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Source document· April 26, 2026

Has The Recent Rally Left Dell Technologies (DELL) Fully Priced Or Still Attractive?

View original at finance.yahoo.com
“For Dell Technologies, the model uses last twelve months Free Cash Flow of about $8.1b”
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What we drew from this source

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  • Dell Technologies DCF intrinsic value is approximately $264.59 per share based on the 2 Stage Free Cash Flow to Equity model using TTM FCF of $8.1 billion

    60% confidence

  • Dell Technologies projected Free Cash Flow is $11.7 billion in 2031 based on analyst inputs and Simply Wall St extrapolation

    60% confidence

  • Dell Technologies has a valuation score of 3 out of 6, based on how often it screens as undervalued across several checks

    60% confidence

  • Sentiment shifts driven by headlines around key technology trends and investor interest in large established tech names can push prices away from what underlying cash flows and fundamentals suggest

    60% confidence

  • Dell Technologies shares trade at an 18.3% discount to intrinsic value, indicating the stock appears undervalued on a DCF basis

    60% confidence

Data points we hold from this source

Dell Technologies · cash8.1 USD
Dell Technologies · margin-18.3 percent
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Agentic AI Rewires Enterprise Software: Platform Incumbents, Governance, and a Funded Startup Wave
Enterprise software is being rebuilt around autonomous AI agents. Incumbents and large platforms (SAP with its Autonomous Suite and Joule, Zeta with AthenaOS/AIM/Athena MCP, Meta with its new Enterprise Platform) are racing to own the agent layer. Meanwhile, seed and Series A money flows to finance-office and vertical startups (Dextr, Latitude, Dentira, Light), and consolidation continues through acquisitions (Tiny–Oso Cloud, Harvey–Guardrails AI). Investor commentary stresses that AI is better at disrupting around the edges of systems of record than at replacing them, that it should not be trusted with finance calculations, and that governance must be enforced by the system rather than left to agents.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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