Earnings Momentum: Social media chatter intensified around Dell Technologies' latest results, which exceeded forecasts and underscored surging enterprise demand for AI servers. Analysts on these platforms noted diversified revenue from both corporate and government-backed AI initiatives. This development has fueled renewed focus on the company's supply chain partners in the sector.
AI Hardware Tailwinds: Recent posts emphasized Dell's involvement with Nvidia's new processor for AI-enabled PCs, positioning the firm to capture growth alongside manufacturers like HP. Observers highlighted potential for an upgrade cycle in consumer and enterprise devices. The announcement triggered immediate market reactions visible across trading discussions.
Market Context: Broader conversation touched on political ties and contract wins, with some users linking recent awards to prior investments. Sentiment remains centered on Dell's expanding role in data centers and emerging AI applications. Overall tone reflects heightened interest in the stock's trajectory amid tech sector shifts.
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 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 Revenue
Dell Technologies had revenues of $43.8B in Q1 2027. This is an increase of 87.54% from the same period in the prior year.
You can track DELL financials on Quiver Quantitative's DELL stock page.
You can access data on DELL stock through the Quiver Quantitative API.
Dell Technologies 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 Hedge Fund Activity
We have seen 826 institutional investors add shares of Dell Technologies 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 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, check out Quiver Quantitative's $DELL forecast page.
Dell Technologies Price Targets
Multiple analysts have issued price targets for $DELL recently. We have seen 15 analysts offer price targets for $DELL in the last 6 months, with a median target of $497.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $500.0 on 06/01/2026
- Erik Woodring from Morgan Stanley set a target price of $448.0 on 06/01/2026
- Mark Newman from Bernstein set a target price of $500.0 on 06/01/2026
- Wamsi Mohan from B of A Securities set a target price of $500.0 on 05/29/2026
- Tim Long from Barclays set a target price of $550.0 on 05/29/2026
- Samik Chatterjee from JP Morgan set a target price of $500.0 on 05/29/2026
- Matthew Niknam from Truist Securities set a target price of $360.0 on 05/29/2026
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.
