Market Cap 283.55B
Revenue (ttm) 113.54B
Net Income (ttm) 5.94B
EPS (ttm) N/A
PE Ratio 34.62
Forward PE 24.73
Profit Margin 5.23%
Debt to Equity Ratio -16.82
Volume 4,960,300
Avg Vol 9,288,096
Day's Range N/A - N/A
Shares Out 648.11M
Stochastic %K 63%
Beta 1.31
Analysts Strong Sell
Price Target $505.55

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
Excalibur101
Excalibur101 Jul. 28 at 12:41 PM
0 · Reply
Olivia_Strickland
Olivia_Strickland Jul. 28 at 12:33 PM
$DELL getting hit premarket, down 6.6% to 409 after headlines questioning the AI hype premium. 118k volume isn't massive but it's not thin either. feeling like an idiot for not trimming yesterday near 427. anyone else caught holding this one on my morning watchlist: https://tapeboard.com/go/st/scanner?utm_source=stocktwits&utm_medium=post&utm_campaign=olivia&utm_content=dell-pm-dn-watch&utm_term=scanner&s=DELL
0 · Reply
Big_Timer
Big_Timer Jul. 28 at 12:29 PM
$SMCI 🚀 is one of the few AI infrastructure companies where the fundamentals have actually improved while sentiment remains deeply divided. Here’s what the market is weighing: ✅ Over $60 billion in new orders received during Q4 FY2026. ✅ Expected gross margins of 15–17%, nearly double the company’s prior guidance of 8.2–8.4%. ✅ A broad portfolio supporting NVIDIA, AMD, and Intel AI platforms. ✅ Continued demand for liquid-cooled, rack-scale AI infrastructure as hyperscalers expand capacity. Meanwhile, recent results from companies like APLD and CORZ reinforce that AI infrastructure spending remains robust across the industry. That’s important context for suppliers like SMCI. Yes, the stock has been volatile. Growth stocks often are. But if SMCI delivers on its backlog, maintains stronger margins, and continues executing, the market will eventually have to weigh those fundamentals against the current valuation. The loudest opinions don’t determine a company’s value. Revenue growth, margins, and execution do. The AI buildout is still underway, and SMCI remains one of the companies helping make it happen. 📈🔥 $NVDA $AMD $DELL $HPE
0 · Reply
AshHydrogen
AshHydrogen Jul. 28 at 12:26 PM
$SPY $AAPL can 2X like $DELL??? ​$PLTR Ai replacing $MSFT https://www.dell.com/en-us/blog/dell-and-palantir-introduce-an-on-premises-ai-operating-system/
0 · Reply
el8na9
el8na9 Jul. 28 at 12:08 PM
0 · Reply
micheln1
micheln1 Jul. 28 at 12:04 PM
$DELL I’ll buy it at 250
0 · Reply
Big_Timer
Big_Timer Jul. 28 at 11:54 AM
$SMCI 🚀 The louder the bears get, the more it tells me they’re worried. When the conversation shifts from debating fundamentals to nonstop fear, sarcasm, and personal attacks, it’s often because the fundamental bear case is getting harder to defend. Here’s what hasn’t changed: ✅ Record $60B+ backlog ✅ Expected gross margins of 15–17%, well above prior guidance ✅ AI infrastructure spending remains strong across the industry, with companies like APLD and CORZ continuing to report expansion and new AI commitments. ✅ SMCI remains a major supplier of AI servers for NVIDIA, AMD, and Intel platforms. If the business were truly falling apart, the numbers would reflect it. Instead, the company has pointed to strong demand and improving margins. Volatility is part of growth stocks. So is skepticism. Every major winner has had periods where negative sentiment overwhelmed the headlines before the fundamentals reasserted themselves. I’m sticking with the data, not the drama. The rhetoric is getting louder, but so are the fundamentals. 🚀📈 $NVDA $AMD $DELL $INTC
2 · Reply
AshHydrogen
AshHydrogen Jul. 28 at 11:47 AM
$PLTR just replaced $MSFT in the $DELL ENTERPRISE and SOVEREIGN STACK!!! No other company in the WORLD CAN DO THAT!!! $SPY $CRM replacement??? https://media.stocktwits-cdn.com/api/3/media/3641586/medium.png
0 · Reply
Big_Timer
Big_Timer Jul. 28 at 11:33 AM
🚀 $SMCI: The market is still underestimating what’s happening here. The narrative has completely shifted. ✅ Record backlog: Over $60 BILLION in new orders received during Q4 FY2026. ✅ Gross margins: Expected 15–17%, nearly 2x the company’s prior guidance of 8.2–8.4%. ✅ AI demand: Still accelerating as hyperscalers race to build AI infrastructure. ✅ Next-gen platforms: NVIDIA Blackwell, AMD Instinct, and Intel AI servers all drive demand for SMCI’s end-to-end rack-scale solutions. ✅ Factory expansion: Manufacturing capacity continues to grow to support one of the largest AI infrastructure pipelines in the industry. This isn’t a company fighting for relevance. It’s a company trying to keep up with demand. The bears spent months arguing margins would stay compressed and orders were slowing. Instead, margins expanded dramatically while the backlog