Dell Technologies Yönetim
Yönetim kriter kontrolleri 3/4
Şu anda CEO hakkında yeterli bilgiye sahip değiliz.
Anahtar bilgiler
Michael Dell
İcra Kurulu Başkanı
US$3.1m
Toplam tazminat
| CEO maaş yüzdesi | 30.72% |
| CEO görev süresi | 12.6yrs |
| CEO sahipliği | 45.3% |
| Yönetim ortalama görev süresi | 1.5yrs |
| Yönetim Kurulu ortalama görev süresi | 9.7yrs |
Son yönetim güncellemeleri
Recent updates
Dell's AI Moment: Why Inference And CPUs (Not GPUs), Is Driving The Next Growth Cycle
Apr 25
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.
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.
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.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.
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.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.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.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.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.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.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.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.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.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.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.Dell Technologies Inc. (NYSE:DELL) Stocks Shoot Up 34% But Its P/E Still Looks Reasonable
Oct 09
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.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.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.Investors Still Aren't Entirely Convinced By Dell Technologies Inc.'s (NYSE:DELL) Earnings Despite 26% Price Jump
May 13
Dell: Bulls Will Regret Overlooking Its Inventories
Apr 22CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Jan 30 2026 | n/a | n/a | 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$525m |
Tazminat ve Piyasa: Michael 'nin toplam tazminatı ($USD 3.09M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 14.54M ).
Tazminat ve Kazançlar: Michael 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Michael Dell (60 yo)
12.6yrs
Görev süresi
US$3,092,256
Tazminat
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Chairman & CEO | no data | US$3.09m | 45.26% $ 61.5b | |
| President & Chief Customer Officer | less than a year | US$13.10m | Veri yok | |
| COO & Vice Chairman | 2.8yrs | US$25.10m | 0.28% $ 381.7m | |
| General Counsel & Secretary | 12.5yrs | US$11.45m | 0.023% $ 30.9m | |
| Chief Financial Officer | less than a year | Veri yok | 0.022% $ 30.4m | |
| Senior VP of Corporate Finance & Chief Accounting Officer | less than a year | Veri yok | 0.00031% $ 421.2k | |
| Vice President of Investor Relations | no data | Veri yok | Veri yok | |
| Vice President of Corporate Development | no data | Veri yok | Veri yok | |
| Chief Marketing Officer | 2.2yrs | Veri yok | 0.0026% $ 3.5m | |
| President of Global Sales | less than a year | Veri yok | 0.0058% $ 7.9m | |
| Chief Human Resources Officer | no data | Veri yok | 0.047% $ 64.5m | |
| Senior VP & CFO of Client Solutions Group. | 6.1yrs | Veri yok | Veri yok |
1.5yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş
Deneyimli Yönetim: DELL 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.5 yıl), bu da yeni bir ekibin varlığını gösteriyor.
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Chairman & CEO | 12.6yrs | US$3.09m | 45.26% $ 61.5b | |
| Director | 12.6yrs | Veri yok | 0.21% $ 285.1m | |
| Independent Director | 9.7yrs | US$324.91k | 0.016% $ 21.2m | |
| Independent Director | 9.7yrs | US$349.91k | 0.0071% $ 9.6m | |
| Independent Director | 4.7yrs | US$324.91k | 0% $ 0 | |
| Lead Independent Director | 9.7yrs | US$389.91k | 0.0013% $ 1.8m | |
| Independent Director | 2.7yrs | US$324.91k | 0% $ 0 | |
| Independent Director | 7.1yrs | US$349.91k | 0.0028% $ 3.9m | |
| Member of Federal Partner Advisory Board | 3.7yrs | Veri yok | Veri yok |
9.7yrs
Ortalama Görev Süresi
61.5yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: DELL 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 9.7 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/01 12:21 |
| Gün Sonu Hisse Fiyatı | 2026/05/01 00:00 |
| Kazançlar | 2026/01/30 |
| 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. 50 Bu analistlerden 22, 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 |