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Via News Knowledge File

Dell Technologies

organization80% conf.·synced Aug 13, 2026

OEM partner launching Turin platforms

38
sourced metrics
458
relationships
20
stated objectives
5
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Margin
-18.3percent
source
Pipeline Value
85USD
source
Fair Value Estimate
168.61USD
source
Eps Guidance
11.52USD
source
Ai Orders
34USD
source
Earnings Growth Rate
18percent
source
Cash
8.1USD
source
Backlog
34.1USD
source
Ai Server Revenue
9USD
source
Market Share
4000enterprise_customers
source
Stock Price Target
215USD
source
Pe Ratio
31.8ratio
Jul 4, 2026source
Stock Price
230percent_ytd_return
Jun 4, 2026source
Eps
2.90USD
May 28, 2026source
Quant Rating
3.49score_1_to_5
May 25, 2026source
Options Volume
1800contracts
May 14, 2026source
Options Open Interest
1900contracts
May 14, 2026source
Net Income
5.9USD
May 1, 2026source

Stated objectives

Dell traditional server and storage growth at mid-single-digit percent in core ISG segment

source
target: mid single digit percent stated

Dell targets AI server revenue growth at a 20-25% CAGR from FY2026 to FY2030 at mid single digit percent EBIT margins

source
target: 20-25% CAGR stated

Dell targets mid single digit percent growth in core ISG (traditional servers and storage)

source
target: mid single digit percent stated

Strong sales forecast for AI servers

source
stated

Help enterprises move AI from pilot to production at scale with Dell AI Factory with NVIDIA

source
stated

Remove biggest blockers to enterprise AI: data that's too slow, too siloed, or too messy to use

source
stated

Automate complete AI data lifecycle and dramatically reduce data preparation time while maintaining enterprise governance

source
stated

Launch Dell Data Orchestration Engine and Marketplace

source
by 2026-01-01 00:00:00stated

Launch Dell Lightning File System

source
by 2026-04-01 00:00:00stated

Launch Dell Exascale Storage

source
by 2026-07-01 00:00:00stated

Relationship graph · 458 connections

Developed by
147
Supplies to
78
Competes with
49
Covered by
33
Partners with
20
Customer of
19
Employs
16
supports
12
Partners with
Nvidia
commissioned research from
The Enterprise Strategy Group

Via News coverage

Dell's AI Server Revenue Set to Double: $13B Q1 FY2027 Guidance Signals Hypergrowth
May 31, 2026
Microsoft, Google, AWS Escalate $200B+ AI Infrastructure War as Analyst Upgrades Signal Confidence
March 14, 2026
NVIDIA, ASML, Dell Get Analyst Upgrades as Enterprise AI Spending Accelerates
March 10, 2026
Analyst Upgrades Signal Strong Confidence in Microsoft, NVIDIA, and Dell AI Infrastructure Plays
March 5, 2026
NVIDIA, Dell, Microsoft Win Analyst Upgrades as Enterprises Shift to Production AI Infrastructure
March 4, 2026
This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
4,978
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,978 facts checked against source5,251 source documents archived
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