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DELL Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
171.330
Open
166.980
VWAP
168.49
Vol
7.31M
Mkt Cap
109.38B
Low
164.760
Amount
1.23B
EV/EBITDA(TTM)
10.47
Total Shares
645.75M
EV
125.96B
EV/OCF(TTM)
11.26
P/S(TTM)
0.99
Dell Technologies Inc. is engaged in designing, developing, manufacturing, marketing, selling, and supporting a wide range of comprehensive and integrated solutions, products, and services. The Company operates through two segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). Its ISG segment enables the Company’s customer’s digital transformation with solutions that address artificial intelligence (AI), machine learning, data analytics, and multi cloud environments. Its comprehensive storage portfolio includes modern and traditional storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage. Its CSG segment offers branded personal computers (PCs) including notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, and webcam and audio devices, as well as third-party software and peripherals.
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Events Timeline

(ET)
2026-04-01
13:00:00
Dell Technologies Shares Rise 2.49% to $168.22
select
2026-03-25 (ET)
2026-03-25
09:20:00
Dell Unveils Transformed Commercial Portfolio
select

News

Fool
9.5
04-01Fool
PinnedDell Technologies Sees Significant Growth in AI Infrastructure Business
  • AI Infrastructure Growth: Dell Technologies' Infrastructure Solutions Group (ISG) generated $19.6 billion in revenue for the latest quarter, marking a 73% year-over-year increase, with AI-optimized server revenue skyrocketing by 352%, highlighting the company's robust growth potential in the AI sector.
  • Steady PC Business Performance: Despite challenges in the PC market, Dell's Client Solutions Group achieved $11.6 billion in revenue in fiscal Q4, up 16% year-over-year, with operating income rising 14% to $13.5 billion, demonstrating success in diversifying its product lines.
  • Future Growth Expectations: Dell anticipates a 51% revenue increase and an 87% jump in earnings for the upcoming fiscal year, particularly with AI-optimized server revenue projected to rise by 103%, further solidifying its market position.
  • Attractive Valuation: Despite an 85% stock price increase over the past year, Dell's P/E ratio remains at just 18, with a forward P/E ratio as low as 12, indicating significant investment value given its strong growth outlook in the tech sector.
CNBC
5.0
04-01CNBC
Oracle Cuts Thousands of Jobs to Support AI Infrastructure Development
  • Layoff Announcement: Oracle has begun notifying its 162,000 employees about plans to cut thousands of jobs to free up cash flow for AI data center infrastructure development, which is expected to significantly reduce operating costs and enhance financial flexibility.
  • Stock Price Reaction: Following the layoff news, Oracle's shares rose 2.6% in early trading, despite being down approximately 25% year-to-date, indicating a cautiously optimistic market response to the company's future strategy.
  • Capital Expenditure Pressure: Oracle plans to raise up to $50 billion in 2025 through a mix of debt and equity to meet cloud service demand from clients, particularly from companies like Nvidia and Meta, reflecting strong market demand for AI infrastructure.
  • Analyst Perspective: Barclays analysts noted that the layoffs will help free up cash flow and viewed this move as unsurprising, projecting that Oracle could triple its revenue over the next few years, despite lower employee productivity compared to competitors.
Fool
8.5
04-01Fool
Big Tech Continues Billions in AI Data Center Investments
  • AI Infrastructure Investment Surge: Statista projects that AI infrastructure investment will reach $902 billion by 2029, a significant increase from $334 billion in 2025, indicating sustained demand and enthusiasm for AI technologies in the market.
  • Nvidia's Market Dominance: Nvidia's data center business accounted for over 90% of its revenue last quarter, growing 75% year-over-year, with an impressive $120 billion net income on $215 billion total revenue, solidifying its core position in AI infrastructure.
  • Iren's Power Assurance: Iren has secured over 4.5 gigawatts of power supply and focuses on designing, building, and operating data centers, expecting to achieve an annualized revenue run rate of $3.4 billion by 2026, showcasing its strong capability to meet tech giants' demands.
  • Long-Term Investment Potential: Despite significant stock price increases for both Nvidia and Iren, analysts expect Nvidia's earnings to grow by 38% annually over the next five years, while Iren's market valuation still has room for upside, indicating both companies remain attractive in the AI boom.
NASDAQ.COM
8.5
04-01NASDAQ.COM
AI Infrastructure Spending to Reach $902 Billion by 2029
  • Market Growth Forecast: Statista projects that AI infrastructure spending will reach $902 billion by 2029, a significant increase from $334 billion in 2025, indicating strong demand and investment potential in AI technologies.
