Simbolo: DELL

Dell Technologies

Software Tecnologia Hardware informatico

Prezzo 392.06

Racc. Compra Potenziale 78 Rischio 30 Aggiornato 2026-07-27

Sito ufficiale

Impatto della previsione

positivo

Target +17.2% raggiungimento target 85.3%

Reazione D5 +1.87% · D10 -4.65% recente confermato

Impatto Potenziale +3 · Rischio -1 valido fino a 2026-08-07

Traccia in portafoglio

Grafico prezzo

Raccomandazione AI Previsione analista Evento calendario Segnale positivo Segnale negativo Neutrale / aggiornamento Mantieni / informativo B Il mio acquisto S La mia vendita

Descrizione

Società e modello di business

Dell Technologies è un'azienda tecnologica multinazionale che offre una gamma di prodotti e servizi, tra cui computer personali, server, soluzioni di archiviazione e servizi IT. I suoi principali segmenti di business includono Client Solutions Group, Infrastructure Solutions Group e VMware. L'azienda genera ricavi principalmente dalle vendite di hardware, soluzioni software e servizi IT, rivolgendo la propria offerta sia ai consumatori che ai mercati aziendali.

Profilo di investimento

Dell Technologies presenta un profilo di investimento equilibrato, attraente per gli investitori che cercano un mix di crescita e valore. L'azienda ha mostrato una forte crescita dei ricavi e un rendimento da dividendi moderato, rendendola adatta a coloro che sono interessati sia all'apprezzamento del capitale che al reddito. La sua posizione di mercato consolidata e le prestazioni costanti suggeriscono un'opportunità di investimento stabile nel medio-lungo termine.

Categoria: Software Settore: Tecnologia Industria: Hardware informatico Stile di investimento: Bilanciato Orizzonte: Medio termine Tipo di società: Blue Chip Tipo di società: Leader di mercato Esperienza: Base

Metriche fondamentali (sperimentale) Aggiornato: 2026-07-28

EPS (TTM) — utile per azione degli ultimi 12 mesi, $: 12.80
Ricavi QoQ — crescita dei ricavi trimestre su trimestre: 31.3%
Sorpresa EPS: 64.2%
Volatilità 20g: 4.4%
Rendimento dividendo: 0.5%
ultima data ex-dividendo: 2026-07-21

