Dell Technologies（DELL）株式概要
デル・テクノロジーズ・インクは、アメリカ、ヨーロッパ、中東、アジア、および世界各国において、さまざまな包括的・統合的ソリューション、製品、サービスの設計、開発、製造、マーケティング、販売、サポートを行っています。 詳細
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Analyst Price Targets
Dell Technologies Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$420.91 |
| 52週高値 | US$429.15 |
| 52週安値 | US$106.38 |
| ベータ | 1.06 |
| 1ヶ月の変化 | 100.27% |
| 3ヶ月変化 | 174.12% |
| 1年変化 | 278.28% |
| 3年間の変化 | 790.44% |
| 5年間の変化 | 306.56% |
| IPOからの変化 | 826.50% |
最新ニュース
ナラティブの更新 • May 29
DELL: AI Server Euphoria Will Eventually Collide With Normalizing Memory Cycle
Analysts have lifted the fair value estimate for Dell Technologies stock from $115.93 to $138.00, tying the shift to higher assumed revenue growth and profit margins, a slightly lower discount rate, and updated P/E assumptions that reflect Street research highlighting AI driven demand for servers, storage, and related infrastructure. Analyst Commentary Recent Street research on Dell Technologies clusters around a common theme: AI related demand for servers and storage is front and center, but views on how sustainable that demand is and what it means for valuation are mixed.Seeking Alpha • May 27
Dell: The AI Infrastructure Compounder The Market Still Misreads
Summary Dell Technologies (DELL) is a buy, with the market underestimating its operational edge and forward earnings growth despite a record-high multiple. DELL's $43B AI backlog, rapid repricing ability, and negative cash conversion cycle drive robust cash generation and shareholder returns. FY2027 AI revenue is guided to double to ~$50B, with EPS expected to rise 25% to $12.90, supporting the current valuation. Key risks include margin compression from AI server pricing, component cost inflation, and heightened sensitivity to quarterly execution at elevated multiples. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • May 29
DELL: AI Server Euphoria Will Eventually Collide With Normalizing Memory Cycle
Analysts have lifted the fair value estimate for Dell Technologies stock from $115.93 to $138.00, tying the shift to higher assumed revenue growth and profit margins, a slightly lower discount rate, and updated P/E assumptions that reflect Street research highlighting AI driven demand for servers, storage, and related infrastructure. Analyst Commentary Recent Street research on Dell Technologies clusters around a common theme: AI related demand for servers and storage is front and center, but views on how sustainable that demand is and what it means for valuation are mixed.Seeking Alpha • May 27
Dell: The AI Infrastructure Compounder The Market Still Misreads
Summary Dell Technologies (DELL) is a buy, with the market underestimating its operational edge and forward earnings growth despite a record-high multiple. DELL's $43B AI backlog, rapid repricing ability, and negative cash conversion cycle drive robust cash generation and shareholder returns. FY2027 AI revenue is guided to double to ~$50B, with EPS expected to rise 25% to $12.90, supporting the current valuation. Key risks include margin compression from AI server pricing, component cost inflation, and heightened sensitivity to quarterly execution at elevated multiples. Read the full article on Seeking Alpha
ナラティブの更新 • May 06
DELL: AI Infrastructure Orders Will Offset Memory Cost Headwinds
The analyst price target for Dell Technologies has been revised to $246 from $220, with analysts pointing to updated assumptions for revenue growth, profit margins, and P/E multiples following a series of recent target hikes across the Street. Analyst Commentary Recent research updates show a cluster of higher price targets for Dell Technologies, with several bullish analysts revisiting their models after the latest Q4 report and guidance.ナラティブの更新 • Apr 21
DELL: Once In A Generation Memory Cycle Will Erode AI Upside Potential
Analysts have adjusted the Dell Technologies price target to $115.93, reflecting updated views on discount rates, revenue growth, profit margin, and a lower future P/E following a series of recent target changes across the Street. Analyst Commentary Street research on Dell Technologies over recent months includes both optimistic and cautious voices, with several firms resetting their price targets as they reassess assumptions for earnings, AI related demand, and memory costs.ナラティブの更新 • Apr 07
DELL: AI Server And Storage Demand Will Outweigh Memory Cost Pressures
Dell Technologies' analyst price target has been raised from $197.87 to $220.00, reflecting analysts' updated views on AI server demand, storage opportunities and management's recent earnings guidance. Analyst Commentary Recent research on Dell Technologies has leaned positive, with several bullish analysts revising price targets upward and pointing to AI related demand, storage opportunities and execution against guidance as key supports for valuation.
