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

$91.85B

Market Cap

$75.46B

16.85%

Potential Profit

29.39%

Buy

Analyst Rating

Buy

Why It's Moving

Dell Technologies Shares Dip Slightly as AI Server Growth Drives Mixed Investor Sentiment

Q3 earnings topped EPS estimates with $2.59 per share but revenue slightly missed expectations at $27.01 billion, signaling robust earnings driven by AI but facing headwinds in overall sales.
The company raised its fiscal 2026 AI server revenue outlook to $25 billion from $20 billion, underscoring strong demand in AI infrastructure that boosts near-term growth prospects.
Ongoing Windows 11 PC refresh cycle and AI-enabled device adoption present significant growth opportunities, although margin dilution and legacy hardware dependence remain concerns for investors.

Sentiment:

⚖️Neutral

Snowflake Tops Q3 Revenue and Profit Estimates, Highlighting Strong AI-Driven Demand Despite Stock Pullback

Q3 revenue reached $1.21 billion, surpassing analyst estimates of $1.18 billion and reflecting 28.7% year-over-year growth, driven by strong enterprise adoption of Snowflake’s AI Data Cloud.
Adjusted EPS of $0.35 exceeded expectations by 12.5%, while operating income beat estimates by over 21%, highlighting improved profitability and operational leverage.
Guidance for Q4 product revenue at $1.20 billion at midpoint indicates sustained momentum, supported by a growing customer base with 688 clients paying more than $1 million annually and a stronger free cash flow margin rising to 9.4%.

Sentiment:

🐃Bullish

Dell Technologies Shares Dip Slightly as AI Server Growth Drives Mixed Investor Sentiment

Q3 earnings topped EPS estimates with $2.59 per share but revenue slightly missed expectations at $27.01 billion, signaling robust earnings driven by AI but facing headwinds in overall sales.
The company raised its fiscal 2026 AI server revenue outlook to $25 billion from $20 billion, underscoring strong demand in AI infrastructure that boosts near-term growth prospects.
Ongoing Windows 11 PC refresh cycle and AI-enabled device adoption present significant growth opportunities, although margin dilution and legacy hardware dependence remain concerns for investors.

Sentiment:

⚖️Neutral

Snowflake Tops Q3 Revenue and Profit Estimates, Highlighting Strong AI-Driven Demand Despite Stock Pullback

Q3 revenue reached $1.21 billion, surpassing analyst estimates of $1.18 billion and reflecting 28.7% year-over-year growth, driven by strong enterprise adoption of Snowflake’s AI Data Cloud.
Adjusted EPS of $0.35 exceeded expectations by 12.5%, while operating income beat estimates by over 21%, highlighting improved profitability and operational leverage.
Guidance for Q4 product revenue at $1.20 billion at midpoint indicates sustained momentum, supported by a growing customer base with 688 clients paying more than $1 million annually and a stronger free cash flow margin rising to 9.4%.

Sentiment:

🐃Bullish

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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

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Published: July 11, 2025

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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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Published: July 1, 2025

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Investment Analysis