Dell Technologies (DELL) Aktievy
Dell Technologies Inc. designar, utvecklar, tillverkar, marknadsför, säljer och ger support för olika omfattande och integrerade lösningar, produkter och tjänster i Nord- och Sydamerika, Europa, Mellanöstern, Asien och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 2/6 |
| Tidigare resultat | 5/6 |
| Finansiell hälsa | 2/6 |
| Utdelningar | 2/6 |
DELL Community Fair Values
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Analyst Price Targets
Dell Technologies Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$260.46 |
| 52 veckors högsta | US$263.99 |
| 52 veckors lägsta | US$101.00 |
| Beta | 1.06 |
| 1 månads förändring | 46.49% |
| 3 månaders förändring | 106.70% |
| 1 års förändring | 151.85% |
| 3 års förändring | 479.70% |
| 5 års förändring | 164.72% |
| Förändring sedan börsintroduktionen | 473.32% |
Senaste nyheter och uppdateringar
Seeking Alpha • May 08
Dell Q1 Preview: Upcoming Earnings Could Extend AI Momentum
Summary Dell Technologies is undergoing a structural transformation, becoming a specialized AI foundry and justifying a higher valuation premium. AI-optimized server revenue surged 342% YoY in Q4, now representing 26% of total revenue and fueling strong top-line momentum. With a record $43 billion AI server backlog and robust demand, I expect DELL to double-beat Q1 earnings and raise FY2027 guidance. Beyond servers, Dell may also benefit from a global PC refresh cycle, reducing pressure from legacy businesses and supporting a broader earnings expansion over time. I reiterate a Buy rating, projecting over 32% upside as DELL's valuation reset continues and AI-driven growth accelerates. Read the full article on Seeking Alpha
Analysuppdatering • 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.Recent updates
Seeking Alpha • May 08
Dell Q1 Preview: Upcoming Earnings Could Extend AI Momentum
Summary Dell Technologies is undergoing a structural transformation, becoming a specialized AI foundry and justifying a higher valuation premium. AI-optimized server revenue surged 342% YoY in Q4, now representing 26% of total revenue and fueling strong top-line momentum. With a record $43 billion AI server backlog and robust demand, I expect DELL to double-beat Q1 earnings and raise FY2027 guidance. Beyond servers, Dell may also benefit from a global PC refresh cycle, reducing pressure from legacy businesses and supporting a broader earnings expansion over time. I reiterate a Buy rating, projecting over 32% upside as DELL's valuation reset continues and AI-driven growth accelerates. Read the full article on Seeking AlphaAnalysuppdatering • 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.
Analysuppdatering • 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.Analysuppdatering • 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.
Analysuppdatering • 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.Analysuppdatering • 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.
Ny analys • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysartikel • 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...Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysartikel • May 13
Investors Still Aren't Entirely Convinced By Dell Technologies Inc.'s (NYSE:DELL) Earnings Despite 26% Price Jump
Those holding Dell Technologies Inc. ( NYSE:DELL ) shares would be relieved that the share price has rebounded 26% in...Seeking Alpha • Apr 22
Dell: Bulls Will Regret Overlooking Its Inventories
Summary Dell Technologies stock is currently highly rated by both Seeking Alpha and Wall Street analysts. But I believe the current bullish sentiment overlooks significant downside risks amid ongoing macroeconomic uncertainties. A particularly concerning risk is its unusually high inventory levels. Dell's inventory now sits at a peak in at least 10 years, which could lead to margin pressure and potential write-offs. Read the full article on Seeking AlphaAktieägarnas avkastning
| DELL | US Tech | US Marknad | |
|---|---|---|---|
| 7D | 23.1% | 6.1% | 2.2% |
| 1Y | 151.8% | 64.4% | 31.1% |
Avkastning vs industri: DELL översteg US Tech branschen som gav 64.4 % under det senaste året.
Avkastning vs Marknaden: DELL översteg US marknaden som gav 31.1 % under det senaste året.
Prisvolatilitet
| DELL volatility | |
|---|---|
| DELL Average Weekly Movement | 10.5% |
| Tech Industry Average Movement | 11.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: DELL har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: DELL s veckovolatilitet ( 11% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1984 | 97,000 | Michael Dell | www.dell.com |
Dell Technologies Inc. designar, utvecklar, tillverkar, marknadsför, säljer och ger support för olika omfattande och integrerade lösningar, produkter och tjänster i Nord- och Sydamerika, Europa, Mellanöstern, Asien och internationellt. Företaget bedriver verksamhet genom segmenten Infrastructure Solutions Group (ISG) och Client Solutions Group (CSG). ISG-segmentet tillhandahåller moderna och traditionella lagringslösningar, inklusive all-flash, specialbyggd, hyperkonvergerad infrastruktur, mjukvarudefinierad lagring samt servrar för allmänt bruk och AI-optimerade servrar.
Dell Technologies Inc. Sammanfattning av grunderna
| DELL grundläggande statistik | |
|---|---|
| Börsvärde | US$169.35b |
| Vinst(TTM) | US$5.94b |
| Intäkter(TTM) | US$113.54b |
28.5x
P/E-förhållande1.5x
P/S-förhållandeÄr DELL övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| DELL resultaträkning (TTM) | |
|---|---|
| Intäkter | US$113.54b |
| Kostnad för intäkter | US$90.69b |
| Bruttovinst | US$22.85b |
| Övriga kostnader | US$16.91b |
| Intäkter | US$5.94b |
Senast redovisade vinst
Jan 30, 2026
Nästa vinstdatum
May 28, 2026
| Vinst per aktie (EPS) | 9.13 |
| Bruttomarginal | 20.12% |
| Nettovinstmarginal | 5.23% |
| Skuld/egenkapitalförhållande | -1,276.6% |
Hur har DELL utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
1.0%
Aktuell utdelningsavkastning24%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/11 09:59 |
| Aktiekurs vid dagens slut | 2026/05/08 00:00 |
| Intäkter | 2026/01/30 |
| Årlig intjäning | 2026/01/30 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Dell Technologies Inc. bevakas av 50 analytiker. 22 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| S. H. Lin | Aletheia Analyst Network Limited |
| Warren Lau | Aletheia Analyst Network Limited |
| James Kelleher | Argus Research Company |