Added to YB: 2026-01-27
Pitch date: 2026-01-24
DELL [bullish]
Dell Technologies Inc.
+3.52%
current return
Author Info
No bio for this author
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
$76.9B
Pitch Price
$115.01
Price Target
N/A
Dividend
1.81%
EV/EBITDA
9.18
P/E
15.49
EV/Sales
0.95
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Why We’re Selling $DELL Puts into the 2028 Horizon
DELL: Selling $80 puts exp Jan 2028 on pullback from highs. $18.4B AI server backlog, enterprise inference shift favors on-premise infrastructure vs cloud. 32% margin of safety at current $117 price, effective $70 entry after premium. Memory cost headwinds cyclical not structural.
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