Recent discussions on X about Dell Technologies (DELL) have centered on the company’s latest earnings report and its performance in the AI server market. Many users have noted the impressive revenue figures, with AI server shipments reaching record levels, though concerns linger about shrinking operating margins due to high manufacturing costs. The tech giant’s stock has seen volatility, with some expressing caution over competitive pressures in the sector.
Additionally, there’s a mix of optimism and skepticism surrounding Dell’s future growth projections, particularly with forecasts for AI infrastructure demand. Posts on X highlight analyst upgrades and raised price targets, suggesting confidence in long-term potential, while others point to short-term challenges like softening demand in core server and storage segments. The conversation remains dynamic as investors weigh these competing narratives.
Note: This discussion summary was generated from an AI condensation of post data.
Dell Technologies Congressional Stock Trading
Members of Congress have traded $DELL stock 4 times in the past 6 months. Of those trades, 3 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.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/05, 04/04 and 0 sales.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 04/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Dell Technologies Insider Trading Activity
Dell Technologies insiders have traded $DELL stock on the open market 174 times in the past 6 months. Of those trades, 0 have been purchases and 174 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 10,000,000 shares for an estimated $1,222,700,000
- IV (GP), L.L.C. SLTA has made 0 purchases and 77 sales selling 2,708,087 shares for an estimated $326,488,587.
- V (GP), L.L.C. SLTA has made 0 purchases and 77 sales selling 2,708,087 shares for an estimated $326,488,587.
- WILLIAM D GREEN has made 0 purchases and 3 sales selling 100,000 shares for an estimated $13,650,000.
- 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
- BRUNILDA RIOS (Chief Accounting Officer) has made 0 purchases and 4 sales selling 19,926 shares for an estimated $2,243,672.
- LAKE GROUP, L.L.C. SILVER has made 0 purchases and 4 sales selling 10,681 shares for an estimated $1,285,282.
- YVONNE MCGILL (Chief Financial Officer) has made 0 purchases and 2 sales selling 8,000 shares for an estimated $886,376.
- LYNN VOJVODICH RADAKOVICH has made 0 purchases and 3 sales selling 4,350 shares for an estimated $542,452.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Dell Technologies Hedge Fund Activity
We have seen 725 institutional investors add shares of Dell Technologies stock to their portfolio, and 696 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS removed 12,460,949 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $1,135,815,501
- JANE STREET GROUP, LLC added 4,182,816 shares (+127.9%) to their portfolio in Q2 2025, for an estimated $512,813,241
- GOLDMAN SACHS GROUP INC added 2,790,524 shares (+108.3%) to their portfolio in Q2 2025, for an estimated $342,118,242
- FIL LTD added 1,855,368 shares (+65.4%) to their portfolio in Q2 2025, for an estimated $227,468,116
- ROYAL BANK OF CANADA added 1,549,777 shares (+137.4%) to their portfolio in Q2 2025, for an estimated $190,002,660
- GHISALLO CAPITAL MANAGEMENT LLC added 1,500,000 shares (+inf%) to their portfolio in Q2 2025, for an estimated $183,900,000
- UBS GROUP AG removed 1,463,077 shares (-30.3%) from their portfolio in Q2 2025, for an estimated $179,373,240
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 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 08/29/2025
- UBS issued a "Buy" rating on 08/29/2025
- Raymond James issued a "Outperform" rating on 08/29/2025
- Wells Fargo issued a "Overweight" rating on 08/29/2025
- Morgan Stanley issued a "Overweight" rating on 08/21/2025
- Evercore ISI Group issued a "Outperform" rating on 08/15/2025
- Citigroup issued a "Buy" rating on 08/11/2025
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 10 analysts offer price targets for $DELL in the last 6 months, with a median target of $153.5.
Here are some recent targets:
- Aaron Rakers from Wells Fargo set a target price of $160.0 on 08/29/2025
- Tim Long from Barclays set a target price of $131.0 on 08/29/2025
- David Vogt from UBS set a target price of $155.0 on 08/29/2025
- Wamsi Mohan from B of A Securities set a target price of $167.0 on 08/29/2025
- Simon Leopold from Raymond James set a target price of $152.0 on 08/29/2025
- Erik Woodring from Morgan Stanley set a target price of $144.0 on 08/21/2025
- Amit Daryanani from Evercore ISI Group set a target price of $160.0 on 08/15/2025
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.
