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
- $284.23B
- P/E
- 33.43
- P/S
- 2.12
- P/B
- -197.79
- EV/EBITDA
- 23.04
- Div Yield
- 0.52%
- 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
- $287.08
- 200D MA
- $175.08
- Beta
- 1.38
- Avg Volume
- 8.96M
AI snapshot
Six angles, distilled from the data.
The stock remains in a powerful multi-month uptrend, trading well above its 200-day average of 170.68 and near the top of its 52-week range of 109.88 to 469.47. The setup still favors momentum buyers, though the move has already traveled a long way from the low.
Wall Street leans constructive, with a Buy consensus and an average target of 449.54, modestly above the current level. Recent calls skewed higher too, including multiple target raises to 500, 550, and 700, even as a few firms stayed cautious with Hold or Neutral views.
The earnings profile is strong: Dell has beaten EPS in 7 of the last 8 quarters, including a 65.9% upside surprise in the latest report. Next-year EPS estimates sit below trailing EPS, so shareholders should watch whether AI-server demand and margin mix keep supporting current run-rate earnings.
Recent insider activity leans to net selling, led by Silver Lake entities. Most of the activity is tied to exempt or automatic transactions, but there was also meaningful discretionary selling, including a 5,697-share sale by Silver Lake Partners IV, L.P., which keeps the tone cautious.
Profitability is solid, with a 19.2% gross margin, 8.86% operating margin, and 6.28% net margin. Growth is exceptional, with revenue up 87.5% year over year and earnings up 282.5%, while free cash flow reached $13.82 billion and FCF yield was 5.19%.
Dell stands out in hardware for AI-optimized servers and infrastructure, while its client PC business adds scale but less margin power. At 33.03x earnings, the valuation sits above a typical mature-hardware profile, so the market is paying for growth and execution.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Jun 17, 26 | Saavedra Jennifer D. | other | 50 |
| Jun 16, 26 | Tunnell Jane | other | 243 |
| Jun 16, 26 | Tunnell Jane | other | 276 |
| Jun 15, 26 | SLTA V (GP), L.L.C. | other | 50,381 |
| Jun 15, 26 | SLTA IV (GP), L.L.C. | other | 50,381 |
| Jun 15, 26 | Rothberg Richard J | sell | 20,000 |
| Jun 15, 26 | Tunnell Jane | other | 5,879 |
| Jun 12, 26 | Silver Lake Technology Investors IV, L.P. | other | 766 |
| Jun 12, 26 | Silver Lake Technology Investors IV, L.P. | other | 766 |
| Jun 12, 26 | Silver Lake Technology Investors IV, L.P. | sell | 110 |
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 isn’t broken — it’s rotating from chip scarcity to infrastructure spend
Broadcom’s stumble looks less like the end of the AI trade than a handoff inside it. The market is starting to reward the next bottlenecks — servers, networking, cooling, and power — as AI capex broadens beyond the most crowded chip winners.

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.
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AI analysis · Last refreshed June 17, 2026 · Live quote · Not investment advice