Menu
Live
Market Overview
Live indices, gainers & losers
Market Pulse
AI-curated live updates
Market Movers
Top gainers & losers by cap
Market Signals
Value, momentum & analyst signals
Smart Money
Insider & congress trades
Hedge Funds
What 63 elite funds bought & sold
52-Week Highs
Stocks breaking out to new highs
52-Week Lows
Beaten-down stocks near support
High Beta
Stocks that move more than the market
Earnings Calendar
Upcoming earnings dates
Daily
Research
Invest
LIVE
Dell Technologies Inc.
DELL
NYSE·Technology·Computer Hardware·Mkt cap $282.5B
$389.14
▼ -8.49%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$110.22 - $469.47
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 244.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Vertically integrated ecosystem combining hardware, software, and services for seamless enterprise solutions
- Strong brand reputation and 40-year track record in enterprise IT with deep customer relationships and loyalty
- Comprehensive portfolio addressing entire IT infrastructure lifecycle from servers to cloud management and security
- VMware ownership providing proprietary virtualization and cloud management capabilities unavailable to competitors
Bear Case
2 risks
- Average volatility.
- Significant premium - growth priced in
Growth
Strong growth ahead
Accelerating enterprise adoption of hybrid and multi-cloud architectures requiring Dell and VMware solutions
Value
Significant premium - growth priced in
Momentum
Hot
+143.9% over 3m
Quality
Thin
Excellent business quality
Dividend
Modest
0.52% yield
Smart-money signal
Who's buying DELL right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Aug 27, 2026
MAY 28, 2026
Reported EPS of $4.86 vs $2.96 consensus (+64.2% surprise). Revenue of $43.8B vs $35.7B expected (+22.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+64.2%
Next: Aug 27, 2026
Revenue trend · last 8Q
—
—
—
+7%
+5%
+19%
+11%
+40%
Q1 24
Q2 24
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q4 26
$22.2B
$25.0B
$24.4B
$23.8B
$23.4B
$29.8B
$27.0B
$33.4B
Margins · last 8Q
Gross
20.2%
Operating
9.4%
Profit
6.8%
Wall Street consensus
15 analysts · 73% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
73%
Hold
27%
Sell
0%
Median Price Target
$350.00
▼ -10.1% vs $389.14
Latest: GF · Jun 25, 2026
12 analysts covering