Price
$550.36+22.24%Social Signal Score
Analyst Ratings
45 analysts52-week range
- Last close
- $550.36
- Off 52w high
- -6.5%
- 200-day average
- $295.23
- vs 200-day
- +86.4%
Revenue
$46.97B+189.11%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Michael Saul Dell
- Sector
- Technology
- Industry
- Computer Hardware
- Employees
- 97,000
- Beta
- 1.41
- Country
- US
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 3.41
Financials
Revenue
$46.97B+189.1%Net Income
$4.13BEBITDA
$6.23B+6126.0%Free Cash Flow
$986.00MEPS (diluted)
$6.34Shares Outstanding (diluted)
652.00M-9.3%Operating Expenses
$4.36BCash & Debt
$11.57BReturn of Capital
$4.20BRevenue by Segment (annual)
$113.54BDividend per Share
$0.63Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $113.54B | $5.94B | $8.96 |
| 2025 | $95.57B | $4.59B | $6.51 |
| 2024 | $88.42B | $3.39B | $4.71 |
| 2023 | $102.30B | $2.44B | $3.33 |
| 2022 | $101.20B | $5.56B | $7.30 |
| 2021 | $86.67B | $3.25B | $4.37 |
| 2020 | $84.81B | $4.62B | $6.38 |
| 2019 | $90.62B | $-2.31B | $-2.96 |
| 2018 | $79.04B | $-2.85B | $-3.70 |
| 2017 | $62.16B | $-1.17B | $-1.62 |
| 2016 | $50.91B | $-1.10B | $-1.54 |
| 2015 | $53.98B | $-1.22B | $-1.55 |
| 2014 | $56.38B | $-1.71B | $-4.22 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $13.16
- Implied price
- $171.10
- Return from $562.42
- -21.2% a year
To earn 15.0% a year on these assumptions you'd need to buy at $85.07 — -84.9% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 9 | 11 | 13 | 15 | 17 |
|---|---|---|---|---|---|
| -2.0% | -33.5% | -30.8% | -28.5% | -26.4% | -24.5% |
| 3.0% | -30.2% | -27.3% | -24.8% | -22.6% | -20.7% |
| 8.0% | -26.8% | -23.8% | -21.2% | -18.9% | -16.8% |
| 13.0% | -23.4% | -20.2% | -17.5% | -15.1% | -13.0% |
| 18.0% | -20.0% | -16.7% | -13.9% | -11.4% | -9.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
51+5.09%Social Signal Score
Mentions (100)
- News (RSS)fool·2d ago·Negative
Dell Raised Its Quarterly Dividend by 20% This Year After Only Initiating Its Dividend Program in 2023. Can Passive Income Investors Trust the Stock? The stock has also soared this year.
View source ↗ - Newsfool.com·2d ago·Negative
Dell Raised Its Quarterly Dividend by 20% This Year After Only Initiating Its Dividend Program in 2023. Can Passive Income Investors Trust the Stock? Dell found a way into the artificial intelligence trade by selling AI-optimized servers that connect many components of the AI supply chain. As free cash flow and earnings have shot up, Dell has been able to return more capital to shareholders.
View source ↗ - News (RSS)seekingalpha·3d ago·Positive
Dell: Let This Winner Run
View source ↗ - Newsseekingalpha.com·3d ago·Positive
Dell: Let This Winner Run Dell remains a strong buy, driven by surging AI server demand, robust financials, and a significant guidance raise. Q2 results showed record revenues, 160% non-GAAP operating income growth, and a 43% EPS surprise, highlighting margin strength and operational discipline. AI server orders and backlog soared—orders up 988% and backlog up 712% YoY—underscoring persistent demand outstripping supply.
View source ↗ - News247wallst.com·3d ago·Neutral
Dell Climbs 4% on AI Server Backlog; Hewlett Packard Enterprise Jumps 8% Server hardware is drawing a concentrated bid, with two enterprise infrastructure makers rising together on artificial intelligence demand.
View source ↗ - Newsbenzinga.com·3d ago·Negative
EXCLUSIVE: Top 12 Most-Searched Tickers in September on Benzinga Pro – Meta Rises, SpaceX Falls, Dell & Bloom Energy Join List Each trading day, Benzinga Pro features hundreds of headlines and press releases, allowing traders to access the latest market news and individual stock information.
View source ↗ - News (RSS)thestreet·4d ago·Positive
How much DELL stock does founder & CEO Michael Dell actually own? The tech giant’s longtime CEO holds a massive stake in the company he founded, adding more than $101 billion to his wealth in 2026.
View source ↗ - Newszacks.com·4d ago·Neutral
Why Is Dell Technologies (DELL) Up 9.3% Since Last Earnings Report? Dell Technologies (DELL) reported earnings 30 days ago. What's next for the stock?
View source ↗ - Newszacks.com·4d ago·Neutral
Top Big Data Stocks to Tap the Growing AI Analytics Opportunity NVIDIA, Palantir and Dell are expanding AI infrastructure and data tools as Big Data demand grows across industries.
