Price (90d)
$494.51Signal Score (90d)
75Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $113.54B | $5.94B | $8.96 |
| 2025 | $95.57B | $4.59B | $6.51 |
| 2024 | $88.42B | $3.39B | $4.71 |
| 2023 | $102.30B | $2.44B | $3.33 |
| 2022 | $101.20B | $5.56B | $7.30 |
Social Signal Score
Earnings
Thu, Sep 3(in 3 weeks)
Consensus estimate $4.88 per share
Typical surprise +5.4% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, May 28$4.86 vs $2.96beat
- Thu, Feb 26$3.89 vs $3.53beat
- Tue, Nov 25$2.59 vs $2.47beat
- Thu, Aug 28$2.32 vs $2.29beat
- Thu, May 29$1.55 vs $1.70miss
- Thu, Feb 27$2.68 vs $2.52beat
Estimates and results for DELL via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from DELL's reported EPS growth of 5.3% a year over 4 years.
- EPS in 5 years
- $11.60
- Implied price
- $150.75
- Return from $491.13
- -21.0% a year
To earn 15.0% a year on these assumptions you'd need to buy at $74.95 — -84.7% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 9 | 11 | 13 | 15 | 17 |
|---|---|---|---|---|---|
| -4.7% | -33.6% | -30.9% | -28.5% | -26.5% | -24.6% |
| 0.3% | -30.1% | -27.3% | -24.8% | -22.6% | -20.6% |
| 5.3% | -26.6% | -23.6% | -21.0% | -18.7% | -16.7% |
| 10.3% | -23.2% | -20.0% | -17.3% | -14.9% | -12.7% |
| 15.3% | -19.7% | -16.4% | -13.5% | -11.0% | -8.8% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (26)
- Newsbarrons.com·23h ago·Positive
Earnings Prove AI Hardware Demand Is Strong. That's Good News for Dell Stock. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505.
View source ↗ - Newsgurufocus.com·23h ago·Neutral
Dell Stock Rises as Wells Fargo Lifts Target to $545 Dell Technologies (DELL), the hardware giant sitting right in the middle of the AI infrastructure spending frenzy, gained roughly 0.8% Friday morning after Well
View source ↗ - Newszacks.com·1d ago·Negative
Top Big Data Stocks Tapping the Surging Demand for AI Analytics AI-powered Big Data demand is creating opportunities for NVIDIA, Palantir and Dell as enterprises scale analytics and AI infrastructure.
View source ↗ - Newszacks.com·1d ago·Neutral
Dell Technologies (DELL) Exceeds Market Returns: Some Facts to Consider Dell Technologies (DELL) closed the most recent trading day at $494.51, moving +2.07% from the previous trading session.
View source ↗ - Newsbenzinga.com·1d ago·Neutral
QUICK SPARK: Dell, JPMorgan, Merck All Mark New All-Time Highs Dell Technologies (NYSE:DELL), JPMorgan Chase & Co. (NYSE:JPM) and Merck & Co. (NYSE:MRK) all touched fresh all-time highs on Thursday — with Dell hitting $514, JPMorgan reaching $366.50 and Merck climbing to $135.68, according to Benzinga Pro data.
View source ↗ - News (Marketaux)finance.yahoo.com·1d ago·Positive
IREN Jumps 10% as Microsoft Accepts First AI Data Center Under $9.7 Billion Deal The Pivot Still Comes With a Huge Price [+301 characters]
View source ↗ - Newszacks.com·2d ago·Neutral
Will Dell Technologies (DELL) Beat Estimates Again in Its Next Earnings Report? Dell Technologies (DELL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
View source ↗ - News247wallst.com·2d ago·Neutral
Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3% Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares are rising 6% to $40 midday Thursday, extending a rally that began after Tuesday afternoon's
View source ↗ - News247wallst.com·2d ago·Positive
Super Micro, Dell, and HP Jump After Strong Lenovo Earnings Shares of AI server and PC hardware makers are rallying at midday Thursday. Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) leads the group, up 10% to $41.
View source ↗ - Newsmarketwatch.com·2d ago·Positive
Dell's stock has beaten Micron and AMD this year — and now it's adding to its gains Dell Technologies shares have outshone many of the artificial-intelligence buildout's most talked-about stocks so far this year, and they are heading even higher on Thursday.
