Dell Technologies Inc.

NYSE:DELL 주식 리포트

시가총액: US$282.7b

Dell Technologies 향후 성장

Future 기준 점검 3/6

Dell Technologies (는) 각각 연간 16.8% 및 13.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 186.4% 로 예상됩니다.

핵심 정보

16.8%

이익 성장률

19.12%

EPS 성장률

Tech 이익 성장11.9%
매출 성장률13.5%
향후 자기자본이익률186.44%
애널리스트 커버리지

Good

마지막 업데이트24 Jul 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
Seeking Alpha • Jul 14

Dell Technologies And Its Real Value

Summary Dell Technologies has surged 120% in 2024, but current valuations appear significantly overpriced relative to multiple valuation models. AI infrastructure demand drives DELL’s backlog and earnings growth, yet gross margins remain below preferred levels and short-term liquidity is limited. DELL’s net debt and leverage have improved, but negative shareholder equity make this company more challenging to analyze. Despite strong cash generation and ROIC, DELL’s recent exponential share price growth appears unsustainable, warranting investor caution. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
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.
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.

이익 및 매출 성장 예측

NYSE:DELL - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
1/31/2029212,32615,13615,69819,74415
1/31/2028192,87112,58113,19916,27125
1/31/2027171,28511,23511,62115,39824
5/1/2026134,0028,4099,44212,470N/A
1/30/2026113,5385,9368,55211,185N/A
10/31/2025104,0905,2104,4497,096N/A
8/1/2025101,4514,8374,8607,477N/A
5/2/202596,7014,5603,6506,274N/A
1/31/202595,5674,5921,8694,521N/A
11/1/202493,9544,3962,8255,469N/A
8/2/202491,8394,2273,3596,068N/A
5/3/202489,7473,8025,2917,942N/A
2/2/202488,4253,3885,9208,676N/A
11/3/202391,1462,6657,0699,857N/A
8/4/202393,6161,9045,2708,101N/A
5/5/202397,1071,9532,5975,611N/A
2/3/2023102,3012,4425623,565N/A
10/28/2022105,2541,8009603,944N/A
7/29/2022106,9575,2403,7636,799N/A
4/29/2022104,7235,3604,9397,800N/A
1/28/2022101,1974,9487,51110,307N/A
10/29/202191,7635,20210,53713,091N/A
7/30/202188,8212,34910,47912,834N/A
4/30/202187,3632,76612,29314,441N/A
1/29/202186,6702,2499,32511,407N/A
10/30/202092,1442,4316,7549,038N/A
7/31/202091,5062,0985,5727,865N/A
5/1/202092,1434,4665,3947,813N/A
1/31/202084,815525N/A9,291N/A
11/1/201991,9633,909N/A8,149N/A
8/2/201991,6012,534N/A7,161N/A
5/3/201991,173-1,381N/A6,514N/A
2/1/201990,621-2,310N/A6,991N/A
11/2/201888,743-2,111N/A7,724N/A
8/3/201885,817-2,081N/A8,530N/A
5/4/201882,396-2,314N/A7,717N/A
2/2/201879,040-2,849N/A6,843N/A
11/3/201777,151-4,129N/A4,484N/A
8/4/201773,842-4,909N/A2,599N/A
5/5/201767,401-4,438N/A2,657N/A
2/3/201762,164-3,083N/A2,367N/A
10/28/201654,247-2,479N/A2,540N/A
7/29/201650,674-1,117N/A3,245N/A
4/29/201650,627-1,146N/A2,994N/A
1/29/201650,911-1,168N/A2,162N/A
10/30/201552,493-1,346N/A1,993N/A
7/31/201554,183-1,343N/A2,164N/A

애널리스트 향후 성장 전망

수입 대 저축률: DELL 의 연간 예상 수익 증가율(16.8%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: DELL 의 연간 수익(16.8%)이 US 시장(17.1%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: DELL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: DELL 의 수익(연간 13.5%)이 US 시장(연간 12.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: DELL 의 수익(연간 13.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: DELL의 자본 수익률은 3년 후 186.4%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/26 02:41
종가2026/07/24 00:00
수익2026/05/01
연간 수익2026/01/30

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Dell Technologies Inc.는 52명의 분석가가 다루고 있습니다. 이 중 25명의 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