Dell Technologies vs Sea

This page compares Dell Technologies Inc and Sea Limited, outlining business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

DELL

Metric

SE

$77.86B

Market Cap

$63.19B

37.86%

Potential Profit

79.95%

Buy

Analyst Rating

Buy

Why It's Moving

DELL Faces Headwinds from Memory Chip Crunch and Rising AI Server Costs Amid Sector Sell-Off

Lenovo's alert on prolonged memory shortages sparked concerns, with contract prices potentially doubling and eroding Dell's margins on key products.
Dell'Oro Group's forecast shows AI data center market booming at 25% CAGR, but surging costs for premium AI servers outpace revenue gains, tightening profitability.
Broader tech sector weakness fueled the decline, with Nasdaq and S&P 500 sell-offs amplifying bearish sentiment and technical challenges for DELL.

Sentiment:

🐻Bearish

SE's Accelerating Revenue Fuels Bullish Momentum Amid Improving Investor Sentiment

Revenue growth accelerated in the two most recent quarters, underscoring robust demand across Shopee, gaming, and financial services.
Profits are surging, positioning SE as a standout performer outpacing the S&P 500.
Short interest plunged 9.60% versus the prior month, reflecting significantly brighter investor sentiment.

Sentiment:

🐃Bullish

DELL Faces Headwinds from Memory Chip Crunch and Rising AI Server Costs Amid Sector Sell-Off

Lenovo's alert on prolonged memory shortages sparked concerns, with contract prices potentially doubling and eroding Dell's margins on key products.
Dell'Oro Group's forecast shows AI data center market booming at 25% CAGR, but surging costs for premium AI servers outpace revenue gains, tightening profitability.
Broader tech sector weakness fueled the decline, with Nasdaq and S&P 500 sell-offs amplifying bearish sentiment and technical challenges for DELL.

Sentiment:

🐻Bearish

SE's Accelerating Revenue Fuels Bullish Momentum Amid Improving Investor Sentiment

Revenue growth accelerated in the two most recent quarters, underscoring robust demand across Shopee, gaming, and financial services.
Profits are surging, positioning SE as a standout performer outpacing the S&P 500.
Short interest plunged 9.60% versus the prior month, reflecting significantly brighter investor sentiment.

Sentiment:

🐃Bullish

Investment Analysis

Dell Technologies

DELL

Pros

Dell Technologies is benefiting from rising demand for AI-optimized servers, boosting growth in its Infrastructure Solutions Group segment.
The company has a strong innovation pipeline and expanding partner network supporting long-term revenue growth prospects.
Recent financial forecasts indicate robust year-over-year revenue growth of around 11% and earnings per share growth exceeding 14% for fiscal 2026.

Considerations

Dell’s stock price displays relatively high volatility and a moderate Fear & Greed Index, indicating some short-term market uncertainty.
The company faces competitive pressure in both the client solutions and infrastructure markets, which can limit margins and growth.
Dell currently trades at a forward P/E premium compared to industry peers, implying elevated valuation risk.

Sea

SE

Pros

Sea Limited benefits from leadership in Southeast Asia's fast-growing e-commerce and digital entertainment markets.
The company has diverse revenue streams from gaming, e-commerce, and digital financial services, providing balanced growth drivers.
Sea’s strong user engagement and increasing monetization efforts in digital entertainment support long-term revenue potential.

Considerations

Sea Limited faces intense regional competition from both global and local digital platforms, pressuring market share and margins.
The company continues to operate at a net loss, reflecting ongoing investments and high costs that could delay profitability.
Sea is exposed to economic and regulatory risks in Southeast Asia, including currency fluctuations and tightening digital regulations.

