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.
Price, 1D change, market cap, and enterprise value are current market-based figures.
Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
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Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
Dell Technologies Inc. (NYSE:DELL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted it as an AI infrastructure play, as he remarked: Then there’s the infrastructure. That’s all about Dell, which makes the servers, the AI factory if you will. Vertiv for cooling. Corning […]
TotalEnergies Pangea 5 Supercomputer Puts AI At Core Of Energy PlanTotalEnergies has launched its new Pangea 5 supercomputer in partnership with Dell Technologies and NVIDIA, aimed at expanding AI-led research and seismic imaging. The system is designed to increase subsurface imaging capacity and AI workloads, with a focus on both hydrocarbon exploration and low emission energy projects. Pangea 5 includes energy efficiency upgrades and waste heat recovery to support facility heating, aligning with the company’s sustainability targets. The project reflects...
Lyft (LYFT) Lags Q1 Earnings EstimatesLyft (LYFT) delivered earnings and revenue surprises of -29.22% and +1.82%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Why Dell Technologies (DELL) Dipped More Than Broader Market TodayThe latest trading day saw Dell Technologies (DELL) settling at $230.27, representing a -3.57% change from its previous close.
Dell Grants COO Jeff Clarke $132.4 Million Performance AwardDell's one-time award vests in 2031 and is tied to market capitalization, adjusted free cash flow, and continued employment.
Why the Biggest Winner of the AI Infrastructure Boom Isn't Who Wall Street ThinksDell stock has quietly delivered impressive returns to investors so far in 2026.
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.