View source ↗ - Newszacks.com·5d ago·Neutral
Buy 3 AI-Powered Momentum Stocks for October After a Mixed September DELL's AI server demand, PWR's backlog and FPS' data center growth fuel momentum into October.
View source ↗ - News (RSS)ft·5d ago·Neutral
Japan plans $140bn AI data centre push with Dell and Jera Planned 400-megawatt data centre near Tokyo will be among Asia’s largest projects outside China
View source ↗ - News (RSS)channelnewsasia·5d ago·Neutral
JERA teams up with Dell, RHAELM on AI infrastructure development in Japan
View source ↗ - Newsreuters.com·5d ago·Neutral
JERA teams up with Dell, RHAELM on AI infrastructure development in Japan Japan's biggest power generator JERA will partner with Dell Technologies and UK-based AI infrastructure developer RHAELM to accelerate the development of AI infrastructure in Japan, the three companies said on Thursday.
View source ↗ - News247wallst.com·5d ago·Neutral
Dell Is Quietly Riding One of the Biggest Tech Trends Dell's AI server business has exploded, its backlog dwarfs what most companies earn in a year, and the stock has already staged one of tech's most dramatic runs.
View source ↗ - News (RSS)thestreet·6d ago·Negative
Michael Dell jumped past Zuckerberg and Brin to No. 4 richest: his fortune rose more than $11 billion in a day to $276.4 billion as Dell Technologies stock climbed 6% to $570.72 on a $95 billion AI server backlog Wall Street is paying up for the company that sells the AI boom its hardware.
View source ↗ - Newsfinbold.com·6d ago·Neutral
Wall Street analyst updates Dell stock price target Susquehanna has reiterated its Positive rating on Dell Technologies (NYSE: DELL) and maintained a $700 price target.
View source ↗ - Newsseekingalpha.com·6d ago·Positive
Dell's Rally Isn't Over Yet Dell's AI backlog nearly doubled sequentially to $95 billion, while trailing twelve-month AI orders surpassed $131.7 billion. FY2027 revenue guidance jumped to approximately $192 billion, while EPS guidance increased 42% to $25.50 in one revision. Q2 EPS surged 203% versus 58% revenue growth as operating expenses approached a historically low 8% of revenue.
View source ↗ - Newszacks.com·7d ago·Neutral
Dell Technologies Inc. (DELL) is Attracting Investor Attention: Here is What You Should Know Zacks.com users have recently been watching Dell Technologies (DELL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
View source ↗ - Newsglobenewswire.com·7d ago·Neutral
Saviynt、日本のAI時代におけるアイデンティティセキュリティの成長牽引役として芹澤倫史氏を任命 日本、東京, Sept. 29, 2026 (GLOBE NEWSWIRE) -- AI時代のアイデンティティセキュリティプラットフォームであるSaviyntは本日、バイスプレジデント兼日本法人代表に芹澤倫史氏を任命したことを発表しました。芹澤氏は、日本におけるSaviyntの事業および業務を主導し、顧客およびパートナーの成長を推進するとともに、同社の国内における事業基盤を拡大します。 AIの導入は、アジア太平洋および日本(APJ)全域の企業環境を急速に変革しています。IDCによると、APJ全域の組織の75%が何らかの形でエージェンティックAIを導入しており、企業環境全体で自律的に行動できるAIシステムへの急速な移行が浮き彫りとなっています。この移行により、アイデンティティ、アクセス、権限、ガバナンスに関する新たな課題が生じています。 アシストとの合弁会社として設立された新しい日本法人の立ち上げを受け、Saviyntが日本への投資を加速させる中、芹澤氏がSaviyntに参画することとな
View source ↗ - News247wallst.com·7d ago·Neutral
Super Micro and Dell Drop 5% as AI Server Rally Reverses; Hewlett Packard Enterprise Falls 3% Artificial intelligence (AI) server hardware is giving back a powerful run in one sharp reversal, and Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is leading the retreat. Super Micro Computer stock is down 5% to $41.
