Dell Technologies stock analysis 2026 | Price, valuation & outlook

Dell Technologies

NYSE:DELL

$ 171,81

$-4,01 (-2,28%)

171,81 $

$-4,01 (-2,28%)

End-of-day quote: 03/27/2026

Dell Technologies Stock Value

Analysts currently rate NYSE:DELL as Outperform.

Outperform

Dell Technologies Company Info

EPS Growth 5Y

6,98%

Market Cap

$110,95 B

Long-Term Debt

$15,87 B

Short Interest

2,69%

Annual earnings

05/29/2026 (E)

Dividend

$2,04

Dividend Yield

1,19%

Founded

1984

Industry

Information Technology

Country

United States

ISIN Number

US24703L2025

Website

http://www.dell.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$169,00

-1.64%

Last Update: 03/28/2026

Analysts: 23

Highest Price Target $220,00

Average Price Target $169,00

Lowest Price Target $110,00

In the last five quarters, Dell Technologies’s Price Target has risen from $115,69 to $136,28 - a 17,80% increase. Twenty Three analysts predict that Dell Technologies’s share price will fall in the coming year, reaching $169,00. This would represent a decrease of -1,64%.

Top growth stocks in the information technology sector (5Y.)

What does Dell Technologies do?

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. The company’s offerings include servers and networking, storage, cloud solutions, desktops, notebooks, services, software, branded peripherals, and third-party software and peripherals. The company provides broad and innovative technology solutions for the data and artifici...

The company’s offerings include servers and networking, storage, cloud solutions, desktops, notebooks, services, software, branded peripherals, and third-party software and peripherals. The company provides broad and innovative technology solutions for the data and artificial intelligence (AI) era. The company builds and offers solutions ranging from client devices and peripherals to infrastructure solutions across servers, networking, and storage to meet the evolving needs of its customers and drive better business outcomes. With the company’s extensive portfolio and its commitment to innovation, the company offers secure, integrated solutions that extend from the edge to the core to the cloud, and it is at the forefront of AI, software-defined, and cloud native infrastructure solutions. The company’s differentiated and holistic information technology (IT) solutions enables it to provide value and capture growth as customer spending priorities evolve.

The company provides leading end-to-end solutions across its portfolio of products and services. The company’s go-to-market operations include an extensive direct sales force, with the ability to build deep customer relationships, and a global network of channel partners. The company’s global services footprint consists of service and support professionals and vendor-managed service centers that support customers across the world.

The company offers customers choice in how they acquire its solutions, including traditional purchasing and a portfolio of offerings that provide both payment and consumption solutions, including as-a-Service, subscription, utility, leases, and loans. These options allow the company’s customers to pay overtime and provide them with operational and financial flexibility.

Strategy

To meet the company’s customers’ needs, it invests in research and development, sales, and other key areas of its business to deliver superior products and solutions capabilities and to drive sustainable long-term growth.

Products and Services

The company is organized into two business units which are also its segments: Infrastructure Solutions Group and Client Solutions Group.

Infrastructure Solutions Group (ISG)

ISG enables the company’s customers’ digital transformations with solutions that address AI, machine learning, data analytics, and multicloud environments. ISG helps customers simplify, streamline, and automate IT operations. ISG solutions are built for multicloud environments and are optimized to run workloads in both public and private clouds, as well as on-premises. The company’s major product categories within ISG are its servers and networking offerings and storage offerings.

The company’s server portfolio includes high-performance general-purpose and AI-optimized servers able to run workloads across customers’ IT environments, on-premises, and in multicloud and edge environments. The company’s AI-optimized servers are designed to run high-value workloads, including AI model training, fine-tuning, and inferencing. The company’s networking portfolio helps its business customers transform and modernize their infrastructure, complementing the company’s server and storage solutions. The company’s comprehensive storage portfolio includes modern and traditional storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage. ISG also offers software, peripherals, and services, including consulting, configuration, and support and deployment.

ISG revenue is generated by sales to customers in the Americas, with the remaining portion derived from sales to customers in the Europe, Middle East, and Africa region (EMEA) and the Asia-Pacific and Japan region (APJ).

Client Solutions Group (CSG)

CSG offers branded PCs, including notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, and webcam and audio devices, as well as third-party software and peripherals. CSG also includes services offerings, such as configuration, support and deployment, and extended warranties. The company’s major product categories within CSG are its commercial offerings and consumer offerings.

