DellDELL
DELL
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
0
Funds holding %
of 6,823 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
101% more repeat investments, than reductions
Existing positions increased: 565 | Existing positions reduced: 281
14% more first-time investments, than exits
New positions opened: 218 | Existing positions closed: 191
1% more funds holding
Funds holding: 1,195 [Q2] → 1,205 (+10) [Q3]
0.92% less ownership
Funds ownership: 71.74% [Q2] → 70.82% (-0.92%) [Q3]
13% less capital invested
Capital invested by funds: $31.7B [Q2] → $27.8B (-$3.97B) [Q3]
29% less call options, than puts
Call options by funds: $2.41B | Put options by funds: $3.38B
45% less funds holding in top 10
Funds holding in top 10: 31 [Q2] → 17 (-14) [Q3]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$115
5%
upside
Avg. target
$148
35%
upside
High target
$160
46%
upside
8 analyst ratings
7 positive
88%
1 neutral
13%
0 negative
0%
Deutsche Bank Sidney Ho 33% 1-year accuracy 1 / 3 met price target | 30%upside $142 | Buy Maintained | 2 Dec 2024 |
Melius Research Ben Reitzes 33% 1-year accuracy 2 / 6 met price target | 41%upside $155 | Buy Maintained | 27 Nov 2024 |
Mizuho Vijay Rakesh 50% 1-year accuracy 38 / 76 met price target | 37%upside $150 | Outperform Maintained | 27 Nov 2024 |
Citigroup Asiya Merchant 44% 1-year accuracy 12 / 27 met price target | 42%upside $156 | Buy Maintained | 27 Nov 2024 |
Barclays Tim Long 57% 1-year accuracy 30 / 53 met price target | 5%upside $115 | Equal-Weight Maintained | 27 Nov 2024 |
Financial journalist opinion
Based on 31 articles about DELL published over the past 30 days
Positive
Zacks Investment Research
6 hours ago
Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
Dell Technologies (DELL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Positive
Seeking Alpha
4 days ago
Dell Technologies: Buy The Dip Before The Next Refresh Cycle
Dell Technologies has multiple catalysts at play for eFY25, including AI server growth, traditional server & storage refresh cycles, and commercial PC sales with back-to-office trends. Analysts are expecting potential near-term challenges, revising EPS estimates down 19 times in the last 90 days. Dell aims for 3-4% annual top-line growth and 8% EPS growth, with plans to return over 80% of adjusted free cash flow to shareholders through dividend growth and share repurchases.
Positive
Seeking Alpha
4 days ago
Why I Recently Increased My Dell Position
Dell's stock is a strong buy with a 12-month price target of $180, driven by its ultra-cheap valuation and significant AI potential. Dell's infrastructure solutions segment, including AI revenues, surged last quarter, indicating robust demand and potential for outperforming consensus estimates. Dell's forward P/E ratio is around 10, with a PEG ratio of 0.65, making it exceptionally inexpensive for a market leader with considerable growth potential.
Positive
The Motley Fool
4 days ago
This Might Be the Most Underrated Artificial Intelligence Stock to Own in 2025
Are you looking for a potentially underrated artificial intelligence (AI) stock to buy for 2025? While it may be tempting to simply invest in chipmaking giant Nvidia, given its hefty $3.3 trillion market capitalization, the returns from owning the stock this year may be limited from here.
Neutral
Business Wire
4 days ago
UKG and Dell Technologies Launch Solar Community Hub in Mexico in Collaboration With Tecnológico de Monterrey and Computer Aid International
LOWELL, Mass. & WESTON, Fla.--(BUSINESS WIRE)--UKG, a leading provider of HR, payroll, workforce management and culture solutions, has partnered with Dell Technologies to open a Dell Technologies Solar Community Hub sponsored by UKG in Los Pinos Park, Mexico, benefitting the hillside neighborhoods of Campana and Altamira. The Dell Technologies Solar Community Hub developed with local partners, Tecnológico de Monterrey and Computer Aid International, will provide around 20,000 local residents wi.
Neutral
Zacks Investment Research
5 days ago
Is Dell Technologies (DELL) a Buy as Wall Street Analysts Look Optimistic?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Positive
Schaeffers Research
6 days ago
2 More Stock Picks to Add to Your 2025 Portfolio
Subscribers to Chart of the Week received this commentary on Sunday, January 12.
Positive
Seeking Alpha
6 days ago
Why Dell Could Outperform In 2025
Dell targets the $252 billion AI server market, growing at a 35% CAGR, driving ISG growth. ISG's projected mid-20% YoY growth offsets the PC segment's slower 1% decline. Trading at a forward P/E of ~15, Dell offers a PEG ratio of 0.37, highlighting upside potential.
Positive
The Motley Fool
6 days ago
Have $8,000? These 3 Stocks Could Be Bargain Buys for 2025 and Beyond
Americans only have a median savings of $8,000 across all of their checking, money market, savings, call accounts, and prepaid debit cards, according to the Federal Reserve's latest numbers. That amount only covers cash and doesn't include any stocks, which are still only held by 62% of all American adults, according to a Gallup survey.
Positive
Schaeffers Research
1 week ago
2 Promising Stocks to Add to Your 2025 Portfolio
Dell Technologies (DELL) Similar to how investors underestimated foundry chip stocks in 2023, data center companies are being undervalued heading into 2025, with artificial intelligence (AI) now front and center.
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