Dell Technologies Inc. (DELL)
NYSE · Price as of · Nasdaq Real Time Price
- Profitability20/20
Profitable and growing: $12.09B net income over the last four reported quarters, up from $5.94B the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 142 sells worth $144.9M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 1 new 5%+ stake disclosure (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings4/15
5 offering-related filings in the last year (share-count history unavailable).
- Analysts25
- Implied upside+30.9%
- Target range$480.00 to $735.00
- EPS expected$6.56 +153%
- A year ago$2.59
- Revenue expected$49.19B +82%
- Estimate range$6.41 to $7.37
DELL closed at $485.88 on Oct 21, down 11.5% since Sep 22. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 72% of the 52-week range ($111.07 to $588.40).
Insider buying and selling at Dell Technologies Inc. (DELL)
The most recent Form 4 on record for Dell Technologies Inc. (DELL) is April 16, 2026, when Iv (GP), L.l.c. Slta, Director, sold $67.5M of stock. Nothing in the filing ties this one to a pre-arranged plan, so it was the filer's own call.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| V (GP), L.l.c. Slta · Director | Sell | $81.3M | April 15, 2026 | Red flag |
| Iv (GP), L.l.c. Slta · Director | Sell | $81.3M | April 15, 2026 | Red flag |
| Iv (GP), L.l.c. Slta · Director | Sell | $67.5M | April 16, 2026 | Red flag |
| Iv (GP), L.l.c. Slta · Director | Sell | $74.6M | March 23, 2026 | Red flag |
| V (GP), L.l.c. Slta · Director | Sell | $74.6M | March 23, 2026 | Red flag |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Radakovich Lynn Vojvodich · Director | $930,120 | October 22, 2026 | Not yet reported | Routine |
| Durban Egon · See Remarks | $1.0M | October 9, 2026 | Not yet reported | Other |
| Durban Egon · See Remarks | $2.0M | October 6, 2026 | Not yet reported | Other |
| Durban Egon · See Remarks | $1.0M | September 23, 2026 | Executed | Other |
| Radakovich Lynn Vojvodich · Director | $1.1M | September 22, 2026 | Executed | Routine |
How Congress has done in DELL
Every purchase of DELL disclosed by a member of Congress in the last 5 years, scored over the 12 months after the trade date against SPY over the same window.
| Measure | DELL | SPY |
|---|---|---|
| Median 12-month return after purchase | +23.2% | +18.6% |
| Median difference vs SPY | +4.6% | — |
| Purchases that beat SPY | 7 of 11 (64%) | — |
| Members who bought | 5 | — |
Most frequent buyers: Marjorie Taylor Greene (5), Jared Moskowitz (2), Markwayne Mullin (2), Lisa McClain (1), Rob Bresnahan (1).
These are not returns anyone actually earned. Disclosures report a dollar bracket and no share count, so every purchase is counted once and weighted equally, and sales are not matched back to the buys that opened them. 2 of the 11 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet.
Congress trades in DELL
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-06-18 | Michael McCaul TX | Purchase | $1,001 - $15,000 | |
| 2026-06-02 | Michael McCaul TX | Purchase | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 144 | October 22, 2026 | View on EDGAR |
| 8-K | October 21, 2026 | 8-K |
| 4 | October 19, 2026 | 4 |
| 4 | October 19, 2026 | 4 |
| 4 | October 19, 2026 | 4 |
| 4 | October 19, 2026 | FORM 4 |
| 4 | October 14, 2026 | 4 |
| 4 | October 14, 2026 | 4 |
Dell Technologies news
All 29 articles
Dell (DELL), JERA, and RHAELM plan a $15 billion-plus AI data center at a Japanese power plant
The first site would draw power directly from a JERA plant near Tokyo. JERA wants to repeat the model across Japan.
