Dell Technologies Inc vs Seagate Technology Holdings PLC — how do they compare? Dell Technologies Inc trades at $481.2 (market cap $284.93B), while Seagate Technology Holdings PLC trades at $876.8 (market cap $185.97B). The key difference: Dell Technologies Inc is the larger of the two by market cap, and Dell Technologies Inc pays the higher dividend (0.57%). Which is the better fit depends on your goals.
| DELL | STX | |
|---|---|---|
Market Cap | $284.93B | $185.97B |
Sector | Technology | Technology |
52-Week High | $467.27 | $1.09K |
52-Week Low | $111.10 | $154.43 |
Enterprise Value | $304.51B | $188.12B |
Dividend Yield | 0.57% | 0.36% |
Signals from Pluang's Aura AI — not financial advice
Dell Technologies stock trades at $478.30, up 4.45% in the last session, reflecting strong momentum amid AI-driven server demand. Recent earnings have consistently beaten estimates, with Q1 2026 EPS of $4.86 surpassing the $2.96 forecast. The technical outlook is bullish, with the price above key moving averages, while fundamentals show revenue growth to $95.57 billion in 2025 and a net income margin of 6.28%.
The outlook remains positive given robust analyst sentiment, with a consensus price target of $503.76 implying upside. Key risks include valuation concerns at a P/E of 35.14 and potential margin pressure from memory shortages. Continued execution on AI server backlog and commercial PC refresh cycles are critical for sustained growth.
STX is trading at $875.42, up 9.33% over 24 hours, with a neutral technical signal and bearish moving averages. The stock shows strong fundamentals with revenue of $9.10B in 2025 and net income of $1.47B, supported by AI-driven storage demand and recent earnings beats. Analysts are largely bullish, with a consensus price target of $1,130 and 55% buy ratings, though high valuation ratios like a P/E of 59.03 and P/B of 85.82 indicate premium pricing.
The outlook for STX is positive due to robust AI-related growth and expanding margins, but risks include elevated debt levels, competitive pressures, and a class action lawsuit. Investors should weigh the strong profit trajectory against valuation concerns and market volatility for balanced decision-making.
Trailing returns across standard periods
Latest headlines on both assets
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →