Dell Technologies Förvaltning
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Viktig information
Michael Dell
Verkställande direktör
US$3.4m
Total ersättning
| VD-lön i procent | 28.09% |
| Anställning som VD | 12.8yrs |
| Ägande av VD | 45.5% |
| Ledningens genomsnittliga anställningstid | 1.6yrs |
| Styrelsens genomsnittliga mandatperiod | 9.8yrs |
Senaste uppdateringar av ledningen
Recent updates
Seeking Alpha • 5h
Dell Technologies And Its Real Value
Summary Dell Technologies has surged 120% in 2024, but current valuations appear significantly overpriced relative to multiple valuation models. AI infrastructure demand drives DELL’s backlog and earnings growth, yet gross margins remain below preferred levels and short-term liquidity is limited. DELL’s net debt and leverage have improved, but negative shareholder equity make this company more challenging to analyze. Despite strong cash generation and ROIC, DELL’s recent exponential share price growth appears unsustainable, warranting investor caution. Read the full article on Seeking Alpha
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Analysartikel • 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...
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.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.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| May 01 2026 | n/a | n/a | US$8b |
| Jan 30 2026 | US$3m | US$950k | US$6b |
| Oct 31 2025 | n/a | n/a | US$5b |
| Aug 01 2025 | n/a | n/a | US$5b |
| May 02 2025 | n/a | n/a | US$5b |
| Jan 31 2025 | US$3m | US$950k | US$5b |
| Nov 01 2024 | n/a | n/a | US$4b |
| Aug 02 2024 | n/a | n/a | US$4b |
| May 03 2024 | n/a | n/a | US$4b |
| Feb 02 2024 | US$3m | US$950k | US$3b |
| Nov 03 2023 | n/a | n/a | US$3b |
| Aug 04 2023 | n/a | n/a | US$2b |
| May 05 2023 | n/a | n/a | US$2b |
| Feb 03 2023 | US$3m | US$987k | US$2b |
| Oct 28 2022 | n/a | n/a | US$2b |
| Jul 29 2022 | n/a | n/a | US$5b |
| Apr 29 2022 | n/a | n/a | US$5b |
| Jan 28 2022 | US$3m | US$932k | US$5b |
| Oct 29 2021 | n/a | n/a | US$5b |
| Jul 30 2021 | n/a | n/a | US$2b |
| Apr 30 2021 | n/a | n/a | US$3b |
| Jan 29 2021 | US$930k | US$256k | US$2b |
| Oct 30 2020 | n/a | n/a | US$2b |
| Jul 31 2020 | n/a | n/a | US$2b |
| May 01 2020 | n/a | n/a | US$4b |
| Jan 31 2020 | US$3m | US$950k | US$525m |
Ersättning vs marknad: Michael s total kompensation ($USD 3.38M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 14.65M ).
Ersättning vs inkomst: Ersättningen från Michael har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Michael Dell (61 yo)
12.8yrs
Anställning
US$3,382,209
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman & CEO | no data | US$3.38m | 45.54% $ 125.7b | |
| President & Chief Customer Officer | less than a year | US$11.36m | inga uppgifter | |
| Chief Financial Officer | less than a year | US$6.73m | 0.022% $ 61.5m | |
| COO & Vice Chairman | 2.9yrs | US$154.33m | 0.28% $ 780.2m | |
| General Counsel & Secretary | 12.7yrs | US$10.20m | 0.019% $ 51.8m | |
| Senior VP of Corporate Finance & Chief Accounting Officer | less than a year | inga uppgifter | 0.00011% $ 303.6k | |
| Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Vice President of Corporate Development | no data | inga uppgifter | inga uppgifter | |
| Chief Marketing Officer | 2.3yrs | inga uppgifter | 0.0039% $ 10.9m | |
| President of Global Sales | less than a year | inga uppgifter | 0.0058% $ 16.1m | |
| Chief Human Resources Officer | no data | inga uppgifter | 0.048% $ 131.8m | |
| Senior VP & CFO of Client Solutions Group. | 6.3yrs | inga uppgifter | inga uppgifter |
1.6yrs
Genomsnittlig anställningstid
56yo
Genomsnittlig ålder
Erfaren ledning: DELL s ledningsgrupp anses inte vara erfaren ( 1.6 års genomsnittlig anställningstid), vilket föreslår ett nytt team.
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman & CEO | 12.8yrs | US$3.38m | 45.54% $ 125.7b | |
| Director | 12.8yrs | inga uppgifter | 0.22% $ 608.0m | |
| Independent Director | 9.8yrs | US$339.99k | 0.0091% $ 25.1m | |
| Independent Director | 9.8yrs | US$364.99k | 0.0063% $ 17.4m | |
| Independent Director | 4.8yrs | US$339.99k | 0% $ 0 | |
| Lead Independent Director | 9.8yrs | US$404.99k | 0.0013% $ 3.6m | |
| Independent Director | 2.8yrs | US$339.99k | 0% $ 0 | |
| Independent Director | 7.3yrs | US$364.99k | 0.0029% $ 7.9m | |
| Member of Federal Partner Advisory Board | 3.8yrs | inga uppgifter | inga uppgifter |
9.8yrs
Genomsnittlig anställningstid
62.5yo
Genomsnittlig ålder
Erfaren styrelse: DELL s styrelse anses vara erfaren ( 9.8 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/14 22:04 |
| Aktiekurs vid dagens slut | 2026/07/14 00:00 |
| Intäkter | 2026/05/01 |
| 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 används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar 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 51 analytiker. 25 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 |