Professional
Added to YB: 2024-09-17
Pitch date: 2024-09-04
DELL [bullish]
Dell Technologies Inc.
+24.13%
current return
Author Info
No bio for this author
Company Info
Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.
Market Cap
$91.1B
Pitch Price
$104.72
Price Target
150.00 (+15%)
Dividend
1.54%
EV/EBITDA
10.67
P/E
18.13
EV/Sales
1.08
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Dell Technologies Inc.: Enterprise IT accelerating on AI opportunity
DELL: Strong AI server growth (+80% YoY) driving 9% rev growth. ISG rev +38%, CSG -4%. Raised FY25 guidance. AI PCs emerging. 30%+ AI server growth expected FY25. Valuation cheap at 14.4x FY25 EPS. $150 price target. Buy rating on AI potential.