View source ↗ - Newsglobenewswire.com·8d ago·Positive
Cluster Computing Global Market Report 2026: Capitalize on the surge to $85.27 billion by 2030 as NVIDIA, Huawei, Dell, Lenovo and HPE accelerate AI and hybrid HPC; secure the intelligence to outmaneuver rivals and maximize ROI. Dublin, Sept. 28, 2026 (GLOBE NEWSWIRE) -- "Cluster Computing Global Market Report 2026" has been added to ResearchAndMarkets. com's offering. The global cluster computing market is experiencing strong growth as organizations increase investments in artificial intelligen
View source ↗ - Newsglobenewswire.com·8d ago·Neutral
High Availability Cluster Solution Global Market Report 2026: Capitalize on the $2.49 Billion Revenue Surge to $8.84 Billion by 2030; Benchmark Microsoft, Dell, IBM, Cisco and Oracle as Hybrid Cloud and Zero-Downtime Strategies Disrupt the Market Dublin, Sept. 28, 2026 (GLOBE NEWSWIRE) -- "High Availability Cluster Solution Global Market Report 2026" has been added to ResearchAndMarkets. com's offering. The global high availability cluster solution market is projected to grow from $5. 86 billion
View source ↗ - Newsglobenewswire.com·8d ago·Neutral
Virtual Desktop Enhancer Global Market Report 2026: Capitalize on 14.9% CAGR as AI and Cloud VDI Drive Revenue to $4.62 Billion by 2030 and Benchmark Microsoft, AWS, Google, Huawei and Dell Before Rivals Gain Ground Dublin, Sept. 28, 2026 (GLOBE NEWSWIRE) -- "Virtual Desktop Enhancer Global Market Report 2026" has been added to ResearchAndMarkets. com's offering. The global virtual desktop enhancer market is experiencing rapid growth as enterprises prioritize secure, high-performance digital wor
View source ↗ - News (Marketaux)gurufocus.com·10d ago·Positive
Dell Technologies (DELL) Shares Surge Over 5% Amid Volatile Trading on September 25, 2026 On September 25, 2026, Dell <em[+313 characters]
View source ↗ - News (RSS)zerohedge·10d ago·Neutral
"More Signaling, Less Substance": Barclays Pours Cold Water On Trump-Xi Summit "More Signaling, Less Substance": Barclays Pours Cold Water On Trump-Xi Summit President Donald Trump hosted Chinese President Xi Jinping for a White House state dinner late Thursday, calling for closer ties while offering limited details on progress in addressing trade and geopolitical disputes. This was Xi's first White House visit in over a decade. On Friday morning, Trump issued a fresh Truth Social post related t
View source ↗ - News247wallst.com·10d ago·Neutral
Dell Rises 7% as Morgan Stanley Lifts Odds on $756 Bull Case; Hewlett Packard Enterprise Edges Higher Morgan Stanley just raised the odds it assigns to its $756 bull-case scenario for Dell Technologies (NYSE:DELL | DELL Price Prediction), and buyers are responding in force. Dell stock is up 7% to $573.
View source ↗ - Newszacks.com·10d ago·Positive
Here's Why Dell Technologies (DELL) is a Strong Momentum Stock Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
View source ↗ - Newszacks.com·10d ago·Neutral
Wall Street Bulls Look Optimistic About Dell Technologies (DELL): Should You Buy? The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
View source ↗ - News (RSS)forbes·11d ago·Neutral
Mark Zuckerberg Overtakes Michael Dell As World’s Fourth-Wealthiest Person Zuckerberg’s boost in net worth came as shares of Meta jumped 4.5% on Thursday.
View source ↗ - News (RSS)zerohedge·11d ago·Neutral
Regulators Find Their Situational Awareness: Fed, BoE Probe Bank Exposure To Jane Street After AI Fund Meltdown Regulators Find Their Situational Awareness: Fed, BoE Probe Bank Exposure To Jane Street After AI Fund Meltdown Better late than never... Nearly two months after Leopold Aschenbrenner's Situational Awareness went from a $45 billion AI juggernaut to a Citadel block trade after it dumped its entire public book on Ken Griffen's doorstep at a 10% discount and six weeks after we learned tha
View source ↗ - Newsbarrons.com·11d ago·Neutral
Dell Top Executives Sell $32 Million in Stock as AI Rally Accelerates Notable insiders at the company, including its chief financial officer, unloaded millions of dollars worth of Dell stock.
View source ↗ - Newsbenzinga.com·11d ago·Neutral
Dell Stock Edges Lower Thursday: What's Driving the Action? Dell Technologies Inc. (NYSE:DELL) shares are trading lower Thursday afternoon as reports of a contractual dispute and potential timeline slippage at Oracle Corporation's (NYSE:ORCL) flagship $165 billion data center project spark sympathy selling across key AI server suppliers.
View source ↗ - Newsgurufocus.com·12d ago·Positive
Dell Gains 1.4% as $999 Googlebook Tests Consumer AI Margins Dell Technologies (DELL), the PC and enterprise-infrastructure company, launched its $999 XPS Googlebook with Gemini at the center of the experience. Shares ros
View source ↗ - Newszacks.com·12d ago·Neutral
Are You Looking for a Top Momentum Pick? Why Dell Technologies (DELL) is a Great Choice Does Dell Technologies (DELL) have what it takes to be a top stock pick for momentum investors? Let's find out.
View source ↗ - Newsbusinesswire.com·12d ago·Negative
…-specific computing solutions, today announced the release of the new HIPER Rugged Edge AI Server Series. Developed through a strategic engineering relationship with Dell Technologies, this new product line is designed to elevate high-performance compute and AI capabilities for defense, industrial IoT, and extreme edge environments. The highly customizable platforms also boast strenuous environmental qualif.
