MOS · Deep Dive

DELL

Dell Technologies Inc.
2026-04-01 15:35 ET · Analysis took 15.4s
$169.38 +2.4% Bullish
Dell Technologies Inc. (DELL) is trading at $169.38, with a composite score of 61/100 and a forward P/E of 11.7, suggesting a relatively attractive valuation, but severely overpriced options with an IV/RV ratio of 3.43x. The stock has exhibited strong recent performance, with 1M and 3M returns of +13.1% and +28.3%, respectively, and a bullish probability of 63%, but the options market implies a 14.2% expected move, which seems excessive. The key risk is whether the company's revenue growth of 40% can sustain its current valuation, particularly with short interest at 9.0% and a rich IV/RV ratio making options unattractive.
Composite
61
/ 100
1M
+13.1%
3M
+28.3%
6M
+15.8%
1Y
+80.1%
Trend
FLAT
Sharpe
0.60

Fundamentals
Sector
Technology
Industry
Computer Hardware
Market Cap
$112B
Fwd P/E
11.7
Trail P/E
19.5
Beta
1.04
Dividend
1.5%
Short Interest
9.0%
Analyst Target
$171
Margin
5%
Rev Growth
40%
EPS Growth
57%
From 52w High
-9.1%
From 52w Low
+155.7%
Consensus
Buy

Research Digest
Dell Technologies (DELL) has a composite score of 61/100 and a flat trend, with recent returns of +13.1% in 1M and +80.1% in 1Y. The stock trades at a Fwd P/E of 11.7 with a short interest of 9.0% and an analyst target of $171. The market may be mispricing the risk of a shift in AI spending, which could impact Dell's revenue growth of 40%.
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Signals
Bullish Probability
63%
Expected Move (45d)
14.2%
Insider Activity
Score 75.0

Options Intelligence
Options are NOT attractive. IV/RV 3.4x — options severely overpriced; Only 5% forward probability of a 15% move.
IV / RV Ratio
3.43x
VERY EXPENSIVE (IV >> RV)
Implied Vol
54.4%
Fwd Prob (±15%)
5%
Option Score
87
/ 100
Open Interest
1,675
Volume
723
Bid-Ask Spread
2.1%
Liquidity
High

Cash Secured Puts
StrikeDTEPremiumAnn. ReturnOTM %Delta
$145.0 44d $3.50 20.0% 14.0% 0.19
$150.0 44d $4.70 26.0% 11.0% 0.24
$150.0 23d $2.41 25.5% 11.0% 0.19
$140.0 44d $2.58 15.3% 17.0% 0.15

Covered Calls
StrikeDTEPremiumAnn. ReturnOTM %Delta
$180.0 23d $4.45 41.9% 6.7% 0.11
$185.0 44d $6.03 29.6% 9.7% 0.11
$190.0 44d $4.70 23.1% 12.7% 0.06
$177.5 23d $5.47 51.5% 5.3% 0.18
$182.5 23d $3.27 30.8% 8.2% 0.07

Call Leverage
StrikeDTECostPrem %BE Move+15% ROIDeltaIVScore
$170.0 43d $11.97 7.1% 7.9% 100% 0.52 54% 87
$155.0 36d $19.80 11.7% 3.7% 97% 0.71 55% 44
$157.5 36d $18.12 10.7% 4.2% 101% 0.68 55% 43
$160.0 36d $16.45 9.8% 4.6% 106% 0.65 53% 46
$162.5 36d $15.10 9.0% 5.3% 108% 0.61 55% 61
MOS · Deep Dive · 2026-04-01 15:35 ET
Generated in 15.4s · mosbrief.com