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DELL · NYSE · STOCK

Dell Technologies (DELL) Stock Analysis

Technology Updated August 25, 2026
$450.72
52W $110.22 – $514.00
57/100
$287.63B
33.8
1.40
AI Committee Verdict
Buy
57/100
Conviction: Moderate · 60% agreement · 5 analysts
+8.3%
-70.5%
0.12:1
Moderate
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is DELL Bullish or Bearish?

Bullish. Innellis AI committee rates Dell Technologies (DELL) Buy with a composite score of 57/100 , based on 5 analysts with 60% agreement. Last updated August 25, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +18.01 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -1.99 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is news sentiment is positive (+0.27 across 106 articles, 14d). The main limiting factor is bollinger bandwidth of 30.2% signals elevated volatility. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • 3 consecutive earnings beats -- consistent execution — Growth
  • Price structure making higher highs and higher lows — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • News sentiment is positive (+0.27 across 106 articles, 14d) — News
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • Bollinger bandwidth of 30.2% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 25, 2026
Overall Committee Score
57/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 58%
of 287 Technology peers
Growth Analyst neutral
58 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ 3 consecutive earnings beats -- consistent execution
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 30.2% signals elevated volatility
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 106 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3063.01)
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Investment Thesis Evolution

Committee score moved marginally from 57.0 to 57.0.

Analyst-level changes:
  • Growth Analyst: stance bullish->neutral; score 71->58 (-14).
  • Value Analyst abstained (was neutral at 45).

Comparing 2026-08-24 to 2026-08-25 (1 day apart).

Technical Analysis

RSI (14)
40.9
Neutral
MACD Histogram
-4.852
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$127.66
Resistance
$468.64
Bollinger %B
0.41
Inside Bands
Price vs Moving Averages
EMA 9
$449.32 Above
EMA 21
$445.34 Above
EMA 50
$416.29 Above
EMA 200
$282.50 Above

Fundamental Analysis

Valuation
75
Growth
68
Profitability
22
Financial Health
56
Cash Flow
70
Valuation
P/E Ratio 33.8×
P/B Ratio
PEG Ratio 0.34
Dividend Yield 0.53%
52W High $514.00
52W Low $110.22
Quality & Growth
ROE -24032.4%
ROA 586.1%
Gross Margin 1906.8%
Operating Margin 801.6%
Revenue Growth YoY
Debt / Equity -22.19
AI Fundamental Assessment
P/E ratio of 33.8 (rich relative to a 15-40x range); Price-to-book of -200.2x; PEG ratio of 0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -240.3%; Return on assets of 5.9%; Net margin of 6.3%; Gross margin of 19.1%; Current ratio of 0.95 (tight short-term liquidity); Debt-to-equity of -22.19; Free cash flow per share is positive (14.55); Most recent quarter beat estimates by 62.1%; 3 consecutive earnings beats; EPS growth decelerating (+50.2% -> +24.9% QoQ); Analyst estimates rising over recent quarters
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