AI Growth Sparks Buzz: Recent chatter on social media about Dell Technologies has centered on its impressive performance in the AI infrastructure market. Many are highlighting the company’s third-quarter revenue of $24.4 billion, driven by a surge in AI server shipments. There’s excitement over the raised full-year outlook to $96-98 billion, signaling strong future growth.
Mixed Reactions on Strategy: While optimism dominates, some social media discussions raise concerns about potential risks, including insider stock sales and execution challenges. A few voices question whether the high demand for AI solutions might strain operations despite Dell’s guidance. These debates add a layer of caution to the otherwise bullish narrative.
Note: This discussion summary was generated from an AI condensation of post data.
Dell Technologies Insider Trading Activity
Dell Technologies insiders have traded $DELL stock on the open market 436 times in the past 6 months. Of those trades, 0 have been purchases and 436 have been sales.
Here’s a breakdown of recent trading of $DELL stock by insiders over the last 6 months:
- MICHAEL S DELL (Chief Executive Officer) sold 6,253,968 shares for an estimated $1,000,053,260
- IV (GP), L.L.C. SLTA has made 0 purchases and 211 sales selling 5,690,957 shares for an estimated $785,944,428.
- V (GP), L.L.C. SLTA has made 0 purchases and 211 sales selling 5,690,957 shares for an estimated $785,944,428.
- WILLIAM D GREEN has made 0 purchases and 6 sales selling 272,736 shares for an estimated $39,695,260.
- ELLEN JAMISON KULLMAN sold 79,806 shares for an estimated $12,255,009
- EGON DURBAN sold 71,000 shares for an estimated $9,806,520
- LAKE GROUP, L.L.C. SILVER has made 0 purchases and 2 sales selling 6,617 shares for an estimated $1,003,335.
- LYNN VOJVODICH RADAKOVICH has made 0 purchases and 3 sales selling 2,175 shares for an estimated $286,085.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Dell Technologies Revenue
Dell Technologies had revenues of $27B in Q3 2026. This is an increase of 10.83% from the same period in the prior year.
You can track DELL financials on Quiver Quantitative's DELL stock page.
Dell Technologies Congressional Stock Trading
Members of Congress have traded $DELL stock 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $DELL stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $80,000 on 10/10 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Dell Technologies Hedge Fund Activity
We have seen 745 institutional investors add shares of Dell Technologies stock to their portfolio, and 520 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JANE STREET GROUP, LLC removed 6,556,053 shares (-88.0%) from their portfolio in Q3 2025, for an estimated $929,451,633
- WELLINGTON MANAGEMENT GROUP LLP added 2,937,137 shares (+4279.1%) to their portfolio in Q3 2025, for an estimated $416,397,912
- INVESCO LTD. added 2,191,317 shares (+82.3%) to their portfolio in Q3 2025, for an estimated $310,663,011
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,181,331 shares (+84.7%) to their portfolio in Q3 2025, for an estimated $309,247,295
- FRANKLIN RESOURCES INC added 1,685,529 shares (+541.9%) to their portfolio in Q3 2025, for an estimated $238,957,446
- FMR LLC removed 1,590,639 shares (-30.3%) from their portfolio in Q3 2025, for an estimated $225,504,891
- GHISALLO CAPITAL MANAGEMENT LLC removed 1,500,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $212,655,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Dell Technologies Analyst Ratings
Wall Street analysts have issued reports on $DELL in the last several months. We have seen 10 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 11/26/2025
- Mizuho issued a "Outperform" rating on 11/26/2025
- Morgan Stanley issued a "Underweight" rating on 11/17/2025
- JP Morgan issued a "Overweight" rating on 11/17/2025
- Piper Sandler issued a "Overweight" rating on 10/22/2025
- Raymond James issued a "Outperform" rating on 10/21/2025
- Citigroup issued a "Buy" rating on 10/08/2025
To track analyst ratings and price targets for Dell Technologies, check out Quiver Quantitative's $DELL forecast page.
Dell Technologies Price Targets
Multiple analysts have issued price targets for $DELL recently. We have seen 14 analysts offer price targets for $DELL in the last 6 months, with a median target of $171.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $175.0 on 11/26/2025
- Wamsi Mohan from B of A Securities set a target price of $163.0 on 11/26/2025
- Tim Long from Barclays set a target price of $148.0 on 11/26/2025
- David Vogt from UBS set a target price of $167.0 on 11/26/2025
- Erik Woodring from Morgan Stanley set a target price of $113.0 on 11/26/2025
- Samik Chatterjee from JP Morgan set a target price of $170.0 on 11/17/2025
- James Fish from Piper Sandler set a target price of $172.0 on 10/22/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
