Dell Technologies Inc.

NYSE:DELL Aktierapport

Börsvärde: US$265.1b

Dell Technologies Framtida tillväxt

Future kriterier kontrolleras 2/6

Dell Technologies förväntas öka intäkter och intäkter med 15.8% respektive 12.7% per år. EPS förväntas tillväxt med 18% per år. Avkastningen på eget kapital förväntas bli 229.6% om 3 år.

Viktig information

15.8%

Tillväxttakt i vinsten

17.98%

Tillväxttakt för EPS

Tech vinsttillväxt11.8%
Intäkternas tillväxttakt12.7%
Framtida avkastning på eget kapital229.58%
Bevakning av analytiker

Good

Senast uppdaterad15 Jun 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Analysartikel • 3h

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...
Uppdatering av berättelse • 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
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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...
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.

Prognoser för vinst- och omsättningstillväxt

NYSE:DELL - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
1/31/2029205,27514,27716,19020,76314
1/31/2028188,36912,08413,19016,64726
1/31/2027170,10211,21511,61215,60923
5/1/2026134,0028,4099,44212,470N/A
1/30/2026113,5385,9368,55211,185N/A
10/31/2025104,0905,2104,4497,096N/A
8/1/2025101,4514,8374,8607,477N/A
5/2/202596,7014,5603,6506,274N/A
1/31/202595,5674,5921,8694,521N/A
11/1/202493,9544,3962,8255,469N/A
8/2/202491,8394,2273,3596,068N/A
5/3/202489,7473,8025,2917,942N/A
2/2/202488,4253,3885,9208,676N/A
11/3/202391,1462,6657,0699,857N/A
8/4/202393,6161,9045,2708,101N/A
5/5/202397,1071,9532,5975,611N/A
2/3/2023102,3012,4425623,565N/A
10/28/2022105,2541,8009603,944N/A
7/29/2022106,9575,2403,7636,799N/A
4/29/2022104,7235,3604,9397,800N/A
1/28/2022101,1974,9487,51110,307N/A
10/29/202191,7635,20210,53713,091N/A
7/30/202188,8212,34910,47912,834N/A
4/30/202187,3632,76612,29314,441N/A
1/29/202186,6702,2499,32511,407N/A
10/30/202092,1442,4316,7549,038N/A
7/31/202091,5062,0985,5727,865N/A
5/1/202092,1434,4665,3947,813N/A
1/31/202084,815525N/A9,291N/A
11/1/201991,9633,909N/A8,149N/A
8/2/201991,6012,534N/A7,161N/A
5/3/201991,173-1,381N/A6,514N/A
2/1/201990,621-2,310N/A6,991N/A
11/2/201888,743-2,111N/A7,724N/A
8/3/201885,817-2,081N/A8,530N/A
5/4/201882,396-2,314N/A7,717N/A
2/2/201879,040-2,849N/A6,843N/A
11/3/201777,151-4,129N/A4,484N/A
8/4/201773,842-4,909N/A2,599N/A
5/5/201767,401-4,438N/A2,657N/A
2/3/201762,164-3,083N/A2,367N/A
10/28/201654,247-2,479N/A2,540N/A
7/29/201650,674-1,117N/A3,245N/A
4/29/201650,627-1,146N/A2,994N/A
1/29/201650,911-1,168N/A2,162N/A
10/30/201552,493-1,346N/A1,993N/A
7/31/201554,183-1,343N/A2,164N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: DELL s prognostiserade vinsttillväxt ( 15.8% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: DELL s intäkter ( 15.8% per år) förväntas växa långsammare än marknaden för US ( 18.5% per år).

Höga tillväxtresultat: DELL s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: DELL s intäkter ( 12.7% per år) förväntas växa långsammare än marknaden för US ( 12.7% per år).

Hög tillväxtintäkter: DELL s intäkter ( 12.7% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: DELL s avkastning på eget kapital förväntas bli mycket hög om 3 år ( 229.6 %).

Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

1Y

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/16 22:10
Aktiekurs vid dagens slut2026/06/16 00:00
Intäkter2026/05/01
Årlig intjäning2026/01/30

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.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* 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 52 analytiker. 26 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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