  • Nvidia's Market Dominance: Nvidia's data center business accounted for over 90% of its revenue last quarter, growing 75% year-over-year, highlighting its critical role and high margins in the AI infrastructure landscape.
  • Iren's Strategic Advantage: Iren has secured over 4.5 gigawatts of power and signed a $9.7 billion contract with Microsoft, expecting to generate $3.4 billion in annualized revenue by 2026, showcasing its strong execution capabilities and market opportunities in data center construction.
  • Long-Term Investment Outlook: While Nvidia's valuation reflects strong growth, its projected earnings growth of 38% over the next five years, combined with Iren's untapped market potential, suggests both companies remain compelling investment opportunities amid the AI boom.
CNBC
8.0
04-01CNBC
Iran Threatens Attacks on U.S. Tech Firms
  • Escalating Threats: The Islamic Revolutionary Guard Corps (IRGC) has declared intentions to attack 18 U.S. tech companies, including Nvidia, Apple, Microsoft, and Google, in retaliation for U.S. and Israeli strikes on Iran, indicating a significant escalation in regional tensions.
  • Specific Attack Timeline: The IRGC warned that attacks would commence at 8 PM Tehran time on April 1, urging employees at these companies to evacuate immediately to safeguard their lives, highlighting the urgency and potential danger of the situation.
  • Vulnerability of Tech Infrastructure: This threat follows Iranian strikes on AWS data centers in the Middle East, which caused outages in several apps and digital services in the UAE, underscoring the vulnerability of U.S. tech firms' infrastructure in the region and its impact on business operations.
  • Corporate Response Strategies: Companies like Intel have stated that employee safety is their top priority and are implementing measures to protect their facilities in the Middle East, reflecting their adaptability to geopolitical risks and commitment to employee welfare.
Newsfilter
7.0
04-01Newsfilter
Iran's IRGC Threatens U.S. Tech Firms Amid Rising Tensions
  • Expanded Threat Scope: Iran's Islamic Revolutionary Guard Corps (IRGC) has designated 18 U.S. tech companies, including Nvidia, Apple, Microsoft, and Google, as 'legitimate targets' in retaliation for U.S. and Israeli strikes on Iran, highlighting escalating regional tensions.
  • Attack Timeline Set: The IRGC announced via Telegram that attacks on these companies would commence at 8 p.m. Tehran time on April 1, warning employees to evacuate workplaces immediately to safeguard their lives, indicating the urgency of their threats.
  • Enhanced Security Measures: An Intel spokesperson stated that the safety of their team is the top priority, and the company is implementing measures to protect workers and facilities in the Middle East, reflecting tech firms' strategies in response to security threats.
  • Significant Market Impact: As U.S. tech companies have increased investments in the Middle East, particularly in AI infrastructure, the IRGC's threats may compel these firms to reassess their operations and investment strategies in the region, potentially affecting future market positioning.
Wall Street analysts forecast DELL stock price to rise
15 Analyst Rating
Wall Street analysts forecast DELL stock price to rise
11 Buy
3 Hold
1 Sell
Moderate Buy
Current: 0.000
sliders
Low
113.00
Averages
164.85
High
180.00
Current: 0.000
sliders
Low
113.00
Averages
164.85
High
180.00
Truist
Hold
initiated
$170
AI Analysis
2026-03-30
New
Reason
Truist
Price Target
$170
AI Analysis
2026-03-30
New
initiated
Hold
Reason
Truist initiated coverage of Dell Technologies with a Hold rating and $170 price target. The firm is cautious around Dell's exposure to higher memory cost inflation and the company's "shrinking" gross margins amid its mix shift to AI servers.
Evercore ISI
Amit Daryanani
Outperform
maintain
$160 -> $205
2026-03-26
Reason
Evercore ISI
Amit Daryanani
Price Target
$160 -> $205
2026-03-26
maintain
Outperform
Reason
Evercore ISI analyst Amit Daryanani raised the firm's price target on Dell Technologies (DELL) to $205 from $160 and keeps an Outperform rating on the shares. Shares of Dell and HPE (HPE) are both up 20%-plus this week and while "it's difficult to pin this move on one specific catalyst," Evercore sees several events over the past week that have played a role, including a growing investor view that CPU driven server demand may be more resilient than previously expected; investors increasingly viewing Dell, and to a lesser extent HPE, as potential beneficiaries of any reallocation of Nvidia (NVDA) supply following last week's DOJ headlines around Super Micro (SMCI); and a divergence between OEMs and memory names this week as DRAM/NAND stocks trade down. For that last dynamic, the firm sees two drivers: Google's (GOOGL) TurboQuant announcement highlighting emerging efficiencies that could reduce memory intensity in AI workloads and the fact that the market may be beginning to price in a more favorable cost/supply backdrop for OEMs.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for DELL
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Valuation Metrics