View source ↗ - News (RSS)economictimes·13d ago·Neutral
…tman, Microsoft Corp.’s Satya Nadella, Amazon.com Inc.’s Jeff Bezos, Apple Inc.’s Tim Cook, Tesla Inc.’s Elon Musk, Alphabet Inc.’s Sundar Pichai and Michael Dell of Dell Technologies Inc. They are set to be joined by Jane Fraser of Citigroup Inc. and Jamie Dimon of JPMorgan Chase & Co. Mastercard Inc. CEO Michael Miebach is also expected to attend.Others participating in the summit include Trump officials on the forefront of his economic and trade agenda, including Commerce Secretary Howard Lut…
View source ↗ - PodcastCompound And Friends·13d ago·Positive
winners, which is what I do. Yeah. I learned it from him. That's one. Two, part of the problem here, if you're going to try to be a buy and hold person is your starting point. Where do you select the stocks that you want to buy and hold for the long term? The thing that a lot of investors do is just randomly approach the market and they flip on CNBC and they, it's fast money and it's guyadame and Tim Seymour. And I like those guys, nothing specific to them. And it's like, yeah, it could be me an
View source ↗ - Newszacks.com·14d ago·Neutral
DELL Rides on Growing AI Clientele: Can the Stock Outpace SMCI & CSCO? Dell Technologies' AI customer base tops 6,500 as enterprise, sovereign and Neocloud demand fuels record orders and a $95B backlog amid tough competition.
View source ↗ - News247wallst.com·14d ago·Negative
Super Micro Rises 6% as AI Server Bid Concentrates in One Name; Dell and Hewlett Packard Enterprise Tick Up Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is leading the AI server names higher Monday morning, and the size of that lead is the story.
View source ↗ - Newszacks.com·14d ago·Positive
Dell Technologies Inc. (DELL) Hits Fresh High: Is There Still Room to Run? Dell Technologies (DELL) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
View source ↗ - Newszacks.com·15d ago·Positive
Buy Top-Ranked DELL, SMCI & HPE to Form a Powerful AI-Server Portfolio DELL, SMCI and HPE are seeing surging AI-server demand, record backlogs and stronger guidance as data centers expand AI infrastructure.
View source ↗ - 4chan /biz/biz·15d ago·Neutral
>>62710086 >can't buy because yuropoor and the closest performance wise that has to do with tankers is International Seaways (INSW) and Okeanis Eco Tankers (ECO) Release me from this suffering already. Also what the F*** is going on with Dell? Like what the F***. Is actually going on. With Dell.
View source ↗ - Newsmarketbeat.com·17d ago·Neutral
Priced for a Pullback or More Gains? These 3 Stocks Are Testing the Limits September is a historically weak month for stocks, and 2026 is doing nothing to shake that reputation. But, as is always the case, there are several stocks that are positive for the month.
View source ↗ - Newszacks.com·18d ago·Neutral
Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.
View source ↗ - PodcastCompound And Friends·18d ago·Neutral
Yeah, so so that's why is someone doesn't think you can get to S and P 16,000. You know, 80% of what'll get us there is already in your portfolio. Palantir. I mean, I look, I just, I continue to view what costs is one of your favor. This is one of your favor because it looks palantir. It's one like, you know, it's gone from the teenager or elementary school till, you know, obviously going on. I think it's on the investors massively underappreciate how advanced their technology is. And obviously
View source ↗ - PodcastCompound And Friends·18d ago·Neutral
It's going to be an innovation and it's going to be an AI enabled devices in a consumer AI world. I think that's something where Apple now is going to be front and center in terms of how many consumers are going to access AI. Here's one for you. One of the coolest things that's happened over the last three years. All the tech stocks from my youth became the hottest stocks in the market again. The ones that are still alive. Cisco and Dell have seen their market caps triple or. Yeah, it's a lot of
View source ↗ - PodcastCompound And Friends·18d ago·Neutral
So there is a regulatory capture piece, and that's why it comes down to like, meta, you think they're slowing down? Look at how software stocks are performing, because everyone recognizes, and throughout the gopena AI, they've had a huge lead. Have you so up, who do you think went? Software companies will narrow the gap. And I think Tom brings up great points, but you also have to separate between China's not swollen. See, this is the reality. Yeah, actually, China, like, well, yeah, to dance po
View source ↗ - News247wallst.com·18d ago·Positive
Dell's AI Backlog Surge Positions Stock for $600+ as Server Revenue Doubles Dell's AI order pipeline has grown so fast that even longtime bulls are debating whether the stock has priced it in yet, and the answer depends on one number buried in the backlog.
View source ↗ - News247wallst.com·19d ago·Neutral
Jim Cramer Says the AI Slowdown Is Fake. Dell Is His Evidence. Jim Cramer built his case that AI spending fears are overblown on three stocks, but two of them moved in the exact wrong direction on the day he made the call.