Dell's finance chief and general counsel sold $16.3 million the day before the stock hit a record
Two more Dell officers sold stock on September 17th, a day before shares hit a record high. One is the finance chief, and the filings show open-market or private sales the forms do not tie to a Rule 10b5-1 plan.
Two Dell (DELL) executives file to sell $24.4 million as shares hit a record. Filings show $388.9 million sold this month.
Peter Trizzino and Richard Rothberg filed Form 144 notices on Friday covering $24.4 million of Dell stock, the morning DELL traded at its highest price ever. Separate Form 4s report $388.9 million sold on September 3, 4 and 8.
Sandisk (SNDK), Dell (DELL), Palo Alto (PANW) and Arista (ANET) join the S&P 100 as Nike exits
Four technology companies replace a sneaker maker, a toothpaste maker, a mall owner and a jet-engine supplier in the S&P 100 before the open on September 21. Sandisk reached the index ten months after joining the S&P 500.
Dell (DELL) raises its full-year outlook by $25 billion as AI server backlog nearly doubles to $95 billion
Dell booked a record $60.9 billion of AI server orders in the quarter ended July 31 and exited with a $95 billion AI backlog, up from $51.3 billion in May. Revenue rose 58% to $47.0 billion, fiscal 2027 guidance moved to $192 billion, and free cash flow fell 47% as inventory doubled.
Marvell (MRVL) fell 10.3% on margins. Now Dell (DELL), Credo (CRDO) and Broadcom (AVGO) report into the same question
Marvell fell 10.3% Friday after guiding gross margin lower on a greater custom mix. Ten of the names we track report between September 1 and 3, and Broadcom, Credo and Ciena all sell into the same build.
This month's top AI stocks in overnight trading: Marvell leads, Dell a one-night spike
We split a month of AI stock returns into overnight versus intraday. Dell and Marvell led overnight at about 32%, but Dell's came almost entirely from one earnings night, while Marvell's was the real repeating pattern.
Articles that mention Dell Technologies without it being the main subject.
Nvidia (NVDA) says its new DSX POD AI factories can be deployed in as little as 14 days, down from six months
Huang said a three-month delay could postpone $10 billion in revenue. The keynote capped a week of startup deals across Europe.
Trump to award science medals to Musk, Brin, Huang, and Su as disclosure shows trades in their companies
It's the first time Trump has presented the medal in either term. Dell and Nadella get a separate technology award.
Nvidia-backed Nscale (NSCL) files for a NYSE IPO with $103.4 billion in signed contracts. Almost all of the compute behind them still has to be built and financed.
Nscale filed to list on the NYSE under ticker NSCL, reporting $103.4 billion in contract value as of Aug. 31. Anthropic and Microsoft are about 85% of it, but only about 25,000 of Nscale's 461,000 contracted GPUs were running.
Frequently asked questions
When does DELL report earnings?
Dell Technologies Inc. (DELL) is scheduled to report quarterly results on November 27, 2026 (estimated). The 24-analyst consensus is $6.56 per share on revenue of $49.19B for the quarter ending October 31, 2026, against $2.59 and $27.00B a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters. The date is an estimate from past reporting patterns and can move until the company confirms it.
What do analysts expect for DELL?
25 analysts cover Dell Technologies Inc. (DELL). The consensus rating is Buy. The average price target is $593.00, in a range of $480.00 to $735.00.
Are insiders buying or selling DELL?
We track Form 4 filings for Dell Technologies Inc. (DELL). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Has Congress made money trading DELL?
5 members of Congress have disclosed buying DELL in the last 5 years, 11 purchases in total. Measured over the 12 months after each trade date, the median purchase returned +23.2% against +18.6% for SPY over the same windows, and 7 of the 11 (64%) beat the index. These are not returns anyone actually earned: congressional disclosures report a dollar bracket and no share count, so each purchase is counted once and weighted equally, and later sales are not matched back to the buys that opened them.
Where can I see DELL SEC filings?
Recent filings are listed on this page, newest first. The latest is a 144 filed October 22, 2026.