Dell Technologies (DELL) Stock Overview
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. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 3/6 |
| Past Performance | 5/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
DELL Community Fair Values
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Analyst Price Targets
Dell Technologies Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$568.06 |
| 52 Week High | US$595.51 |
| 52 Week Low | US$110.22 |
| Beta | 1.41 |
| 1 Month Change | 28.50% |
| 3 Month Change | 35.67% |
| 1 Year Change | 330.54% |
| 3 Year Change | 710.94% |
| 5 Year Change | 446.84% |
| Change since IPO | 1,150.41% |
Recent News & Updates
Narrative Update • Sep 18
DELL: AI Infrastructure Euphoria Will Eventually Confront Cyclical Demand Reset
Analysts have raised the Dell Technologies fair value estimate from $372.39 to $465.00, reflecting higher assumed revenue growth and a richer future P/E multiple, while slightly trimming the discount rate as recent research highlights stronger AI driven demand across servers, storage, and enterprise IT refresh. Analyst Commentary Street research on Dell Technologies has turned more optimistic on the long term AI infrastructure story, yet not all commentary is aligned.Seeking Alpha • Sep 13
Dell: Powerhouse AI Stock
Summary Dell Technologies has transformed into a mission-critical supplier for the global AI rollout, achieving record highs and justifying its momentum with robust fundamentals. ISG revenue surged 89% year-over-year to $31.8 billion, driven by unprecedented AI server demand, while CSG posted its strongest commercial growth in over four years. Fiscal Q2 2027 delivered a record $47.0 billion revenue and $7.04 adjusted EPS, with management raising full-year guidance to $192 billion revenue and $25.50 EPS. Despite a 345% YTD rally, DELL remains attractively valued at under 22x EPS, with a $95 billion backlog and a medium-term price target of $700 if execution persists. However, there are notable risks that can derail the momentum. Read the full article on Seeking AlphaRecent updates
Narrative Update • Sep 18
DELL: AI Infrastructure Euphoria Will Eventually Confront Cyclical Demand Reset
Analysts have raised the Dell Technologies fair value estimate from $372.39 to $465.00, reflecting higher assumed revenue growth and a richer future P/E multiple, while slightly trimming the discount rate as recent research highlights stronger AI driven demand across servers, storage, and enterprise IT refresh. Analyst Commentary Street research on Dell Technologies has turned more optimistic on the long term AI infrastructure story, yet not all commentary is aligned.Seeking Alpha • Sep 13
Dell: Powerhouse AI Stock
Summary Dell Technologies has transformed into a mission-critical supplier for the global AI rollout, achieving record highs and justifying its momentum with robust fundamentals. ISG revenue surged 89% year-over-year to $31.8 billion, driven by unprecedented AI server demand, while CSG posted its strongest commercial growth in over four years. Fiscal Q2 2027 delivered a record $47.0 billion revenue and $7.04 adjusted EPS, with management raising full-year guidance to $192 billion revenue and $25.50 EPS. Despite a 345% YTD rally, DELL remains attractively valued at under 22x EPS, with a $95 billion backlog and a medium-term price target of $700 if execution persists. However, there are notable risks that can derail the momentum. Read the full article on Seeking Alpha
Narrative Update • Sep 04
DELL: AI Infrastructure Strength And Pricing Risks Will Shape Medium Term Returns
Analysts have raised the fair value estimate for Dell Technologies from about $503 to roughly $564. The change reflects higher assumed revenue growth and profit margins, along with lower projected future P/E multiples, following a series of increased price targets tied to strong AI server demand and broader infrastructure exposure.Analysis Article • Sep 02
New Forecasts: Here's What Analysts Think The Future Holds For Dell Technologies Inc. (NYSE:DELL)
Celebrations may be in order for Dell Technologies Inc. ( NYSE:DELL ) shareholders, with the analysts delivering a...Narrative Update • Aug 21
DELL: AI Server Cycle Will Eventually Confront Tight Supply Ceiling
Analysts have trimmed the fair value estimate for Dell Technologies slightly to $372.39, even as many raise formal price targets into the $430 to $700 range, based on expectations that AI driven server demand and an underappreciated storage portfolio can support stronger revenue and earnings over time. Analyst Commentary Recent commentary on Dell Technologies shows a wide spread in expectations, with many firms lifting long term price targets as they factor in AI servers, storage and higher forward guidance.Narrative Update • Aug 07
DELL: AI Server Demand And Tight Supply Are Expected To Sustain Margins
Analysts have lifted the Dell Technologies fair value estimate from about $483.83 to roughly $502.78. They cite higher assumed revenue growth of 16.99%, a slightly stronger profit margin of 7.45%, and a modestly higher future P/E of 23.55%, supported by recent price target increases tied to AI infrastructure demand and tight server supply.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.Narrative Update • 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.
Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Shareholder Returns
| DELL | US Tech | US Market | |
|---|---|---|---|
| 7D | 0.1% | 1.5% | -0.2% |
| 1Y | 330.5% | 49.6% | 12.1% |
Return vs Industry: DELL exceeded the US Tech industry which returned 49.6% over the past year.
Return vs Market: DELL exceeded the US Market which returned 12.1% over the past year.
Price Volatility
| DELL volatility | |
|---|---|
| DELL Average Weekly Movement | 11.5% |
| Tech Industry Average Movement | 10.9% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: DELL's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: DELL's weekly volatility (11%) has been stable over the past year, but is still higher than 75% of US stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1984 | 97,000 | Michael Dell | 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.
Dell Technologies Inc. Fundamentals Summary
| DELL fundamental statistics | |
|---|---|
| Market cap | US$361.18b |
| Earnings (TTM) | US$11.38b |
| Revenue (TTM) | US$151.20b |
31.7x
P/E Ratio2.4x
P/S RatioIs DELL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| DELL income statement (TTM) | |
|---|---|
| Revenue | US$151.20b |
| Cost of Revenue | US$121.09b |
| Gross Profit | US$30.11b |
| Other Expenses | US$18.73b |
| Earnings | US$11.38b |
Last Reported Earnings
Jul 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 17.90 |
| Gross Margin | 19.91% |
| Net Profit Margin | 7.53% |
| Debt/Equity Ratio | -2,416.2% |
How did DELL perform over the long term?
See historical performance and comparisonDividends
0.4%
Current Dividend Yield13%
Payout RatioDoes DELL pay a reliable dividends?
See DELL dividend history and benchmarks| Dell Technologies dividend dates | |
|---|---|
| Ex Dividend Date | Oct 20 2026 |
| Dividend Pay Date | Oct 30 2026 |
| Days until Ex dividend | 30 days |
| Days until Dividend pay date | 40 days |
Does DELL pay a reliable dividends?
See DELL dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/20 00:53 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/07/31 |
| Annual Earnings | 2026/01/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Dell Technologies Inc. is covered by 52 analysts. 27 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| S. H. Lin | Aletheia Analyst Network Limited |
| Warren Lau | Aletheia Analyst Network Limited |
| James Kelleher | Argus Research Company |