Dell Technologies Inc.

NYSE:DELL 주식 리포트

시가총액: US$198.2b

Dell Technologies 배당 및 자사주 매입

배당 기준 점검 2/6

Dell Technologies 수익으로 충분히 충당되는 현재 수익률 0.83% 보유한 배당금 지급 회사입니다.

핵심 정보

0.8%

배당 수익률

3.2%

자사주 매입 수익률

총 주주 수익률4.1%
미래 배당 수익률1.0%
배당 성장률25.8%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향24%

최근 배당 및 자사주 매입 업데이트

Recent updates

Seeking Alpha • May 27

Dell: The AI Infrastructure Compounder The Market Still Misreads

Summary Dell Technologies (DELL) is a buy, with the market underestimating its operational edge and forward earnings growth despite a record-high multiple. DELL's $43B AI backlog, rapid repricing ability, and negative cash conversion cycle drive robust cash generation and shareholder returns. FY2027 AI revenue is guided to double to ~$50B, with EPS expected to rise 25% to $12.90, supporting the current valuation. Key risks include margin compression from AI server pricing, component cost inflation, and heightened sensitivity to quarterly execution at elevated multiples. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 배당금 지급이 안정적인 반면, DELL 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.

배당금 증가: DELL 의 배당금 지급이 증가했지만 회사는 4 년 동안만 배당금을 지급했습니다.

배당 수익률 vs 시장

Dell Technologies 배당 수익률 vs 시장
DELL의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (DELL)0.8%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Tech)0.4%
분석가 예측 (DELL) (최대 3년)1.0%

주목할만한 배당금: DELL 의 배당금( 0.83% )은 US 시장에서 배당금 지급자의 하위 25%( 1.4% )와 비교해 주목할 만하지 않습니다.

고배당: DELL 의 배당금( 0.83% )은 US 시장에서 배당금 지급자의 상위 25%( 4.18% )와 비교해 낮습니다.

주주 대상 이익 배당

수익 보장: 지급 비율 ( 23.9% )이 낮기 때문에 DELL 의 배당금 지급은 수익으로 충분히 충당됩니다.

주주 현금 배당

현금 흐름 범위: 현금 지급 비율 ( 19.1% )이 낮기 때문에 DELL 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.

높은 배당을 제공하는 우량 기업 찾기

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/27 16:59
종가2026/05/27 00:00
수익2026/01/30
연간 수익2026/01/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Dell Technologies Inc.는 51명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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