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Dell Technologies (DELL)

Information Technology · Computer Hardware & Data Center Infrastructure · NYSE

Dell Technologies is a global leader in AI-optimized infrastructure and computing solutions, enabling enterprises to build and scale their data centers, hybrid clouds, and edge environments.

What Dell Technologies does

Dell Technologies designs, manufactures, and sells a broad portfolio of information technology infrastructure and client computing products and services. The company operates primarily through two business units: Infrastructure Solution Group (ISG), which provides servers, storage, networking, and AI-optimized infrastructure solutions; and Client Solution Group (CSG), which serves client computing products. Dell generates revenue from both product sales and services, with strong gross margins driven by its integrated hardware-software approach and a global channel network.

Themes: AI infrastructure, data center, cloud infrastructure, enterprise computing, AI optimization, hybrid cloud, edge computing, infrastructure-as-a-service competition

Fundamentals

  • Price$442.08 as of 2026-08-21 close
  • Market cap$320.4B as of 2026-08-24
  • 1-year return+245.8% 2025-08-21 close $127.83 → 2026-08-21 close $442.08
  • P/E38.10 as of 2026-08-24
  • Net margin+6.3% as of 2026-08-24
  • Gross margin+19.1% as of 2026-08-24
  • ROE+130.7% as of 2026-08-24
  • Debt / equity5.36 as of 2026-08-24
  • Revenue growth (YoY)+38.6% as of 2026-08-24
  • Revenue CAGR (3y)+3.5% SEC XBRL
  • Beta1.39 as of 2026-08-24
  • Last reported earnings2026-05-28 SEC EDGAR Form 8-K (Item 2.02)

Dividend: yield +2.0%; at least 5 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.

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How DELL compares in its sector

  • price-to-earnings ratiomiddle range 265 covered Information Technology peers, as of 2026-08-24
  • net profit marginmiddle range 405 covered Information Technology peers, as of 2026-08-24
  • operating marginmiddle range 405 covered Information Technology peers, as of 2026-08-24
  • gross marginbottom 10% 403 covered Information Technology peers, as of 2026-08-24
  • return on equitytop 10% 405 covered Information Technology peers, as of 2026-08-24
  • 3-year revenue CAGRmiddle range 386 covered Information Technology peers
  • indicated dividend yieldmiddle range 107 covered Information Technology peers, as of 2026-08-24
  • free cash flow (absolute dollars, latest fiscal year)top 10% 382 covered Information Technology peers, as of FY2026

Position among covered Information Technology companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.

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Top 10 scores & list membership

DELL is not currently in any published Top 10 list. Its scores are below.

Long-term score

52.7 #402 of 987 scored · #38 of 84 in Information Technology

  • Profitability59.8
  • Growth67.7
  • Financial health16.8
  • Valuation25.2
  • Capital return70.8
  • Long-term trend69.2

Capital return 71st (consecutive years of dividend increases 5 years) and long-term trend 69th (trading above its 200-day average); weakest is financial health (17th, debt to equity 5.4, free cash flow margin 7%).

Short-term score

59.9 #215 of 1,704 scored · #38 of 261 in Information Technology

  • Trend62.0
  • Momentum70.6
  • Setup51.7
  • Volume and participation46.3
  • Catalysts65.0

Momentum 71st: over the past 3 months this stock beat the market by 71.8 percentage points; catalysts 65th: analysts have raised their average price target by 0.8% since the prior reading; weakest is volume and participation 46th: trading volume is about normal versus its 30-day average.

Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.

Dividend coverage (FY2026)

Covered by reported results. In FY2026, DELL's dividend was covered by reported results (earnings payout 25%, free-cash-flow payout 17%). This describes past coverage, not a forecast.

  • Earnings payout25% dividends / net income
  • Free-cash-flow payout17% dividends / (operating cash flow − capex)

Coverage derived from reported SEC EDGAR XBRL figures for FY2026 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.

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How Dell Technologies looks technically

Dell Technologies (DELL) is trading 86.5% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 103 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 12, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 50, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 3 trading days ago (its momentum flipped negative). It made a new 20-day high about 7 trading days ago.