exploded to record levels. Those are fundamental improvements, not hype. Technically, the stock continues to show resilience whenever the broader market weakens. That’s often what institutional accumulation looks like before the next major leg higher. The AI infrastructure buildout is still in its early innings, and SMCI sits at the center of it. Every new AI cluster needs servers, liquid cooling, networking integration, and rapid deployment, exactly where Supermicro excels. The biggest risk may not be owning SMCI… it may be watching from the sidelines while the market finally reprices one of the fastest-growing AI infrastructure companies on the planet. The fundamentals are improving. The backlog is expanding. Margins are recovering. AI spending is accelerating. The bull case has never looked stronger. 🔥📈 $NVDA $AMD $DELL $HPE
1 · Reply
johnnylawrencecobra
johnnylawrencecobra Jul. 28 at 10:58 AM
0 · Reply
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Excalibur101
Excalibur101 Jul. 28 at 12:41 PM
0 · Reply
Olivia_Strickland
Olivia_Strickland Jul. 28 at 12:33 PM
$DELL getting hit premarket, down 6.6% to 409 after headlines questioning the AI hype premium. 118k volume isn't massive but it's not thin either. feeling like an idiot for not trimming yesterday near 427. anyone else caught holding this one on my morning watchlist: https://tapeboard.com/go/st/scanner?utm_source=stocktwits&utm_medium=post&utm_campaign=olivia&utm_content=dell-pm-dn-watch&utm_term=scanner&s=DELL
0 · Reply
Big_Timer
Big_Timer Jul. 28 at 12:29 PM
$SMCI 🚀 is one of the few AI infrastructure companies where the fundamentals have actually improved while sentiment remains deeply divided. Here’s what the market is weighing: ✅ Over $60 billion in new orders received during Q4 FY2026. ✅ Expected gross margins of 15–17%, nearly double the company’s prior guidance of 8.2–8.4%. ✅ A broad portfolio supporting NVIDIA, AMD, and Intel AI platforms. ✅ Continued demand for liquid-cooled, rack-scale AI infrastructure as hyperscalers expand capacity. Meanwhile, recent results from companies like APLD and CORZ reinforce that AI infrastructure spending remains robust across the industry. That’s important context for suppliers like SMCI. Yes, the stock has been volatile. Growth stocks often are. But if SMCI delivers on its backlog, maintains stronger margins, and continues executing, the market will eventually have to weigh those fundamentals against the current valuation. The loudest opinions don’t determine a company’s value. Revenue growth, margins, and execution do. The AI buildout is still underway, and SMCI remains one of the companies helping make it happen. 📈🔥 $NVDA $AMD $DELL $HPE
0 · Reply
AshHydrogen
AshHydrogen Jul. 28 at 12:26 PM
$SPY $AAPL can 2X like $DELL??? ​$PLTR Ai replacing $MSFT https://www.dell.com/en-us/blog/dell-and-palantir-introduce-an-on-premises-ai-operating-system/
0 · Reply
el8na9
el8na9 Jul. 28 at 12:08 PM
0 · Reply
micheln1
micheln1 Jul. 28 at 12:04 PM
$DELL I’ll buy it at 250
0 · Reply
Big_Timer
Big_Timer Jul. 28 at 11:54 AM
$SMCI 🚀 The louder the bears get, the more it tells me they’re worried. When the conversation shifts from debating fundamentals to nonstop fear, sarcasm, and personal attacks, it’s often because the fundamental bear case is getting harder to defend. Here’s what hasn’t changed: ✅ Record $60B+ backlog ✅ Expected gross margins of 15–17%, well above prior guidance ✅ AI infrastructure spending remains strong across the industry, with companies like APLD and CORZ continuing to report expansion and new AI commitments. ✅ SMCI remains a major supplier of AI servers for NVIDIA, AMD, and Intel platforms. If the business were truly falling apart, the numbers would reflect it. Instead, the company has pointed to strong demand and improving margins. Volatility is part of growth stocks. So is skepticism. Every major winner has had periods where negative sentiment overwhelmed the headlines before the fundamentals reasserted themselves. I’m sticking with the data, not the drama. The rhetoric is getting louder, but so are the fundamentals. 🚀📈 $NVDA $AMD $DELL $INTC
2 · Reply
AshHydrogen
AshHydrogen Jul. 28 at 11:47 AM
$PLTR just replaced $MSFT in the $DELL ENTERPRISE and SOVEREIGN STACK!!! No other company in the WORLD CAN DO THAT!!! $SPY $CRM replacement??? https://media.stocktwits-cdn.com/api/3/media/3641586/medium.png
0 · Reply
Big_Timer
Big_Timer Jul. 28 at 11:33 AM
