Dell Technologies vs Snowflake

This page compares Dell Technologies and Snowflake, examining their business models, financial performance, and market context in a neutral and accessible way for readers. It presents factors to consider without providing recommendations or predictions, helping you understand how each company operates and positions itself in the market. Educational content, not financial advice.

This page compares Dell Technologies and Snowflake, examining their business models, financial performance, and market context in a neutral and accessible way for readers. It presents factors to consi...

Comparison Snapshot

Key Financial Metrics

DELL

Metric

SNOW

$78.97B

Market Cap

$65.25B

35.91%

Potential Profit

49.38%

Buy

Analyst Rating

Buy

Why It's Moving

Dell Technologies Eyes Another Earnings Beat as Analysts Turn Bullish Ahead of February Report.

Analysts project Q4 EPS of $3.53, up 31.72% year-over-year, with full-year estimates at $9.97, highlighting sustained momentum in AI infrastructure.
Recent Earnings ESP boost to +3.88% combined with Zacks Rank #3 points to a likely surprise, building on past quarters' average 2.43% beats.
Wall Street consensus leans Moderate Buy from 23 analysts, fueled by upgrades like Barclays' Overweight citing Dell's AI server leadership and margin discipline.

Sentiment:

🐃Bullish

Snowflake gears up for earnings with analysts betting on another beat amid AI boom.

Analysts highlight Snowflake's +8.08% Earnings ESP and Zacks Rank #3, pointing to a likely earnings beat backed by recent history of 23.76% average surprises.
AI innovations like Snowflake Intelligence and Cortex AI, plus partnerships with SAP, Google Cloud, and Anthropic, are accelerating customer growth and RPO.
The stock saw volatility last week, hitting $205.27 high before settling around $192, reflecting sector momentum in cloud and AI data platforms.

Sentiment:

🐃Bullish

Dell Technologies Eyes Another Earnings Beat as Analysts Turn Bullish Ahead of February Report.

Analysts project Q4 EPS of $3.53, up 31.72% year-over-year, with full-year estimates at $9.97, highlighting sustained momentum in AI infrastructure.
Recent Earnings ESP boost to +3.88% combined with Zacks Rank #3 points to a likely surprise, building on past quarters' average 2.43% beats.
Wall Street consensus leans Moderate Buy from 23 analysts, fueled by upgrades like Barclays' Overweight citing Dell's AI server leadership and margin discipline.

Sentiment:

🐃Bullish

Snowflake gears up for earnings with analysts betting on another beat amid AI boom.

Analysts highlight Snowflake's +8.08% Earnings ESP and Zacks Rank #3, pointing to a likely earnings beat backed by recent history of 23.76% average surprises.
AI innovations like Snowflake Intelligence and Cortex AI, plus partnerships with SAP, Google Cloud, and Anthropic, are accelerating customer growth and RPO.
The stock saw volatility last week, hitting $205.27 high before settling around $192, reflecting sector momentum in cloud and AI data platforms.

Sentiment:

🐃Bullish

Investment Analysis

Dell Technologies

DELL

Pros

Dell Technologies shows strong revenue growth, with an 11% year-over-year increase expected in fiscal 2026 driven by AI infrastructure demand and an expanding partner network.
The company trades at a relatively low valuation with a forward price-to-sales ratio of 0.99 compared to the sector average of 6.92, indicating potential undervaluation.
Dell has a solid profitability profile with a recent net income of $4.84 billion and a forward PE ratio around 14.26, supported by ongoing innovation in storage and server solutions.

Considerations

Dell’s stock price has shown moderate volatility and underperformed the broader US tech industry, with an 8.2% return over the past year versus the tech sector’s 19.9%.
Exposure to cyclicality and supply chain risks persists given Dell’s dependence on hardware sales in competitive markets facing global economic uncertainties.
The market sentiment is currently neutral with a mild fear index and a modest price appreciation forecast of about 2.6% by year-end, suggesting limited short-term upside.

Snowflake

SNOW

Pros

Snowflake leads the cloud data platform market with a large market capitalization around $73 billion, surpassing traditional IT companies including Dell.
The company demonstrated strong growth focus while balancing cost controls, avoiding ‘growth at all costs’ and showing disciplined spending in sales and marketing.
Snowflake’s IPO was the largest software company IPO ever, evidencing strong investor interest and solid capital raising of $3.4 billion for growth initiatives.

Considerations

Snowflake’s valuation remains high relative to traditional tech companies, reflecting expectations for rapid growth but also implying greater risk if growth slows.
Profitability is still limited due to high sales and marketing expenses, which may constrain near-term earnings despite strong revenue growth.
Stock price exhibited notable early volatility post-IPO, indicating potential for significant price swings and investor uncertainty.

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