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.
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.
Why It's Moving
Dell Gears Up for Transformative 2026 with AI Investments and Major Overhaul Amid January Pullback
- Shares dropped 9% in January, erasing $7.8B in market value from rising DRAM and NAND costs, but a massive $18.4B AI server backlog and $25B FY26 shipment guidance underscore enduring demand.
- COO Jeff Clarke announced the 'biggest transformation in company history' starting May, standardizing processes to break silos, unify data, and accelerate AI workload deployment.
- CEO Michael Dell vows heavy investments in storage, AI Factory expansions, and next-gen AI PCs, while CES unveiled consumer-focused laptops de-emphasizing AI hype in favor of practical upgrades.
Sea Limited Stock Surges on $1 Billion Buyback Announcement Signaling Strong Confidence.
- Board authorized up to $1 billion in repurchases of American depositary shares via open market or other methods, based on market conditions.
- Phillip Securities upgraded Sea from Neutral to Buy with $170 target, citing improved FY25/26 revenue growth in all segments despite higher marketing spend.
- Buyback reflects optimism in core businesses amid positive analyst revisions and upcoming earnings expectations of 46.77% EPS growth.
Dell Gears Up for Transformative 2026 with AI Investments and Major Overhaul Amid January Pullback
- Shares dropped 9% in January, erasing $7.8B in market value from rising DRAM and NAND costs, but a massive $18.4B AI server backlog and $25B FY26 shipment guidance underscore enduring demand.
- COO Jeff Clarke announced the 'biggest transformation in company history' starting May, standardizing processes to break silos, unify data, and accelerate AI workload deployment.
- CEO Michael Dell vows heavy investments in storage, AI Factory expansions, and next-gen AI PCs, while CES unveiled consumer-focused laptops de-emphasizing AI hype in favor of practical upgrades.
Sea Limited Stock Surges on $1 Billion Buyback Announcement Signaling Strong Confidence.
- Board authorized up to $1 billion in repurchases of American depositary shares via open market or other methods, based on market conditions.
- Phillip Securities upgraded Sea from Neutral to Buy with $170 target, citing improved FY25/26 revenue growth in all segments despite higher marketing spend.
- Buyback reflects optimism in core businesses amid positive analyst revisions and upcoming earnings expectations of 46.77% EPS growth.
Investment Analysis
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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Related Market Insights
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Dell Technologies (DELL) Next Earnings Date
Dell Technologies' next earnings date is estimated for February 26, 2026, following the company's historical late-February reporting pattern for fiscal Q4. This release will cover the fiscal quarter ending in January 2026. The date remains unconfirmed by the company but aligns with analyst consensus from recent schedules.
Sea (SE) Next Earnings Date
Sea Limited's next earnings date is estimated for March 3, 2026, covering the Q4 2025 period. This aligns with the company's historical pattern of early March releases for fourth-quarter results, as seen in prior years like November 2025 for Q3. Analyst estimates place this release shortly after the current date, with no official confirmation yet announced.
Dell Technologies (DELL) Next Earnings Date
Dell Technologies' next earnings date is estimated for February 26, 2026, following the company's historical late-February reporting pattern for fiscal Q4. This release will cover the fiscal quarter ending in January 2026. The date remains unconfirmed by the company but aligns with analyst consensus from recent schedules.
Sea (SE) Next Earnings Date
Sea Limited's next earnings date is estimated for March 3, 2026, covering the Q4 2025 period. This aligns with the company's historical pattern of early March releases for fourth-quarter results, as seen in prior years like November 2025 for Q3. Analyst estimates place this release shortly after the current date, with no official confirmation yet announced.
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 BasketWhich 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 BasketBuy DELL or SE in Nemo
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