Employees made it over three years of constant layoffs most won’t make it to 2027. The company is going to get eaten alive by competition and the fact Dell doesn’t have relevant products for innovation.
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@vr Dell is down 10.7% since the beginning of the year, and at $114.12 per share, it is trading 30.8% below its 52-week high of $164.88 from October 2025. Investors who bought $1,000 worth of Dell’s shares 5 years ago would now be looking at an investment worth $1,481
@tw Morgan Stanley downgraded its view on the IT hardware industry to 'cautious' and an analyst from the firm lowered the price target on Dell's stock.
The investment bank warned of a 'perfect storm' for the sector, citing slowing enterprise demand, rising component costs, and rich valuations. According to a Morgan Stanley survey, corporate hardware spending budgets were expected to see minimal growth. Specifically for Dell, an analyst at the firm maintained an 'Underweight' rating but cut the price
Someone disagrees.
Summary
Dell Technologies is rapidly transforming into a high-growth AI infrastructure leader, yet remains valued as a legacy hardware company.
DELL's AI server backlog reached $18.4Bn—68% of annual revenue—offering strong multi-quarter sales visibility and a 150% y/y AI revenue growth outlook.
Broad-based AI demand from hyperscalers, Neoclouds, governments, and enterprises is fueling a robust pipeline that exceeds current backlog multiples.
Despite record results and raised guidance, DELL trades at a steep valuation discount; I reiterate a Buy rating, citing durable growth and rerating potential.
@eq would love to know who you are working for now. You’re comment reads with an excitability we’ve not seen for a while here.
@ej in the fortune 500 yeah but in reality:
"Dell's Position: Dell (DELL) is a significant player but ranks much lower, around 283rd globally by market cap (as of early 2026), with a market cap of roughly €69.58 billio"
@eq The PC is dead.
Long live the PC.
@ej in the US. You said globally.
“ Fortune Global 500 (2025): Ranked 111th globally.”
Please try to keep
Up
I can share my experience. I too am now working for a competitor and am absolutely LOVING it!!!
I was a field engineer and now I’m working at a competitors DC. The reason I moved was because on prem servers were decomissioned and moved to cloud.
The competitor is expanding and growing REALLY fast!! While Dell is losing business. Dell days are counted unfortunately.
Oh, and one more thing! You people are highly skilled! Dell has very talented people, that I can say for sure and yes, we are now being appreciated else where.
The speed my current employer is growing will give me an enormous career growth! And it’s taking DELLs business!!
Run if you can!!
@eh Dell is number 44, nice try though
@dw Dell is not even in the top 100 Companies Worldwide in value
Thinking one of the 30 most valuable companies in the world will go away is hilarious. We really do have some d-mb people working here.
Would this be of the Laetiporus sulphureus or the Omphalotus illudens variety?
As ex Dell in my new CIO role I have block big deals with them for around 300 millions, good luck guys.
Repent all ye sinners for THE LOR- Oh wait, wrong script. Carry on.
You guys haven’t figured out how the world works now. You don’t need relevant products or consumer demand for products when AI data centers drive all your profits and buy expensive servers. You also don’t need a lot of employees when you have very few products that are all just ai servers. And best of all you don’t need to “play nice but win” when you have corruption and your CEO is willing to bribe and su-k Trump’s tiny mushroom. He’ll just get a bailout or some fat government contracts like Musk.
@ak, you think they will realize it? Doubt so.
Happy I got out 3 years ago and got a pretty nice severance package. Feel sorry for everyone who is still there.
Hope better times come for you!
I know so many people that have moved on to Dell’s direct competition this hiring season and are about to eat Dell’s lunch. I’m talking top tier talent, and their new employers are thrilled to have them. It’ll be interesting to see the swing in relationships soon. I recently saw a senior sales rep, that everyone I work with absolutely loves, shockingly working for Dell’s competitor now because they let them go last year [we didn’t know they got WFR’ed, we thought they just moved on because it’d be crazy to lay them off], and so many of us let them know how happy we are that they’re no longer at Dell. I think this year Dell will realize they cut too deep and tarnished too many relationships.
All over but the crying
it's just a formality now