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Arphra AIPlain-English read on Dell Technologies Inc.’s valuationAI Issuer Brief
Arphra AILoading cached brief…
Peers
- ADIAnalog Devices, Inc.$397.69$194.15B
- STXSeagate Technology Holdings plc$726.93$163B
- WDCWestern Digital Corporation$431.52$146.3B
- CDNSCadence Design Systems, Inc.$340.94$94.13B
- NTESNetEase, Inc.$117.98$75.29B
- MSIMotorola Solutions, Inc.$435.90$72.45B
- INFYInfosys Limited$12.48$50.61B
- MSTRStrategy Inc$177.17$49.19B
Price change · trailing returns
Live| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.23% | +0.78% | +99.04% | +186.37% | +203.08% | +234.64% | +273.78% | +826.23% | +703.15% | +3390.06% | +3390.06% |
Aftermarket
LiveLast trade
$406.50
Bid
$406.00
200 sh
Ask
$407.00
400 sh
Spread
$1.000
Sector & industry today
LiveSectors
- Healthcare+1.32%
- Financial Services+1.14%
- Industrials+0.68%
- Consumer Cyclical+0.59%
- Energy+0.52%
- Real Estate+0.46%
- Consumer Defensive+0.12%
- Basic Materials-0.28%
- Utilities-1.42%
- Communication Services-1.84%
- Technology-2.36%
Top industries (issuer's industry highlighted)
- Computer Hardware-2.27%
- Rental & Leasing Services+5.32%
- Financial - Mortgages-4.41%
- Broadcasting-4.23%
- Investment - Banking & Investment Services-4.21%
- Software - Application-4.13%
- Auto - Recreational Vehicles+4.13%
- Software - Infrastructure-3.47%
- Information Technology Services-3.40%
- Department Stores+3.03%
- Silver-3.02%
- Apparel - Retail+2.95%
Fair value
Football field →Weighted blend
$1,838.64
+336.47% vs spot
Recommendation
Strong Buy
15 of 17 methods
Method spread
7bull7bear
±5% threshold
Analyst PT consensus: $168.50 (-60.00%)
Total assets
$101.29B
Total debt
$31.5B
Cash & equiv
$11.53B
Operating CF
$11.19B
Free cash flow
$8.55B
Buybacks
-$6.01B
Analyst view
DB · price_targets + analyst_gradesConsensus target
$168.50
-60.00% upside
Low
$101.00
Median
$171.00
High
$215.00
Recent actions
0 ↑0 ↓8 hold
- Apr 01, 2026
- Mar 01, 2026
- Feb 01, 2026
- Jan 01, 2026
- Dec 01, 2025
News
DB · news_items- The AI Boom is Even Bigger than We Thoughtzacks.com·Jun 03, 2026
- DELL Jumps 37% Post Q1 Earnings: Here is Why the Stock is a Buyzacks.com·Jun 03, 2026
- Dell Technologies (DELL) Upgraded to Strong Buy: What Does It Mean for the Stock?zacks.com·Jun 03, 2026
- Dell Has Become An AI Infrastructure Powerhouseseekingalpha.com·Jun 03, 2026
- Buy, Hold, or Sell: You Should Sell Dell Technologies At $435247wallst.com·Jun 03, 2026
- Penguin Solutions Recognized as Dell Technologies Global Alliances Americas AI Partner of the Yearbusinesswire.com·Jun 03, 2026
- Penguin Solutions Recognized as Dell Technologies Global Alliances Americas AI Partner of the Yearbusinesswire.com·Jun 03, 2026
- Best Momentum Stocks to Buy for June 3rdzacks.com·Jun 03, 2026
Recent quarters
All financials →| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q4 Jan 2026 | $33.38B | $2.26B | $3.37 |
| Q3 Oct 2025 | $27.01B | $1.55B | $2.28 |
| Q2 Aug 2025 | $29.78B | $1.16B | $1.70 |
| Q1 May 2025 | $23.38B | $965M | $1.37 |
| Q4 Jan 2025 | $23.81B | $1.53B | $2.15 |
| Q3 Nov 2024 | $24.37B | $1.13B | $1.58 |
Recent insiders
All →| Insider | Action | Shares | Value | Date |
|---|---|---|---|---|
SLTA V (GP), L.L.C. director, 10 percent owner: | Sell | 1,351 | $238.45K | Apr 16, 2026 |
SLTA V (GP), L.L.C. director, 10 percent owner: | Sell | 135,097 | $23.84M | Apr 16, 2026 |
SLTA IV (GP), L.L.C. director, 10 percent owner: | Sell | 80,077 | $14.13M | Apr 16, 2026 |
SLTA IV (GP), L.L.C. director, 10 percent owner: | Sell | 155,479 | $27.44M | Apr 16, 2026 |
SLTA V (GP), L.L.C. director, 10 percent owner: | Sell | 7,000 | $1.36M | Apr 16, 2026 |
SLTA V (GP), L.L.C. director, 10 percent owner: | Sell | 80,077 | $14.13M | Apr 16, 2026 |
Income statement · annual
5y| Period | Revenue | Op income | Net income | EPS | Net margin |
|---|---|---|---|---|---|
| FY 2026 | $113.54B | $8.45B | $5.94B | $8.68 | +5.23% |
| FY 2025 | $95.57B | $6.24B | $4.59B | $6.38 | +4.81% |
| FY 2024 | $88.43B | $5.41B | $3.39B | $4.60 | +3.83% |
| FY 2023 | $102.3B | $5.77B | $2.44B | $3.24 | +2.39% |
| FY 2022 | $101.2B | $4.66B | $5.56B | $7.02 | +5.50% |