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
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
0 · 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
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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
0 · Reply
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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
0 · 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
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
Big_Timer
Big_Timer Aug. 24 at 4:45 PM
$SMCI 🚨 THE VALUATION DISCONNECT IS GETTING RIDICULOUS. Look at how the market is pricing these AI infrastructure names: 🔥 SMCI : ~8.2x forward P/E 🔥 $DELL: ~23.2x forward P/E 🔥 $HPE: ~13.7x forward P/E 🔥 $CRWV: No meaningful positive P/E 🔥 $NBIS: ~1,277x trailing P/E / forward P/E N/A Now put that into perspective: SMCI trades at roughly ONE-THIRD of Dell’s forward earnings multiple while sitting directly in the heart of the AI server, rack-scale and liquid-cooling buildout. Even crazier: the hardware industry median forward P/E is around 21.3x versus only ~8.2x for SMCI. That’s roughly a 62% discount to the industry median. 🤯 Meanwhile, SMCI just guided FY27 revenue to $65B$72B. At even a 15x–20x forward multiple, the valuation conversation around SMCI changes dramatically. This isn’t about hype anymore. It’s about the MULTIPLE. 📊🔥
2 · Reply
Big_Timer
Big_Timer Aug. 24 at 4:34 PM
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 4:14 PM
$SMCI 🚨 The valuation re-rating is near ... Look at how the market is pricing these AI infrastructure names: 🔥 SMCI : ~8.2x forward P/E 🔥 $DELL: ~23.2x forward P/E 🔥 $HPE: ~13.7x forward P/E 🔥 $CRWV: No meaningful positive P/E 🔥 $NBIS: ~1,277x trailing P/E / forward P/E N/A Now put that into perspective: SMCI trades at roughly ONE-THIRD of Dell’s forward earnings multiple while sitting directly in the heart of the AI server, rack-scale and liquid-cooling buildout. Even crazier: the hardware industry median forward P/E is around 21.3x versus only ~8.2x for SMCI. That’s roughly a 62% discount to the industry median. 🤯 Meanwhile, SMCI just guided FY27 revenue to $65B$72B. The market is pricing DELL, HPE, CRWV, and NBIS for AI growth while pricing SMCI like the growth story is finished. I think that disconnect eventually gets corrected. At even a 15x–20x forward multiple, the valuation conversation around SMCI changes dramatically. This isn’t about hype anymore. It’s about the MULTIPLE. 📊🔥
0 · Reply
bali123
bali123 Aug. 24 at 3:56 PM
$SMCI Zack’s published this and it has 3 stocks, SMCI, $DELL and $HPE - most undervalued of course is SMCI.
0 · Reply
AZ_09
AZ_09 Aug. 24 at 3:55 PM
$SMCI $AMD $DELL $CRWV $NBIS absolutely 💯 Nvidia will have a great ER in two days! Then Dell and HP will follow next week! Supermicro is WAY undervalued!
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 3:52 PM
$SMCI 🚨 THE VALUATION DISCONNECT IS GETTING RIDICULOUS. Look at how the market is pricing these AI infrastructure names: 🔥 SMCI : ~8.2x forward P/E 🔥 $DELL: ~23.2x forward P/E 🔥 $HPE: ~13.7x forward P/E 🔥 $CRWV: No meaningful positive P/E 🔥 $NBIS: ~1,277x trailing P/E / forward P/E N/A Now put that into perspective: SMCI trades at roughly ONE-THIRD of Dell’s forward earnings multiple while sitting directly in the heart of the AI server, rack-scale and liquid-cooling buildout. Even crazier: the hardware industry median forward P/E is around 21.3x versus only ~8.2x for SMCI. That’s roughly a 62% discount to the industry median. 🤯 Meanwhile, SMCI just guided FY27 revenue to $65B$72B. The market is pricing DELL, HPE, CRWV, and NBIS for AI growth while pricing SMCI like the growth story is finished. I think that disconnect eventually gets corrected. At even a 15x–20x forward multiple, the valuation conversation around SMCI changes dramatically. This isn’t about hype anymore. It’s about the MULTIPLE. 📊🔥
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 3:25 PM
$SMCI $AMD $DELL $CRWV $NBIS : BULLS, PAY ATTENTION. 🚨🐂 SMCI is under heavy headline pressure right now, and bears are doing everything possible to turn every negative development into an attack on the entire investment thesis. Don’t let noise replace the numbers. 🔥 $11.1B Q4 revenue 🔥 ~91% YoY growth 🔥 $1.18B quarterly net income 🔥 17.6% non-GAAP gross margin 🔥 $65B$72B FY27 revenue guidance And remember: SMCI says it isn’t a target of the Taiwan probe and hasn’t been accused of wrongdoing. Former employees are the target. AI infrastructure demand didn’t disappear because of a headline. Whether you’re holding NVDA, AMD, DELL, CRWV, NBIS, or SMCI, recognize what’s happening: fear is temporary; financial execution is measurable. I’m focused on revenue, earnings, margins and AI demand. Numbers over narratives. Fundamentals over fear.
