Dell Technologies (12DA) Price & Analysis
12DA Stock Chart & Stats
- Day’s Range
- EUR 371.85 - EUR 393.85
- 52-Week Range
- EUR 94.26 - EUR 530.10
- Previous Close
- EUR 433.40
- Volume
- 2,252
- Average Volume (3M)
- 1,800
- Market Cap
- EUR 240.75B
- Enterprise Value
- EUR 287.84B
- Total Cash (Recent Filing)
- EUR 11.57B
- Total Debt (Recent Filing)
- EUR 34.47B
- Price to Earnings (P/E)
- 24.3
- Beta
- 0.65
- Next Earnings
- Dec 01, 2026
- EPS Estimate
- 5.86
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 0.56%
Bulls Say, Bears Say
Bulls Say
AI Infrastructure Demand
Record AI orders, backlog and a broadening customer base indicate strong demand for Dell’s infrastructure capabilities. This supports multi-quarter revenue visibility while scale, engineering expertise and deployment support can strengthen the company’s position in expanding AI workloads.
Broad Operating Growth
Dell is converting strong demand into substantial revenue and operating-income growth, with expenses declining as a percentage of sales. Improved scale and operating leverage can support earnings durability if infrastructure growth remains broad across servers, storage and PCs.
Cash Generation
Strong absolute cash generation provides resources to invest in infrastructure capabilities, service the debt base and support shareholder returns. Free cash flow representing roughly 70% of TTM net income also indicates that reported earnings are being converted into usable liquidity.
Bears Say
Negative Equity And Debt
Persistent negative equity and a sizable, rising debt load reduce financial flexibility and make leverage signals structurally unfavorable. Although Dell generates substantial cash, this capital structure can constrain investment choices and increase exposure to refinancing and financial-stability pressure.
Gross-margin Pressure
The decline in gross margin suggests mix or competitive pressure despite strong sales and improved operating profit. If lower-margin products, pricing pressure or higher component costs persist, Dell may need continued scale gains to protect profitability and sustain earnings growth.
Supply And Margin Constraints
Widespread component constraints can limit Dell’s ability to fulfill customer orders on schedule and may defer revenue recognition. Scarcity also raises input-cost and execution pressure, while expected CSG margin moderation shows that maintaining growth may require profitability trade-offs.
Dell Technologies News
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Company Description
Dell Technologies
Dell Technologies Inc. is a worldwide technology leader that designs, develops, manufactures, markets, sells, and provides support for a broad spectrum of information technology (IT) solutions, products, and services. The company's business activities are structured into three primary segments: the Infrastructure Solutions Group (ISG), the Client Solutions Group (CSG), and VMware. The ISG division focuses on delivering enterprise-grade offerings, including both traditional and next-generation storage solutions, alongside various server configurations such as rack, blade, tower, and hyperscale models. This segment also provides networking products and related services aimed at helping corporate clients modernize their IT infrastructure, enrich end-user experiences, and accelerate critical business applications and processes. Complementary software, peripherals, and extensive support services—encompassing deployment, configuration, and extended warranties—are also part of its portfolio. The CSG segment addresses end-user computing requirements by offering personal computers like desktops, workstations, and notebooks, as well as displays and projectors. It further includes proprietary and third-party software, peripheral devices, and a full suite of support, installation, setup, and extended warranty services. The VMware division specializes in assisting customers with managing intricate IT landscapes, particularly concerning hybrid and multi-cloud environments, modern applications, network infrastructure, security protocols, and digital workspaces. Its services enable efficient resource management across private, multi-cloud, and multi-device setups. Furthermore, Dell Technologies offers information security solutions and cloud software, including Infrastructure-as-a-Service (IaaS), which empower customers to migrate, operate, and manage mission-critical applications within cloud-based IT environments. Founded in 1984, the company was initially known as Denali Holding Inc. before officially changing its name to Dell Technologies Inc. in August 2016. Its global headquarters are situated in Round Rock, Texas.
- Sector
- Technology
- Industry
- Computer Hardware
- CEO
- Michael Saul Dell
- Employees
- 97,000
- Website
- www.dell.com
- Address
- One Dell Way, Round Rock, TX, 78682, US
Dell Technologies (12DA) Earnings & Revenues
12DA Company Deck
12DA Earnings Call
Earnings Call SentimentPositive
The call was strongly optimistic. Dell reported record revenue, earnings, AI orders, backlog, cash flow and shareholder returns, broad growth across infrastructure, storage and PCs, significant share gains, and materially raised full-year guidance. The main challenges were widespread supply constraints, pricing and component-cost inflation, some customer purchasing deferrals, early-stage commercialization of Lightning, and expected moderation in CSG operating margin. Highlights significantly outweighed lowlights.
View all DE:12DA earnings summaries12DA Net sales Breakdown
- 56.90% Client Solutions Group
- 37.49% Infrastructure Solutions Group
- 5.59% Other businesses
- 0.01% Unallocated transactions
12DA Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 5 | 5 | 12 |
| Technical Analysis | 3 | 5 | 2 |
| Moving Averages | 2 | 0 | 10 |