Dell
DELL
Market cap $94B

133.96 USD

-1.94

1.43%

At close Nov 20, 4:00 PM EST

Pre-market

134.25

+0.29

0.22%

1 day

-1.43%

5 days

-1.41%

1 month

6.61%

3 months

21.00%

6 months

-7.90%

Year to date

79.11%

1 year

82.61%

5 years

378.26%

10 years

355.18%

About: Dell Technologies is a broad information technology vendor, primarily supplying hardware to enterprises. It is focused on premium and commercial personal computers and enterprise on-premises data center hardware. It holds top-three market shares in its core markets of personal computers, peripheral displays, mainstream servers, and external storage. Dell has a robust ecosystem of component and assembly partners, and also relies heavily on channel partners to fulfill its sales.

Employees: 120,000

Information Technology Electronic Computers

0

Funds holding %

of 6,747 funds

0

Analysts bullish %

of 15 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

101% more repeat investments, than reductions

Existing positions increased: 561 | Existing positions reduced: 279

2% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 213

0% more funds holding

Funds holding: 1,192 [Q2] → 1,197 (+5) [Q3]

1.26% less ownership

Funds ownership: 70.71% [Q2] → 69.45% (-1.26%) [Q3]

10% less capital invested

Capital invested by funds: $30.1B [Q2] → $27.2B (-$2.93B) [Q3]

29% less call options, than puts

Call options by funds: $2.08B | Put options by funds: $2.94B

45% less funds holding in top 10

Funds holding in top 10: 31 [Q2] → 17 (-14) [Q3]

See Fund Rankings

Research analyst outlook

15 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$106

21%

downside

Avg. target

$144

8%

upside

High target

$160

19%

upside

15 analyst ratings

13 positive

87%

2 neutral

13%

0 negative

0%

Evercore ISI Group Amit Daryanani 67% 1-year accuracy 18 / 27 met price target	12%upside $150	Outperform Reiterated	20 Nov 2024
Wells Fargo Aaron Rakers 63% 1-year accuracy 17 / 27 met price target	19%upside $160	Overweight Maintained	18 Nov 2024
Morgan Stanley Erik Woodring 59% 1-year accuracy 16 / 27 met price target	15%upside $154	Overweight Maintained	11 Nov 2024
Mizuho Vijay Rakesh 67% 1-year accuracy 20 / 30 met price target	1%upside $135	Outperform Initiated	17 Sept 2024
Susquehanna Mehdi Hosseini 42% 1-year accuracy 18 / 43 met price target	10%downside $120	Neutral Initiated	10 Sept 2024

See Analyst Rankings

Financial journalist opinion

Based on 45 articles about DELL published over the past 30 days

Dell Technologies to Present at Investor Conference in December

ROUND ROCK, Texas , Nov. 20, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces that Arthur Lewis, president of Infrastructure Solutions Group, will present in a fireside chat at the following conference: UBS Global Technology and AI Conference – Scottsdale, AZ Tuesday, Dec. 3, 2024 2:15 p.m. MT / 4:15 p.m.

Dell Technologies to Present at Investor Conference in December

Dell: 85% P/E Expansion With Margin Compression Makes The Stock Risky

Dell's stock has surged 433% over five years, despite flat revenue, halved FCF, and a 28% drop in EPS. Dell's P/E ratio expanded by 50% to 24, and its P/FCF ratio rose from 8 to 28.6, driven by AI exposure. Strong demand for AI-optimized servers has doubled customer demand, creating a significant backlog securing future sales.

Dell: 85% P/E Expansion With Margin Compression Makes The Stock Risky

Zacks Investment Research

Dell Technologies (DELL) Stock Sinks As Market Gains: Here's Why

In the latest trading session, Dell Technologies (DELL) closed at $135.90, marking a -0.08% move from the previous day.

