Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
โ
of holders' portfolios
13F filers
2
institutions
Market cap
$313.1B
646M shares
52-week range
$110.22 โ $514.00
94% from low
Sector
ELECTRONIC COMPUTERS
Exchange
NYSE
CS
Dell Technologies is a broad information technology vendor, primarily supplying hardware to enterprises. It focuses on premium and commercial personal computers, as well as enterprise on-premises data center hardware. It holds top-three shares in its core markets of personal computers, peripheral displays, mainstream servers, and external storage. Dell has a robust ecosystem of component and assembly partners and also relies heavily on channel partners to fulfill its sales.
www.dell.comNo one on the platform currently holds DELL.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 721,577 | $118.4M |
| Bridgewater Associatesas of 2026-03-31 | 223,392 | $36.7M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-21 | $0.6300 | 2026-07-31 |
| 2026-04-21 | $0.6300 | 2026-05-01 |
| 2026-01-20 | $0.5250 | 2026-01-30 |
| 2025-10-21 | $0.5250 | 2025-10-31 |
| 2025-07-22 | $0.5250 | 2025-08-01 |
| 2025-04-22 | $0.5250 | 2025-05-02 |
| 2025-01-22 | $0.4450 | 2025-01-31 |
| 2024-10-22 | $0.4450 | 2024-11-01 |
| 2024-07-23 | $0.4450 | 2024-08-02 |
| 2024-04-22 | $0.4450 | 2024-05-03 |
No one on the platform has traded DELL yet.
| 2024-01-22 | $0.3700 | 2024-02-02 |
| 2023-10-23 | $0.3700 | 2023-11-03 |
| Execution date | Ratio |
|---|---|
| 2021-11-02 | 1973-for-1000 |
| 2018-12-28 | 1806-for-1000 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $171.8B | +53.6% | $18.48 | $17.63โ$20.38 | 26.6ร | 13 |
| 2028 | $196.2B | +14.2% | $22.36 | $19.41โ$24.69 | 22.0ร | 8 |
| 2029 | $214.3B | +9.2% | $25.90 | $22.78โ$27.31 | 19.0ร | 4 |
| 2030 | $192.3B | -10.3% | $21.03 | $16.13โ$25.96 | 23.3ร | 1 |
Forward consensus ยท growth is YoY vs the prior fiscal-year estimate ยท Fwd P/E at the current price ยท source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-28 | $2.96 | $4.86 | +64.2% |
| 2026-02-26 | $3.53 | $3.89 | +10.2% |
| 2025-11-25 | $2.47 | $2.59 | +4.9% |
| 2025-08-28 | $2.29 | $2.32 | +1.3% |
| 2025-05-29 | $1.70 | $1.55 | -8.8% |
| 2025-02-27 | $2.52 | $2.68 | +6.3% |
| 2024-11-26 | $2.04 | $2.15 | +5.4% |
| 2024-08-29 | $1.70 |
| $1.89 |
| +11.2% |
| $50.4B |
| โ |
| MSIMotorola Solutions, Inc. | $465.04 | -1.00% | $77.2B | โ |
| MSTRStrategy Inc | $97.10 | +2.39% | $32.1B | โ |
Source: Financial Modeling Prep ยท peers by sector/industry
Fridayโs biggest analyst calls: Bernstein upgrades Wayfair to outperform from market perform Wells Fargo reiterates JPMorgan as overweight Wells Fargo reiterates Dell Technologies as overweight New Street upgrades Micron Technology to buy from hold JPMorgan upgrades SanDisk to overweight from neutral $W $JPM $DELL $MU $SNDK
View on StockTwits โ$DELL you need to macro event to create that fall. Situations are different...I thought War will push market down by a lot ..that dint happen
View on StockTwits โ@ShortKing8figs add more please. it will be amazing when you are squeezed by: 1. 10-K filing 2.$HPE earnings 3. $DELL earnings your only hope is late 10-K filing or these companies fucking up the earnings, which will not happen.
View on StockTwits โ$CRWV $DELL $NBIS $NVDA $SMCI Good morning for a good morning! ๐๐๐๐๐๐๐
View on StockTwits โBRUN Stock Soars After Securing Long-Term Lease To Expand GPU Compute Capacity โ CEO Says 'This Gives Us Strong Visibility Into Recurring Revenue' $BRUN $DELL $NCLD https://stocktwits.com/news/equity/markets/brun-stock-soars-long-term-lease-expand-gpu-compute-capacity/cZot1QARJ0e
View on StockTwits โ$SMCI ๐จ BULLS โ BUY THE DIP, NOT THE FEAR. ๐๐ฅ The price pulled back. The fundamentals didnโt: ๐ฅ $11.1B revenue ๐ฅ $1.70 adjusted EPS ๐ฅ ~17% gross margin ๐ฅ $60B+ new orders ๐ฅ Record backlog ๐ฅ $65Bโ$72B FY27 guidance Volatility creates opportunity. Scale in responsibly, know your risk, and let execution do the talking. Iโm viewing weakness as an opportunity, not a reason to abandon the thesis. ๐ $NVDA $CRWV $NBIS $DELL
View on StockTwits โ@Hudson221 Documented investigations and enforcement-related events are legitimate risks and absolutely can hammer the stock. The same investigation that Dell and Nvidia are participating in. Where I disagree is jumping from investigations or alleged misconduct by individuals to โthe companyโs numbers are fraudulentโ or treating every allegation as proven corporate criminal conduct. That governance discount is precisely why SMCI trades differently from $DELL or $HPE. But now weigh that risk against the business: $11.1B quarterly revenue, $1.70 adjusted EPS, ~17% gross margin, $60B+ new orders, record backlog and $65Bโ$72B FY27 guidance. Youโre betting another shoe drops. Iโm betting continued execution eventually shrinks the risk discount. That disagreement is what makes a market. ๐ฅ $SMCI
View on StockTwits โ$SMCI $DELL $HPE $SMCI liquidity grab - hold and get rewarded at market open
View on StockTwits โ$CRWV $DELL $HPE $NBIS $SMCI ๐ Thatโs a colorful bear thesis, but accusations arenโt financial analysis. If youโre going to call management โcareer criminals,โ claim long-term fraud, China smuggling and federal raids, bring evidence establishing those claims, not message-board repetition. Meanwhile, the actual reported business: ๐ฅ $11.1B quarterly revenue ๐ฅ ~17% gross margin ๐ฅ $1.70 adjusted EPS ๐ฅ $60B+ new orders ๐ฅ Record backlog ๐ฅ $65Bโ$72B FY27 revenue guidance SMCI absolutely carries a governance/risk discount, thatโs legitimate. But thatโs very different from treating every allegation as a proven fact. Iโll price the risks. You can price the rumors.
View on StockTwits โ$SMCI $DELL $HPE $NBIS $CRWV SMCI? Crackuh please...being run by career criminals has its downside. That's the cost of doing business when long term accounting fraud, smuggling servers to China and random Federal office raids during criminal prosecutions drop you 30% everytime before you can even type "WTF??"
View on StockTwits โ$DELL why the drop? it literally got PT hike because it hit WF price target sooner than expected. this thing is just dumb.
View on StockTwits โRecent $TICKER stream from stocktwits.com โ refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.