Dell Technologies (DELL) Stock Rises on Q1 2027 Earnings

Dell Technologies Inc. (DELL) reported strong results for Q1 2027, with revenue of $43.8 billion versus an analyst estimate of $36.16 billion, roughly a 21.3% upside. Diluted earnings per share came in at 5.24 versus an estimate of 3.00, reflecting a sizable beat.

Total revenue: $43.8 billion (+87.5% year-over-year)

Gross profit: $7.78 billion (+57.6% year-over-year)

Operating profit: $3.66 billion (+213.8% year-over-year)

Net income attributable to common shareholders: $3.44 billion (+256.3% year-over-year)

Diluted EPS: 5.24 (+282.5% year-over-year)

Key cost and balance-sheet items highlighted the scale of the quarter:

Cost of sales: $36.06 billion (+95.5% year-over-year)

Cash from operating activities: $4.08 billion (+46.0% year-over-year)

Purchases of property, plant and equipment (capex): $963 million (+69.5% year-over-year)

Cash and cash equivalents: $11.58 billion (+50.4% year-over-year)

Total liabilities: $116.32 billion (+29.4% year-over-year)

Market reaction was strong, with the stock moving by 15.86% since market close following the release.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Dell Technologies Inc. Insider Trading Activity

Dell Technologies Inc. insiders have traded $DELL stock on the open market 348 times in the past 6 months. Of those trades, 0 have been purchases and 348 have been sales.

Here’s a breakdown of recent trading of $DELL stock by insiders over the last 6 months:

IV (GP), L.L.C. SLTA has made 0 purchases and 168 sales selling 3,102,508 shares for an estimated $500,440,405.
V (GP), L.L.C. SLTA has made 0 purchases and 168 sales selling 3,102,508 shares for an estimated $500,440,405.
WILLIAM F SCANNELL (Chief Customer Officer) sold 143,067 shares for an estimated $23,606,055
ELLEN JAMISON KULLMAN has made 0 purchases and 4 sales selling 150,346 shares for an estimated $21,820,312.
JEFFREY W CLARKE (COO & Vice Chairman) sold 116,000 shares for an estimated $21,167,680
EGON DURBAN sold 71,000 shares for an estimated $9,806,520
JANE TUNNELL (Chief Marketing Officer) sold 28,529 shares for an estimated $4,350,957
DAVID ALAN KENNEDY (Chief Financial Officer) sold 19,500 shares for an estimated $3,559,335
JENNIFER D. SAAVEDRA (Chief Human Resources Officer) sold 10,200 shares for an estimated $1,479,000
RICHARD TROY SHARP (Chief Accounting Officer) has made 0 purchases and 2 sales selling 1,538 shares for an estimated $229,565.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

Dell Technologies Inc. Hedge Fund Activity

We have seen 826 institutional investors add shares of Dell Technologies Inc. stock to their portfolio, and 786 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JANE STREET GROUP, LLC added 5,292,113 shares (+654.4%) to their portfolio in Q1 2026, for an estimated $868,594,506
MORGAN STANLEY removed 5,235,786 shares (-44.1%) from their portfolio in Q1 2026, for an estimated $859,349,556
GOLDMAN SACHS GROUP INC added 2,668,464 shares (+67.7%) to their portfolio in Q1 2026, for an estimated $437,974,996
INVESCO LTD. added 2,445,854 shares (+50.4%) to their portfolio in Q4 2025, for an estimated $307,884,101
DEUTSCHE BANK AG\ removed 2,342,181 shares (-42.5%) from their portfolio in Q1 2026, for an estimated $384,422,167
JPMORGAN CHASE & CO removed 2,223,692 shares (-51.2%) from their portfolio in Q4 2025, for an estimated $279,918,348
WELLINGTON MANAGEMENT GROUP LLP removed 1,663,571 shares (-61.2%) from their portfolio in Q1 2026, for an estimated $273,041,908

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

Dell Technologies Inc. Congressional Stock Trading

Members of Congress have traded $DELL stock 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $DELL stock by members of Congress over the last 6 months:

SENATOR MARKWAYNE MULLIN has traded it 3 times. They made 0 purchases and 3 sales worth up to $150,000 on 02/04, 12/18.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

Dell Technologies Inc. Analyst Ratings

Wall Street analysts have issued reports on $DELL in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Morgan Stanley issued a "Underweight" rating on 01/20/2026
Citigroup issued a "Buy" rating on 01/20/2026
Barclays issued a "Overweight" rating on 01/15/2026

To track analyst ratings and price targets for Dell Technologies Inc., check out Quiver Quantitative's $DELL forecast page.

Dell Technologies Inc. Price Targets

Multiple analysts have issued price targets for $DELL recently. We have seen 13 analysts offer price targets for $DELL in the last 6 months, with a median target of $205.0.

Here are some recent targets:

Vijay Rakesh from Mizuho set a target price of $350.0 on 05/28/2026
Aaron Rakers from Wells Fargo set a target price of $270.0 on 05/22/2026
Erik Woodring from Morgan Stanley set a target price of $170.0 on 05/21/2026
Wamsi Mohan from B of A Securities set a target price of $280.0 on 05/18/2026
Asiya Merchant from Citigroup set a target price of $290.0 on 05/14/2026
David Vogt from UBS set a target price of $243.0 on 05/11/2026
Katherine Murphy from Goldman Sachs set a target price of $215.0 on 04/16/2026