Analyst Outlook | Wall Street's average price target of $138 reflects varied perspectives on Dell's growth potential, with EPS estimates ranging from $7.90 to $9.35 for upcoming fiscal years. |
Diversified Portfolio | Dell leverages its storage business and Client Solutions Group to offset AI-related challenges, with analysts anticipating potential improvements in these traditional segments. |
Margin Challenges | Explore how Dell navigates margin pressures in its Infrastructure Solutions Group, balancing rapid AI server growth against lower gross margins and inflationary component costs. |
AI Server Surge | Dell's strategic positioning in the AI server market drives explosive growth, with projections indicating a 45% CAGR from 2024 to 2026 and potential sales exceeding $10.5 billion in FY25. |
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 two segments, Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment provides modern and traditional storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and 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, mobilize and enrich end-user experiences, and accelerate business applications and processes; software and peripherals; and consulting, support, and deployment services. The CSG segment provides desktops, workstations, and notebooks; displays, docking stations, keyboards, mice, webcam, and audio devices; and third-party software and peripherals, as well as configuration, support and deployment, and extended warranty services. It is involved in cybersecurity technology-driven security solutions to prevent security breaches, detect malicious activity, respond rapidly when a security breach occurs, and identify emerging threats; originating, collecting, and servicing customer financing arrangements; and the resale of VMware products and services. The company serves enterprises, public institutions, and small and medium-sized businesses through its direct sales channel, value-added resellers, system integrators, distributors, and retailers. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in August 2016. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.
Metrics to compare | DELL | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipDELLPeersSector | |
---|---|---|---|---|
P/E Ratio | 21.3x | 13.3x | 11.3x | |
PEG Ratio | 0.19 | −0.14 | 0.01 | |
Price / Book | −29.2x | 1.6x | 2.4x | |
Price / LTM Sales | 0.9x | 0.4x | 2.1x | |
Upside (Analyst Target) | 16.3% | 16.6% | 22.8% | |
Fair Value Upside | Unlock | 18.4% | 3.9% | Unlock |