Dell Technologies Inc (DELL)

$490.81 -3.70 (-0.75%)
Market Cap 318.10B
Revenue (ttm) 113.54B
Net Income (ttm) 5.94B
EPS (ttm) N/A
PE Ratio 38.97
Forward PE 27.22
Profit Margin 5.23%
Debt to Equity Ratio -16.82
Volume 3,992,800
Avg Vol 7,338,824
Day's Range N/A - N/A
Shares Out 648.11M
Stochastic %K 76%
Beta 1.33
Analysts Strong Sell
Price Target $506.55

Company Profile

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 g...

Industry: Computer Hardware
Sector: Technology
Phone: 800 289 3355
Address:
One Dell Way, Round Rock, United States
InvestorWisdom
InvestorWisdom Aug. 25 at 2:40 AM
$DUOT @iTexanBig the business is lined up, they just have to execute… Revenues should start for the Hydra deal any day now, which should bring another wave of interest. Per the earnings calls analysts have been very interested in how fast they can complete it. Rapid and flawless execution could increase institutional demand… $NVDA is an investor/backer of Hydra + they are praised by $DELL … and per the screenshot below another deal could be signed with Hydra shortly after this first one. I think they just want to see how this project is executed… and Duos should be ahead of schedule by one month, which is a major aspect. This sector is all about speed to market right now. More so than cost. If Duos can bring compute online rapidly imo they will have more business than they’re capable of accepting. This will allow them to pick and choose the most profitable/easy deals…. 4 screenshots of supporting DD….
0 · Reply
Big_Timer
Big_Timer Aug. 25 at 12:23 AM
$AMD $DELL $HPE $NVDA $SMCI
0 · Reply
Big_Timer
Big_Timer Aug. 25 at 12:11 AM
$SMCI $NVDA $AMD NVDA earnings could be a HUGE catalyst for the entire AI infrastructure trade. This isn’t just about Nvidia’s EPS. Watch Blackwell/Rubin demand, data-center growth, hyperscaler spending and forward guidance. Strong numbers could reinforce the biggest part of the bull thesis: AI infrastructure spending is still accelerating. And who helps turn those GPUs into deployable AI infrastructure? Companies like SMCI, $DELL and $HPE, alongside the broader AI ecosystem. For SMCI specifically, the setup is compelling: $11.1B Q4 revenue, $1.18B net income, 17.6% non-GAAP gross margin and $65B–$72B FY27 revenue guidance. If NVDA confirms another massive wave of AI demand, I think the market starts looking VERY differently at beaten-down AI infrastructure valuations. NVDA could light the match. 🔥 SMCI could be one of the biggest beneficiaries. 🐂🚀
0 · Reply
Big_Timer
Big_Timer Aug. 25 at 12:09 AM
$SMCI 🚨🐻 BEARS MAY BE IN FOR A RUDE AWAKENING THIS WEEK. You’re shorting a company coming off $11.1B quarterly revenue, $1.18B net income, 17.6% non-GAAP gross margin and guiding toward $65B–$72B FY27 revenue. 🔥 The market has spent plenty of time pricing in fear. What happens when attention shifts back to growth, earnings and AI infrastructure demand? Crowded bearish trades work… until they don’t. One strong catalyst + heavy buying pressure + shorts heading for the same exit could make things VERY interesting. 👀🚀 Bulls know what they own. Bears better know what they’re shorting. $NVDA $AMD $DELL $HPE
0 · Reply
Hitoneout
Hitoneout Aug. 24 at 11:34 PM
$AMD $DELL $HPE $NVDA $SMCI crazy that it not over $50.
