AI Server Downgrade: Recent discussions on X about Dell Technologies (DELL) have focused on a major analyst downgrade, pointing to margin pressures from the AI server mix and rising memory costs. This has triggered a sharp decline in the stock price, with many noting significant premarket losses. The conversation reflects concern over the potential impact on future earnings.
Mixed Analyst Outlook: Despite the downgrade, some on X highlight a contrasting view from another analyst who raised their price target, citing strong demand for AI servers. This split in opinions has sparked curiosity about how Dell's upcoming earnings report will shape the narrative. The debate keeps the stock in sharp focus among investors.
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 537 times in the past 6 months. Of those trades, 0 have been purchases and 537 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) has made 0 purchases and 2 sales selling 16,253,968 shares for an estimated $2,222,753,260.
- IV (GP), L.L.C. SLTA has made 0 purchases and 256 sales selling 7,615,958 shares for an estimated $1,012,846,279.
- V (GP), L.L.C. SLTA has made 0 purchases and 256 sales selling 7,615,958 shares for an estimated $1,012,846,279.
- 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
- WILLIAM F SCANNELL (Pres., Glob. Sales & Cust. Ops) sold 91,230 shares for an estimated $10,803,456
- RICHARD J ROTHBERG (General Counsel & Secretary) sold 70,165 shares for an estimated $7,635,355
- JANE TUNNELL (Chief Marketing Officer) sold 28,877 shares for an estimated $3,232,780
- LAKE GROUP, L.L.C. SILVER has made 0 purchases and 6 sales selling 17,298 shares for an estimated $2,288,618.
- BRUNILDA RIOS (Chief Accounting Officer) has made 0 purchases and 3 sales selling 19,000 shares for an estimated $2,157,285.
- LYNN VOJVODICH RADAKOVICH has made 0 purchases and 4 sales selling 5,075 shares for an estimated $634,085.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Dell Technologies Congressional Stock Trading
Members of Congress have traded $DELL stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 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 sold up to $15,000 on 06/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Dell Technologies Hedge Fund Activity
We have seen 765 institutional investors add shares of Dell Technologies stock to their portfolio, and 625 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 9 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 11/20/2025
- JP Morgan issued a "Overweight" rating on 11/17/2025
- Morgan Stanley issued a "Underweight" 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
- Bernstein issued a "Outperform" rating on 09/16/2025
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:
- Wamsi Mohan from B of A Securities set a target price of $160.0 on 11/20/2025
- Samik Chatterjee from JP Morgan set a target price of $170.0 on 11/17/2025
- Erik Woodring from Morgan Stanley set a target price of $110.0 on 11/17/2025
- James Fish from Piper Sandler set a target price of $172.0 on 10/22/2025
- Simon Leopold from Raymond James set a target price of $161.0 on 10/21/2025
- Jim Kelleher from Argus Research set a target price of $200.0 on 10/09/2025
- Vijay Rakesh from Mizuho set a target price of $170.0 on 10/08/2025
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.
