Key Insights:
- Dell Technologies (DELL, Financial) achieves 5% revenue growth, driven by strong ISG and CSG divisions.
- Significant AI server orders enhance cash flow, resulting in over $2 billion in shareholder returns.
- Analysts forecast a potential 14.33% upside, with a varied range of price targets.
Dell's Impressive Financial Performance in Q1
Dell Technologies (DELL) delivered a robust performance in the first quarter, reporting a 5% increase in revenue to $23.4 billion. This growth was primarily fueled by an 8% rise in its Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) divisions. The company's earnings per share (EPS) showed an impressive surge of 17%, reaching $1.55. Capitalizing on the booming demand for AI servers, Dell secured $12.1 billion in orders, which significantly bolstered cash generation and led to over $2 billion returned to shareholders.
Wall Street Analysts Forecasts for Dell Technologies
Wall Street analysts have set one-year price targets for Dell Technologies Inc (DELL, Financial), with an average target price of $129.92. The estimates range from a high of $156.00 to a low of $95.00, implying a potential upside of 14.33% from its current price of $113.63. For more in-depth estimate data, visit the Dell Technologies Inc (DELL) Forecast page.
Brokerage Firm Recommendations
The consensus recommendation from 24 brokerage firms places Dell Technologies Inc (DELL, Financial) at an average rating of 2.0, suggesting an "Outperform" status. The rating scale used ranges from 1 to 5, where 1 indicates a Strong Buy and 5 denotes a Sell.
Understanding Dell's GF Value
According to GuruFocus estimates, the projected GF Value for Dell Technologies Inc (DELL, Financial) in one year is $76.84. This suggests a potential downside of 32.38% from its current share price of $113.63. The GF Value is GuruFocus' assessment of the fair trading value for the stock, determined by historical trading multiples, past business growth, and future performance estimates. Additional insights can be found on the Dell Technologies Inc (DELL) Summary page.
