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...

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.

Snowflake (SNOW)

Snowflake Inc (SNOW) is a cloud-native data platform that helps organisations store, analyse and share large volumes of data. Built to run on public clouds (AWS, Azure and Google Cloud), Snowflake separates storage from compute, enabling scalable analytics, data engineering and data sharing across teams and partners. Revenue is largely subscription- and consumption-based, giving the company recurring streams alongside usage-driven upside. Strong customer growth, a broad partner ecosystem and continued product expansion (data marketplace, data cloud features and machine-learning integrations) have supported rapid top-line growth. However, Snowflake operates in a highly competitive market (including major cloud providers and specialist analytics vendors), and profitability has fluctuated as it invests in sales, marketing and R&D. The stock’s valuation can be sensitive to growth expectations and macro-driven enterprise IT spend. This summary is educational only: investors should consider risks, diversification and their own goals before making decisions — past performance is not a guide to future results.

Comparison Snapshot

Key Financial Metrics

DELL

Metric

SNOW

$86.14B

Market Cap

$74.58B

24.59%

Potential Profit

30.92%

Buy

Analyst Rating

Buy

Why It's Moving

Dell Gears Up for Key AI Conference Spotlight Amid Strong Recent Momentum

Q3 revenue hit a record $27.0 billion, up 11% year-over-year, underscoring sustained growth in servers and AI solutions.
Diluted EPS surged 39% to $2.28, reflecting improved profitability and operational efficiency.
The upcoming fireside chat at the UBS conference highlights Dell's pivotal role in powering AI transformations for enterprises worldwide.

Sentiment:

🐃Bullish

Snowflake rallies on solid Q3 results but tumbles after cautious Q4 outlook and insider sales shake confidence

Earnings beat: Snowflake posted Q3 revenue of $1.21B (+28.7% year‑over‑year) and non‑GAAP EPS of $0.35, both above Wall Street expectations—evidence of continued demand and strong net revenue retention that supports longer‑term monetization trends.
Disappointing guidance: Management’s Q4 product‑revenue outlook implied a growth deceleration versus Q3’s pace, prompting investors to reprice near‑term growth expectations and triggering an ~11% intraday decline as markets focused on momentum slowing.
Insider selling and positioning: An EVP sold ~10,000 shares (≈$2.5M), which preceded a premarket gap down and, together with heavy options activity, intensified short‑term pressure despite several analysts maintaining buy ratings and raised targets.

Sentiment:

🌋Volatile

Dell Gears Up for Key AI Conference Spotlight Amid Strong Recent Momentum

Q3 revenue hit a record $27.0 billion, up 11% year-over-year, underscoring sustained growth in servers and AI solutions.
Diluted EPS surged 39% to $2.28, reflecting improved profitability and operational efficiency.
The upcoming fireside chat at the UBS conference highlights Dell's pivotal role in powering AI transformations for enterprises worldwide.

Sentiment:

🐃Bullish

Snowflake rallies on solid Q3 results but tumbles after cautious Q4 outlook and insider sales shake confidence

Earnings beat: Snowflake posted Q3 revenue of $1.21B (+28.7% year‑over‑year) and non‑GAAP EPS of $0.35, both above Wall Street expectations—evidence of continued demand and strong net revenue retention that supports longer‑term monetization trends.
Disappointing guidance: Management’s Q4 product‑revenue outlook implied a growth deceleration versus Q3’s pace, prompting investors to reprice near‑term growth expectations and triggering an ~11% intraday decline as markets focused on momentum slowing.
Insider selling and positioning: An EVP sold ~10,000 shares (≈$2.5M), which preceded a premarket gap down and, together with heavy options activity, intensified short‑term pressure despite several analysts maintaining buy ratings and raised targets.

Sentiment:

🌋Volatile

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Which Baskets Do They Appear In?

Powering Amazon's $100B AI Expansion

Amazon's strong earnings were driven by its AWS cloud division, which is now set for a $100 billion infrastructure investment. This massive expansion creates a significant opportunity for companies that supply the essential hardware and components for data centers and AI.

Published: August 3, 2025

Explore Basket

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This carefully selected group of stocks represents the backbone of the AI revolution. Chosen by professional analysts, these companies provide the essential infrastructure that powers artificial intelligence, from advanced semiconductors to specialized data management tools.

Published: July 11, 2025

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Enterprise AI Revolution

Tap into the massive corporate spending wave on artificial intelligence and digital transformation. These carefully selected stocks span IT consulting, cloud infrastructure, and the hardware powering the next generation of business technology.

Published: July 2, 2025

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Ready for a stock market surge? This collection features companies poised to benefit from Ed Yardeni's predicted melt-up scenario, where the S&P 500 could reach 10,000 by 2030. Our analysts have selected these high-growth leaders in AI, semiconductors, and tech that tend to outperform during rapid, bullish rallies.

Published: July 1, 2025

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Google's Growth Engine

As Google pours billions into AI and cloud infrastructure, a select group of technology suppliers are reaping the rewards. These carefully chosen stocks represent the companies providing the essential hardware and technology that power Alphabet's ambitious growth plans.

Published: June 30, 2025

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Investment Analysis