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Dell Technologies
Dell can package AI servers, storage, and services for enterprises that want a familiar vendor.
Metric timing
This page mixes live market data, trailing fundamentals, and latest reported statement data.
Live / market snapshot
Price, 1D change, market cap, and enterprise value are current market-based figures.
TTM / forward
Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.
Latest quarter / dividend cadence
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
latest annual revenue
latest quarterly revenue
latest annual profit
latest quarterly profit
annualized per share
latest ex-dividend cash amount
Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
Dell Falls 2.5% as $1,199 Googlebook Tests PC Margin
Gemini creates a premium consumer lane beside Dell's much larger AI-server business.
Has Arista Networks Stock Quietly Become A Different Bet?Investors pay 64 times earnings for Arista Networks (ANET). The S&P 500 trades at 22.5 times. They pay more because they expect fast growth to last, and for that to make sense, two things must both hold. Arista must get enough parts to ship its orders, and buying those parts must not squeeze its margins. The way management talks about its supply chain has changed. So what did it use to say.
Rising Memory Costs Dampen Consumer PC Demand, UBS SaysRising memory and component costs are increasingly discouraging personal computer shoppers, promptin
Can Dell's Margins Catch Up With Its Stock?Dell Technologies (DELL) stock has returned 341% over the past twelve months, the best record among the six companies in its peer group. Its revenue growth also ranks first. Its operating margin ranks only fourth, and that gap is what a buyer today has to judge. Behind the growth is demand for its servers that has outrun its own supply.
Google Pushes ChromeOS Upmarket as Apple Moves DownGooglebook starts at $899, landing just above Apple's new $699 MacBook Neo
Qualcomm Slips as Googlebook Opens a New PC LaneSnapdragon gains another premium showcase, but Google disclosed neither unit commitments nor processor mix.
Why it could benefit going forward
- 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.
Business snapshot
Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) segments. The ISG segment provides modern and traditional storage solutions, including all-flash, purpose-built, hyper-converged infrastructure, software-defined storage, and general-purpose and AI-optimized servers. This segment also offers networking products and services comprising wide area network infrastructure, data center and edge networking switches, and cables and optics that help its business customers to transform and modernize their infrastructure and complementing its server and storage solutions; and software, peripherals, and services, including consulting and support, and deployment. The CSG segment provides notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, webcam and audio devices, and third-party software and peripherals; and configuration, and extended warranties services. The company is involved in originating, collecting, and servicing customer financing arrangements and offers payment and consumption solutions and services, such utility, subscription, as-a-service, leases, and loans, as well as fixed-term leases and loans. It serves enterprises, governmental agencies and other public institutions, educational institutions, healthcare organizations, small and medium-sized businesses, and consumers. The company has a strategic alliance with Rafay Systems for the development of AI infrastructure solutions. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in March 2013. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.