← Back to dashboard
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.
Jim Cramer Says “We Didn’t Catch Dell for the Charitable Trust”
Dell Technologies Inc. (NYSE:DELL) is one of the stocks mentioned during the show, as we cover everything Jim Cramer said about the oversold market. Cramer called the company’s CEO’s track record “terrific,” as he stated: The key was to buy Dell small and then keep buying it as it got cheaper. That’s how you get […]
Is Dell Stock the Big Winner After Super Micro’s Stunning Implosion?The unfolding events at Super Micro Computer reveal deep tensions in the AI hardware supply chain. Dell’s established scale and customer trust appear set to play a larger role as market dynamics shift.
Nvidia Faces Export Control Scrutiny As AI Server Demand RealignsFederal prosecutors have indicted Super Micro Computer’s co founder and others over alleged illegal exports of Nvidia powered AI servers to China involving at least US$2.5b in equipment. The case centers on potential violations of US export controls tied to advanced Nvidia AI chips and high performance server systems. Super Micro is cooperating with authorities, and the investigation brings Nvidia’s role as a key supplier of AI accelerators into focus. Shares of both companies have already...
NVIDIA GTC Keynote: Huang Unveils “AI Factories,” Blackwell-Rubin Roadmap, and $1T Demand ViewNVIDIA (NASDAQ:NVDA) founder and CEO Jensen Huang used his GTC keynote to frame the company as a “platform company” built around three core offerings: its CUDA-X software stack, NVIDIA systems, and a newer concept he described as “AI factories.” Huang repeatedly returned to a central theme: ecosyste
Why Dell Technologies Stock Just JumpedDell stock popped after a federal arrest rocked its biggest AI server rival.
These Stocks Are Today’s Movers: Super Micro, Dell, Planet Labs, SolarEdge, XPeng, York Space Systems, and MoreSuper Micro stock plunges after the U.S. government charges employees with involvement in a plan to divert servers to China.
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 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.