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funnymoney90210
funnymoney90210 Aug. 24 at 3:10 PM
$DELL earnings is a week away and this is down???!!!
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Big_Timer
Big_Timer Aug. 24 at 3:10 PM
$SMCI is still trading like an AI laggard while operating like an AI infrastructure heavyweight. 🐂🚀 Look at the valuation landscape: 📊 SMCI : ~20× forward earnings 📊 $DELL: ~16–18× 📊 $HPE: ~13–15× 📊 $NVDA: ~30×+ 📊 CRWV / $NBIS: premium growth valuations despite far less mature earnings profiles Now compare that with SMCI’s trajectory: 🔥 $11.1B Q4 revenue 🔥 $1.18B quarterly net income 🔥 17.6% non-GAAP gross margin 🔥 $65B$72B FY27 revenue guidance Here’s the bull case: SMCI doesn’t need an NVDA-style multiple. If execution continues and the governance discount fades, even a move toward 25× earnings could create substantial multiple-expansion upside, ON TOP of earnings growth. That’s the part bears keep missing: Growing earnings × expanding P/E = potentially explosive rerating. SMCI isn’t expensive because AI is booming. It’s potentially cheap because Wall Street still doesn’t fully trust the story. Fix that perception, and the valuation gap becomes the opportunity.
1 · Reply
Big_Timer
Big_Timer Aug. 24 at 3:03 PM
$SMCI 🚨 THE UPDATE MATTERS — READ PAST THE HEADLINE. Bears are screaming “SMCI smuggling scandal,” but the updated article contains the sentence that matters most: 👉 “Super Micro said it isn’t a target of the probe and hasn’t been accused of any wrongdoing.” Read that again. The charges are against nine individuals, including former employees of $SMCI and $NVDA , NOT Supermicro itself. Even more important: ✅ SMCI says it is cooperating with authorities ✅ Its internal investigation found its compliance personnel acted in good faith ✅ SMCI says it will continue strengthening its export-compliance program ✅ The alleged buyers made false representations to obtain approval for the servers So the headline sounds terrifying while the update provides crucial context underneath it. This doesn’t make employee misconduct allegations irrelevant, but there’s a MASSIVE difference between individuals allegedly circumventing controls and the corporation being accused of wrongdoing. That distinction just became much clearer. Shorts traded the headline. Bulls should read the update. 👀🐂🔥 $AMD $DELL #AI
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Big_Timer
Big_Timer Aug. 24 at 2:52 PM
$SMCI 🚀 THE EARNINGS STORY IS GETTING HARDER FOR BEARS TO IGNORE. Zacks just moved Super Micro to a #1 STRONG BUY, and the estimate revisions are absolutely ripping higher: 🔥 Current-quarter EPS: $1.06 — +202.9% YoY 🔥 30-day quarterly EPS estimate revision: +80.61% 🔥 5 estimates UP, ZERO down 🔥 Full-year EPS estimate: $4.43 — +22% YoY 🔥 Full-year consensus revised +52.18% in ONE MONTH 🔥 7 estimates UP, ZERO down 🔥 Stock already +17% over the past four weeks And look at that forward EPS curve — Zacks shows the 12-month consensus climbing dramatically over the coming years. This is exactly how a rerating starts: earnings estimates rise first, valuation follows. The market spent months pricing SMCI around fear and yesterday’s narrative. Now analysts are being forced to chase improving fundamentals. #1 STRONG BUY. Rising EPS. Zero negative revisions. AI infrastructure demand. Bears can argue with the stock all they want. The numbers are moving the other direction. 📈🔥 $AMD $DELL $HPE $CRWV
0 · Reply