ナラティブの更新 • Mar 24
DELL: AI Server Momentum And Memory Costs Will Shape Future Margin Profile
Narrative Update The analyst price target for Dell Technologies has moved higher from $163.30 to $168.61. This reflects analyst views that stronger AI server demand, higher AI related orders, and management's increased long term earnings guidance support a modestly higher fair value, even as some firms flag memory cost headwinds and uncertainty around the durability of current margin levels.ナラティブの更新 • Mar 10
DELL: Once In A Generation Memory Cycle Will Pressure Future Earnings Power
Narrative Update: Dell Technologies Our updated Dell Technologies price target increases from $118.53 to $125.92 as analysts point to strong AI server demand, higher storage attach opportunities, and raised long term earnings guidance, while still highlighting uncertainty around memory pricing, demand, and margins. Analyst Commentary Recent Street research on Dell Technologies reflects a split view.
新しいナラティブ • Feb 27
Dell Technologies (DELL): The AI Architect – A Multi-Billion Dollar Pivot into the "AI Factory" Era
Dell Technologies (DELL) has shattered expectations, cementing its status as the premier infrastructure partner for the generative AI era. Following its blockbuster Q4 fiscal 2026 earnings report on February 26, 2026 , the stock surged nearly 20% to $147.17 in mid-day trading on Friday.ナラティブの更新 • Feb 23
DELL: AI Server Positioning And Memory Costs Will Shape Future Earnings Power
Narrative Update on Dell Technologies The updated analyst price target for Dell Technologies reflects a lower fair value estimate of $118.53. Analysts factor in higher memory costs, slightly adjusted growth expectations, and a more conservative forward P/E, while also acknowledging solid AI server positioning and operational discipline.ナラティブの更新 • Feb 09
DELL: AI Server Momentum Will Outweigh Memory Supercycle Margin Pressures
Narrative Update: Dell Technologies Analyst Price Target Shift The updated analyst fair value estimate for Dell Technologies has moved slightly higher to about US$197.87, with analysts citing a mix of trimmed revenue growth and profit margin assumptions, a modestly higher discount rate, and a higher future P/E expectation. This outlook is supported by recent research that highlights strong AI server positioning, alongside more cautious views on memory cost inflation and hardware demand.ナラティブの更新 • Jan 25
DELL: AI Server Demand Will Offset Memory Supercycle Margin Pressures
Narrative Update: Dell Technologies Analysts have adjusted their price target on Dell Technologies higher to about $198 from roughly $177, reflecting updated assumptions around AI server demand, margin resilience in the face of higher memory costs, and opportunities with Tier 2 cloud providers and sovereign customers, even as some firms highlight potential earnings pressure from a memory supercycle and softer non AI hardware demand. Analyst Commentary Recent research on Dell Technologies presents a mixed but constructive picture, with several bullish analysts still highlighting drivers tied to AI servers, margin resilience and new customer segments, even as some firms trim price targets around memory cost concerns and softer non AI hardware demand.ナラティブの更新 • Jan 11
DELL: AI Demand And Memory Inflation Will Shape Margins And Sentiment
