Dell Technologies Inc
Technology · USD
Price
$173.15
Cap
$112.6B
Earnings
4/4 beat
30d Trend
+3%
Near 52-week highs — limited upside before resistance
Target range: $110 – $220 (consensus: $170.54)
Consensus: Buy
Earnings history
Q4 2026
BEAT
3.89 vs 3.53
Q3 2026
BEAT
1.88 vs 1.76
Q2 2026
BEAT
1.74 vs 1.4
Q1 2026
BEAT
1.94 vs 1.25
Key macro factors
Escalating demand for AI infrastructure and solutions is a primary growth driver, as Dell positions itself as a key provider of AI-optimized servers and hardware, benefiting from increased investment in artificial intelligence across industries.
Global economic conditions, including inflation rates (US CPI, PCE) and economic growth (US Q4 GDP), directly influence corporate IT spending and consumer purchases of PCs, impacting Dell's revenue and profitability.
Geopolitical stability and supply chain resilience, particularly concerning global events like the Middle East conflict and OPEC+ production adjustments, could affect component costs (e.g., memory) and logistics, potentially impacting Dell's manufacturing and delivery capabilities.
Dell Technologies Inc. is an American multinational technology company headquartered in Round Rock, Texas, that designs, develops, manufactures, markets, sells, and supports a range of products including personal computers, servers, storage, and IT services, providing comprehensive solutions to modernize information technology infrastructure and keep organizations connected.
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