DELL · Dell Technologies Inc.
PC and server maker riding the AI data-center build-out
Risiko 6/10 · MODERATE-HIGH RISK · AI-server re-rating · $524.14 ▲ 1.50%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $524.14
- Market cap $338.7B
- P/E (ttm) 30.49
- Div yield 0.48%
- 52-wk range $110.22 – $534.99
- Index rank #45 / —
Wichtigste Risiken
- AI-server margins stay commodity-thin (Shareholders) — MED
- Nvidia supply and hyperscaler concentration (Shareholders) — MED
- Heavy insider selling into the run-up (Shareholders) — MED
- Legacy PC business keeps shrinking (Shareholders) — LOW
Fazit
The order book is real; the margins and the insider selling say temper the enthusiasm.
Recherche, keine Anlageberatung.