Dell Technologies Inc.

Report azionario NYSE:DELL

Capitalizzazione di mercato: US$152.8b

Dell Technologies Performance degli utili passati

Criteri Il passato verificati 5/6

Dell Technologies ha registrato una crescita degli utili a un tasso medio annuo di 9.8%, mentre il settore Tech ha registrato utili in crescita a un tasso medio annuo di 11.1%. I ricavi sono stati in crescita a un tasso medio annuo di 1.7%.

Informazioni chiave

9.76%

Tasso di crescita degli utili

12.35%

Tasso di crescita dell'EPS

Tech Crescita del settore14.32%
Tasso di crescita dei ricavi1.74%
Rendimento del capitale proprion/a
Margine netto5.23%
Prossimo aggiornamento sugli utili28 May 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Seeking Alpha • May 18

Dell Brings Hybrid AI Vision To Life

Summary At Dell Technologies World in Las Vegas last week, Dell rolled out meaningful updates to the AI Factory platform it launched with Nvidia two years ago, all aimed at solving one of the industry's most persistent challenges: actually getting AI from proof-of-concept into production. On the hardware side, the company introduced a refreshed PowerRack lineup combining new PowerScale storage options with updated high-speed networking - a more complete, pre-integrated foundation for enterprise AI systems. More interesting, from a differentiation standpoint, is Dell's push into what it calls "deskside" AI - running local LLMs directly on workstations using Nvidia's NemoClaw software. On the software side, the most significant update was to Dell's AI Data Orchestration engine, which uses tools like Nvidia NIMs to help organizations turn their proprietary data into productive AI workflows. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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.
Nuova narrazione • Feb 27

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.
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.

Ripartizione dei ricavi e delle spese

Come Dell Technologies guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.

Storico di utili e ricavi

NYSE:DELL Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
30 Jan 26113,5385,93611,1193,012
31 Oct 25104,0905,21010,9993,013
01 Aug 25101,4514,83711,1492,996
02 May 2596,7014,56011,3502,974
31 Jan 2595,5674,59211,5332,942
01 Nov 2493,9544,39611,8172,871
02 Aug 2491,8394,22711,9492,860
03 May 2489,7473,80212,1802,817
02 Feb 2488,4253,38812,3352,761
03 Nov 2391,1462,66512,9062,833
04 Aug 2393,6161,90413,1622,800
05 May 2397,1071,95313,4552,729
03 Feb 23102,3012,44213,7732,723
28 Oct 22105,2541,80013,6482,571
29 Jul 22106,9575,24014,2752,563
29 Apr 22104,7235,36014,5502,639
28 Jan 22101,1974,94814,5572,570
29 Oct 2191,7635,20210,838537
30 Jul 2188,8212,34911,7721,247
30 Apr 2187,3632,76612,7721,809
29 Jan 2186,6702,24914,0002,455
30 Oct 2092,1442,43119,8245,209
31 Jul 2091,5062,09820,0805,111
01 May 2092,1434,46620,2785,081
31 Jan 2084,81552515,2002,454
01 Nov 1991,9633,90920,6344,869
02 Aug 1991,6012,53420,5754,747
03 May 1991,173-1,38120,5774,693
01 Feb 1990,621-2,31020,4504,604
02 Nov 1888,743-2,11119,7484,489
03 Aug 1885,817-2,08119,3384,420
04 May 1882,396-2,31418,9174,338
02 Feb 1879,040-2,84918,5694,384
03 Nov 1777,151-4,12918,3504,524
04 Aug 1773,842-4,90918,2784,296
05 May 1767,401-4,43815,7553,447
03 Feb 1762,164-3,08313,4032,636
28 Oct 1654,247-2,47910,5381,604
29 Jul 1650,674-1,1177,9831,028
29 Apr 1650,627-1,1467,9041,034
29 Jan 1650,911-1,1687,8511,031
30 Oct 1552,493-1,3468,0341,068
31 Jul 1554,183-1,3438,4561,107

Guadagni di qualità: DELL ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di DELL (5.2%) DELL sono più alti rispetto allo scorso anno (4.8%).

Flusso di cassa libero e analisi degli utili

Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di DELL sono cresciuti del 9.8% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di DELL nell'ultimo anno ( 29.3% ) supera la media quinquennale ( 9.8% all'anno).

Guadagni vs Settore: La crescita degli utili DELL nell'ultimo anno ( 29.3% ) ha superato la percentuale del settore Tech 17.2%.

Rendimento del capitale proprio

ROE elevato: Le passività di DELL superano le sue attività, quindi è difficile calcolare il suo rendimento del capitale proprio.

Rendimento delle attività

Rendimento del capitale investito

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 10:39
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/01/30
Utili annuali2026/01/30

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale 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 51 analisti. 22 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.

AnalistaIstituzione
S. H. LinAletheia Analyst Network Limited
Warren LauAletheia Analyst Network Limited
James KelleherArgus Research Company