Dell Technologies (DELL, Financial) has experienced exceptional demand for its AI-optimized servers, resulting in $12.1 billion worth of orders in the first quarter. This figure surpasses the total shipments for the entire fiscal year 2025. The company noted that due to the scale of these opportunities and the variability in technology choices, the demand and shipments are expected to continue with a nonlinear pattern.
Significant progress was made with the Dell AI Factory, including advancements from AI PCs to improvements at the edge and in data centers. Dell's supply chain strategy provides a competitive advantage in this rapidly changing market. The company's strong cash flow this quarter was mainly driven by increased profitability and better working capital management.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 19 analysts, the average target price for Dell Technologies Inc (DELL, Financial) is $129.92 with a high estimate of $156.00 and a low estimate of $95.00. The average target implies an upside of 14.33% from the current price of $113.63. More detailed estimate data can be found on the Dell Technologies Inc (DELL) Forecast page.
Based on the consensus recommendation from 24 brokerage firms, Dell Technologies Inc's (DELL, Financial) average brokerage recommendation is currently 2.0, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Dell Technologies Inc (DELL, Financial) in one year is $76.84, suggesting a downside of 32.38% from the current price of $113.63. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Dell Technologies Inc (DELL) Summary page.