View source ↗ - News247wallst.com·2d ago·Negative
Dell Rises 4% and HP 6% Premarket. Cisco Sinks 7%. Hardware stocks are splitting Thursday morning. Dell Technologies (NYSE:DELL | DELL Price Prediction) is indicated up 4% premarket and HP (NYSE:HPQ) is up 6%, while Cisco Systems (NASDAQ:CSCO) is down 7%.
View source ↗ - Newsinvezz.com·2d ago·Positive
Here's why Dell stock is soaring after the Lenovo Group earnings Dell stock price surged to a record high in extended hours after Lenovo Group, one of its biggest competitors, published strong financial results, suggesting that AI-driven demand remains. It jumped by 3.4%, crossing the $500 milestone for the first time ever.
View source ↗ - News (Marketaux)finance.yahoo.com·2d ago·Positive
Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance Act now: the analyst who called NVIDIA i[+300 characters]
View source ↗ - News247wallst.com·2d ago·Negative
Dell's AI Server Boom Is Just Getting Started: 757% Growth and a $60 Billion Target Dell Technologies (NYSE:DELL | DELL Price Prediction) has become one of the defining AI infrastructure trades of this cycle.
View source ↗ - News (RSS)venturebeat·3d ago·Neutral
Skan AI raises $63 million betting that watching how employees actually work is the missing layer of enterprise AI Skan AI, a startup that builds what it calls a "context graph of work" by observing how employees actually perform their jobs across enterprise software, has raised $63 million in Series C funding co-led by Cathay Innovation and Dell Technologies Capital, the company announced Wednesday.Citi Ventures, Bloomberg Beta, State Farm Ventures, and Wipro Ventures also participated in the r
View source ↗ - Newsyoutube.com·3d ago·Neutral
The End of Multi-Monitor Setups? | Dell UltraSharp 52 Review Can one monitor really replace your entire desk setup? In this review, we take a hands-on look at the Dell UltraSharp 52 Thunderbolt Hub Monitor (U5226KW) after nearly a month of daily use.
View source ↗ - News247wallst.com·3d ago·Neutral
Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report.
View source ↗ - Newszacks.com·4d ago·Neutral
DELL is Overvalued at 21.92X P/E: Should You Still Buy the Stock? Dell Technologies' AI server surge, record backlog and server refresh demand fuel growth, even as shares trade at a premium valuation.
View source ↗ - News (RSS)seekingalpha·4d ago·Neutral
SA analyst upgrades/downgrades: SNDK, DELL, ETSY, META
View source ↗ - News247wallst.com·5d ago·Neutral
These Stocks Could Be Ready for Their Next Big Move The AI infrastructure trade has minted new leaders in 2026, and three names sit right in the middle of the buildout: memory, servers, and the systems integrator stitching it all together.
View source ↗ - Newsseekingalpha.com·6d ago·Positive
Dell Technologies: Significant Upside Remains, The Bull Case Still Holds Dell Technologies has surged 274% over 10 months, far outpacing the benchmark's 17% gain. I maintain a Strong Buy rating, as DELL trades at a sector-median 24x forward P/E but delivers superior top and bottom-line growth. DELL's strong earnings beats and exposure to the AI narrative reinforce confidence in management and future upside.
View source ↗ - News (Marketaux)finance.yahoo.com·6d ago·Neutral
Where Will Dell Technologies Stock Be in 3 Years? After spending most of this century off [+345 characters]
View source ↗ - News (Marketaux)insidermonkey.com·6d ago·Positive
Nokia’s (NOK) AI Network Bet Gets A Taiwan Proving Ground Dell Technologies (<em[+300 characters]
View source ↗ - Newsfool.com·6d ago·Positive
Where Will Dell Technologies Stock Be in 3 Years? Dell's strong presence in the corporate and institutional server market has positioned it as a go-to artificial intelligence solutions provider. The less common way that Dell helps its customers use AI is quickly becoming the more popular choice, for cost and security reasons.
View source ↗ - Newsinvestors.com·7d ago·Neutral
The Art Of The Exit: Dodging Panic When Dell Stock Breached Stop You set your stop like a disciplined investor but the stock sliced through it like warm butter. What do you do?
View source ↗ - Newsyoutube.com·7d ago·Neutral
Exiting Gracefully On Opening Bell Disasters IBD's Justin Nielsen breaks down the weekly and short-term intraday charts for Dell Technologies (DELL) to evaluate how to manage the recent failed breakout in the stock. Managing your losses is key to successful trading and Justin walks through his thinking with managing this trade.
View source ↗