Dell Technologies Inc.

NYSE:DELL Voorraadrapport

Marktkapitalisatie: US$205.9b

Dell Technologies Beheer

Beheer criteriumcontroles 3/4

Momenteel beschikken wij niet over voldoende informatie over de CEO.

Belangrijke informatie

Michael Dell

Algemeen directeur

US$3.4m

Totale compensatie

Percentage CEO-salaris28.09%
Dienstverband CEO12.6yrs
Eigendom CEO45.3%
Management gemiddelde ambtstermijn1.5yrs
Gemiddelde ambtstermijn bestuur9.7yrs

Recente managementupdates

Recent updates

Narratiefupdate • 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.
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
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Nieuw narratief • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyseartikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.

Analyse CEO-vergoeding

Hoe is Michael Dell's beloning veranderd ten opzichte van Dell Technologies's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 3.38M ) Michael } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.78M ).

Compensatie versus inkomsten: De vergoeding van Michael is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.

CEO

Michael Dell (60 yo)

12.6yrs
Tenure
US$3,382,209
Compensatie

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...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Michael Dell
Chairman & CEOno dataUS$3.38m45.3%
$ 93.3b
William Scannell
President & Chief Customer Officerless than a yearUS$11.36mgeen gegevens
David Kennedy
Chief Financial Officerless than a yearUS$7.52m0.022%
$ 45.6m
Jeffrey Clarke
COO & Vice Chairman2.8yrsUS$154.33m0.28%
$ 579.2m
Richard Rothberg
General Counsel & Secretary12.5yrsUS$10.20m0.023%
$ 46.8m
Richard Sharp
Senior VP of Corporate Finance & Chief Accounting Officerless than a yeargeen gegevens0.00031%
$ 638.4k
Paul Frantz
Vice President of Investor Relationsno datageen gegevensgeen gegevens
Michael Zimmerman
Vice President of Corporate Developmentno datageen gegevensgeen gegevens
Geraldine Tunnell
Chief Marketing Officer2.2yrsgeen gegevens0.0026%
$ 5.4m
Pete Trizzino
President of Global Salesless than a yeargeen gegevens0.0058%
$ 12.0m
Jennifer Saavedra
Chief Human Resources Officerno datageen gegevens0.048%
$ 97.8m
Maya McReynolds
Senior VP & CFO of Client Solutions Group.6.1yrsgeen gegevensgeen gegevens
1.5yrs
Gemiddelde duur
55yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van DELL wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.5 jaar), wat duidt op een nieuw team.

Bestuursleden

NaamPositieTenureCompensatieEigendom
Michael Dell
Chairman & CEO12.6yrsUS$3.38m45.3%
$ 93.3b
Egon Durban
Director12.6yrsgeen gegevens0.21%
$ 432.6m
David Dorman
Independent Director9.7yrsUS$339.99k0.016%
$ 32.2m
William Green
Independent Director9.7yrsUS$364.99k0.0063%
$ 12.9m
David Grain
Independent Director4.7yrsUS$339.99k0%
$ 0
Ellen Kullman
Lead Independent Director9.7yrsUS$404.99k0.0013%
$ 2.7m
Steven Mollenkopf
Independent Director2.7yrsUS$339.99k0%
$ 0
Lynn M. Radakovich
Independent Director7.1yrsUS$364.99k0.0028%
$ 5.8m
Sarah Kim
Member of Federal Partner Advisory Board3.7yrsgeen gegevensgeen gegevens
9.7yrs
Gemiddelde duur
61.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van DELL wordt beschouwd als ervaren (gemiddelde ambtstermijn 9.7 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/29 10:04
Aandelenkoers aan het einde van de dag2026/05/29 00:00
Inkomsten2026/05/01
Jaarlijkse inkomsten2026/01/30

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Dell Technologies Inc. wordt gevolgd door 51 analisten. 24 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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