In the technology sector, the most difficult signals come from sometimes the launch of the product, but from a quiet strategic step in the public budget.
Dell technologies today
Dell Techniques
As of 09/26/2025 03:59 pm
- 52 weeks
- 66.25 dollars
▼
147.66 dollars
- Profit
- 1.61 %
- P/E ratio.
- 19.23
- The target price
- 147.67 dollars
Dell Techniques New York: Dell It recently presented an ideal example, as it announced a large bid of $ 4.5 billion. This is a maneuver calculated by a company that operates from a strength site, which strategically leads to its financing to feed its dominant and expanding role in the artificial intelligence revolution (AI).
Immediately after the announcement, the S & P Global confirmed the strong BBB rating to invest in the company.
Masterclass in financial immunity
While billions of dollars in debt may seem to be a red mark of a company in district, Dell’s strategy is the opposite.
The company’s regulatory deposits review reveals that the primary purpose of this new capital is to re -financing the current upper debt that is appointed in 2026. This is a classic example of wise financial management, similar to the formation of the owner of the house that belongs to a real estate mortgage to imprison a better rate.
By taking this step, Dell is preparing to reduce the expenses of future annual benefits, which in turn liberate the cash flow. This is a tangible benefit for shareholders, as the capital edited can be spread in high -yielding activities, such as research and development (R&D), strategic investments, or enhanced capital return programs and shares re -purchases.
This strategic step has become possible before Market confidence in the financial health of Dell. DEL Dell credit rating allows Dell Dell to borrow with positive conditions and signals for investors that the company has low risk of failure to pay. Each technical company can say this.
It is a direct reflection of the impressive and impressive operating performance, which was designed on the basis of solid basics:
- Revenue for breaking the record: The company recently informed its highest quarterly revenues, reaching $ 29.8 billion in the second quarter of the fiscal year 2026.
- Strong cash generation: Dell operations produced $ 2.5 billion in cash flow during the same period.
- Commitment to shareholders: The company continues to give priority to the returns to shareholders, and distribute $ 1.3 billion in the last quarter alone.
Take advantage of the rush of gold artificial intelligence
This financial flexibility has been achieved through this debt re -financing is the critical fuel for the main growth engine in Dell: the infrastructure of artificial intelligence.
The demand for artificial intelligence technology is the most powerful TailWind that leads Dell’s business, and the company is setting itself as the preferred seller for large institutions. This market requires thick capital a rock public budget to manage complex supply chain and financing huge requests.
Dell’s strategic feature lies in its long -term relationships with institution agents. While some competitors focus on cloud service providers, Dell offers an integrated and key AI factory solutions that include servers, storage, networks and support.
This to one side is exactly what major companies need to spread artificial intelligence on a large scale. The momentum is clear in the numbers:
- Increased huge expectations: Quoted from the tremendous demand, Dell recently raised the instructions for shipping an artificial intelligence servant by $ 5 billion, which now targets $ 20 billion for the fiscal year.
- Great arrangement accumulation: The company concluded the second quarter with accumulation of $ 11.7 billion of requests related to the prosecution, providing an excellent revenue vision for the next quarter.
- Exclusive growth: In the first half of this fiscal year, Dell has already shipped $ 10 billion of artificial intelligence solutions, exceeding its total shipments for the entire previous year.
With the price ratio (P/E) about 19.5, Dell’s evaluation appears reasonable, especially given its pivotal role in the high -growth sector. The company’s fortified public budget guarantees that it has financial muscles to finance this expansion without running.
Motivals and context: What do you see after that?
Dell Technologies stock expectations today
147.67 dollars
12.90 % upModerate purchase
Based on 22 analyst classification
| The current price | 130.79 dollars |
|---|---|
| High expectations | $ 175.00 |
| Average expectations | 147.67 dollars |
| Low expectations | 125.00 dollars |
Details of stocks expectations
While the story of artificial intelligence takes over the main headlines, the group of its customers’ solutions also supports the stability of the company. The ongoing commercial computer updating course, which is led by the end of life for Windows 10, continues to provide a fixed and profitable revenue flow that complements high -growth infrastructure.
Investors should also look at the sales of the last large size shares with the appropriate context. This activity is almost exclusively associated with the Silver Lake Partners, which has achieved a very successful investment for more than a decade.
This common and expected practice does not detract from the strong basic view of the company.
the The next Securities analyst meeting on October 7 It is the most important stimulus in the short term and a decisive window in the company’s long -term vision. Investors will severely monitor a new financial framework that shows the expected growth and artificial intelligence business, a clear storage strategy, and any updates of the capital return program.
Development re -financing has put this stage for this meeting, indicating that Dell not only interacts with the mutation of artificial intelligence, but is strategically preparing for funding and leading it from an undeniable position.
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