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 11:34 PM
$SMCI 🚀🔥 THIS VALUATION MAKES ZERO SENSE TO ME. Forget the noise and look at the NUMBERS: 💰 Q4 revenue: $11.1B, up ~91% YoY 💰 Net income: $1.18B vs. $195M YoY 📈 Non-GAAP gross margin: 17.6% vs. 9.6% YoY 🔥 Q1 FY27 revenue guidance: $14.5B–$15.5B 🚀 FY27 revenue guidance: $65B–$72B 📦 Management reported $60B+ of new orders during Q4 This is a company sitting directly in the middle of the AI infrastructure supercycle, servers, rack-scale systems and liquid cooling. The market can play games with the price in the short term, but eventually EARNINGS + REVENUE + CASH FLOW have to matter. At $65B–$72B in projected FY27 revenue, I believe $SMCI is being valued like the AI boom is ending while the underlying business is telling the EXACT OPPOSITE story. 🐂 EXTREMELY BULLISH. I’m watching the fundamentals, not the fear. $NVDA $AMD $DELL $HPE
0 · Reply
DoubleUpwithChuck
DoubleUpwithChuck Aug. 24 at 10:54 PM
I’m just here for the buyout but hate to say you are also correct. When i originally bought this I was thinking $SPCX $DELL $AMZN or $MSFT would be buying or. We’d get a contract for a data center somewhere
0 · Reply
wisdom_trade
wisdom_trade Aug. 24 at 10:23 PM
$QQQ $SNDK $MU $DELL fund heavily selling. SNDK target changed to $440
3 · Reply
Diverg3nceGod
Diverg3nceGod Aug. 24 at 9:59 PM
$AMD $DELL $HPE $NVDA $SMCI cross posters are annoying. No one cares.
2 · Reply
Big_Timer
Big_Timer Aug. 24 at 9:59 PM
$SMCI 😂 At this point, shorting this stock should require a permit and a background check. Revenue exploding. AI infrastructure demand booming. $65B–$72B FY27 revenue guidance. NVIDIA ecosystem firing on all cylinders… And somehow the response is: “SELL IT!” 🤡 Apparently making billions and supplying the AI revolution is bearish now. Keep pressing it down, shorts. You’re not deleting the fundamentals, you’re just making the valuation more ridiculous. 😂🔥🐂 $NVDA $AMD $DELL $HPE
0 · Reply
Latest News on DELL
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InvestorWisdom
InvestorWisdom Aug. 25 at 2:40 AM
$DUOT @iTexanBig the business is lined up, they just have to execute… Revenues should start for the Hydra deal any day now, which should bring another wave of interest. Per the earnings calls analysts have been very interested in how fast they can complete it. Rapid and flawless execution could increase institutional demand… $NVDA is an investor/backer of Hydra + they are praised by $DELL … and per the screenshot below another deal could be signed with Hydra shortly after this first one. I think they just want to see how this project is executed… and Duos should be ahead of schedule by one month, which is a major aspect. This sector is all about speed to market right now. More so than cost. If Duos can bring compute online rapidly imo they will have more business than they’re capable of accepting. This will allow them to pick and choose the most profitable/easy deals…. 4 screenshots of supporting DD….
0 · Reply
Big_Timer
Big_Timer Aug. 25 at 12:23 AM
$AMD $DELL $HPE $NVDA $SMCI
0 · Reply
Big_Timer
Big_Timer Aug. 25 at 12:11 AM
$SMCI $NVDA $AMD NVDA earnings could be a HUGE catalyst for the entire AI infrastructure trade. This isn’t just about Nvidia’s EPS. Watch Blackwell/Rubin demand, data-center growth, hyperscaler spending and forward guidance. Strong numbers could reinforce the biggest part of the bull thesis: AI infrastructure spending is still accelerating. And who helps turn those GPUs into deployable AI infrastructure? Companies like SMCI, $DELL and $HPE, alongside the broader AI ecosystem. For SMCI specifically, the setup is compelling: $11.1B Q4 revenue, $1.18B net income, 17.6% non-GAAP gross margin and $65B–$72B FY27 revenue guidance. If NVDA confirms another massive wave of AI demand, I think the market starts looking VERY differently at beaten-down AI infrastructure valuations. NVDA could light the match. 🔥 SMCI could be one of the biggest beneficiaries. 🐂🚀
0 · Reply
Big_Timer
Big_Timer Aug. 25 at 12:09 AM
$SMCI 🚨🐻 BEARS MAY BE IN FOR A RUDE AWAKENING THIS WEEK. You’re shorting a company coming off $11.1B quarterly revenue, $1.18B net income, 17.6% non-GAAP gross margin and guiding toward $65B–$72B FY27 revenue. 🔥 The market has spent plenty of time pricing in fear. What happens when attention shifts back to growth, earnings and AI infrastructure demand? Crowded bearish trades work… until they don’t. One strong catalyst + heavy buying pressure + shorts heading for the same exit could make things VERY interesting. 👀🚀 Bulls know what they own. Bears better know what they’re shorting. $NVDA $AMD $DELL $HPE
0 · Reply
Hitoneout
Hitoneout Aug. 24 at 11:34 PM
$AMD $DELL $HPE $NVDA $SMCI crazy that it not over $50.