Analysts have raised their fair value estimate for Dell Technologies from about $112.19 to $126.61 per share. The change reflects stronger expectations for AI driven revenue growth, a higher assumed future P/E multiple, and margin implications from rising memory costs that are now more explicitly incorporated into their models.ナラティブの更新 • Dec 27
DELL: Tier-2 And Sovereign AI Demand Will Drive Future Margin Upside
Analysts modestly reduced their price target on Dell Technologies to $163.30, reflecting slightly higher perceived risk from rising memory costs and discount rates, even as they continue to highlight durable AI-driven demand, margin resilience, and expanding opportunities with cloud and sovereign customers. Analyst Commentary Street research points to a sharply divided view on Dell Technologies, with most firms remaining constructive on AI monetization, free cash flow generation, and newer cloud and sovereign opportunities, while a minority warns that the memory pricing cycle could compress margins and valuations over the next two years.ナラティブの更新 • Dec 13
DELL: Tier-2 And Sovereign AI Demand Will Support Future Margin Resilience
The analyst price target for Dell Technologies has edged higher by approximately $0.40, reflecting analysts' view that robust and broadening AI demand can offset emerging memory cost and margin headwinds, even as some expect valuation multiples to normalize. Analyst Commentary Recent Street research highlights a wide range of views on Dell Technologies, with most analysts still constructive on the company’s AI driven growth while a minority turns more cautious on margins and valuation as memory costs rise.ナラティブの更新 • Nov 29
DELL: Expanding Tier-2 Cloud Demand Will Sustain AI-Driven Earnings Momentum
The consensus analyst price target for Dell Technologies was reduced slightly, moving from approximately $164 to $162.87. Analysts cite resilient margin performance despite increased memory costs and continued strong AI-driven demand.ナラティブの更新 • Nov 15
DELL: Expanding AI Cloud Partnerships Will Drive Earnings Momentum Through 2027
Analysts have raised their fair value estimate for Dell Technologies to $164. This modest increase is attributed to solid AI momentum, an improved margin outlook, and expanding opportunities with both Tier-2 and sovereign cloud customers.ナラティブの更新 • Nov 01
DELL: AI Momentum And Margin Expansion Will Drive Outperformance Amid Evolving Risks
Dell Technologies' analyst price target has increased modestly, rising from approximately $162.33 to $163.18. Analysts cite continued AI momentum and expectations for margin expansion as key drivers of this upward revision.ナラティブの更新 • Oct 17
Global AI And Data Center Demand Will Spur Expansion
Dell Technologies' analyst price target has been raised from $150.09 to $162.33. This reflects increased confidence among analysts as ongoing AI-driven momentum and expectations for accelerated revenue growth strengthen the company’s long-term prospects.分析記事 • Oct 09
Dell Technologies Inc. (NYSE:DELL) Stocks Shoot Up 34% But Its P/E Still Looks Reasonable
The Dell Technologies Inc. ( NYSE:DELL ) share price has done very well over the last month, posting an excellent gain...ナラティブの更新 • Oct 03
Global AI And Data Center Demand Will Spur Expansion
Analysts have raised their fair value price target for Dell Technologies from $148.43 to $150.09, citing stronger-than-expected revenue growth projections due to sustained demand for AI servers. However, some caution remains around profit margins and the pace of industry recovery.ナラティブの更新 • Sep 14