Cambiamenti di raccomandazione AI

Data	Prima	Dopo	Motivo
2026-07-23	Mantieni	Compra	Strong growth and positive momentum support bullish outlook.
2026-07-17	Compra	Mantieni	Strong fundamentals but high recent volatility and risk.
2026-07-01	Mantieni	Compra	Strong growth and positive momentum support bullish outlook.
2026-06-27	Compra	Mantieni	Strong fundamentals but negative short-term momentum.
2026-06-03	Mantieni	Compra	Strong growth and positive EPS surprise indicate bullish potential.
2026-05-24	Compra	Mantieni	Strong momentum and solid earnings growth support bullish outlook.
2026-05-16	Mantieni	Compra	Strong fundamentals but recent negative momentum raises concerns.
2026-05-08	—	Mantieni	Strong growth metrics and positive momentum support investment.
2026-05-03	Mantieni	Compra	Компания показывает сильный рост выручки и положительную динамику акций за последние 60 дней. Низкий риск и дивидендная доходность делают её привлекательной для инвестиций.
2026-04-25	Compra	Mantieni	Компания демонстрирует сильный рост выручки и положительные показатели EPS, что указывает на хороший потенциал для дальнейшего роста. Умеренный риск обусловлен общей волатильностью технологического сектора.
2026-04-17	Mantieni	Compra	Компания показывает сильный рост выручки и прибыли, а также положительную динамику акций за последние месяцы. Умеренный риск обусловлен общей волатильностью сектора технологий.
2026-04-09	Compra	Mantieni	Компания демонстрирует сильный рост выручки и положительные результаты по EPS, что указывает на хорошие перспективы. Текущая дивидендная доходность также привлекательна для инвесторов.
2026-04-01	Mantieni	Compra	Компания показывает сильный рост выручки и положительную динамику за последние 60 дней. Умеренный риск связан с недавним снижением цен, но долгосрочные перспективы выглядят многообещающе.
2026-03-25	Compra	Mantieni	Компания демонстрирует сильный рост выручки и положительные показатели EPS, что указывает на хорошие перспективы. Также высокая дивидендная доходность делает акцию привлекательной для инвесторов.
2026-03-01	Mantieni	Compra	Компания демонстрирует сильный рост выручки и прибыли, а также положительную динамику акций за последние месяцы. Низкий риск и стабильная дивидендная доходность делают её привлекательной для инвестиций.
2026-02-12	Vendi	Mantieni	Компания показывает смешанные результаты, с падением выручки и негативной динамикой на длительных сроках, однако дивидендная доходность и краткосрочные колебания могут привлекать инвесторов.
2026-02-02	Mantieni	Vendi	Компания демонстрирует значительное снижение цен за последние месяцы, что указывает на слабые фундаментальные показатели и высокие риски для инвесторов.
2026-01-29	Vendi	Mantieni	Компания испытывает значительное снижение цен за последние 60 дней, что указывает на высокую волатильность и риски. Однако, недавний рост на 2.32% за день может свидетельствовать о краткосрочной коррекции.
2026-01-25	Mantieni	Vendi	Компания демонстрирует значительное снижение цены на акцию за последние 60 дней, что указывает на негативные тенденции. Отсутствие данных о прибыли и выручке также создает неопределенность для инвесторов.
2026-01-23	Vendi	Mantieni	Компания Dell Technologies демонстрирует значительное снижение цены на акции в последние месяцы, что указывает на высокие риски. Однако текущая цена может представлять интерес для долгосрочных инвесторов, поэтому рекомен

Previsioni analisti

Data	Analista	Action	Target	Prezzo allora
2026-07-08	Evercore ISI	Target alzato	— → 500	416.977
2026-06-01	Truist Financial	Target alzato	— → 360	458.52
2026-06-01	Goldman Sachs	Target alzato	230 → 500	421.3
2026-06-01	Mizuho Securities	Target alzato	435 → 500	421.3
2026-06-01	Morgan Stanley	Aggiorna	— → 448	421.3
2026-06-01	Bernstein	Target alzato	280 → 500	421.3
2026-05-29	Argus Research	Target alzato	200 → 460	408.38
2026-05-29	Susquehanna	Rating migliorato	— → 289	408.84
2026-05-29	UBS	Rating migliorato	— → 700	408.84
2026-05-29	Barclays	Target alzato	— → 550	318.01
2026-05-29	UBS	Target alzato	— → 440	318.01
2026-05-29	Melius Research	Target alzato	— → 565	318.01
2026-05-29	Piper Sandler	Target alzato	— → 497	318.01
2026-05-28	Mizuho Securities	Target alzato	300 → 350	305.0201
2026-05-22	Wells Fargo	Target alzato	180 → 270	252.86
2026-05-21	Morgan Stanley	Target alzato	— → 170	242.97
2026-05-20	Bernstein	Target alzato	— → 280	235.38
2026-05-12	Mizuho Securities	Target alzato	260 → 300	246.9
2026-05-10	UBS	Rating peggiorato	— → 243	260.31
2026-05-06	Mizuho Securities	Target alzato	215 → 260	216.39
2026-04-16	Goldman Sachs	Target alzato	195 → 215	177.33
2026-03-26	Evercore ISI	Target alzato	160 → 205	175.82
2026-02-19	Evercore ISI	Target abbassato	— → 160	116.78

Notizie Pagina 2 di 3

Nvidia Expands into Personal Computers with New Arm-Based N1X Processor for Laptops from Microsoft, Dell, HP, and Others

05/31/2026, 10:32 PM economy announcement software hardware SpaceX Microsoft Nvidia Dell Technologies HP

Nvidia is set to disrupt the personal computer market with its new Arm-based N1X processor, which will power a fresh line of Windows laptops and desktops, challenging established players like Intel and AMD. This move highlights the growing significance of AI in computing and positions Nvidia for substantial growth in a rapidly evolving industry.

