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Dell Technologies (DE:12DA)
:12DA
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Dell Technologies (12DA) Price & Analysis

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12DA Stock Chart & Stats

€130.10
-€1.04(-0.89%)
At close: 4:00 PM EST
€130.10
-€1.04(-0.89%)

Bulls Say, Bears Say

Bulls Say
AI And ISG ExpansionDell presented a significantly more positive view of the ISG business, fueled by AI.
Cash Flow And Shareholder ReturnsManagement reaffirmed a strong financial outlook with 100%+ free cash flow to net income conversion and a commitment to returning 80%+ of free cash flow to shareholders.
Financial OutlookDELL's new long-term revenue and EPS growth targets came in above expectations, showcasing the exponential growth driven by AI infrastructure.
Bears Say
Margin PressureAI Servers account for the majority of the improved long-term outlook, but this will also pressure margins.
Market Share ChallengesDELL announced share loss in CSG as share gains in Commercial Premium have been offset by share losses elsewhere including Commercial Mainstream, Consumer Premium & Mainstream, and Chrome.
Valuation ConcernsIf the mix shift to AI servers results in structural margin headwinds, DELL's valuation multiple might stagnate or compress.

Dell Technologies News

12DA FAQ

What was Dell Technologies’s price range in the past 12 months?
Dell Technologies lowest stock price was €59.23 and its highest was €142.60 in the past 12 months.
    What is Dell Technologies’s market cap?
    Dell Technologies’s market cap is €88.55B.
      When is Dell Technologies’s upcoming earnings report date?
      Dell Technologies’s upcoming earnings report date is Nov 25, 2025 which is in 40 days.
        How were Dell Technologies’s earnings last quarter?
        Dell Technologies released its earnings results on Aug 28, 2025. The company reported €1.996 earnings per share for the quarter, beating the consensus estimate of €1.972 by €0.024.
          Is Dell Technologies overvalued?
          According to Wall Street analysts Dell Technologies’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Dell Technologies pay dividends?
            Dell Technologies pays a Quarterly dividend of €0.454 which represents an annual dividend yield of 1.35%. See more information on Dell Technologies dividends here
              What is Dell Technologies’s EPS estimate?
              Dell Technologies’s EPS estimate is 2.14.
                How many shares outstanding does Dell Technologies have?
                Dell Technologies has 336,904,630 shares outstanding.
                  What happened to Dell Technologies’s price movement after its last earnings report?
                  Dell Technologies reported an EPS of €1.996 in its last earnings report, beating expectations of €1.972. Following the earnings report the stock price went down -7.679%.
                    Which hedge fund is a major shareholder of Dell Technologies?
                    Currently, no hedge funds are holding shares in DE:12DA

                    Company Description

                    Dell Technologies

                    Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports information technology (IT) solutions, products, and services worldwide. The company operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment provides traditional and next-generation storage solutions; and rack, blade, tower, and hyperscale servers. This segment also offers networking products and services that help its business customers to transform and modernize their infrastructure, mobilize and enrich end-user experiences, and accelerate business applications and processes; attached software and peripherals; and support and deployment, configuration, and extended warranty services. The CSG segment provides desktops, workstations, and notebooks; displays and projectors; attached and third-party software and peripherals, as well as support and deployment, configuration, and extended warranty services. The VMware segment supports customers in the areas of hybrid and multi-cloud, modern applications, networking, security, and digital workspaces, helping customers to manage IT resource across private clouds and complex multi-cloud, multi-device environments. Dell Technologies Inc. also provides information security; and cloud software and infrastructure-as-a-service solutions that enable customers to migrate, run, and manage mission-critical applications in cloud-based IT environments. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in August 2016. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.

                    Dell Technologies (12DA) Earnings & Revenues

                    12DA Company Deck

                    12DA Earnings Call

                    Q2 2025
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The earnings call reflected significant positive trends, particularly driven by record revenue and strong growth in AI and ISG. However, challenges in storage revenue and traditional server demand in North America, along with a decline in consumer revenue, present areas of concern. Overall, the highlights, especially around AI growth and record achievements, outweigh the lowlights.View all DE:12DA earnings summaries

                    12DA Net revenue Breakdown

                    56.90%56.90%37.49%5.59%0.01%
                    56.90% Client Solutions Group
                    37.49% Infrastructure Solutions Group
                    5.59% Other businesses
                    0.01% Unallocated transactions
                    tipranks

                    12DA Stock 12 Month Forecast

                    Average Price Target

                    €141.55
                    ▲(8.80% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 30,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":118.514,"date":1730419200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 28,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":119.737,"date":1733011200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 26,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":109.405,"date":1735689600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 29,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 13, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":101.318,"date":1738368000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 28,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":96.835,"date":1740787200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 28,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":84.244,"date":1743465600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 24,\t&nbsp; </span>\n              <span  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style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":103.024,"date":1751328000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 40,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":110.7,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 38,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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