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About The Companies

Dell Technologies (DELL)

Dell Technologies (DELL) is a global provider of personal computers, enterprise servers, storage, networking and IT services. With a market capitalisation of about $100.15 billion, Dell serves both consumer and corporate customers through hardware, software and services that support on-premises, cloud and hybrid IT environments. Investors should know Dell’s business mixes steady PC demand with enterprise infrastructure and services, offering diversification but also exposure to cyclical spending and intense competition from peers such as HP, Lenovo and HPE. The company’s past acquisitions have increased scale but also leverage, which can affect capital allocation. Potential upside comes from hybrid cloud adoption, edge computing and higher‑margin services, while risks include supply-chain disruption, component costs and shifting enterprise spending. This is general information for learning purposes only — not personalised investment advice. Values can rise and fall and past performance is no guarantee of future returns; consider your own situation or speak to a financial adviser.

Sea (SE)

Sea Limited (NYSE: SE) is a Singapore-headquartered digital-services group operating three main businesses: Garena (digital entertainment and gaming), Shopee (e-commerce) and SeaMoney (digital payments and financial services). With a market capitalisation of approximately $97.45B, Sea offers exposure to rapidly growing internet economies across Southeast Asia, Taiwan and Latin America. Investors should know the company has prioritised user growth and market share, often reinvesting revenue into expansion and technology. That strategy can support scale benefits and higher long-term monetisation, but it has also led to variable profitability at the consolidated level. Key opportunities include rising online commerce, mobile gaming monetisation and fintech adoption; key risks include intense local competition, regulatory changes, macroeconomic and currency sensitivity, and execution challenges in new markets. This summary is educational only and not personalised investment advice — investors should review the latest financials, consider their own goals and risk tolerance, and seek professional advice if needed.

Dell Technologies (DELL) Next Earnings Date

Dell Technologies' next earnings release is scheduled for February 25-26, 2026, covering the fiscal Q4 2026 period. This follows the pattern of late-February reporting observed in prior years, with Q1 FY26 results already released on May 29, 2025. Investors should anticipate the conference call shortly after market close on the designated date.

Sea (SE) Next Earnings Date

Sea Limited (NYSE: SE) has not confirmed its next earnings date, but estimates point to March 3, 2026, based on historical patterns following prior Q4 releases. This report will cover the Q4 2025 quarter, ending December 2025. Investors should monitor official announcements for any updates, as dates can shift slightly.

Dell Technologies (DELL) Next Earnings Date

Dell Technologies' next earnings release is scheduled for February 25-26, 2026, covering the fiscal Q4 2026 period. This follows the pattern of late-February reporting observed in prior years, with Q1 FY26 results already released on May 29, 2025. Investors should anticipate the conference call shortly after market close on the designated date.

Sea (SE) Next Earnings Date

Sea Limited (NYSE: SE) has not confirmed its next earnings date, but estimates point to March 3, 2026, based on historical patterns following prior Q4 releases. This report will cover the Q4 2025 quarter, ending December 2025. Investors should monitor official announcements for any updates, as dates can shift slightly.

Which Baskets Do They Appear In?

Gaming

This carefully curated collection of gaming stocks spans the entire industry, from hardware manufacturers to game developers. Handpicked by professional analysts, these companies represent the technological innovation and creative potential driving this rapidly expanding market.

Published: May 26, 2025

Explore Basket

Which Baskets Do They Appear In?

Gaming

This carefully curated collection of gaming stocks spans the entire industry, from hardware manufacturers to game developers. Handpicked by professional analysts, these companies represent the technological innovation and creative potential driving this rapidly expanding market.

Published: May 26, 2025

Explore Basket

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Comparison Snapshot

Why It's Moving

DELL Faces Headwinds from Memory Chip Crunch and Rising AI Server Costs Amid Sector Sell-Off

SE's Accelerating Revenue Fuels Bullish Momentum Amid Improving Investor Sentiment

DELL Faces Headwinds from Memory Chip Crunch and Rising AI Server Costs Amid Sector Sell-Off

SE's Accelerating Revenue Fuels Bullish Momentum Amid Improving Investor Sentiment