The company’s CSG offerings are designed to optimize performance, reliability, manageability, design, and security for its customers and include on-device AI for greater end-user creativity and productivity. The company’s commercial portfolio provides its customers with solutions centered on flexibility to address their complex needs, such as IT modernization, hybrid work transformation, and other critical areas. The company’s consumer portfolio primarily focuses on high-end consumer and gaming offerings, providing its customers with powerful performance, processing, and end-user experiences.

CSG revenue is generated by sales to customers in the Americas, with the remaining portion derived from sales to customers in EMEA and APJ.

The company’s other businesses, primarily consist of its resale of standalone offerings of VMware LLC (formerly VMware, Inc. and individually and together with its subsidiaries, ‘VMware’), referred to as ‘VMware Resale,’ and offerings of SecureWorks Corp. (Secureworks). These businesses are divested businesses, or their offerings are no longer actively sold, and are not classified as segments, either individually or collectively.

VMware Resale includes the company’s sale of standalone VMware offerings. The company continues to integrate and embed certain VMware products and services with selected Dell Technologies’ offerings to end-users.

Secureworks is a global cybersecurity provider of technology-driven security solutions singularly focused on protecting its customers by outpacing and outmaneuvering the adversary. The solutions offered by Secureworks enable organizations of varying size and complexity to prevent security breaches, detect malicious activity, respond rapidly when a security breach occurs, and identify emerging threats.

Dell Payment Solutions

The Dell Payment Solutions portfolio offers a wide range of payment and consumption options to enable the company’s customers globally to deploy the technology solutions they need with predictability, flexibility, and choice.

The company offers its customers choices that include as-a-Service, subscription, utility, leases, loans and immediate pay models designed to match customers’ consumption and financing preferences.

Research and Development

The company has a global R&D presence, with total R&D expenses of $3.1 billion for the year ended January 2025.

Geographic Operations

The company has operations and conduct business in many countries located in the Americas, Europe, the Middle East, Asia, and other geographic regions. The company continues to view emerging markets outside of the United States, Western Europe, Canada, and Japan.

Seasonality

Within ISG, the company’s storage sales are typically stronger in its fourth fiscal quarter. The company’s sales within the Americas are typically stronger in the second and fourth fiscal quarters, while its sales in EMEA are typically stronger during the fourth fiscal quarter (for the year ended January 2025).

Sales and Marketing

The company’s sales and marketing efforts are organized around its customers. The company’s global sales and marketing team has created a go-to-market model that is collaborative and customer-focused. The company generally organize its go-to-market operations with a focus on geographic and customer segments which encompass large global and national enterprises, governmental agencies and other public institutions, educational institutions, healthcare organizations, small and medium-sized businesses, and consumers.

Go-to-market strategy

The company sells products and services directly to customers and through other sales channels, which include value-added resellers, system integrators, distributors, and retailers. The company manages its direct sales team and channel partners to offer a unified customer experience.

The company’s direct sales channel is a significant competitive advantage and emphasizes direct communication with customers, allowing it to refine its products and marketing programs while providing insight to better navigate through supply chain challenges and complexity.

In addition to the company’s direct sales channel, it uses its network of channel partners to sell the company’s products and services, enabling it to efficiently reach and serve a greater number of customers. The Dell Technologies partner program provides partners with appropriate incentives to encourage sales generation. The company also facilitates access to third-party financing to help its channel partners manage their working capital.

Large enterprises and public institutions

The company maintains a field sales force across the world to serve its largest customers, including large enterprises and public institutions. Dedicated account teams, which include technical sales specialists, form long-term relationships with and support the company’s largest customers, develop tailored solutions to meet their needs, position the capabilities of Dell Technologies, and provides it with customer feedback. For these customers, the company offers several programs designed to provide single points of contact and accountability with dedicated account managers, special pricing, and consistent service and support programs. The company also maintains specific sales and marketing programs customized to the needs of each specific segment it serves.

Small and Medium-Sized Business and Consumers

The company has a direct sales force of dedicated account teams for small and medium-sized businesses focused on delivering outcomes tailored to customers’ specific needs. For consumers, the company offers robust online and channel engagement. The company markets its products and services to customers in these segments through various campaigns and advertising media, aligning with customer preferences. To react quickly to the company’s customers’ needs, it tracks its Net Promoter Score, a customer loyalty metric that is widely used across various industries. Net Promoter Score is a trademark of Satmetrix Systems, Inc., Bain & Company, Inc., and Fred Reichheld. The company also engages with customers through social media.

