Dell Technologies Tidigare resultatutveckling
Tidigare kriterier kontrolleras 5/6
Dell Technologies har ökat intäkterna med en genomsnittlig årlig takt på 18.3%, medan Tech -branschen såg intäkterna växande på 19.4% årligen. Intäkterna har varit växande med en genomsnittlig takt på 5% per år.
Viktig information
18.26%
Tillväxttakt i vinsten
21.86%
Tillväxttakt för EPS
| Tech Tillväxt i branschen | 14.32% |
| Intäkternas tillväxttakt | 4.97% |
| Avkastning på eget kapital | n/a |
| Nettomarginal | 7.53% |
| Senaste uppdateringen av resultatet | 31 Jul 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Uppdatering av berättelse • 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
Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.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.Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Dell Technologies tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 31 Jul 26 | 151,197 | 11,378 | 11,747 | 3,383 |
| 01 May 26 | 134,002 | 8,409 | 11,259 | 3,180 |
| 30 Jan 26 | 113,538 | 5,936 | 11,119 | 3,012 |
| 31 Oct 25 | 104,090 | 5,210 | 10,999 | 3,013 |
| 01 Aug 25 | 101,451 | 4,837 | 11,149 | 2,996 |
| 02 May 25 | 96,701 | 4,560 | 11,350 | 2,974 |
| 31 Jan 25 | 95,567 | 4,592 | 11,533 | 2,942 |
| 01 Nov 24 | 93,954 | 4,396 | 11,817 | 2,871 |
| 02 Aug 24 | 91,839 | 4,227 | 11,949 | 2,860 |
| 03 May 24 | 89,747 | 3,802 | 12,180 | 2,817 |
| 02 Feb 24 | 88,425 | 3,388 | 12,335 | 2,761 |
| 03 Nov 23 | 91,146 | 2,665 | 12,906 | 2,833 |
| 04 Aug 23 | 93,616 | 1,904 | 13,162 | 2,800 |
| 05 May 23 | 97,107 | 1,953 | 13,455 | 2,729 |
| 03 Feb 23 | 102,301 | 2,442 | 13,773 | 2,723 |
| 28 Oct 22 | 105,254 | 1,800 | 13,648 | 2,571 |
| 29 Jul 22 | 106,957 | 5,240 | 14,275 | 2,563 |
| 29 Apr 22 | 104,723 | 5,360 | 14,550 | 2,639 |
| 28 Jan 22 | 101,197 | 4,948 | 14,557 | 2,570 |
| 29 Oct 21 | 91,763 | 5,202 | 10,838 | 537 |
| 30 Jul 21 | 88,821 | 2,349 | 11,772 | 1,247 |
| 30 Apr 21 | 87,363 | 2,766 | 12,772 | 1,809 |
| 29 Jan 21 | 86,670 | 2,249 | 14,000 | 2,455 |
| 30 Oct 20 | 92,144 | 2,431 | 19,824 | 5,209 |
| 31 Jul 20 | 91,506 | 2,098 | 20,080 | 5,111 |
| 01 May 20 | 92,143 | 4,466 | 20,278 | 5,081 |
| 31 Jan 20 | 84,815 | 525 | 15,200 | 2,454 |
| 01 Nov 19 | 91,963 | 3,909 | 20,634 | 4,869 |
| 02 Aug 19 | 91,601 | 2,534 | 20,575 | 4,747 |
| 03 May 19 | 91,173 | -1,381 | 20,577 | 4,693 |
| 01 Feb 19 | 90,621 | -2,310 | 20,450 | 4,604 |
| 02 Nov 18 | 88,743 | -2,111 | 19,748 | 4,489 |
| 03 Aug 18 | 85,817 | -2,081 | 19,338 | 4,420 |
| 04 May 18 | 82,396 | -2,314 | 18,917 | 4,338 |
| 02 Feb 18 | 79,040 | -2,849 | 18,569 | 4,384 |
| 03 Nov 17 | 77,151 | -4,129 | 18,350 | 4,524 |
| 04 Aug 17 | 73,842 | -4,909 | 18,278 | 4,296 |
| 05 May 17 | 67,401 | -4,438 | 15,755 | 3,447 |
| 03 Feb 17 | 62,164 | -3,083 | 13,403 | 2,636 |
| 28 Oct 16 | 54,247 | -2,479 | 10,538 | 1,604 |
| 29 Jul 16 | 50,674 | -1,117 | 7,983 | 1,028 |
| 29 Apr 16 | 50,627 | -1,146 | 7,904 | 1,034 |
| 29 Jan 16 | 50,911 | -1,168 | 7,851 | 1,031 |
| 30 Oct 15 | 52,493 | -1,346 | 8,034 | 1,068 |
Kvalitetsintäkter: DELL har inkomster av hög kvalitet.
Växande vinstmarginal: DELL s nuvarande netto vinstmarginaler (7.5%) är högre än förra året (4.8%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: DELL s intäkter har ökat med 18.3% per år under de senaste 5 åren.
Accelererande tillväxt: DELL s intäktstillväxt under det senaste året ( 135.4% ) överstiger sitt 5-åriga genomsnitt ( 18.3% per år).
Resultat vs industri: DELL vinsttillväxt under det senaste året ( 135.4% ) översteg Tech branschen 82.1%.
Avkastning på eget kapital
Hög ROE: DELL s skulder överstiger dess tillgångar, så det är svårt att beräkna dess avkastning på eget kapital.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/21 03:54 |
| Aktiekurs vid dagens slut | 2026/09/18 00:00 |
| Intäkter | 2026/07/31 |
| 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 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. 27 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 |