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Compute Stack AI Platforms Power Buildout Robotics
DELL Compute / Networking

Dell Technologies

Enterprise AI systems

Detail page

Dell can package AI servers, storage, and services for enterprises that want a familiar vendor.

Price $261.25
1D change +13.45%
Market cap $169.86B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric DELL
Price $261.25
1D Change +13.45%
Market Cap $169.86B
Enterprise Value $169.42B
Trailing P/E 30.1
Forward P/E 17.7
Price / Sales 1.5
EV / Revenue 1.5
Revenue Growth 39.5%
Earnings Growth 57.3%
Gross Margin 20.1%
Operating Margin 9.6%
Net Margin 5.2%
ROE —
Free Cash Flow $6.61B
FCF Margin 5.8%
Debt / Equity —
Current Ratio 0.91x
Dividend Yield 109.00%
Next Earnings May 28, 2026
Quarterly Revenue $33.38B
Revenue QoQ +23.6%
Quarterly Net Income $2.26B
Net Income QoQ +45.9%

DELL thesis lens

Enterprise AI systems

Why it could benefit

  • Dell can package AI servers, storage, and services for enterprises that want a familiar vendor.
  • Its installed base and channel reach can help it commercialize AI infrastructure broadly.
  • Dell benefits even if buyers prefer turnkey systems over designing clusters themselves.

Moat / edge

  • Enterprise relationships and global channel reach.
  • Ability to bundle hardware, services, and support.
  • Scale in servers and storage.

What to watch

  • AI server backlog and conversion to revenue.
  • Mix between high-growth AI systems and lower-growth legacy hardware.
  • Margin profile as component costs move.

Key risks

  • Hardware margins can stay thin in competitive markets.
  • The broader PC and enterprise-hardware cycle can muddy the story.