Global AI And Data Center Demand Will Spur Expansion
Analysts have modestly raised Dell's price target to $148.43, citing strong AI server demand and healthy enterprise spending despite ongoing margin pressures and PC market weakness. Analyst Commentary Bullish analysts highlight significant upside potential in AI server revenue, citing robust demand from hyperscale customers and upwardly revised forecasts for FY26 and beyond.ナラティブの更新 • Aug 30
Windows 10's End Of Life And AI Expansion Will Drive Future Opportunities
Dell Technologies’ consensus price target has been raised as analysts cite strong AI server demand and revenue upside from hyperscalers despite concerns over gross margin compression and mixed PC outlook, resulting in a revised price target of $145.48. Analyst Commentary Bullish analysts raise price targets based on Dell's strong momentum in AI server demand, citing significant revenue upside potential from large hyperscaler clients and improved supply chain visibility.株主還元
| DELL | US Tech | US 市場 | |
|---|---|---|---|
| 7D | 42.6% | 2.5% | 1.6% |
| 1Y | 278.3% | 73.7% | 28.5% |
業界別リターン: DELL過去 1 年間で73.7 % の収益を上げたUS Tech業界を上回りました。
リターン対市場: DELL過去 1 年間で28.5 % の収益を上げたUS市場を上回りました。
価格変動
| DELL volatility | |
|---|---|
| DELL Average Weekly Movement | 12.9% |
| Tech Industry Average Movement | 11.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: DELLの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: DELLの weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1984 | 97,000 | Michael Dell | www.dell.com |
デル・テクノロジーズ・インクは、米州、欧州、中東、アジア、および世界各国において、さまざまな包括的・統合的ソリューション、製品、サービスの設計、開発、製造、マーケティング、販売、サポートを行っている。同社は、インフラストラクチャー・ソリューション・グループ（ISG）セグメントとクライアント・ソリューション・グループ（CSG）セグメントを通じて事業を展開している。ISGセグメントでは、オールフラッシュ、目的別、ハイパーコンバージドインフラストラクチャ、ソフトウェア定義ストレージ、汎用およびAI最適化サーバなど、最新および従来のストレージソリューションを提供している。また、ワイド・エリア・ネットワーク・インフラストラクチャー、データセンターおよびエッジ・ネットワーキング・スイッチ、ケーブルおよびオプティクスで構成されるネットワーキング製品・サービスも提供しており、これらの製品・サービスは、企業顧客のインフラストラクチャーの変革と近代化を支援し、サーバーおよびストレージ・ソリューションを補完する。CSG部門では、ノートPC、デスクトップPC、ワークステーション、およびディスプレイ、ドッキングステーション、キーボード、マウス、ウェブカメラ、オーディオデバイス、サードパーティ製ソフトウェアや周辺機器などのブランド周辺機器、および設定、延長保証サービスを提供している。また、ユーティリティ、サブスクリプション、As-a-Service、リース、ローンなどの支払・消費ソリューションやサービス、定期リースやローンも提供している。企業、政府機関、その他公共機関、教育機関、医療機関、中小企業、消費者にサービスを提供している。旧社名はデナリ・ホールディング・インクで、2013年3月にデル・テクノロジーズ・インクに社名変更した。デル・テクノロジーズは1984年に設立され、テキサス州ラウンドロックに本社を置いている。
Dell Technologies Inc. 基礎のまとめ
| DELL 基礎統計学 | |
|---|---|
| 時価総額 | US$273.41b |
| 収益（TTM） | US$8.41b |
| 売上高(TTM) | US$134.00b |
32.5x
PER（株価収益率2.0x
P/SレシオDELL は割高か？
公正価値と評価分析を参照収益と収入
| DELL 損益計算書（TTM） | |
|---|---|
| 収益 | US$134.00b |
| 売上原価 | US$108.31b |
| 売上総利益 | US$25.69b |
| その他の費用 | US$17.29b |
| 収益 | US$8.41b |
直近の収益報告
May 01, 2026
次回決算日
Sep 03, 2026
| 一株当たり利益（EPS） | 12.95 |
| グロス・マージン | 19.17% |
| 純利益率 | 6.28% |
| 有利子負債／自己資本比率 | -2,219.4% |
DELL の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.6%
現在の配当利回り17%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/31 19:47 |
| 終値 | 2026/05/29 00:00 |
| 収益 | 2026/05/01 |
| 年間収益 | 2026/01/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Dell Technologies Inc. 24 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。51
| アナリスト | 機関 |
|---|---|
| S. H. Lin | Aletheia Analyst Network Limited |
| Warren Lau | Aletheia Analyst Network Limited |
| James Kelleher | Argus Research Company |