Added to YB: 2026-06-02
Pitch date: 2026-05-29
DELL [neutral]
Dell Technologies Inc.
-8.16%
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
$260.3B
Pitch Price
$426.15
Price Target
N/A
Dividend
0.63%
EV/EBITDA
20.11
P/E
32.04
EV/Sales
2.09
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Dell Q1 2026 Snapshot
DELL (earnings): Q1 rev $43.8B (+87.5% YoY), beat est; adj EPS $4.86 vs $2.88. Servers/Networking +290% to $24.7B (56% of rev). Op margin +340bps to 8% despite GM -340bps to 18%. FY guide $165-169B rev, $17.90 EPS, ~$60B AI servers (+144%). AI backlog record. +40%; 33.8x fwd P/E.
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