Patents

As of January 31, 2025, the company held a worldwide portfolio of 24,351 granted patents and 8,424 pending patent applications.

Government Regulation

The company’s business is subject to regulation by various U.S. federal and state governmental agencies and other governmental agencies. Such regulation includes the activities of the U.S. Federal Communications Commission; the anti-trust regulatory activities of the U.S. Federal Trade Commission, the U.S. Department of Justice, and the European Union; the consumer protection laws and financial services regulation of the U.S. Federal Trade Commission and various U.S. governmental agencies; the export regulatory activities of the U.S. Department of Commerce and the U.S. Department of the Treasury; the import regulatory activities of the U.S. Customs and Border Protection; the product safety regulatory activities of the U.S. Consumer Product Safety Commission and the U.S. Department of Transportation; the health information privacy and security requirements of the U.S. Department of Health and Human Services; and the environmental, employment and labor, and other regulatory activities of a variety of governmental authorities in each of the countries in which the company conducts business.

The company is subject to provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act intended to improve transparency and accountability concerning the supply of minerals originating from the conflict zones of the Democratic Republic of the Congo or adjoining countries.

History

The company was founded in 1984. The company was incorporated in 2013. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in 2016.

Dell Technologies Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by industry:** - **Infrastructure Solutions:** approx. 50% - **Client Solutions (PCs, Laptops):** approx. 40% - **Services and Miscellaneous:** approx. 10% **Top 3 Markets:** - **USA:** approx. 45% - **China:** approx. 15% - **Europe:** approx. 20% Dell Technologies Inc. gen...

At which locations are the company’s products manufactured?

**Production sites of Dell Technologies Inc.:** Dell Technologies Inc. produces its products in several countries worldwide. The most important production sites include: 1. **USA**: Dell has production facilities in the United States, especially in Austin, Texas. 2. **China**: A significant portio...

What strategy does Dell Technologies pursue for future growth?

**Revenue growth:** 8.5% (estimated for 2025) **Profit growth:** 10.2% (estimated for 2025) Dell Technologies Inc. pursues a growth strategy that is strongly focused on the areas of cloud computing, edge computing, and artificial intelligence. The company continuously invests in the development a...

Which raw materials are imported and from which countries?

**Main raw materials:** Semiconductors, plastics, metals (such as aluminum, copper) **Main supplying countries:** - **Semiconductors:** Taiwan, South Korea - **Plastics:** China, USA - **Metals:** Chile, Australia Dell Technologies Inc. imports a variety of raw materials and materials necessary fo...

How strong is the company’s competitive advantage?

**Market share in the PC segment:** 17.1% (2024, IDC) **Revenue growth in the infrastructure business:** 8% (2024) **R&D expenses:** 6.5% of revenue (2024) Dell Technologies Inc. has a significant competitive advantage, especially due to its strong position in the PC market and in the IT infr...

What is the share of institutional investors and insider buying/selling?

**Institutional investor share:** approx. 75% (estimated for 2025 based on historical data) **Insider purchases/sales:** No significant changes in the last quarters (estimated) The institutional investor share in Dell Technologies Inc. traditionally stands at around 70-80%. This high participation...

What percentage market share does Dell Technologies have?

**Market share of Dell Technologies Inc.:** 17% (2025, estimated) **Main competitors and their market shares:** 1. **Lenovo:** 24% 2. **HP Inc.:** 22% 3. **Dell Technologies Inc.:** 17% 4. **Apple:** 10% 5. **Acer:** 8% 6. **ASUS:** 7% 7. **Others:** 12% Dell Technologies Inc. holds a significant...

Is Dell Technologies stock currently a good investment?

**Revenue growth:** 10% (2024) **Profit growth:** 8% (2024) **Market share in the PC segment:** 17% (2024) Dell Technologies Inc. recorded a revenue growth of 10% in 2024, attributed to strong demand for its products and services. The company has further solidified its market position in the PC seg...

Does Dell Technologies pay a dividend – and how reliable is the payout?

**Dividend yield:** 2.5% (estimated for 2025) **Dividend history:** Continuous payouts since 2021 Dell Technologies Inc. has paid a dividend in recent years, starting in 2021. The dividend yield is estimated to be around 2.5% for 2025, based on the latest available data and the general trend of...

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Dell Technologies Stock Value

Dell Technologies Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does Dell Technologies do?

Dell Technologies Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Dell Technologies Stock Value

Dell Technologies Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does Dell Technologies do?

Dell Technologies Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.