Trend

7
Distance from the 200-dayit is trading 86.5% above its 200-day average, the long-term trend line — a longer-term uptrend+86.5%
50-day moving averageits average price over the last 50 trading days — a short-term trend line — is $428.02$428.02
200-day moving averageits average price over the last 200 trading days — the long-term trend line — is $237.07$237.07
Swing structureits recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swingsmixed — one of the two is not confirming
Last swing turnits last significant turn was a swing high 8 calendar days ago — the swings before that are what the structure reading is measured on8 sessions
Since the 50/200 crossits 50-day average crossed above its 200-day average about 103 trading days ago — a "golden cross", a bullish long-term signal103 sessions
Trend strength (14-day ADX)there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 12, below the 25 that marks a real trend)11.7

Momentum

3
14-day RSImomentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 50, neither overbought (above 70) nor oversold (below 30)50.1
Position in its 14-day rangeit is trading in the lower half of its 14-day range ($416.30 to $514.00) — its "stochastic" reading is 26 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions.26.4
Since the MACD crossed zeroMACD, a trend-momentum gauge, turned bearish about 3 trading days ago (its momentum flipped negative)3 sessions

Range

12
52-week highits highest closing price over the past year (about 252 trading days) was $514.00$514.00
From the 52-week highit is 14.0% below its 52-week high (its highest price of the past year)-14.0%
Above the 52-week lowit is 301.1% above its 52-week low (its lowest price of the past year)+301.1%
Below the 52-week highit is 14.0% below its highest point of the past year14.0%
Since a 20-day breakoutit made a new 20-day high about 7 trading days ago7 sessions
Since a 55-day breakoutit made a new 55-day high about 7 trading days ago7 sessions
All-time highits highest closing price on record is $514.00 (set on 2026-08-13)$514.00
Given back of the 52-week moveover the past year its closes ranged ($111.07 to $494.51), and it has given back only a small part of its rise from last year’s low — 14% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $245.27 to $257.54. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast.13.7%
From the all-time highit is 14.0% below its all-time high-14.0%
Nearest price levelit is trading 5.5% below a resistance level at $466.48 — a price it turned at twice since 2026-06-01, most recently on 2026-07-14. Since 2024-08-21 it has 16 such levels below the current price and 1 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go.+5.5%
All-time lowits lowest closing price on record is $11.79 (set on 2016-09-06)$11.79
Above the all-time lowit is 3648.8% above its all-time low+3,649%

Volatility

5
Band width vs its own 6 monthsday-to-day price swings are about average versus its own recent 6-month history48th percentile
Typical daily rangein a typical session it travels about $30.41 between its high and its low — about 6.9% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was$30.41
Bollinger bands (20-day, ±2σ)most of its recent trading has stayed between about $378.62 and $509.46 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles$378.62 – $444.04 – $509.46
Typical daily range (% of price)its price moves about 6.9% in a typical session — more volatile than most companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price6.9%
Stretch from the 200-day averageit is trading 6.7 daily ranges above its 200-day average price (86.5% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale6.7 daily ranges above its 200-day average

Volume

1
Volume vs its 30-day averagetrading volume is about normal versus its 30-day average0.61×

Analyst

2
Change in the average price targetanalysts have raised their average price target by 0.8% since the prior reading+0.8%
Change in the consensus ratingthe analyst consensus rating is unchanged since the prior readingunchanged

Candlestick patterns

1
Since a doji3 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level3 sessions ago

Price gaps

3
Gap at the openit opened on 2026-08-21 1.1% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close+1.1%
Open gapit gapped 4.1% above the previous close 16 sessions ago and has not traded back through the level it left behind at 369.64 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed+4.1%
Gap filleda 2.7% gap down opened on 2026-08-18 has been "filled" 3 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it3 sessions ago

Price streaks

1
Closing streakit closed higher in its latest session, after a session that did not close higher — a single up day rather than a run1 session up

Relative strength

4
vs market, 1 monthover the past 1 month this stock beat the market by 7.1 percentage points (the stock gained 9.4% while the market gained 2.3%)+7.0%
vs market, 3 monthsover the past 3 months this stock beat the market by 71.8 percentage points (the stock gained 74.9% while the market gained 3.1%)+71.8%
vs market, 6 monthsover the past 6 months this stock beat the market by 250.5 percentage points (the stock gained 261.6% while the market gained 11.1%)+250.5%
vs market, 12 monthsover the past 12 months this stock beat the market by 225.4 percentage points (the stock gained 245.8% while the market gained 20.5%)+225.3%

Signal agreement

2
Bullish technical signals4 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, outperforming the market over 6 months, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast4 of 9
Bearish technical signals1 of the 9 technical signals we can compute for it is currently in a bearish state: MACD momentum is negative — these describe past price behaviour, not a forecast1 of 9

