Added to YB: 2026-09-08
Pitch date: 2026-09-04
DELL [bullish]
Dell Technologies Inc.
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
$338.7B
Pitch Price
N/A
Price Target
676.00 (+29%)
Dividend
0.48%
EV/EBITDA
20.66
P/E
30.58
EV/Sales
2.39
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Was Trump right about DELL?
DELL (hold): Holding the small long established at $323 after the shares reached $517. Dell is now primarily an infrastructure and server business, with ISG recently at 68% of revenue and its $95B AI-server backlog up from $51B in 1Q27. A DCF indicates $676 of intrinsic value, but the thesis hinges on whether exceptional revenue growth and margin expansion persist as memory supply catches up and lower-cost ODMs compete.
Read full article (4 min)