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Dell Technologies Inc. provides infrastructure solutions, including servers, storage, and networking hardware, critical for AI workloads in data centers and cloud computing environments.

Snapshot
Country USA USA
ExchangeNYSE
AI Layer infra
Category 3.50 Server Hardware & Systems Integration
Sentiment 68.0%
USD Mkt Cap360.69B
USD Revenue151.20B
USD Net Income11.38B
P/E33.00
fwd P/E19.79
PEG0.63
Price 3M+38.0%
Price 6M+270.5%
Price 1Y+352.8%
Price 2Y+414.0%
USD Share Price559.99
Price History
Price & Size
Price 567.29 USD
Market Cap 360.69B USD
Shares Outstanding 315.43M
Shares Float 292.00M
52w Low 110.22 USD
52w High 567.75 USD
Avg Volume 7.64M
Valuation
P/E (trailing) 33.0x
P/E (forward) 19.8x
P/B -256.46x
Enterprise Value 384.40B USD
Book Value / Share -2.21 USD
PEG Ratio 0.63x
P/S 2.39x
EV / Revenue 2.54x
EV / EBITDA 21.69x
Income
Revenue 151.20B USD
Revenue / Share 230.48 USD
EBITDA 17.73B USD
Net Income 11.38B USD
EPS (trailing) 17.19 USD
EPS (forward) 28.67 USD
Margins & Profitability
Gross Margin 19.9%
Operating Margin 12.0%
Profit Margin 7.5%
EBITDA Margin 11.7%
Return on Assets 8.6%
Growth
Revenue Growth 57.7%
Earnings Growth 272.9%
Cash & Debt
Total Cash 11.57B USD
Total Debt 35.28B USD
Free Cash Flow 6.03B USD
Operating Cash Flow 12.15B USD
Current Ratio 0.96x
Quick Ratio 0.56x
Dividend
Rate 2.52 USD
Yield 0.4%
Payout Ratio 13.4%
Ex-Date 2026-10-20
Risk
Beta 1.41
Analyst Consensus
Target (Mean) 570.48 USD
Target (Median) 570.00 USD
Target (High) 735.00 USD
Target (Low) 465.00 USD
Recommendation buy
# Analysts 25
Identifiers
ISINUS24703L2025
CUSIP24703L202
FIGIBBG00DW3SZS1
SEDOLBDT5S35
Sentiment 68.0%
Positive drivers

Strong demand for Dell's AI-optimized servers and infrastructure solutions continued to drive revenue growth amid the ongoing enterprise AI adoption wave. Positive analyst upgrades and partnerships with major chipmakers like NVIDIA bolstered investor confidence. Expanding cloud and edge computing offerings positioned Dell favorably in high-growth segments.

Neutral / mixed

Mixed macroeconomic signals, including fluctuating interest rates and global supply chain stabilization, created a balanced but cautious trading environment. Dell's valuation metrics remained aligned with sector averages without significant deviations. Seasonal inventory adjustments in the PC market offset some server gains without major disruption.

Negative drivers

Intense competition from hyperscale providers and alternative hardware vendors pressured margins in certain product lines. Concerns over potential slowdown in AI capex spending by large tech clients introduced some volatility. Regulatory scrutiny on data center energy consumption added minor headwinds to sentiment.

Bottom line

Overall sentiment for Dell remains moderately positive, anchored by AI-driven growth prospects despite competitive and macro uncertainties. The 30-day window reflects steady investor optimism tempered by realistic market risks.