Trend (Ichimoku cloud)

1
Vs the Ichimoku cloudtrading 5.6% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is thick, spanning 18.4% of the share price, which is taken to mean a barrier that has held for a while and takes effort to cross.+5.6%

Volume-weighted price

2
Vs this year’s average price paidthe price is 68% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $263.73 — a volume-weighted average of daily closes over 160 sessions, not a true tick-by-tick VWAP.+67.6%
Vs the average paid since it last reportedthe price is 6% above the average price paid since it last reported on 2026-05-28 (its 8-K), so the typical buyer over that stretch is showing a gain. That average is $418.37 — a volume-weighted average of daily closes over 60 sessions, not a true tick-by-tick VWAP.+5.7%

Price levels it has turned at before

DELL last closed at $442.08 on 2026-08-21. Since 2024-08-21 it has turned at 16 prices below its last close and 1 above; the 3 nearest below and the nearest above are listed, nearest first.

LevelSideDistanceEvidence
$466.48Resistance5.5% above the last closeturned there twice · 2026-06-01 to 2026-07-14
$357.98Support19.0% below the last closeturned there twice · 2026-06-09 to 2026-07-28
$167.09Support62.2% below the last closeturned there twice · 2025-10-08 to 2025-11-03
$154.54Support65.0% below the last closeturned there twice · 2026-03-02 to 2026-03-31

A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.

Wave structure

No Elliott-wave labelling currently fits its swings: the recent highs and lows do not satisfy the three rules a five-wave count has to obey, so there is no count to show rather than a count we are unsure about.

Read from daily closes as of 2026-08-21.

An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.

Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.

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Analyst consensus

  • Consensus ratingBuy (1.78 mean, 1=Strong Buy…5=Strong Sell) — 23 analysts
  • Mean price target$506.61 range $360.00 – $700.00; median $500.00

Analyst estimates, as of 2026-08-19. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.

Analyst EPS estimate for DELL

  • Consensus EPS estimate$4.89 next reporting period, as of 2026-08-19

Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.

The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.

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Key risks (from latest filing)

["Intense competition from Infrastructure-as-a-Service providers and specialized on-premises competitors may erode ISG revenue and market share","Rapid technological advances in AI, cloud, and security require continuous product innovation to maintain competitive advantage; failure to adapt could result in market share loss","Global economic volatility, geopolitical conflicts, trade disputes, and supply chain disruptions could reduce customer demand and increase manufacturing costs"]

See DELL's biggest risks from its latest 10-Q →

What changed in the latest 10-Q

AI-assisted comparison of DELL's 10-Q filed 2026-06-09 against the prior one filed 2025-12-09.

Management's Discussion & Analysis (MD&A)