Dell Technologies (DELL) Stock Sinks As Market Gains: Here's Why

Dell, Iron Bow settle charges they overcharged the Army, DOJ says

Dell Technologies and Iron Bow Technologies have agreed to pay more than $2 million each to resolve allegations by the U.S. government they overcharged the Army on a computing contract, the Justice Department said on Tuesday.

Dell, Iron Bow settle charges they overcharged the Army, DOJ says

Dell Technologies Accelerates AI Innovation and Strengthens Cybersecurity Strategies for Microsoft Customers

Dell AI Factory additions improve AI performance in multicloud environments and simplify development of custom AI solutions using Microsoft tools ROUND ROCK, Texas , Nov. 19, 2024 /PRNewswire/ -- News summary Dell APEX File Storage for Microsoft Azure is designed to deliver superior AI workload performance, scalability and data services with new Dell-managed option for simplified management and deployment Dell services tailored for Microsoft environments help customers speed AI innovation and improve productivity Dell APEX Protection Services for Microsoft Azure offers AI-powered, Dell-managed enterprise-class data protection and cyber resilience with improved resource usage using advanced data reduction capabilities Dell advisory and managed services help Dell and Microsoft customers fortify their cybersecurity approach Full story Dell Technologies (NYSE: DELL) introduces AI innovations that help Dell and Microsoft customers simplify AI adoption, speed deployment and power demanding workloads in multicloud environments. Data protection, cyber resiliency and security advancements help joint customers strengthen their cybersecurity posture.

Dell Technologies Accelerates AI Innovation and Strengthens Cybersecurity Strategies for Microsoft Customers

Dell Hits A Golden Cross: Can It Power Through Earnings Week?

Dell Technologies Inc. DELL has captured investor attention with a Golden Cross — a bullish technical signal where its 50-day moving average ($124.16) climbs above the 200-day moving average ($121.11).

Dell Hits A Golden Cross: Can It Power Through Earnings Week?

Zacks Investment Research

Dell Technologies (DELL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Dell Technologies (DELL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Dell Technologies (DELL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Upgrading Dell To Buy - One Guy's Loss Is Another's Gain

We're upgrading Dell Technologies to a buy. We think Dell has positioned itself to gain more share in the AI accelerator market with healthier AI GPU supply, new Nvidia Blackwell and potential capacity gain from SMCI's struggle. We think continued hyperscaler capex spend on AI infrastructure and more demand from Tier 2 service providers should boost Server & Networking sales next year.

Upgrading Dell To Buy - One Guy's Loss Is Another's Gain

Dell Technologies Boosts AI for Enterprises with Dell AI Factory Advancements

New AI infrastructure, solutions and services improve performance and accelerate time to value for AI projects, while helping organizations better manage data and improve efficiency ATLANTA , Nov. 18, 2024 /PRNewswire/ -- SC24 News Summary AI infrastructure additions, including new liquid and air-cooled Dell PowerEdge XE servers and Dell Data Lakehouse enhancements, efficiently deliver advanced compute at scale and simplify data access for AI Supporting the NVIDIA GB200 Grace Blackwell NVL4 Superchip will be a new Dell PowerEdge XE server designed for the Dell IR7000, supporting up to 144 GPUs in a 50OU standard rack New solutions accelerate the development and deployment of AI applications Dell Professional Services for sustainability, data management and networking help organizations more quickly reach AI goals by reducing complexity Full story Dell Technologies (NYSE: DELL) continues to make enterprise AI adoption easier with the Dell AI Factory, expanding the world's broadest AI solutions portfolio.1 Powerful new infrastructure, solutions and services accelerate, simplify and streamline AI workloads and data management. "Getting AI up and running across a company can be a real challenge," said Arthur Lewis, president, Infrastructure Solutions Group, Dell Technologies.

Dell Technologies Boosts AI for Enterprises with Dell AI Factory Advancements

The Motley Fool

Better AI Stock to Buy Today: Dell Technologies vs. Amazon

These are two very different companies, but they both have tremendous potential in AI.

Better AI Stock to Buy Today: Dell Technologies vs. Amazon

See News Rankings

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