
Dell Technologies (DELL) Stock Forecast & Price Target
Dell Technologies (DELL) Analyst Ratings
Bulls say
Dell Technologies is in a prime position to dominate the IT hardware market with its robust ecosystem of partners and strong distribution networks. Its scale across AI servers, storage, and PCs provides enhanced revenue visibility and the company has shown consistent EPS growth while also delivering shareholder returns. However, challenges such as memory cost inflation and shrinking gross margins must be closely monitored. Despite these risks, Dell remains well-positioned for AI and enterprise refresh, with potential upside from stronger volumes and profitability on AI server sales. Our increased FY2027E-F2030E EPS estimates and revised target multiple lead to a revised 12-month price target of $360.
Bears say
Dell Technologies is experiencing a surge in demand, particularly in the areas of AI servers and traditional servers. Despite a 181% year-over-year increase in sales in its Infrastructure Solutions Group, there is concern over supply constraints for key components. Additionally, the higher mix of AI servers is causing compression in gross profit margins, and the company is relying heavily on channel partners to fulfill its sales.
This aggregate rating is based on analysts' research of Dell Technologies and is not a guaranteed prediction by Public.com or investment advice.
Dell Technologies (DELL) Analyst Forecast & Price Prediction
Start investing in Dell Technologies (DELL)
Order type
Buy in
Order amount
Est. shares
0 shares