TipRanks
Go Ultimate55% OFF

Dell Technologies (DELL) Stock Price & Analysis

13,211 Followers

DELL Stock Chart & Stats

$408.40$15.62(3.98%)
At close: 4:00 PM EST
$400$450$500$550Aug 10Aug 24Sep 8Sep 21Oct 5Oct 19Nov 2
Day’s Range
$396.52 - $418.17
52-Week Range
$110.22 - $595.51
Previous Close
$392.78
Volume
N/A
Average Volume (3M)
6.55M
Market Cap
$249.73B
Enterprise Value
$287.84B
Total Cash (Recent Filing)
$11.57B
Total Debt (Recent Filing)
$34.47B
Price to Earnings (P/E)
23.3
Beta
2.01
Next Earnings
Dec 01, 2026 (Est.)
Dividend Yield
0.59%

Bulls Say, Bears Say

Bulls Say

AI Infrastructure Demand

Record AI orders, backlog and customer expansion indicate that Dell is benefiting from a broad infrastructure demand cycle rather than a single customer or isolated project. A larger installed customer base can support follow-on hardware, storage, deployment and support revenue over multiple years.

Revenue And Operating Leverage

Strong revenue growth combined with faster operating-income expansion demonstrates meaningful scale benefits across Dell’s portfolio. If infrastructure demand remains durable, operating leverage and disciplined expense growth can support sustained earnings improvement and strengthen the company’s ability to reinvest.

Cash Generation

Dell generates substantial cash from operations and converts a meaningful portion of earnings into free cash flow, supporting investment, debt servicing and shareholder returns. This cash generation provides a useful financial buffer while the company expands its AI and infrastructure capabilities.

Bears Say

Negative Equity And Rising Debt

Persistent negative equity and increasing debt create a structurally weaker capital base, even though Dell produces strong cash flow. Higher leverage can reduce flexibility during a demand slowdown, increase refinancing exposure and constrain the funds available for growth or shareholder returns.

Margin Pressure

The decline in gross margin suggests product mix, pricing or competitive pressure is absorbing part of Dell’s strong revenue growth. Expected moderation in CSG profitability adds further risk that earnings expansion may not keep pace with sales if lower-margin hardware becomes a larger share of the mix.

Supply Constraints And Delayed Orders

Persistent shortages across memory, CPUs, storage and other components can limit Dell’s ability to convert strong demand into timely revenue. Delayed customer purchases also make execution and backlog conversion less predictable, while constrained supply and higher input costs may pressure margins.

Dell Technologies News

DELL FAQ

What was Dell Technologies’s price range in the past 12 months?
Dell Technologies lowest stock price was $110.22 and its highest was $595.51 in the past 12 months.
What is Dell Technologies’s market cap?
Dell Technologies’s market cap is $249.73B.
When is Dell Technologies’s upcoming earnings report date?
Dell Technologies’s next earnings report is estimated for Dec 01, 2026 (not yet confirmed), which is in 27 days.
How were Dell Technologies’s earnings last quarter?
Dell Technologies released its earnings results on Sep 01, 2026. The company reported $7.04 earnings per share for the quarter, beating the consensus estimate of $4.911 by $2.129.
Is Dell Technologies overvalued?
According to Wall Street analysts Dell Technologies’s price is currently Undervalued.
Does Dell Technologies pay dividends?
Dell Technologies pays a Quarterly dividend of $0.63 which represents an annual dividend yield of 0.59%. See more information on Dell Technologies dividends here
What is Dell Technologies’s EPS estimate?
Dell Technologies’s EPS estimate is 6.57.
How many shares outstanding does Dell Technologies have?
Dell Technologies has 315,433,200 shares outstanding.
What happened to Dell Technologies’s price movement after its last earnings report?
Dell Technologies reported an EPS of $7.04 in its last earnings report, beating expectations of $4.911. Following the earnings report the stock price went up 15.812%.
Which hedge fund is a major shareholder of Dell Technologies?
Hedge funds hold Dell Technologies shares: the largest hedge-fund position in Dell Technologies is 71,887,487 shares, and hedge funds decreased their holdings by 1.1M shares last quarter.
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology