Símbolo: DELL

Dell Technologies

Software Tecnologia Hardware de computador

Preço 392.06

Rec. Comprar Potencial 78 Risco 30 Atualizado 2026-07-27

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Impacto da previsão

positivo

Alvo +17.2% preenchimento do alvo 85.3%

Reação D5 +1.87% · D10 -4.65% recente confirmado

Impacto Potencial +3 · Risco -1 válido até 2026-08-07

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Recomendação da IA Previsão do analista Evento de calendário Sinal positivo Sinal negativo Neutro / atualização Manter / informativo B Minha compra S Minha venda

Descrição

Empresa e modelo de negócios

A Dell Technologies é uma empresa multinacional de tecnologia que oferece uma variedade de produtos e serviços, incluindo computadores pessoais, servidores, soluções de armazenamento e serviços de TI. Seus principais segmentos de negócios incluem o Client Solutions Group, o Infrastructure Solutions Group e a VMware. A empresa gera receita principalmente com vendas de hardware, soluções de software e serviços de TI, atendendo tanto ao mercado consumidor quanto ao empresarial.

Perfil de investimento

A Dell Technologies apresenta um perfil de investimento equilibrado, atraente para investidores que buscam uma combinação de crescimento e valor. A empresa demonstrou um forte crescimento de receita e um rendimento de dividendos moderado, tornando-a adequada para aqueles interessados tanto na valorização de capital quanto na renda. Sua posição de mercado estabelecida e desempenho consistente sugerem uma oportunidade de investimento estável a médio e longo prazo.

Categoria: Software Setor: Tecnologia Indústria: Hardware de computador Estilo de investimento: Equilibrado Horizonte: Médio prazo Tipo de empresa: Blue Chip Tipo de empresa: Líder de mercado Experiência: Básico

Métricas fundamentais (experimental) Atualizado: 2026-07-28

EPS (TTM) — lucro por ação dos últimos 12 meses, $: 12.80
Receita QoQ — crescimento da receita trimestre contra trimestre: 31.3%
Surpresa de EPS: 64.2%
Volatilidade 20d: 4.4%
Dividend yield: 0.5%
última data ex-dividendo: 2026-07-21

Mudanças na recomendação da IA

Data	Antes	Depois	Motivo
2026-07-23	Manter	Comprar	Strong growth and positive momentum support bullish outlook.
2026-07-17	Comprar	Manter	Strong fundamentals but high recent volatility and risk.
2026-07-01	Manter	Comprar	Strong growth and positive momentum support bullish outlook.
2026-06-27	Comprar	Manter	Strong fundamentals but negative short-term momentum.
2026-06-03	Manter	Comprar	Strong growth and positive EPS surprise indicate bullish potential.
2026-05-24	Comprar	Manter	Strong momentum and solid earnings growth support bullish outlook.
2026-05-16	Manter	Comprar	Strong fundamentals but recent negative momentum raises concerns.
2026-05-08	—	Manter	Strong growth metrics and positive momentum support investment.
2026-05-03	Manter	Comprar	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	Comprar	Manter	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	Manter	Comprar	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	Comprar	Manter	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	Manter	Comprar	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	Comprar	Manter	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	Manter	Comprar	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	Vender	Manter	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	Manter	Vender	Компания демонстрирует значительное снижение цен за последние месяцы, что указывает на слабые фундаментальные показатели и высокие риски для инвесторов.
2026-01-29	Vender	Manter	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	Manter	Vender	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	Vender	Manter	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

Previsões de analistas

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

Notícias Página 2 de 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.