View source ↗ - Newsfool.com·19d ago·Negative
Prediction: Dell's AI Server Backlog Makes It a Sneaky Way to Play the Nvidia Supercycle Nvidia expects a massive increase in AI infrastructure revenue through 2030, and this is great news for Dell Technology investors. Dell is receiving AI server orders at an incredible pace and has a massive backlog that should drive impressive growth in the future.
View source ↗ - Newsinvezz.com·19d ago·Positive
Why Dell Technologies stock is gaining 5% today? Dell Technologies shares DELL rose more than 5% in trading on Wednesday as Goldman Sachs raised its forecast for the global server market, highlighting continued expectations for strong growth in artificial intelligence infrastructure. Goldman Sachs now expects the overall server market to reach $1.5 trillion by 2030, representing a compound annual growth rate (CAGR) of 39% from 2025 to 2030.
View source ↗ - News247wallst.com·19d ago·Negative
Dell Rises 5% Despite Fresh Silver Lake Share Sale Filings; Super Micro Climbs 3%, Hewlett Packard Enterprise Ticks Up Dell Technologies (NYSE:DELL | DELL Price Prediction) shares are rising on the same morning its longtime sponsor filed to sell more of the stock, and the whole server complex is moving with it. The iShares U.S.
View source ↗ - Newsseekingalpha.com·20d ago·Positive
Dell: Extraordinary Growth Versus Rising Expectations Dell Technologies is capitalizing on AI-driven data center demand, with compute, networking, and storage solutions at the core of its product portfolio. Dell's hardware refresh cycle is accelerating, with 1.2 million legacy servers due for upgrades, driving significant upside in server and storage revenues. AI server revenue surged to $16.4 billion, with FY27 guidance raised to $74 billion and total sales guidance increased by $25 billion to …
View source ↗ - News (Marketaux)gurufocus.com·20d ago·Positive
DELL Looks 137.2% Overvalued on GF Value™ On September 15, 2026, Richard Rothberg,[+324 characters]
View source ↗ - PodcastAll In·20d ago·Neutral
His generated $250 billion with a B and market value from Microsoft. That's in the Dell Achievement in CO of Microsoft. And you've been the CO three and a half years. The stock is up about, I guess it's about 120 percent. I'm good for my 80 billion. I'm going to spend 80 billion dollars building out Azure. Maybe after the Industrial Revolution, this is the biggest thing. That's our goal without frontier model. Our model should be the best model that they can use as a base. We create technology s
View source ↗ - News (RSS)fool·20d ago·Positive
Dell Technologies Stock Hits a New All-Time High: Is It Too Late to Buy? The tech stock has been one of the top performers in the S&P 500 this year.
View source ↗ - News (Marketaux)gurufocus.com·21d ago·Positive
Dell Technologies Inc (DELL) Shares Fall 5.8% -- GF Value Says Still Overvalued On September 14, 2026, Dell <em[+196 characters]
View source ↗ - News (RSS)yahoo·21d ago·Neutral
Dell Stock Is Up 331% Over the Past Year and Still Could Run Higher
View source ↗ - News (RSS)yahoo·21d ago·Positive
Dell Stock Has Tripled in 2026. Here’s Why I Wouldn’t Lock in Profits Yet.
View source ↗ - News (RSS)yahoo·21d ago·Neutral
Oracle’s $664 billion backlog sends a signal to Dell, HPE
View source ↗ - News (RSS)barrons·21d ago·Neutral
Dell’s DFO-Led Consortium Taking Baldwin Group Private for Enterprise Value of $7.7 Billion A consortium led by Dell Chief Executive Michael Dell’s DFO Management is taking insurance brokerage Baldwin Group private in a cash deal valued at $7.7 billion.
View source ↗ - News (RSS)thestreet·21d ago·Neutral
Oracle’s $664 billion backlog sends a signal to Dell, HPE Dell and HPE surge as Oracle reveals what AI demand really looks like
View source ↗ - Newsinvezz.com·21d ago·Neutral
Dell stock dips amid the AI safety jitters: is the end of the bull run? Dell stock retreated in the premarket session as investors dumped technology shares amid concerns about artificial intelligence (AI). It retreated to $550 from last Friday's close of $567 also as investors started to book profits.
View source ↗ - Newswsj.com·22d ago·Neutral
Dell's DFO-Led Consortium Taking Baldwin Group Private for Enterprise Value of $7.7 Billion A consortium led by Dell Chief Executive Michael Dell's DFO Management is taking insurance brokerage Baldwin Group private in a cash deal valued at $7.7 billion.
View source ↗ - Newsfool.com·22d ago·Positive
Why Dell Stock Climbed to a New All-Time High This Week Agentic AI is boosting sales of Dell's computer servers. RBC Capital Markets sees more gains ahead for Dell's stock owners.