🚀 $SMCI: The market is still underestimating what’s happening here. The narrative has completely shifted. ✅ Record backlog: Over $60 BILLION in new orders received during Q4 FY2026. ✅ Gross margins: Expected 15–17%, nearly 2x the company’s prior guidance of 8.2–8.4%. ✅ AI demand: Still accelerating as hyperscalers race to build AI infrastructure. ✅ Next-gen platforms: NVIDIA Blackwell, AMD Instinct, and Intel AI servers all drive demand for SMCI’s end-to-end rack-scale solutions. ✅ Factory expansion: Manufacturing capacity continues to grow to support one of the largest AI infrastructure pipelines in the industry. This isn’t a company fighting for relevance. It’s a company trying to keep up with demand. The bears spent months arguing margins would stay compressed and orders were slowing. Instead, margins expanded dramatically while the backlog exploded to record levels. Those are fundamental improvements, not hype. Technically, the stock continues to show resilience whenever the broader market weakens. That’s often what institutional accumulation looks like before the next major leg higher. The AI infrastructure buildout is still in its early innings, and SMCI sits at the center of it. Every new AI cluster needs servers, liquid cooling, networking integration, and rapid deployment, exactly where Supermicro excels. The biggest risk may not be owning SMCI… it may be watching from the sidelines while the market finally reprices one of the fastest-growing AI infrastructure companies on the planet. The fundamentals are improving. The backlog is expanding. Margins are recovering. AI spending is accelerating. The bull case has never looked stronger. 🔥📈 $NVDA $AMD $DELL $HPE
1 · Reply
johnnylawrencecobra
johnnylawrencecobra Jul. 28 at 10:58 AM
0 · Reply
Ub3r5pAnK
Ub3r5pAnK Jul. 28 at 9:46 AM
$SMCI $NVDA $DELL lol seriously. Like is the media seriously attributing this to SMCI haha. Seems any narrative will do to send this down lol. Its quite hilarious to be honest. The media made it sound like SMCIs prelims were more bullish for DELL than the company that reported it too haha.
2 · Reply
Ub3r5pAnK
Ub3r5pAnK Jul. 28 at 6:25 AM
$SMCI $NVDA $DELL F the shorts, we all know what these companies are worth, shorts want our money, send it up.
0 · Reply
Ub3r5pAnK
Ub3r5pAnK Jul. 28 at 6:17 AM
$SMCI $NVDA $DELL Woops should have got AI to check this before sending, human error is a curse. If they are going to punish SMCI then by law they would need to punish Nvidia.
0 · Reply
Ub3r5pAnK
Ub3r5pAnK Jul. 28 at 6:05 AM
$SMCI $NVDA $DELL If they are going to punish Nvidia then by law they need to punish Nvidia, do you really think Trump or the retirement accounts of the US are going to let that happen, nah theyll just go after then individuals and call it a day.
0 · Reply
Ub3r5pAnK
Ub3r5pAnK Jul. 28 at 6:02 AM
$SMCI $NVDA $DELL Think of it this way, if the US didnt ban chips going to china, then what price would these stocks be at, because I can tell you now, institutions and customers do not care about these issues. They are simply put, just noise. Yeah SMCI and Nvidia employees were detained who cares, those individuals did the bad, fire them and move on, guess next will be a DELL employee.
0 · Reply
Ub3r5pAnK
Ub3r5pAnK Jul. 28 at 5:39 AM
$SMCI $NVDA $DELL Perhaps the market will finally realise its not just an SMCI problem, its a sector wide issue, that realistically isnt even a demand or customer problem. Its a China wants the US products so bad that their illegaly importing products thing. Probably bribed the hell out of SMCI, DELL and Nvidia employees.
0 · Reply
Ub3r5pAnK
Ub3r5pAnK Jul. 28 at 5:33 AM
$SMCI $NVDA $DELL Yeah I already figured it was all noise, like legit even DELL's servers were found in China, their PR team just kept the narrative from spiraling out of control. Its amazing what happens if you spend millions in PR fees to ensure something goes away. SMCI just lets the fundamentals do the talking and uses its money to scale production instead. Legit are they going to send nvidia down 60% because of this?
1 · Reply
PrimedUp
PrimedUp Jul. 28 at 5:27 AM
$SMCI $NVDA $DELL if some Chinese threatened me with a good time, I'd give them chips too...spare your life, win! ALL 3 targeted for the need for future benefits cause China is lagging the US. Very plain and simple. Let's go August ER, all else is noise. But fuck Dell, I already sold.
0 · Reply
LeonardoBonacci
LeonardoBonacci Jul. 28 at 4:44 AM
$DELL Right at the gap
0 · Reply
LeonardoBonacci
LeonardoBonacci Jul. 28 at 4:43 AM
$DELL Fib showing $250 lol
0 · Reply
JustinTime88
JustinTime88 Jul. 28 at 4:11 AM
$MX small Market cap means high upside the mosfet chips going into power supplies to power the $NVDA Vera Ruben systems, $DELL and $HPE servers, this going to be a multi shed if you have the diamond hands
0 · Reply
Tuckervanh
Tuckervanh Jul. 28 at 4:07 AM
$DELL Adding more in the AM
0 · Reply