Jim Cramer Highlights Dell’s Strong Quarter as a Pivotal Moment for AI Stocks

05/29/2026, 03:32 PM economy review ai tech Dell Technologies

Dell Technologies' impressive earnings report has heightened investor interest in technology stocks, particularly those linked to artificial intelligence, as key events unfold next week that could influence market dynamics.

Analysts Piper Sandler emphasize the importance of following market momentum as Dell Technologies (DELL) reports strong earnings driven by AI spending

05/29/2026, 12:34 PM economy review Analysts: analysts, Piper Sandler ai technology Dell Technologies

Piper Sandler's strategists emphasize the importance of following market momentum, particularly in light of Dell Technologies' strong earnings driven by AI spending, suggesting that the current bullish trend is supported by fundamentals rather than speculation.

Jim Cramer Highlights Nvidia as a Key Beneficiary of Dell Technologies' Strong Quarter

05/29/2026, 09:32 AM economy review ai software Costco CrowdStrike Holdings Nvidia Dell Technologies Palo Alto Networks

Costco's stock dropped 4.5% due to disappointing membership growth, while Dell Technologies saw a 30% surge following strong earnings driven by AI demand, highlighting Nvidia's potential as a key investment.

Analysts Bank of America and JPMorgan raise Dell Technologies (DELL) target price to $500 on strong AI server sales

05/29/2026, 09:32 AM investing rating_growth Analysts: analysts, Bank of America, JPMorgan ai software Dell Technologies

Dell Technologies reported record fiscal first-quarter results, driven by a significant surge in its AI-linked server business, prompting analysts to raise their price targets and outlook for the company.

Stocks Making Significant Moves Midday: Nextpower Acquires Prevalon Energy, Dell Technologies Raises Guidance, and More

05/29/2026, 09:32 AM business review Oneok Exxon Mobil Gap American Eagle Dell Technologies Okta Chevron Hewlett Packard Enterprise AST SpaceMobile

Midday trading saw significant movements in various sectors, particularly in energy, technology, and retail, influenced by earnings reports and market events.

Dell Technologies (DELL) shares surge 32% following record AI server revenue growth

05/29/2026, 07:33 AM economy stock_growth ai hardware Dell Technologies

Dell Technologies experienced a remarkable 32% surge in its stock price following a strong earnings report, driven by unprecedented demand for AI-related server products. This growth highlights the company's significant position in the rapidly expanding AI market.

Dell Technologies (DELL) Shares Surge 39% Following Strong AI-Fueled Earnings Report

05/29/2026, 06:33 AM economy rating_growth software Dell Technologies

Dell Technologies experienced a significant surge in its stock price following a strong earnings report driven by AI demand, while broader market trends indicate a potential easing of inflation pressures.

Dell Technologies (DELL) shares surge nearly 37% after raising full-year guidance, while Gap (GPS) and American Eagle Outfitters (AEO) face significant declines

05/29/2026, 05:33 AM business review software consumer Gap American Eagle Dell Technologies

Dell Technologies' significant earnings guidance increase has led to a surge in its stock price and positively impacted related computer hardware companies, while other retailers like American Eagle Outfitters and Gap faced declines due to disappointing sales forecasts.

Analysts Dell Technologies (DELL) shares surged nearly 40% after exceeding earnings forecasts and raising guidance

05/29/2026, 12:32 AM rating_growth Analysts: analysts software Dell Technologies

The ongoing negotiations between the U.S. and Iran for a peace agreement face significant hurdles, impacting oil prices and market sentiment. Meanwhile, corporate earnings reports, particularly from Dell, show strong performance amidst these geopolitical tensions.