View source ↗ - 4chan /biz/biz·22d ago·Negative
>>62685810 This general is always full of low IQ bears the last 2-3 years, it's why no one was buying Dell or Nvidia before they started blowing up "bubble too big".
View source ↗ - 4chan /biz/biz·22d ago·Negative
>>62685503 of course it's fake, the 'rumor' is some d****** on twitter. How do people fall for this s***. I hate this so much. I coulda been all in on Dell or micron a year ago and I'd have made it, instead I'm reading tweets by indians.
View source ↗ - News (RSS)yahoo·22d ago·Neutral
Nscale’s Funding Talks Put Dell and Nokia’s AI Supply Relationships to the Test
View source ↗ - News (RSS)seekingalpha·23d ago·Neutral
Dell: Powerhouse AI Stock
View source ↗ - Newsseekingalpha.com·23d ago·Neutral
Dell: Powerhouse AI Stock Dell Technologies has transformed into a mission-critical supplier for the global AI rollout, achieving record highs and justifying its momentum with robust fundamentals. ISG revenue surged 89% year-over-year to $31.8 billion, driven by unprecedented AI server demand, while CSG posted its strongest commercial growth in over four years. Fiscal Q2 2027 delivered a record $47.0 billion revenue and $7.04 adjusted EPS, with management raising full-year guidance to $192 billi…
View source ↗ - News (RSS)fool·23d ago·Neutral
Dell Booked More AI Server Orders in 3 Months Than It Recorded in Total Revenue Customers are ordering AI servers far faster than the company can build them -- and the cash is arriving slower still.
View source ↗ - Newsfool.com·23d ago·Neutral
Dell Booked More AI Server Orders in 3 Months Than It Recorded in Total Revenue Dell booked a record $60.9 billion of AI server orders in its fiscal 2027 second quarter -- more than its total revenue. The company exited the quarter with a $95 billion AI server backlog.
View source ↗ - Newsmarketbeat.com·23d ago·Positive
Dell Technologies Sees AI Boom Building as $95B Server Backlog Signals Demand Michael Dell, CEO and founder of Dell Technologies NYSE: DELL, said enterprises are in the early stages of adopting artificial intelligence infrastructure, with companies increasingly viewing technology spending as a means of creating value rather than as a traditional IT budget expense.
View source ↗ - Newsmarketbeat.com·23d ago·Neutral
Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens Dell Technologies NYSE: DELL CFO David Kennedy told investors at Citi's TMT conference that the company sees continued demand for AI infrastructure, traditional servers and storage, supported by expanding customer pipelines and supply-access discussions extending multiple years.
View source ↗ - News (RSS)yahoo·24d ago·Neutral
Jim Cramer Favors Dell (DELL) Over Super Micro (SMCI) as AI Server Demand Surges
View source ↗ - Newsfinbold.com·24d ago·Positive
Wall Street analyst sets Dell stock price target for next 12 months Dell Technologies (NYSE: DELL) has received a new 12-month Wall Street outlook after a sharp rally that pushed the stock to a record high.
View source ↗ - News (RSS)yahoo·24d ago·Neutral
Dell Technologies (DELL) Raises its AI Server Forecast for the Second Time This Year
View source ↗ - News (RSS)yahoo·24d ago·Neutral
DELL Stock Just Hit a New All-Time High. Here's Why.
View source ↗ - News (RSS)economictimes·24d ago·Positive
US stocks today: US stocks end higher as strong inflation data cements rate-hike bets US stocks ended higher on Friday as accelerating consumer prices strengthened expectations of a Federal Reserve rate hike next week. The Dow, S&P 500 and Nasdaq all gained, while Dell surged to a record high. Oil prices fell but remained sharply higher for the week amid concerns over Middle East supply disruptions.
View source ↗ - News (RSS)forbes·24d ago·Positive
Dell Shares Hit All-Time High As Michael Dell And Jeff Bezos Jockey For Third-Wealthiest Billionaire Michael Dell has surged on Forbes’ real-time billionaires list as Dell shares have rocketed on the AI boom.
View source ↗ - Newsmarketwatch.com·24d ago·Positive
Why Dell and HPE were the S&P 500's top-performing stocks today Oracle's earnings provided an upbeat read for hardware suppliers — but the Fed's interest-rate moves could dictate just how much they continue benefitting.
View source ↗ - Newsbarrons.com·24d ago·Neutral
Dell and HPE Stocks Are Surging on the AI Spending Boom Dell Technologies and HPE stocks are leading the S&P 500 higher as Oracle's massive spending plans reinforce optimism about demand for AI data-center hardware.
View source ↗ - Newscnbc.com·24d ago·Positive
Dell stock jumps on RBC initiation, now up nearly 350% in 2026 Dell Technologies stock rose 10% during trading on Friday after RBC Capital Markets initiated coverage of the computer maker. Friday's rise comes as Dell shares have more than quadrupled so far in 2026, as the longtime PC maker has emerged as one of the top vendors for Nvidia-based servers and related equipment.
