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Why Dell Technologies (DELL) Dipped More Than Broader Market Today

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In the latest close session, Dell Technologies (DELL - Free Report) was down 8.43% at $122.48. This change lagged the S&P 500's 0.92% loss on the day. On the other hand, the Dow registered a loss of 1.18%, and the technology-centric Nasdaq decreased by 0.84%.

The computer and technology services provider's stock has dropped by 10.58% in the past month, falling short of the Computer and Technology sector's gain of 1.64% and the S&P 500's gain of 1.48%.

Analysts and investors alike will be keeping a close eye on the performance of Dell Technologies in its upcoming earnings disclosure. The company's earnings report is set to go public on November 25, 2025. The company's upcoming EPS is projected at $2.47, signifying a 14.88% increase compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $27.15 billion, indicating a 11.43% increase compared to the same quarter of the previous year.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $9.54 per share and a revenue of $107.75 billion, representing changes of +17.2% and +12.75%, respectively, from the prior year.

Any recent changes to analyst estimates for Dell Technologies should also be noted by investors. These revisions help to show the ever-changing nature of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.08% higher. Dell Technologies is currently a Zacks Rank #2 (Buy).

With respect to valuation, Dell Technologies is currently being traded at a Forward P/E ratio of 14.02. This indicates a premium in contrast to its industry's Forward P/E of 12.58.

We can additionally observe that DELL currently boasts a PEG ratio of 0.83. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Computer - Micro Computers industry had an average PEG ratio of 1.34 as trading concluded yesterday.

The Computer - Micro Computers industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 49, which puts it in the top 20% of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.


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