0% $ 0 | |
| Lead Independent Director | 9.7yrs | US$389.91k | 0.0013% $ 1.8m | |
| Independent Director | 2.7yrs | US$324.91k | 0% $ 0 | |
| Independent Director | 7.1yrs | US$349.91k | 0.0028% $ 3.9m | |
| Member of Federal Partner Advisory Board | 3.7yrs | keine Daten | keine Daten |
9.7yrs
Durchschnittliche Betriebszugehörigkeit
61.5yo
Durchschnittliches Alter
Erfahrener Vorstand: DELLDie Vorstandsmitglieder gelten als erfahren (9.7 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/03 12:49 |
| Aktienkurs zum Tagesende | 2026/05/01 00:00 |
| Gewinne | 2026/01/30 |
| 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 |
|
* 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
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, 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 50 Analysten beobachtet. 22 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 |