The current forward P/E ratio for Dell Technologies Inc (DELL.N) is 12.58, compared to its 5-year average forward P/E of 10.65. For a more detailed relative valuation and DCF analysis to assess Dell Technologies Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
10.65
Current PE
12.58
Overvalued PE
13.83
Undervalued PE
7.48

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
7.63
Current EV/EBITDA
7.34
Overvalued EV/EBITDA
9.48
Undervalued EV/EBITDA
5.79

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.61
Current PS
0.72
Overvalued PS
0.82
Undervalued PS
0.39

Financials

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Whales Holding DELL

E
Epoch Investment Partners, Inc.
Holding
DELL
+7.28%
3M Return
S
Silver Lake Technology Management, L.L.C.
Holding
DELL
+6.05%
3M Return
F
Fubon Asset Management Co., Ltd.
Holding
DELL
+5.74%
3M Return
D
Deroy & Devereaux Private Investment Counsel, Inc.
Holding
DELL
+4.45%
3M Return
W
WEDGE Capital Management LLP
Holding
DELL
+4.25%
3M Return
H
Hartford Funds Management Company, LLC
Holding
DELL
+3.30%
3M Return

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Frequently Asked Questions

What is Dell Technologies Inc (DELL) stock price today?

The current price of DELL is 169.38 USD — it has increased 3.2

What is Dell Technologies Inc (DELL)'s business?

Dell Technologies Inc. is engaged in designing, developing, manufacturing, marketing, selling, and supporting a wide range of comprehensive and integrated solutions, products, and services. The Company operates through two segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). Its ISG segment enables the Company’s customer’s digital transformation with solutions that address artificial intelligence (AI), machine learning, data analytics, and multi cloud environments. Its comprehensive storage portfolio includes modern and traditional storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage. Its CSG segment offers branded personal computers (PCs) including notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, and webcam and audio devices, as well as third-party software and peripherals.

What is the price predicton of DELL Stock?

Wall Street analysts forecast DELL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DELL is164.85 USD with a low forecast of 113.00 USD and a high forecast of 180.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Dell Technologies Inc (DELL)'s revenue for the last quarter?

Dell Technologies Inc revenue for the last quarter amounts to 33.38B USD, increased 39.48

What is Dell Technologies Inc (DELL)'s earnings per share (EPS) for the last quarter?

Dell Technologies Inc. EPS for the last quarter amounts to 3.38 USD, increased 45.69

How many employees does Dell Technologies Inc (DELL). have?

Dell Technologies Inc (DELL) has 97000 emplpoyees as of April 02 2026.

What is Dell Technologies Inc (DELL) market cap?

Today DELL has the market capitalization of 109.38B USD.