Dell Technologies (DELL) Hisse Özeti
Dell Technologies Inc. Amerika, Avrupa, Orta Doğu, Asya ve uluslararası alanda çeşitli kapsamlı ve entegre çözümler, ürünler ve hizmetler tasarlar, geliştirir, üretir, pazarlar, satar ve destekler. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 5/6 |
| Finansal Sağlık | 2/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
DELL Community Fair Values
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Analyst Price Targets
Dell Technologies Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$369.83 |
| 52 Haftanın En Yüksek Seviyesi | US$469.47 |
| 52 Haftanın En Düşük Seviyesi | US$109.17 |
| Beta | 1.38 |
| 1 Aylık Değişim | 49.70% |
| 3 Aylık Değişim | 146.70% |
| 1 Yıllık Değişim | 232.46% |
| 3 Yıllık Değişim | 648.95% |
| 5 Yıllık Değişim | 259.93% |
| Halka arzdan bu yana değişim | 714.07% |
Son Haberler & Güncellemeler
Recent updates
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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Hissedar Getirileri
| DELL | US Tech | US Pazar | |
|---|---|---|---|
| 7D | -12.2% | -7.4% | -4.1% |
| 1Y | 232.5% | 63.2% | 20.6% |
Getiri vs. Endüstri: DELL geçen yıl % 63.2 oranında getiri sağlayan US Tech sektörünü aştı.
Getiri vs Piyasa: DELL geçen yıl % 20.6 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| DELL volatility | |
|---|---|
| DELL Average Weekly Movement | 13.5% |
| Tech Industry Average Movement | 10.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: DELL hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: DELL 'nin haftalık oynaklığı ( 13% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1984 | 97,000 | Michael Dell | www.dell.com |
Dell Technologies Inc. Amerika, Avrupa, Orta Doğu, Asya ve uluslararası alanda çeşitli kapsamlı ve entegre çözümler, ürünler ve hizmetler tasarlar, geliştirir, üretir, pazarlar, satar ve destekler. Şirket, Altyapı Çözümleri Grubu (ISG) ve Müşteri Çözümleri Grubu (CSG) segmentleri aracılığıyla faaliyet göstermektedir. ISG segmenti, all-flash, amaca yönelik, hiper birleşik altyapı, yazılım tanımlı depolama ve genel amaçlı ve yapay zeka için optimize edilmiş sunucular dahil olmak üzere modern ve geleneksel depolama çözümleri sunmaktadır.
Dell Technologies Inc. Temel Bilgiler Özeti
| DELL temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$247.43b |
| Kazançlar(TTM) | US$8.41b |
| Gelir(TTM) | US$134.00b |
28.5x
F/K Oranı1.8x
P/S OranıDELL aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| DELL gelir tablosu (TTM) | |
|---|---|
| Gelir | US$134.00b |
| Gelir Maliyeti | US$108.26b |
| Brüt Kâr | US$25.75b |
| Diğer Giderler | US$17.34b |
| Kazançlar | US$8.41b |
Son Raporlanan Kazançlar
May 01, 2026
Sonraki Kazanç Tarihi
Sep 03, 2026
| Hisse başına kazanç (EPS) | 12.97 |
| Brüt Marj | 19.21% |
| Net Kâr Marjı | 6.28% |
| Borç/Özkaynak Oranı | -2,220.7% |
DELL uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.7%
Mevcut Temettü Verimi17%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/10 17:09 |
| Gün Sonu Hisse Fiyatı | 2026/06/10 00:00 |
| Kazançlar | 2026/05/01 |
| Yıllık Kazançlar | 2026/01/30 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Dell Technologies Inc. 52 Bu analistlerden 26, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| S. H. Lin | Aletheia Analyst Network Limited |
| Warren Lau | Aletheia Analyst Network Limited |
| James Kelleher | Argus Research Company |