Dell Technologies Inc. (DELL)
NYSE · Price as of · Delayed Quote
- Profitability20/20
Profitable and growing: $10.21B net income over the last four reported quarters, up from $5.21B the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 241 sells worth $229.8M, 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).
- Analysts24
- Implied upside+7.7%
- Target range$465.00 to $735.00
- EPS expected$6.56 +153%
- A year ago$2.59
- Revenue expected$44.50B +49%
- Estimate range$4.72 to $7.37
DELL closed at $524.14 on Sep 4, up 19.8% since Aug 6. Chart read: price above both the 50-day and 200-day moving averages; the 50-day is above the 200-day (uptrend structure); trading at 100% of the 52-week range ($111.07 to $524.14).
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 | Own call |
| Iv (GP), L.l.c. Slta · Director | Sell | $81.3M | April 15, 2026 | Own call |
| Iv (GP), L.l.c. Slta · Director | Sell | $67.5M | April 16, 2026 | Own call |
| Iv (GP), L.l.c. Slta · Director | Sell | $74.6M | March 23, 2026 | Own call |
| V (GP), L.l.c. Slta · Director | Sell | $74.6M | March 23, 2026 | Own call |
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 |
|---|---|---|---|---|
| Saavedra Jennifer D. · Officer | $13.1M | September 4, 2026 | Not yet reported | Vested shares |
| Tunnell Jane · Officer | $2.8M | September 4, 2026 | Not yet reported | Vested shares |
| Durban Egon · See Remarks | $19.4M | September 4, 2026 | Not yet reported | Other |
| Radakovich Lynn Vojvodich · Director | $886,061 | August 24, 2026 | Executed | Routine |
| Radakovich Lynn Vojvodich · Director | $836,643 | July 22, 2026 | Not yet reported | 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 | +19.2% | +18.2% |
| Median difference vs SPY | +2.5% | — |
| Purchases that beat SPY | 5 of 9 (56%) | — |
| Members who bought | 4 | — |
Most frequent buyers: Marjorie Taylor Greene (5), 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. 1 of the 9 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
| 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 | September 4, 2026 | View on EDGAR |
| 144 | September 4, 2026 | View on EDGAR |
| 144 | September 4, 2026 | View on EDGAR |
| 144 | September 4, 2026 | View on EDGAR |
| 144 | September 4, 2026 | View on EDGAR |
| 144 | September 4, 2026 | View on EDGAR |
| 144 | September 4, 2026 | View on EDGAR |
| 144 | September 4, 2026 | View on EDGAR |
Dell Technologies news
All 23 articles
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.
Rogue AI agents attacked Hugging Face. Its defenders turned to a Chinese open-weight model.
About 700 OpenAI test agents took part in an attack on Hugging Face in July, and the reports published Aug. 26 read like the case against open-weight AI. Except the frontier models Hugging Face reached for refused to help analyze the attack, and its responders ran a Chinese open-weight model instead. Washington has already picked a side.
Memory chip prices are soaring. So why are Micron (MU), SanDisk (SNDK) and SK Hynix (SKHY) falling?
Korea's chip exports nearly tripled in the first 20 days of August and its semiconductor export price index has quadrupled since 2023. Micron, SanDisk, SK Hynix, Samsung and Kioxia all peaked within one week in June and have fallen 21% to 51% since.
Druckenmiller bought $4 million of IREN. Bridgewater sold 96% of its stake the same quarter
Druckenmiller's Duquesne opened a small first-time IREN stake last quarter. We pulled every fund we track: who sold IREN, who kept it, plus the $788 million co-CEO grant and a share count that has grown 6.5x since 2022.
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 $44.50B for the quarter ending October 31, 2026, against $2.59 and $29.78B 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?
24 analysts cover Dell Technologies Inc. (DELL). The consensus rating is Buy. The average price target is $564.46, in a range of $465.00 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?
4 members of Congress have disclosed buying DELL in the last 5 years, 9 purchases in total. Measured over the 12 months after each trade date, the median purchase returned +19.2% against +18.2% for SPY over the same windows, and 5 of the 9 (56%) 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 September 4, 2026.