Dell Technologies Inc vs Palo Alto Networks Inc — how do they compare? Dell Technologies Inc trades at $582.36 (market cap $365.31B), while Palo Alto Networks Inc trades at $403.2 (market cap $331.76B). The key difference: Dell Technologies Inc and Palo Alto Networks Inc are close in size by market cap, and Dell Technologies Inc pays a 0.44% dividend while Palo Alto Networks Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Dell Technologies Inc for 57 Days and Palo Alto Networks Inc for 82 Days on average.
| DELL | PANW | |
|---|---|---|
Market Cap | $365.31B | $331.76B |
Volume | 5,121,365 | 3,886,927 |
Sector | Technology | Technology |
52-Week High | $588.67 | $419.91 |
52-Week Low | $111.10 | $141.67 |
Typical Hold Time | 57 Days | 82 Days |
Enterprise Value | $388.20B | $331.19B |
Dividend Yield | 0.44% | — |
Signals from Pluang's Aura AI — not financial advice
Dell Technologies trades at $578.96, up 0.9% with strong bullish momentum driven by AI server demand. The stock shows robust technical positioning above key support levels with a bullish moving average signal. Recent earnings have consistently beaten expectations, with Q2 2026 EPS of $7.04 surpassing estimates by 43%. The company raised its fiscal 2027 AI server revenue forecast to $74 billion, reflecting strong business momentum and operational discipline.
Dell presents compelling growth prospects with AI server backlog reaching $95 billion and raised revenue guidance. However, investors should monitor execution risks in scaling AI infrastructure and competitive pressures. The stock trades at a premium valuation (P/E 33.68) that requires sustained earnings growth. Analyst consensus remains bullish with 55.6% buy ratings and $566.35 price target.
Palo Alto Networks (PANW) trades at $405.41, down 3.45% today but remains near recent highs, supported by strong technical and fundamental momentum. The stock shows bullish moving average signals and has consistently beaten earnings estimates in recent quarters. Revenue growth is robust, climbing from $5.5B in 2022 to $9.2B in 2025, though net margins have fluctuated. Positive sentiment is driven by AI-driven cybersecurity demand and platformization strategy gains.
Outlook: PANW offers growth exposure to the expanding cybersecurity market, with AI integration as a key catalyst. Risks include premium valuation multiples, rising costs, and competitive pressures. Analyst consensus is strongly bullish with a $398.70 price target, but investors should weigh high P/S and EV/EBITDA ratios against growth prospects.
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VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
Read more on DELL →Palo Alto Networks is a pure-play cybersecurity vendor that sells security appliances, subscriptions, and support into enterprises, government entities, and service providers. The company's product portfolio includes firewall appliances, virtual firewalls, endpoint protection, cloud security, and cybersecurity analytics. The Santa Clara, California, firm was established in 2005 and sells its products worldwide.
Read more on PANW →