Added to YB: 2026-09-09
Pitch date: 2026-09-07
DELL [neutral]
Dell Technologies Inc.
+2.44%
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
$338.7B
Pitch Price
$521.15
Price Target
601.00 (+13%)
Dividend
0.48%
EV/EBITDA
20.66
P/E
30.58
EV/Sales
2.39
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Weekly #98: DELL Is Up 325%. I’m Moving It To HOLD
DELL (earnings): Dell moves from buy to hold and joins the trim list after record Q2 results drove the shares to $524. Revenue rose 58%, AI orders reached $60.9B, backlog hit $95B and full-year revenue guidance increased $25B to $192B. However, operating cash flow fell 13% despite 255% net-income growth, while the refreshed $601 base case and $450 bear case leave roughly balanced upside and downside.
Read full article (18 min)