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Dell Technologies Inc. Stock Price

NYSE:DELL Community·US$253.4b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 437 Fair Values set on narratives written by author

DELL Share Price Performance

US$0
-133.51 (-100.00%)
US$483.83
Fair Value
US$0
-133.51 (-100.00%)
Price US$0

DELL Community Narratives

·
Fair Value US$483.83 23.6% undervalued intrinsic discount

DELL: AI Momentum And Margin Expansion Will Drive Outperformance Amid Evolving Risks

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202users have followed this narrative
·
Fair Value US$381.72 3.2% undervalued intrinsic discount

Cloud Migration Will Erode Hardware Margins Amid Global Rivalry

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11users have followed this narrative
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Fair Value US$651.24 43.2% undervalued intrinsic discount

AI, Cloud Migration, And IoT Will Drive Secular Expansion

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13users have followed this narrative
US$651.24
43.2% undervalued intrinsic discount
Revenue
22.85% p.a.
Profit Margin
6.92%
Future PE
28.34x
Price in 2029
US$839.38
US$483.83
23.6% undervalued intrinsic discount
Revenue
16.02% p.a.
Profit Margin
7.33%
Future PE
22.9x
Price in 2029
US$622.86

Trending Discussion

No trending discussion available.

Updated Narratives

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DELL: AI Server Frenzy Will Eventually Meet Tight Memory Supply Ceiling

Fair Value: US$381.72 3.2% undervalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative
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DELL: AI Infrastructure Orders Will Offset Rising Memory And CPU Constraints

Fair Value: US$651.24 43.2% undervalued intrinsic discount
13 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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DELL: AI Server Demand And Supply Constraints Will Shape Future Margins

Fair Value: US$483.83 23.6% undervalued intrinsic discount
202 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with solid track record.

3 Risks
4 Rewards

Dell Technologies Inc. Key Details

US$134.0b

Revenue

US$108.3b

Cost of Revenue

US$25.7b

Gross Profit

US$17.3b

Other Expenses

US$8.4b

Earnings

Last Reported Earnings
May 01, 2026
Next Reporting Earnings
Sep 03, 2026
13.01
19.21%
6.28%
-2,220.7%
View Full Analysis

About DELL

Founded
1984
Employees
97000
CEO
Michael Dell
WebsiteView website
www.dell.com

Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) segments. The ISG segment provides modern and traditional storage solutions, including all-flash, purpose-built, hyper-converged infrastructure, software-defined storage, and general-purpose and AI-optimized servers. This segment also offers networking products and services comprising wide area network infrastructure, data center and edge networking switches, and cables and optics that help its business customers to transform and modernize their infrastructure and complementing its server and storage solutions; and software, peripherals, and services, including consulting and support, and deployment. The CSG segment provides notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, webcam and audio devices, and third-party software and peripherals; and configuration, and extended warranties services. The company is involved in originating, collecting, and servicing customer financing arrangements and offers payment and consumption solutions and services, such utility, subscription, as-a-service, leases, and loans, as well as fixed-term leases and loans. It serves enterprises, governmental agencies and other public institutions, educational institutions, healthcare organizations, small and medium-sized businesses, and consumers. The company has a strategic alliance with Rafay Systems for the development of AI infrastructure solutions. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in March 2013. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.

Recent DELL News & Updates

Narrative Update 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.

Recent updates

No updates