Dell Technologies (DELL) Resumen de Acciones
Dell Technologies Inc. diseña, desarrolla, fabrica, comercializa, vende y presta asistencia a diversas soluciones, productos y servicios completos e integrados en América, Europa, Oriente Medio, Asia e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 2/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
DELL Community Fair Values
Create NarrativeSee what 376 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Dell Technologies Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$434.97 |
| Máximo en las últimas 52 semanas | US$469.47 |
| Mínimo de 52 semanas | US$110.22 |
| Beta | 1.38 |
| Cambio en 1 mes | 9.96% |
| Variación en 3 meses | 129.18% |
| Cambio de 1 año | 242.96% |
| Variación en 3 años | 684.86% |
| Variación en 5 años | 371.31% |
| Variación desde la OPV | 857.45% |
Noticias y actualizaciones recientes
Actualización de narrativa • 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.Seeking Alpha • Jul 07
Dell: I Would Wait For A Pullback To Enter The Stock
Summary Dell Technologies Inc. earns a Hold rating, as its stock has rapidly compressed a decade’s worth of re-rating into just six months. DELL’s AI-driven backlog exceeds $43B, with a broadening customer base and strong demand visibility, but memory cost inflation threatens EPS guidance. Operating margins remain resilient at 10.5% despite a dilutive mix shift, yet the fastest-growing AI server revenues are low-margin and cyclical. DELL stock's valuation is stretched versus peers like Hewlett Packard Enterprise, with Dell trading at premium multiples that may not be justified by its underlying business mix. Read the full article on Seeking AlphaRecent updates
Actualización de narrativa • 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.Seeking Alpha • Jul 07
Dell: I Would Wait For A Pullback To Enter The Stock
Summary Dell Technologies Inc. earns a Hold rating, as its stock has rapidly compressed a decade’s worth of re-rating into just six months. DELL’s AI-driven backlog exceeds $43B, with a broadening customer base and strong demand visibility, but memory cost inflation threatens EPS guidance. Operating margins remain resilient at 10.5% despite a dilutive mix shift, yet the fastest-growing AI server revenues are low-margin and cyclical. DELL stock's valuation is stretched versus peers like Hewlett Packard Enterprise, with Dell trading at premium multiples that may not be justified by its underlying business mix. Read the full article on Seeking Alpha
Actualización de narrativa • 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.Artículo de análisis • 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...
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • Nov 15
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.Actualización de narrativa • Nov 01
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.Actualización de narrativa • Oct 17
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.Artículo de análisis • Oct 09
Dell Technologies Inc. (NYSE:DELL) Stocks Shoot Up 34% But Its P/E Still Looks Reasonable
The Dell Technologies Inc. ( NYSE:DELL ) share price has done very well over the last month, posting an excellent gain...Actualización de narrativa • Oct 03
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.Actualización de narrativa • Sep 14
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.Actualización de narrativa • Aug 30
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.Rentabilidad de los accionistas
| DELL | US Tech | Mercado US | |
|---|---|---|---|
| 7D | 10.3% | 3.2% | 0.8% |
| 1Y | 243.0% | 66.8% | 20.6% |
Rentabilidad vs. Industria: DELL superó a la industria US Tech, que obtuvo un rendimiento del 66.8% el año pasado.
Rentabilidad vs. Mercado: DELL superó al mercado US, que obtuvo un rendimiento del 20.6% el año pasado.
Volatilidad de los precios
| DELL volatility | |
|---|---|
| DELL Average Weekly Movement | 13.8% |
| Tech Industry Average Movement | 12.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: El precio de las acciones de DELL ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de DELL(14%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1984 | 97,000 | Michael Dell | www.dell.com |
Dell Technologies Inc. diseña, desarrolla, fabrica, comercializa, vende y ofrece asistencia técnica para diversas soluciones, productos y servicios completos e integrados en América, Europa, Oriente Medio, Asia y a nivel internacional. La empresa opera a través de los segmentos Infrastructure Solutions Group (ISG) y Client Solutions Group (CSG). El segmento ISG ofrece soluciones de almacenamiento modernas y tradicionales, entre las que se incluyen soluciones «all-flash», soluciones específicas, infraestructura hiperconvergente, almacenamiento definido por software y servidores de uso general y optimizados para la inteligencia artificial.
Resumen de fundamentos de Dell Technologies Inc.
| Estadísticas fundamentales de DELL | |
|---|---|
| Capitalización bursátil | US$281.05b |
| Beneficios(TTM) | US$8.41b |
| Ingresos (TTM) | US$134.00b |
33.4x
Ratio precio-beneficio (PE)2.1x
Ratio precio-ventas (PS)¿Está DELL sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de DELL | |
|---|---|
| Ingresos | US$134.00b |
| Coste de los ingresos | US$108.26b |
| Beneficio bruto | US$25.75b |
| Otros gastos | US$17.34b |
| Beneficios | US$8.41b |
Últimos beneficios comunicados
May 01, 2026
Próxima fecha de beneficios
Sep 03, 2026
| Beneficios por acción (BPA) | 13.01 |
| Margen bruto | 19.21% |
| Margen de beneficio neto | 6.28% |
| Ratio deuda/patrimonio | -2,220.7% |
¿Cómo se ha desempeñado DELL a largo plazo?
Ver rendimiento histórico y comparativaDividendos
0.6%
Rentabilidad actual por dividendo17%
Ratio de pagos¿Paga DELL dividendos fiables?
Ver historial de dividendos e índices de referencia de DELL| fechas de dividendos de Dell Technologies | |
|---|---|
| Fecha ex dividendo | Jul 21 2026 |
| Fecha de pago de dividendos | Jul 31 2026 |
| Días hasta ex dividendo | 9 days |
| Días hasta la fecha de pago de dividendos | 19 days |
¿Paga DELL dividendos fiables?
Ver historial de dividendos e índices de referencia de DELLAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/12 01:35 |
| Precio de las acciones al final del día | 2026/07/10 00:00 |
| Beneficios | 2026/05/01 |
| Ingresos anuales | 2026/01/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Dell Technologies Inc. está cubierta por 51 analistas. 25 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| S. H. Lin | Aletheia Analyst Network Limited |
| Warren Lau | Aletheia Analyst Network Limited |
| James Kelleher | Argus Research Company |