Dell Technologies Inc.
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About the company
Dell Technologies Inc. is a worldwide technology leader that designs, develops, manufactures, markets, sells, and provides support for a broad spectrum of information technology (IT) solutions, products, and services. The company's business activities are structured into three primary segments: the Infrastructure Solutions Group (ISG), the Client Solutions Group (CSG), and VMware.
- CEO
- Michael Saul Dell
- IPO
- 2016
- Employees
- 108,000
- HQ
- Round Rock, TX, US
Price Chart
- Market Cap
- $262.76B
- P/E
- 30.53
- P/S
- 1.96
- P/B
- -182.85
- EV/EBITDA
- 25.84
- Div Yield
- 0.56%
- Gross Margin
- 19.16%
- Op Margin
- 7.98%
- Net Margin
- 6.28%
- ROE
- -363.24%
- ROIC
- 18.55%
- Revenue
- $113.54B · 18.80%
- Net Income
- $5.94B · 29.27%
- EPS
- $8.96 · 37.63%
- Op Income
- $8.45B
- FCF YoY
- 357.57%
- 52W High
- $469.47
- 52W Low
- $110.22
- 50D MA
- $263.71
- 200D MA
- $167.95
- Beta
- 1.38
- Avg Volume
- 9.08M
AI snapshot
Six angles, distilled from the data.
The stock is in a powerful multi-month uptrend and remains well above its 200-day average, with the 50-day also far above the long-term trend. It is trading near the upper end of its 52-week range, which keeps momentum constructive but leaves less room for error after a sharp run.
Street sentiment is constructive: the consensus is Buy, with 26 Buy, 17 Hold, and 2 Sell ratings. The target stack has moved higher fast, with a consensus target of 449.54 versus a 497 median and several fresh raises, including 500 from Goldman Sachs, Mizuho, and Bernstein.
Dell has a strong beat pattern, going 7-for-8 in recent quarters and just posting a 64.2% EPS beat. Next-year EPS estimates sit at 11.4163 versus 12.54 TTM, so shareholders should watch whether AI server demand and margin mix can keep growth ahead of the reset.
The pattern is net selling, but most of the activity is tied to Silver Lake and includes exempt or automatic-style entries that look more like administrative flows than conviction trades. The only clear discretionary signal in the table is a cluster of small sales, with no offsetting insider buys.
Profitability is solid, led by a 19.2% gross margin, 8.34% operating margin, and 6.28% net margin. Growth is strong too, with revenue up 87.5% year over year and EPS growth of 282.5%, while free cash flow reached $13.818 billion on $11.185 billion of operating cash flow.
Dell stands out in hardware for scale in AI-optimized servers, storage, and enterprise PCs, but it also carries more leverage than a clean-balance-sheet peer would. At 31.77x earnings, the stock trades at a premium setup that assumes execution stays strong.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Jun 10, 26 | Silver Lake Technology Investors V, L.P. | sell | 25 |
| Jun 10, 26 | Silver Lake Technology Investors V, L.P. | sell | 31 |
| Jun 10, 26 | Silver Lake Technology Investors V, L.P. | sell | 44 |
| Jun 10, 26 | Silver Lake Technology Investors V, L.P. | sell | 76 |
| Jun 10, 26 | Silver Lake Technology Investors V, L.P. | sell | 74 |
| Jun 10, 26 | Silver Lake Technology Investors V, L.P. | sell | 65 |
| Jun 10, 26 | Silver Lake Technology Investors V, L.P. | sell | 35 |
| Jun 10, 26 | Silver Lake Technology Investors V, L.P. | sell | 54 |
| Jun 10, 26 | Silver Lake Technology Investors V, L.P. | sell | 8 |
| Jun 10, 26 | Silver Lake Technology Investors IV, L.P. | sell | 56 |
Our DELL coverage
Recent articles, reports, and earnings notes.

Dell Technologies (DELL): AI Infrastructure Momentum Drives Buy Thesis
Dell has evolved from a PC and server cyclical into a scaled AI infrastructure supplier with strong cash generation and a growing enterprise moat. FY2026 showed record revenue, EPS, and AI backlog, while valuation still looks reasonable versus growth.

The AI trade is no longer about owning semis — it is about owning the bottlenecks
The AI trade is getting more selective, and Broadcom’s post-earnings drop made that impossible to ignore. Demand is still real, but the market is starting to reward the parts of the stack with the most durable pricing power: networking, memory bandwidth, and system integration.

Dell Technologies Inc. (DELL) drops 5.8% after AI rally
Dell Technologies Inc. (DELL) drops after a huge post-earnings surge as investors take profits and reassess valuation. The pullback follows a major EPS beat, rising AI server expectations, and a wave of analyst target hikes, suggesting today’s move is more about digestion than a broken business story.
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AI analysis · Last refreshed June 10, 2026 · Live quote · Not investment advice