Added to YB: 2025-07-23
Pitch date: 2025-06-04
DELL [bullish]
Dell Technologies Inc.
+23.64%
current return
Author Info
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Company Info
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.
Market Cap
$93.9B
Pitch Price
$112.54
Price Target
N/A
Dividend
1.51%
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Dell Technologies Inc. - $DELL
DELL: AI server revenue surging, $15B FY26 guidance (already $9B in H1). Neo-cloud, enterprise, sovereign adoption driving growth. Supply chain in Mexico avoids tariff impact unlike HP. Strong capital allocation: 80%+ FCF to shareholders, 1.88% dividend, 3% buyback last Q. Attractive at 13x FY26 EPS despite temporary post-earnings selloff.
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