Dell Technologies Inc.
DELL
NYSE·Technology·Computer Hardware·Mkt cap $348.1B
$524.00
▲ +1.47%
P/E
30.18
Mkt Cap
$348.1B
52-Wk Range
$110.22–$534.96
52-Week Range
$110.22 - $534.96
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 326.0% 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 portfolio spanning infrastructure, client devices, and software enabling seamless ecosystem solutions
- VMware ownership providing proprietary cloud and virtualization technology differentiating from pure hardware competitors
- Established enterprise relationships and trusted brand with 40+ years of IT industry experience and global support infrastructure
- Comprehensive services ecosystem including deployment, configuration, security solutions, and extended support creating customer lock-in
Bear Case
2 risks
- Average volatility.
- Premium valuation to AI Servers & Racks peers
Growth
Moderate growth ahead
Accelerating hybrid and multi-cloud adoption driving demand for VMware solutions and infrastructure modernization
Value
Premium valuation to AI Servers & Racks peers
Momentum
Hot
+30.8% over 3m
Quality
Thin
Excellent business quality
Dividend
Token
0.44% 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: Nov 24, 2026
SEP 1, 2026
Reported EPS of $7.04 vs $4.91 consensus (+43.4% surprise). Revenue of $47.0B vs $44.9B expected (+4.6%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+43.4%
Revenue trend · last 8Q
—
+7%
+5%
+19%
+11%
+40%
+88%
+58%
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q4 26
Q1 27
Q2 27
$24.4B
$23.8B
$23.4B
$29.8B
$27.0B
$33.4B
$43.8B
$47.0B
Margins · last 8Q
Gross
20.9%
Operating
11.5%
Profit
8.8%
Wall Street consensus
20 analysts · 65% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
65%
Hold
35%
Sell
0%
Median Price Target
—
Latest: Deutsche Bank · Sep 3, 2026
vs Industry
How DELL stacks vs Computer Hardware
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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