वैकल्पिक उत्पाद विश्लेषण
आपकी अनुमति से हम गोपनीयता-सीमित विश्लेषण का उपयोग करके समझते हैं कि कौन-सी शोध यात्राएँ उपयोगी हैं। हम विज्ञापन ट्रैकर या सत्र रिकॉर्डिंग नहीं चलाते। आप यह विकल्प प्राथमिकताओं में बदल सकते हैं। पढ़ें गोपनीयता नीति.
Dell Technologies Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $343.1B | |
|---|---|---|
| P/E (forward) | 21.3x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-01-28 | 2023-02-03 | 2024-02-02 | 2025-01-31 | 2026-01-30 | Trend |
| Revenue | $101.20B | $102.30B | $88.43B | $95.57B | $113.54B | +2.9% |
| Gross profit | $21.89B | $22.69B | $21.07B | $21.25B | $22.71B | +0.9% |
| Operating income | $4.66B | $5.77B | $5.41B | $6.24B | $8.15B | +15.0% |
| Net income | $5.56B | $2.44B | $3.39B | $4.59B | $5.94B | +1.6% |
| EPS (diluted) | $8.46 | $3.24 | $4.60 | $6.38 | $8.68 | +0.6% |
| EBITDA | $12.02B | $8.93B | $8.89B | $9.59B | $11.85B | -0.3% |
| R&D | $2.58B | $2.78B | $2.80B | $3.06B | $3.14B | +5.1% |
| SG&A | $14.66B | $14.14B | $12.86B | $11.95B | $11.42B | -6.1% |
Recent company headlines from major financial publishers.
The modal base path incorporates rapid scaling in ISG toward guided $192B revenue in FY2027 and $224.00B in FY2028, with AI servers contributing $74B in FY2027. Reinvestment requirements (25% net reinvestment rate in FY2027) absorb working capital during peak server fulfillment. Long-term terminal valuation normalizes to a 14.0x terminal P/E multiple, in line with cyclical tech hardware peers, reflecting mature growth and CSG exposure ($50.98B revenue in FY2026).
In the upside scenario, enterprise AI data center adoption accelerates beyond expectations, with tier-2 CSP and sovereign cloud demand expanding ISG revenue past $100B. Supply bottlenecks ease faster than anticipated, allowing Dell to improve delivery velocity, expand gross margins, and realize corporate operating margins exceeding 8.0%. A synchronized enterprise PC upgrade cycle boosts CSG profitability, pushing diluted non-GAAP EPS above $28.00 and driving robust free cash flow conversion that supports aggressive share repurchases.
| Ke ↓ / g → | 1.0% | 1.5% | 2.0% | 2.5% | 3.0% |
|---|---|---|---|---|---|
| 9.1% | $292 | $300 | $308 | $318 | $330 |
| 9.6% | $282 | $288 | $296 | $304 | $314 |
| 10.1% | $272 | $278 | $285 | $292 | $300 |
| 10.6% | $264 | $269 | $274 | $281 | $288 |
| 11.1% | $256 | $260 | $265 | $271 | $277 |
Upcoming earnings date and setup when available.
हर महीने प्रकाशित शोध संस्करण की रेटिंग। रेटिंग विश्लेषण की तारीख की कीमत की तुलना उचित मूल्य से करती है; यह इस बात का रिकॉर्ड नहीं है कि आकलन सही निकला या नहीं।
| वर्ष | जन॰ | फ़र॰ | मार्च | अप्रैल | मई | जून | जुल॰ | अग॰ | सित॰ | अक्टू॰ | नव॰ | दिस॰ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |