Dell Technologies Inc.
DELLPrice Projections & Market Scenarios
End of 2026 Target
Projected closing price (Bubble Scenario)
Yearly Price Targets (2025-2030)
| Year | Forecast Price | Growth vs Today |
|---|---|---|
| 2026 | $450.35 | -21% |
| 2027 | $340.37 | -40% |
| 2028 | $374.41 | -34% |
| 2029 | $419.34 | -26% |
| 2030 | $469.66 | -17% |
| 2031 | $526.01 | -7% |
Risk Analysis (Bubble)
The "AI Bubble" model assumes an unsustainable price acceleration through 2026, driven by retail hype, followed by a sharp correction in 2027 as revenue fails to match Capex.
AnalysisLive
Dell’s current setup is supported by a sharply higher FY27 outlook of about $192B in revenue and $25.50 EPS, well above prior consensus, while recent analyst updates lifted targets into roughly the $600-$650 range and consensus targets sit around the mid-$500s to near $5804[6][10][15]. At the same time, analyst estimates still imply rapid revenue growth into 2027-2028, but the stock’s very high current price and elevated AI-exposure create a clear downside path if hyperscaler demand or AI ROI disappoints, which is why the bubble scenario assumes a severe multiple reset2[7][14].
Key Insights
- •Recent analyst coverage is broadly bullish, with consensus price targets around $553.79-$580 and some firms raising targets to $617-$650[6][8][10][15].
- •Dell’s FY27 guidance was raised materially to about $192B revenue and $25.50 EPS, signaling strong AI server momentum and operating leverage4[12][13].
- •Consensus estimates still point to very strong sales growth into 2027-2028, with average revenue estimates around $193.57B for 2027 and $222.17B for 2028[14].