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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
0
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

Pipeline Value
85USD
Margin
-18.3percent
Stock Price Target
215USD
Market Share
4000enterprise_customers
Ai Server Revenue
9USD
Backlog
34.1USD
Cash
8.1USD
Earnings Growth Rate
18percent
Ai Orders
34USD
Eps Guidance
11.52USD
Fair Value Estimate
168.61USD
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
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 →
Lo que sabemos · la inteligencia detrás de esta página
En vivo desde el sustrato
Lo que estamos viendo
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
Nuestra lectura de los datos ›
Señales que seguimos
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patrones que observamos ›
Donde las fuentes discrepan
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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