Dell Technologies Inc
Dell Technologies sells personal computers, laptops, servers, storage systems, networking equipment and IT infrastructure solutions. Its Infrastructure Solutions Group (ISG), which provides servers, storage and infrastructure for data centers and AI workloads, is a key business area analysts evaluate.
戴尔科技销售个人电脑、笔记本电脑、服务器、存储系统、网络设备及 IT 基础设施解决方案。其基础设施解决方案事业部(ISG)为数据中心和人工智能工作负载提供服务器、存储及相关基础设施,是分析师重点评估的业务领域。
Every figure on this page is tipranks’s, read on 2026-10-26 and linked below.
SmartChecker Dell Technologies Inc Forecast
The forecast in short
tipranks records 21 analyst ratings on Dell Technologies Inc and summarises them as “Moderate Buy”. Their average 12-month price target is USD 596.75 (30.74% Upside). Its tipranks score is 5 out of 10 — Neutral. These are tipranks’s figures as SmartChecker read them on 2026-10-26, not SmartChecker’s own view, and nothing here is advice to buy or sell.
Market cap
USD 290.21 B
≈ Maybank x 9
Share price
USD 456.44
≈ RM 1864.28
#52World ranking
tipranks score
Neutral
Analyst ratings
Moderate Buy
- Buy14 67%
- Hold7 33%
- Sell0 0%
tipranks’s own summary of the 21 ratings above.
12 months price forecast
USD 596.75 30.74% Upside
As tipranks publishes it. SmartChecker has not recalculated any of it.
Analyst profiles. Who made each call, and when.
| Analyst | From | Position | Target price | Dated |
|---|---|---|---|---|
| Mark Newman | Bernstein | Buy | USD 650 | 2026-10-20 |
| Tim Long | Barclays | Hold | USD 574 | 2026-10-14 |
| Katherine Murphy | Goldman Sachs | Buy | USD 570 | 2026-10-08 |
| Asiya Merchant | Citi | Buy | USD 600 | 2026-10-08 |
| Vijay Rakesh | Mizuho Securities | Buy | USD 650 | 2026-10-05 |
| Krish Sankar | TD Cowen | Hold | USD 550 | 2026-09-29 |
| Erik Woodring | Morgan Stanley | Hold | USD 511 | 2026-09-23 |
| Mehdi Hosseini | Susquehanna | Buy | USD 700 | 2026-09-12 |
| David Paige | RBC Capital | Buy | USD 640 | 2026-09-10 |
| Amit Daryanani | Evercore ISI | Buy | USD 650 | 2026-09-09 |
| Gianmarco Conti | Deutsche Bank | Hold | USD 520 | 2026-09-03 |
| Joseph Cardoso | J.P. Morgan | Buy | USD 635 | 2026-09-02 |
| Brandon Nispel | KeyBanc | Hold | N/A | 2026-09-02 |
| Matthew Niknam | Truist Financial | Hold | USD 505 | 2026-09-02 |
| David Vogt | UBS | Hold | USD 500 | 2026-09-02 |
| Steven Fox | Fox Advisors | Buy | USD 625 | 2026-09-02 |
| Ben Reitzes | Melius Research | Buy | USD 735 | 2026-09-02 |
| James Fish | Piper Sandler | Buy | USD 558 | 2026-09-02 |
| Simon Leopold | Raymond James | Buy | USD 617 | 2026-09-02 |
| Wamsi Mohan | Bank of America Securities | Buy | USD 600 | 2026-09-02 |
| Aaron Rakers | Wells Fargo | Buy | USD 545 | 2026-09-02 |
| Unknown Analyst | GF Securities | Hold | N/A | 2026-06-25 |
| Jim Kelleher | Argus Research | Buy | USD 460 | 2026-05-28 |
| Jim Hin Kwong Au | DBS | Buy | USD 290 | 2026-05-15 |
| George Notter | Wolfe Research | Hold | N/A | 2026-04-09 |
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Investment Strengths
AI infrastructure demand
Record AI orders and backlog indicate strong demand for Dell’s infrastructure offerings and a substantial forward workload. The expanding customer base and broadening adoption across enterprises, sovereign customers and neoclouds support durable growth beyond a single customer or isolated product cycle.
Server market share gains
Rapid traditional-server growth and significant share gains strengthen Dell’s position in a strategic infrastructure market. Data-center modernization, consolidation, security needs and AI-related workloads provide multiple durable demand drivers, while a larger installed base can support future services and refresh opportunities.
Cash generation and operating leverage
Strong cash generation and lower operating expense intensity show that Dell is converting scale into financial capacity. This supports continued investment in AI platforms and infrastructure capabilities while providing resources for debt management, shareholder returns and resilience through changing demand conditions.
People also ask
What is the 12-month price target for Dell Technologies Inc (DELL)?
tipranks publishes an average 12-month price target of USD 596.75 (30.74% Upside), as SmartChecker read it on 2026-10-26. The highest target is USD 735 and the lowest is USD 500. A price target is an analyst’s estimate of where a share might trade, not a promise, and SmartChecker gives no investment advice.
See tipranks’s own page ↗How many analysts cover Dell Technologies Inc (DELL)?
tipranks records 21 analyst ratings: 14 buy, 7 hold and 0 sell, which it summarises as “Moderate Buy”, as SmartChecker read it on 2026-10-26.
See tipranks’s own page ↗What is the tipranks score for Dell Technologies Inc (DELL)?
tipranks scores it 5 out of 10 and calls that “Neutral”, as SmartChecker read it on 2026-10-26. The score is tipranks’s, not SmartChecker’s, and SmartChecker does not rate listed shares.
See tipranks’s own page ↗Is this SmartChecker’s own forecast for Dell Technologies Inc?
No. Every figure on this page is published by tipranks, copied on 2026-10-26 with a link to the original, and not recalculated. SmartChecker assesses financial companies in Malaysia against the public registers; it makes no forecast of its own and holds no licence to advise on securities.
See tipranks’s own page ↗Member reviews. Members’ own ratings and words, not SmartChecker’s rating.
These ratings and words are written by SmartChecker members and published immediately without administrator approval. SmartChecker does not rate listed companies: a rating here belongs to whoever wrote it, it counts towards no score of ours, and nothing in it is advice.
Disclaimer
SmartChecker provides informational and financial market news only and does not provide investment, financial or legal advice.
