Dell Technologies Inc

Dell Technologies Inc(DELL)の株式分析

$473.390

-32.191 (-6.80%)終値時点

Loading chart…
高値
482.000
始値
471.210
出来高加重平均価格
469.27
出来高
16.40M
時価総額
98.90B
安値
452.420
売買代金
7.70B
EV/EBITDA(TTM)
12.65

Dell Technologies Inc. is a global technology company. The Company designs, develops, manufactures, markets, sells, and supports a range of comprehensive and integrated solutions, products, and services. Its segments include Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). ISG includes the Company’s artificial intelligence (AI)-optimized servers' offerings, traditional servers and networking offerings, and storage offerings as major product categories. The Company's AI-optimized servers are designed to run high-value workloads, including AI model training, fine-tuning, and inferencing. CSG includes the Company’s commercial offerings and consumer offerings as major product categories. The Company’s CSG portfolio includes branded PCs including notebooks, desktops, workstations and branded peripherals that include displays, docking stations, keyboards, mice, and webcam and audio devices, as well as third-party software and peripherals.

www.dell.com/en-in

AI分析 of Dell Technologies Inc (DELL)

買い

Dell Technologies Inc is a good buy right now, trading at $586.06 with a strong forward P/E of 21.32, indicating growth potential. The recent analyst upgrades, including a target increase to $650 by Mizuho, highlight confidence in the company's future performance. Additionally, the stock has shown impressive year-to-date growth of 358.58%, reflecting strong market momentum. However, potential risks include a current RSI of 68.94, which suggests the stock may be nearing overbought territory, and ongoing concerns about memory constraints in 2027 that could impact margins.

バリュエーション指標

Dell Technologies Inc(DELL)の現在の予想PERは21.32で、5年平均は11.52です。

予想PER

大幅な割高
5年平均 P/E
11.52
現在のP/E
21.32
割高
16.20
割安
6.84

予想EV/EBITDA

割高
5年平均 EV/EBITDA
7.95
現在のEV/EBITDA
12.65
割高
10.45
割安
5.45

予想PSR

大幅な割高
5年平均 P/S
0.67
現在のP/S
1.59
割高
1.00
割安
0.34

Alphio AI による DELL の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%DELL

$154.97

シナリオ価格

基

基本

基本 · 50%DELL

$131.23

シナリオ価格

弱

弱気

弱気 · 25%DELL

$130.07

シナリオ価格

DELL を保有するクジラ

S

Silver Lake Technology Management, L.L.C.

+ を保有DELL

+18.86%

3か月リターン

R

Renaissance Technologies Corp.

+ を保有DELL

+13.86%

3か月リターン

S

Summit Equities, Inc.

+ を保有DELL

+9.53%

3か月リターン

M

Mizuho Financial Group, Inc.

+ を保有DELL

+9.04%

3か月リターン

C

Cbus Industry Superannuation Fund

+ を保有DELL

+8.74%

3か月リターン

I

Independent Financial Group, LLC

+ を保有DELL

+8.27%

3か月リターン

イベントタイムライン

2026-10-14 (ET)

16:30:00

S&P 500 Falls Over 1%, Nasdaq Slides About 2%

12:30:00

Major U.S. Averages Decline as CPI Rises

2026-10-08 (ET)

12:30:00

Major Averages Decline as Oil Prices Surge

08:30:00

Accenture and Dell Technologies Expand Collaboration to Form New Business Group

ニュース

DELL のよくある質問 — Alphio AI が回答

Dell Technologies Inc. is a global technology company. The Company designs, develops, manufactures, markets, sells, and supports a range of comprehensive and integrated solutions, products, and services. Its segments include Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). ISG includes the Company’s artificial intelligence (AI)-optimized servers' offerings, traditional servers and networking offerings, and storage offerings as major product categories. The Company's AI-optimized servers are designed to run high-value workloads, including AI model training, fine-tuning, and inferencing. CSG includes the Company’s commercial offerings and consumer offerings as major product categories. The Company’s CSG portfolio includes branded PCs including notebooks, desktops, workstations and branded peripherals that include displays, docking stations, keyboards, mice, and webcam and audio devices, as well as third-party software and peripherals. It operates in the Technology sector (ELECTRONIC COMPUTERS industry).

Dell Technologies Inc is a good buy right now, trading at $586.06 with a strong forward P/E of 21.32, indicating growth potential. The recent analyst upgrades, including a target increase to $650 by Mizuho, highlight confidence in the company's future performance. Additionally, the stock has shown impressive year-to-date growth of 358.58%, reflecting strong market momentum. However, potential risks include a current RSI of 68.94, which suggests the stock may be nearing overbought territory, and ongoing concerns about memory constraints in 2027 that could impact margins.

コミュニティ

もっと見る ↗
0xCoperelay3 時間前

🚨 $DELL SHORT SIGNAL — BEARS TARGET LOWER LEVELS! 📉🔥 ⚠️ $DELL is showing signs of bearish continuation on the 1H timeframe, with sellers watching the entry zone for another potential move downward. 🔴 Entry Zone: $465.77 – $467.56 🎯 TP1: $457.30 🎯 TP2: $444.61 🛑 Stop Loss: $477.48

もっと見る

$DELL This Dell bubble finally looks ready to pop. After rising for so many days, it dropped right back with a single candle. #US September CPI rose to 3.7% year over year, with core inflation above expectations #TSMC Q3 revenue hit a record high, profit performance yet to be revealed

もっと見る

$AMD is going all in on AI agents. AMD has launched Helion, an open rack-scale architecture powered by Zen 6 EPYC Venice processors, designed for large-scale AI agent orchestration. Helion comes in two configurations: a pure CPU rack with up to 32,768 cores, and a hybrid version combining EPYC processors with up to 16 Instinct MI350P GPUs for inference. Eight partners, including Dell, HPE, Lenovo, Supermicro, and Foxconn, are developing related systems. The first configurations are expected in November 2026, with broader availability in the first half of 2027. AMD also plans to contribute the design to the Open Compute Project, offering hyperscalers an open alternative to Nvidia's proprietary rack-scale infrastructure.

もっと見る

ETR: 53% of enterprises blew past their AI budgets in the last six months. The funding source: 60% cut consultants and contractors, 57% delayed hardware upgrades. AI isn't just growing budgets, it's taxing other ones. $ACN $IBM $DELL

もっと見る
登録またはログインして議論に参加

本ページは調査目的であり、投資助言ではありません。モデルは誤ることがあります。過去の実績は将来の成果を保証しません。

取引を始める