  • Added:
    • Newer filing (2026-06-09) references fiscal year ended January 30, 2026 as 'Fiscal 2026' in opening paragraph, versus older filing (2025-12-09) referencing fiscal year ended January 31, 2025
    • Newer filing introduces 'Fiscal 2027' ending January 29, 2027 as current fiscal year
    • Newer filing adds detailed subsection structure for ISG with bullet points for 'AI-optimized servers,' 'Traditional servers and networking,' and 'Storage' with expanded descriptions
    • Newer filing explicitly states CSG includes 'Commercial' and 'Consumer' subsections with detailed descriptions
    • Newer filing describes 'Corporate and other' as containing 'historical resale of standalone offerings of VMware' with note these are 'no longer actively sold'
    • Newer filing specifies first quarter of Fiscal 2027 performance context
    • Newer filing adds language about 'significant increase in backlog' for AI-optimized servers
    • Newer filing mentions 'frequency of component part updates or transitions' as driver of non-linearity
  • Removed:
    • Older filing (2025-12-09) included discussion of SecureWorks sale completed February 3, 2025, for approximately $0.9 billion purchase price with $0.2 billion gain recorded; this content is absent from newer filing
    • Older filing referenced 'third quarter and first nine months of Fiscal 2026' performance period, replaced with 'first quarter of Fiscal 2027' in newer filing
    • Older filing included bullet point 'Business modernization initiatives' describing ongoing efficiency efforts and strategic investments with net reduction in operating expenses
    • Older filing's 'Demand of AI-optimized solutions' bullet referenced 'AI-optimized server offerings' versus newer filing's 'AI-optimized servers offerings' (minor wording difference)
    • Older filing's 'Technology refresh in core markets' bullet combined CSG and ISG discussion; newer filing separates and expands these discussions
  • Reworded:
    • Older filing states 'ISG includes our servers and networking offerings and our storage offerings' with general descriptions; newer filing restructures ISG description as 'We provide a comprehensive portfolio of advanced infrastructure solutions' with detailed subsections
    • Older filing: 'Our server portfolio includes high-performance general-purpose and AI-optimized servers'; newer filing: 'AI-optimized servers — We offer a specialized portfolio of AI-optimized servers designed to handle the most demanding compute-intensive workloads'
    • Older filing: 'Business Trends and Challenges' introduced as 'During the third quarter and first nine months of Fiscal 2026'; newer filing: 'During the first quarter of Fiscal 2027'
    • Older filing: 'Demand of AI-optimized solutions' as bullet title; newer filing: 'Demand for AI-optimized servers' as bullet title
    • Older filing: ISG section states 'ISG includes our servers and networking offerings'; newer filing: 'ISG — We provide a comprehensive portfolio of advanced infrastructure solutions designed to help customers simplify, streamline, and automate information technology operations'
    • Older filing references 'modest CSG net revenue growth'; newer filing states 'CSG net revenue growth' without 'modest' qualifier
    • Newer filing adds phrase 'resulting in a significant increase in backlog as we exited the quarter' regarding AI-optimized servers demand
  • Notes:
    • Newer filing text appears truncated at end ('has con'); comparison limited to complete sections
    • Older filing's opening reference to 'Form 10-K for the fiscal year ended January 31, 2025' versus newer filing's 'Form 10-K for the fiscal year ended January 30, 2026' reflects normal fiscal year progression, not a substantive MD&A change
    • Structural reorganization of ISG description (from paragraph format to bullet-point subsections) represents presentation change but same core business components

Risk Factors

The two filings could not be meaningfully compared for this section.

AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.

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Insider activity (SEC Form 4)

0 open-market purchases and 716 open-market sales by insiders in the last 90 days.

  • Last 90 days0 buys · 716 sells ($548M) — 9 selling insiders
  • Last 180 days0 buys · 716 sells ($548M) — 9 selling insiders

Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)

Most recent open-market transaction: 2026-07-22. As of 2026-08-24.

View full insider trading history → View SEC Form 3/4/5 filings

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Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.

Congressional trading disclosures

U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 13 matched disclosures for DELL from U.S. House Clerk Periodic Transaction Report filings.

Congressional trading disclosures →

Institutional ownership (13F)

6 institutional 13F filers reported holding DELL as of 2026-03-31 (quarter-end position, filed within 45 days).

  • Distinct 13F filers 6
  • Reported shares held 52,917,091
  • Reported value $8,685,282,214

reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 3 increased, 3 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".

Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.

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Short interest (FINRA)

DELL had 13,176,463 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).

Short interest as a percent of shares outstanding is not shown for DELL because we do not hold a verified share count to divide it by. The reported figures above are unaffected.

  • Reported short interest (shares) 13,176,463
  • Prior settlement (shares) 13,094,061
  • Reported change 0.63%
  • Days to cover (reported) 2.18

Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.

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Competitors & peers

AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.

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Frequently asked questions

What does Dell Technologies (DELL) do?

Dell Technologies designs, manufactures, and sells a broad portfolio of information technology infrastructure and client computing products and services. The company operates primarily through two business units: Infrastructure Solution Group (ISG), which provides servers, storage, networking, and AI-optimized infrastructure solutions; and Client Solution Group (CSG), which serves client computing products.

What sector is Dell Technologies (DELL) in?

Dell Technologies (DELL) is classified in the Information Technology sector. Its industry is Computer Hardware & Data Center Infrastructure. It trades on NYSE.

Does DELL pay a dividend?

Yes — Dell Technologies (DELL) pays a dividend, with an indicated yield of about 1.99% and at least 5 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.

Who are Dell Technologies's (DELL) competitors?

Notable peers of Dell Technologies (DELL) include Hewlett Packard Enterprise, Cisco Systems, NetApp, Pure Storage and IBM. This peer set is informational only — not financial advice.

Has there been recent Congressional stock trading in DELL?

Yes — we hold 13 matched STOCK Act disclosures for DELL from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.

Is Dell Technologies (DELL) overbought or oversold right now?

Dell Technologies (DELL) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 50, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.

Where does stocks-llm's data on DELL come from?

Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.

Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.

Last updated 2026-08-21.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.

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