View source ↗ - Newsproactiveinvestors.com·24d ago·Positive
Dell shares jump 11% to all-time high on RBC Outperform initiation Dell Technologies Inc (NASDAQ:DELL) shares hit an all-time high above $562, up 11% on Friday after RBC Capital Markets initiated coverage with an Outperform rating and a $640 price target. RBC's initiation cited enterprise demand for AI investments, compute modernization, storage expansion and PC refresh, which the firm said should sustain results above Dell's long-term targets.
View source ↗ - News247wallst.com·25d ago·Neutral
Prediction: DELL Could Be Ready for Another Rally. Here's Our Price Target Dell has surged over 300% this year on the back of a $95 billion AI backlog, but profit takers just hit the brakes hard.
View source ↗ - News (RSS)thestreet·25d ago·Positive
Evercore ISI revamps Dell stock price target to $650 Dell’s $95 billion AI server backlog is fueling the next leg of the stock’s rally.
View source ↗ - News (RSS)thestreet·25d ago·Positive
Dell enters the S&P 100 index after monstrous three-year rally Here's what's driving Dell stock and its price target following its 700% climb.
View source ↗ - News (Marketaux)finance.yahoo.com·25d ago·Positive
Dell (DELL) Reports $60.9B of AI Server Orders and a $95B Backlog. Can the Demand Surge Produce Durable Cash Flow? Dell Technologies [+264 characters]
View source ↗ - News (RSS)yahoo·25d ago·Negative
AI Server Stocks Slide as Two-Day Run Unwinds: Hewlett Packard Enterprise Sinks 4%, Dell Pulls Back, Super Micro Sits Out the Selloff
View source ↗ - Newsseekingalpha.com·26d ago·Positive
Dell Technologies Inc. (DELL) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript Dell Technologies Inc. (DELL) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
View source ↗ - Newszacks.com·26d ago·Positive
2 Stocks to Buy Right Now From the Prospering Computer Industry The Computer - Micro Computers industry participants like DELL and HPQ are benefiting from the strong demand for enterprise devices amid stiff macroeconomic challenges globally.
View source ↗ - News (RSS)investing·26d ago·Neutral
Tuesday’s insider buys and sells: Major moves at Dell and Group 1
View source ↗ - Newsinvezz.com·26d ago·Neutral
Dell stock hits 52-week high as AI demand fuels growth Dell Technologies shares DELL climbed 4.3% in morning trading on Wednesday, reaching $556.85 and a new 52-week high of $562.99, as investors positioned ahead of CEO Michael Dell's appearance at the Goldman Sachs Communacopia + Technology Conference. The presentation comes after Dell reported record fiscal second-quarter results and raised its full-year outlook, reinforcing investor focus on its growing artificial intelligence infrastructure …
View source ↗ - Newsbenzinga.com·26d ago·Positive
AI Demand Surges: Dell Refinances Debt Following Massive Sales Forecast Hike Dell Technologies Inc (NYSE:DELL) is using strong artificial intelligence-driven operating momentum to reshape its financing while expanding its data center business and lifting its sales outlook.
View source ↗ - Newszacks.com·26d ago·Positive
Why Dell Technologies (DELL) is a Top Momentum Stock for the Long-Term Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
View source ↗ - Newszacks.com·26d ago·Neutral
Wall Street Analysts Think Dell Technologies (DELL) Is a Good Investment: Is It? Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
View source ↗ - News (Marketaux)manilatimes.net·27d ago·Positive
Latest Dell Technologies Research Reveals that AI Ambition Outpaces Readiness Across Singapore Story Highlights Dell Tech[+227 characters]
View source ↗ - News (RSS)thestreet·27d ago·Positive
Trump’s 5 words helped drive a massive 350% rally so what’s next? Dell now expects $192 billion in revenue, with a $95 billion AI-server backlog supporting its growth outlook.
View source ↗ - News (RSS)forbes·27d ago·Neutral
Michael Dell Passes Jeff Bezos In Billionaire Rankings—Hits No. 3 For First Time The only two billionaires with a higher estimated net worth than Dell are Alphabet co-founder Larry Page and Tesla chief Elon Musk.
View source ↗ - Newszacks.com·27d ago·Positive
Dell vs. HPE: Which Top AI Server Stock Is the Better Buy? Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) have become two of the most important names in enterprise infrastructure.
View source ↗
Earnings
Tue, Nov 24(in 7 weeks)
Consensus estimate $6.56 per share
Typical surprise +6.3% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Sep 1$7.04 vs $4.91beat
- Thu, May 28$4.86 vs $2.96beat
- Thu, Feb 26$3.89 vs $3.53beat
- Tue, Nov 25$2.59 vs $2.47beat
- Thu, Aug 28$2.32 vs $2.29beat
- Thu, May 29$1.55 vs $1.70miss
Estimates and results for DELL via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Earnings Call — 2026Q3
Management and analyst remarks, with per-speaker sentiment.
