Dell Technologies: There Is Still Plenty Of Room For Outperformance


  • Dell Technologies shares have increased over 200% due to AI hype.
  • The company’s revenues declined in 2023 but showed improvement in Q1 2024, with margins increasing.
  • AI-optimized servers and AI capabilities in PCs driving growth, with conservative DCF model valuing shares at $185.

Dell Technologies office Silicon Valley in Santa Clara, California, USA



I wanted to revisit Dell Technologies Inc. (NYSE:DELL) to see how it performed throughout 2023. Since my first article on the company, I said that the company is a solid pick even with conservative estimates, and that there are

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Leave a Reply

Your email address will not be published. Required fields are marked *