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 11:34 PM
$SMCI 🚀🔥 THIS VALUATION MAKES ZERO SENSE TO ME. Forget the noise and look at the NUMBERS: 💰 Q4 revenue: $11.1B, up ~91% YoY 💰 Net income: $1.18B vs. $195M YoY 📈 Non-GAAP gross margin: 17.6% vs. 9.6% YoY 🔥 Q1 FY27 revenue guidance: $14.5B–$15.5B 🚀 FY27 revenue guidance: $65B–$72B 📦 Management reported $60B+ of new orders during Q4 This is a company sitting directly in the middle of the AI infrastructure supercycle, servers, rack-scale systems and liquid cooling. The market can play games with the price in the short term, but eventually EARNINGS + REVENUE + CASH FLOW have to matter. At $65B–$72B in projected FY27 revenue, I believe $SMCI is being valued like the AI boom is ending while the underlying business is telling the EXACT OPPOSITE story. 🐂 EXTREMELY BULLISH. I’m watching the fundamentals, not the fear. $NVDA $AMD $DELL $HPE
0 · Reply
DoubleUpwithChuck
DoubleUpwithChuck Aug. 24 at 10:54 PM
I’m just here for the buyout but hate to say you are also correct. When i originally bought this I was thinking $SPCX $DELL $AMZN or $MSFT would be buying or. We’d get a contract for a data center somewhere
0 · Reply
wisdom_trade
wisdom_trade Aug. 24 at 10:23 PM
$QQQ $SNDK $MU $DELL fund heavily selling. SNDK target changed to $440
3 · Reply
Diverg3nceGod
Diverg3nceGod Aug. 24 at 9:59 PM
$AMD $DELL $HPE $NVDA $SMCI cross posters are annoying. No one cares.
2 · Reply
Big_Timer
Big_Timer Aug. 24 at 9:59 PM
$SMCI 😂 At this point, shorting this stock should require a permit and a background check. Revenue exploding. AI infrastructure demand booming. $65B–$72B FY27 revenue guidance. NVIDIA ecosystem firing on all cylinders… And somehow the response is: “SELL IT!” 🤡 Apparently making billions and supplying the AI revolution is bearish now. Keep pressing it down, shorts. You’re not deleting the fundamentals, you’re just making the valuation more ridiculous. 😂🔥🐂 $NVDA $AMD $DELL $HPE
0 · Reply
LoneBroker
LoneBroker Aug. 24 at 9:29 PM
$GOOG $AAPL $DELL
0 · Reply
SimplifiedTrader
SimplifiedTrader Aug. 24 at 8:10 PM
$DELL range is 433-436
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 7:38 PM
$SMCI 🚀🐂 Bears are obsessing over headlines while the AI infrastructure story keeps getting BIGGER. 🔥 FY26 Q4 revenue: $11.1B 🔥 Revenue nearly doubled YoY 🔥 Non-GAAP gross margin: 17.6% 🔥 Quarterly net income: $1.18B 🔥 FY27 revenue guidance: $65B–$72B 🔥 Positioned directly in the NVIDIA/AI infrastructure buildout At these levels, the market is pricing SMCI like the AI boom passed it by. I see the opposite: massive revenue scale + improving profitability + relentless AI compute demand. The valuation disconnect won’t last forever. I’m bullish. 📈🔥 $NVDA $AMD $DELL $CRWV
1 · Reply
sciurus
sciurus Aug. 24 at 6:44 PM
Nice 3% profit on this $DELL trade within 12 minutes of market open, while exiting a stagnant $HOOD trade to redeploy capital into a new opportunity. #bot
0 · Reply
DoubleUpwithChuck
DoubleUpwithChuck Aug. 24 at 6:34 PM
$ZPTA did you get in at .7 this morning though? $NVDA $SPCX $DELL
1 · Reply
AshHydrogen
AshHydrogen Aug. 24 at 6:34 PM
$PLTR + $NVDA + $DELL = Sovereign Ai!!!