- Paul FrantzHead of Investor Relations+0.00
Thanks everyone for joining us. With me today are Jeff Clarke, David Kennedy, and Howard Johnson. Our earnings materials are available on our IR website and I encourage you to review these materials. Also, please take some time to review the presentation, which includes additional content to complement our discussion this afternoon. Guidance will be covered on today's call. All references to finan…
- Jeff ClarkeVice Chairman and Chief Operating Officer+0.90
Thanks, Paul, and thanks, everyone, for joining us. Before we get started, I'd like to congratulate David on his appointment to CFO. We worked together closely for the past couple of decades, and I look forward to what's ahead. Now moving to our results. We delivered a strong third quarter, with a record for both revenue and earnings per share and an all-time high in AI server orders. Total revenu…
- David KennedyChief Financial Officer+0.80
Thanks, Jeff. I'm pleased with the team's strong execution this quarter, delivering Q3 records for both revenue and EPS along with strong cash generation and above-trend capital return. Total revenue was up 11% to $27 billion. ISG and CSG combined grew 13%. Gross margin was up 4% to $5.7 billion or 21.1% of revenue. Gross margin rate was driven primarily by a mix shift to AI servers with shipments…
- Paul FrantzHead of Investor Relations+0.00
Thanks, David. Let's get to Q&A. In order to ensure we get to as many of you as possible, please ask one concise question. Operator, let's go to the first question.…
- Samik ChatterjeeAnalyst (JPMorgan)+0.00
Hi. Thanks for taking my question. Jeff and David, since this is a main topic of investor conversation at this point, can you flesh out your thoughts on the kind of reaction you expect from customers in relation to the pricing discussions by product categories? Do you think it's easier to take some of those pricing actions relative to your overall portfolio? And David, if I heard you correctly, yo…
- Jeff ClarkeVice Chairman and Chief Operating Officer+0.50
Sure, Samik. Let me wade my way through that. It will be the first question this afternoon. Look, we're in a very unique time. It's unprecedented. We have not seen costs move at the rate that we've seen. And by the way, it's not unique to DRAM. It's NAND, it is hard drives, leading-edge nodes across the semiconductor network. I would categorize it as demand is way ahead of supply. As we work our w…
- David KennedyChief Financial Officer+0.40
Yeah, Samik. It's very early in our planning process, obviously. But the framework from our Securities Analyst Meeting is a good reference point to start with. I think EPS included in that is the right ZIP code. We'll be looking to leverage our go-to-market engine, which is differentiated, and all the supply chain actions Jeff outlined. We'll continue to drive significant scale in our OpEx. And th…
- Paul FrantzHead of Investor Relations+0.00
Thanks, Samik.…
Excerpts from DELL's 2026Q3earnings call, via Alpha Vantage. Shown in part for commentary; refer to the company's own filings and investor relations site for the full call.
Insider trading
Open-market buys and sells by DELL officers and directors.
- Bought
- —
- Sold
- $78.6m
0 trades
78 trades
- Durban Egonsold
- Radakovich Lynn Vojvodichsold
- Silver Lake Partners Iv, L.p.sold
- Silver Lake Partners Iv, L.p.sold
- Silver Lake Partners Iv, L.p.sold
- Silver Lake Technology Investors V, L.p.sold
- Silver Lake Technology Investors V, L.p.sold
- Silver Lake Technology Investors V, L.p.sold
22 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jul 13, 2026 (25d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jul 13, 2026 (41d later)Buy$1,001 - $15,000
- John J. McGuirehouse · VA05 · disclosed Jun 11, 2026 (7d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 13, 2026 (30d later)Buy$1,001 - $15,000
- Markwayne Mullinsenate · OK · disclosed Mar 2, 2026 (26d later)Sell$15,001 - $50,000
- Markwayne Mullinsenate · OK · disclosed Jan 13, 2026 (26d later)Sell$15,001 - $50,000
- Markwayne Mullinsenate · OK · disclosed Jan 13, 2026 (26d later)Sell$15,001 - $50,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (24d later)Sell$1,001 - $15,000
- Jared Moskowitzhouse · FL23 · disclosed Nov 24, 2025 (45d later)Buy$1,001 - $15,000
- Jared Moskowitzhouse · FL23 · disclosed Nov 24, 2025 (45d later)Buy$15,001 - $50,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (64d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (210d later)Buy$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed May 8, 2025 (30d later)Buy$1,001 - $15,000
- Marjorie Taylor Greenehouse · GA14 · disclosed May 7, 2025 (2d later)Buy$1,001 - $15,000
- Marjorie Taylor Greenehouse · GA14 · disclosed Apr 8, 2025 (4d later)Buy$1,001 - $15,000
- Markwayne Mullinsenate · OK · disclosed Feb 27, 2025 (24d later)Buy$1,001 - $15,000
- Julie Johnsonhouse · TX32 · disclosed Feb 12, 2025 (15d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
