Dell Technologies (DELL) Panoramica del titolo
Dell Technologies Inc. progetta, sviluppa, produce, commercializza, vende e supporta varie soluzioni, prodotti e servizi completi e integrati nelle Americhe, in Europa, in Medio Oriente, in Asia e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
DELL Community Fair Values
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Analyst Price Targets
Concorrenti di Dell Technologies Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$535.25 |
| Massimo di 52 settimane | US$562.99 |
| Minimo di 52 settimane | US$110.22 |
| Beta | 1.41 |
| Variazione di 1 mese | 16.90% |
| Variazione a 3 mesi | 36.74% |
| Variazione di 1 anno | 330.09% |
| Variazione a 3 anni | 659.76% |
| Variazione a 5 anni | 432.91% |
| Variazione dall'IPO | 1,078.19% |
Notizie e aggiornamenti recenti
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
Aggiornamento narrativa • 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.Articolo di analisi • 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...
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento 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.
Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Rendimenti per gli azionisti
| DELL | US Tech | US Mercato | |
|---|---|---|---|
| 7D | 8.7% | -1.2% | -0.2% |
| 1Y | 330.1% | 53.5% | 14.8% |
Ritorno vs Industria: DELL ha superato il US Tech che ha restituito 53.5 % nell'ultimo anno.
Rendimento vs Mercato: DELL ha superato il mercato US che ha restituito 14.8 % nell'ultimo anno.
Volatilità dei prezzi
| 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% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di DELL è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 11% ) di DELL è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1984 | 97,000 | Michael Dell | www.dell.com |
Dell Technologies Inc. progetta, sviluppa, produce, commercializza, vende e fornisce assistenza per una vasta gamma di soluzioni, prodotti e servizi completi e integrati nelle Americhe, in Europa, in Medio Oriente, in Asia e a livello internazionale. L’azienda opera attraverso i segmenti Infrastructure Solutions Group (ISG) e Client Solutions Group (CSG). Il segmento ISG fornisce soluzioni di storage moderne e tradizionali, tra cui all-flash, infrastrutture iperconvergenti dedicate, storage definito dal software e server generici e ottimizzati per l’intelligenza artificiale.
Dell Technologies Inc. Riepilogo dei fondamenti
| DELL statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$344.96b |
| Utili (TTM) | US$11.38b |
| Ricavi(TTM) | US$151.20b |
30.4x
Rapporto P/E2.3x
Rapporto P/SDELL è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| DELL Conto economico (TTM) | |
|---|---|
| Ricavi | US$151.20b |
| Costo del fatturato | US$121.09b |
| Profitto lordo | US$30.11b |
| Altre spese | US$18.73b |
| Utili | US$11.38b |
Ultimi utili riportati
Jul 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 17.61 |
| Margine lordo | 19.91% |
| Margine di profitto netto | 7.53% |
| Rapporto debito/patrimonio netto | -2,416.2% |
Come si è comportato DELL nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.5%
Rendimento attuale del dividendo13%
Rapporto di remunerazioneDELL paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di DELL| Dell Technologies date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Oct 20 2026 |
| Data di pagamento dei dividendi | Oct 30 2026 |
| Giorni fino al dividendo Ex | 40 days |
| Giorni prima della data di pagamento dei dividendi | 50 days |
DELL paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di DELLAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/09 04:00 |
| Prezzo dell'azione a fine giornata | 2026/09/09 00:00 |
| Utili | 2026/07/31 |
| Utili annuali | 2026/01/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Dell Technologies Inc. è coperta da 52 analisti. 26 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| S. H. Lin | Aletheia Analyst Network Limited |
| Warren Lau | Aletheia Analyst Network Limited |
| James Kelleher | Argus Research Company |