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 6:13 PM
$SMCI 🔥 Bears are celebrating the PRICE while bulls are watching the BUSINESS. This company just put up $11.1B quarterly revenue, $1.18B net income and 17.6% non-GAAP gross margin, while guiding FY27 revenue to $65–$72B. That’s not a dying AI company, that’s an AI infrastructure monster being priced like the market expects failure. I’m betting the valuation eventually catches the fundamentals very soon.🐂🔥 $AMD $DELL $HPE $NBIS
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 6:10 PM
$AMD $DELL $HPE $NBIS $SMCI 😂 You’re giving my StockTwits posts WAY too much credit if you think they control billions in market cap. One red day doesn’t change the thesis. AI infrastructure demand didn’t disappear overnight, data centers didn’t stop being built, and hyperscalers didn’t cancel the AI arms race. Stocks dump. Stocks rip. Fundamentals ultimately decide who survives. I’ll keep posting numbers, you keep posting clown emojis. We’ll compare notes when the cycle plays out. 📈🔥
1 · Reply
RobertDainiro
RobertDainiro Aug. 24 at 6:07 PM
$AMD $DELL $HPE $NBIS $SMCI keep posting the same bull bs bud… as I told you Friday… the more you post this type of crap the more it dumps… and look what happens today 🤡💀🤡💀🤡💀
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 5:50 PM
$SMCI 🚀 THE NUMBERS ARE SCREAMING UNDERVALUED. Forget the noise and look at the business: 🔥 Q4 revenue: $11.1B vs $5.8B YoY — +91% 🔥 FY26 revenue: $39.1B vs $22B — +78% 🔥 Q4 EPS: $1.70 vs $0.41 🔥 Gross margin: ~17.6% vs ~9.6% 🔥 $60B+ in new orders 🔥 RECORD backlog 🔥 FY27 guidance: $65B–$72B, crushing the ~$52.5B Street expectation 🔥 NVIDIA + AMD platforms 🔥 Direct Liquid Cooling + rack-scale AI infrastructure 🔥 SpaceX/xAI gigawatt-scale AI infrastructure collaboration This isn’t some speculative AI story waiting for revenue. SMCI is already generating tens of BILLIONS while AI infrastructure spending is accelerating. And that’s what makes the valuation disconnect so interesting. Bears are pricing the company around yesterday’s headlines while the underlying business is moving into an entirely different revenue class. The market can debate management, headlines and sentiment all day. $11.1B quarterly revenue. $60B+ orders. $65B–$72B forward guidance. Those numbers don’t care about your narrative. I continue to believe the rerating hasn’t even started. 📈🔥 $AMD $DELL $HPE $NBIS #AI #DataCenters #Supermicro
2 · Reply
kindness123
kindness123 Aug. 24 at 5:29 PM
$DELL $NVDA
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 5:06 PM
$SMCI That’s where we disagree. You’re treating “corrupt management” as a proven fact rather than a risk that the market is already heavily discounting. The long-term investor isn’t betting on management personalities, they’re betting on $65B–$72B FY27 revenue guidance, AI infrastructure demand, improving profitability and a deeply compressed valuation. And the $30 → $40 swing argument actually proves the bull case: $40 isn’t some heroic valuation. If SMCI executes and earns even a partial rerating toward peers, long-term investors aren’t here for +30%. They’re looking for the possibility of multiples of that return. Swing the volatility if that’s your strategy. I’m focused on whether the fundamentals eventually overpower the narrative. 🔥 $NVDA $AMD $DELL $HPE
1 · Reply