Dell Technologies Inc.

NYSE:DELL 주식 리포트

시가총액: US$261.9b

Dell Technologies 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Michael Dell

최고경영자

US$3.4m

총 보수

CEO 급여 비율28.09%
CEO 재임 기간12.7yrs
CEO 지분 보유율45.4%
경영진 평균 재임 기간1.5yrs
이사회 평균 재임 기간9.8yrs

최근 경영진 업데이트

Recent updates

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.
Seeking Alpha • Jun 03

Dell Has Become An AI Infrastructure Powerhouse

Summary Dell Technologies (DELL) is transforming into a major AI infrastructure integrator, with Q1 FY27 results validating this strategic shift. AI-Optimized Servers delivered $16.1B in sales (757% YoY growth), driving record backlog and supporting a raised FY27 revenue outlook. Operating leverage and cash flow are accelerating, with non-GAAP EPS guidance at $17.90 and capital returns totaling $2.1B in Q1. I maintain a Buy rating for DELL, as the market underestimates the durability and scale of its AI-driven earnings base. Read the full article on Seeking Alpha
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.
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.

CEO 보수 분석

Michael Dell의 보수는 Dell Technologies의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
May 01 2026n/an/a

US$8b

Jan 30 2026US$3mUS$950k

US$6b

Oct 31 2025n/an/a

US$5b

Aug 01 2025n/an/a

US$5b

May 02 2025n/an/a

US$5b

Jan 31 2025US$3mUS$950k

US$5b

Nov 01 2024n/an/a

US$4b

Aug 02 2024n/an/a

US$4b

May 03 2024n/an/a

US$4b

Feb 02 2024US$3mUS$950k

US$3b

Nov 03 2023n/an/a

US$3b

Aug 04 2023n/an/a

US$2b

May 05 2023n/an/a

US$2b

Feb 03 2023US$3mUS$987k

US$2b

Oct 28 2022n/an/a

US$2b

Jul 29 2022n/an/a

US$5b

Apr 29 2022n/an/a

US$5b

Jan 28 2022US$3mUS$932k

US$5b

Oct 29 2021n/an/a

US$5b

Jul 30 2021n/an/a

US$2b

Apr 30 2021n/an/a

US$3b

Jan 29 2021US$930kUS$256k

US$2b

Oct 30 2020n/an/a

US$2b

Jul 31 2020n/an/a

US$2b

May 01 2020n/an/a

US$4b

Jan 31 2020US$3mUS$950k

US$525m

보상 대 시장: Michael의 총 보수(USD3.38M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.60M)보다 낮습니다.

보상과 수익: Michael의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Michael Dell (61 yo)

12.7yrs
재임 기간
US$3,382,209
보수

Mr. Michael Saul Dell is Chairman of VMware, Inc. from September 2016. He joined the VMware, Inc. on September 07, 2016. He is Executive Officer of Compellent Technologies, Inc. He joined the Compellent Te...

리더십 팀

이름직위재임 기간보수지분
Michael Dell
Chairman & CEOno dataUS$3.38m45.4%
$ 118.9b
William Scannell
President & Chief Customer Officerless than a yearUS$11.36m데이터 없음
David Kennedy
Chief Financial Officerless than a yearUS$7.52m0.022%
$ 58.1m
Jeffrey Clarke
COO & Vice Chairman2.8yrsUS$154.33m0.28%
$ 738.2m
Richard Rothberg
General Counsel & Secretary12.6yrsUS$10.20m0.022%
$ 57.1m
Richard Sharp
Senior VP of Corporate Finance & Chief Accounting Officerless than a year데이터 없음0.00011%
$ 288.1k
Paul Frantz
Vice President of Investor Relationsno data데이터 없음데이터 없음
Michael Zimmerman
Vice President of Corporate Developmentno data데이터 없음데이터 없음
Geraldine Tunnell
Chief Marketing Officer2.3yrs데이터 없음0.0026%
$ 6.8m
Pete Trizzino
President of Global Salesless than a year데이터 없음0.0058%
$ 15.2m
Jennifer Saavedra
Chief Human Resources Officerno data데이터 없음0.048%
$ 124.7m
Maya McReynolds
Senior VP & CFO of Client Solutions Group.6.2yrs데이터 없음데이터 없음
1.5yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 관리: DELL의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.5 년) — 신규 팀일 수 있습니다.

이사회 구성원

이름직위재임 기간보수지분
Michael Dell
Chairman & CEO12.7yrsUS$3.38m45.4%
$ 118.9b
Egon Durban
Director12.7yrs데이터 없음0.21%
$ 553.6m
David Dorman
Independent Director9.8yrsUS$339.99k0.016%
$ 41.1m
William Green
Independent Director9.8yrsUS$364.99k0.0063%
$ 16.5m
David Grain
Independent Director4.8yrsUS$339.99k0%
$ 0
Ellen Kullman
Lead Independent Director9.8yrsUS$404.99k0.0013%
$ 3.4m
Steven Mollenkopf
Independent Director2.8yrsUS$339.99k0%
$ 0
Lynn M. Radakovich
Independent Director7.2yrsUS$364.99k0.0029%
$ 7.5m
Sarah Kim
Member of Federal Partner Advisory Board3.8yrs데이터 없음데이터 없음
9.8yrs
평균 재임 기간
62.5yo
평균 나이

경험이 풍부한 이사회: DELL의 이사회는 경험이 있음으로 간주됩니다(평균 재임 9.8 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/17 04:04
종가2026/06/17 00:00
수익2026/05/01
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

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Dell Technologies Inc.는 52명의 분석가가 다루고 있습니다. 이 중 26명의 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