DELL Dell Technologies Inc.

DELL Dell Technologies Inc.

Technology · Computer Hardware

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

Scan convergence 1 scan as of 2026-10-16 1 neutral converging

POC $120.33 · VWAP $286.70 · +57.5% vs 12m avg buyer

pullback vol: expandinggaps: stablechurn: quiet as of

Insiders selling 0 buy / 38 sell · Form 4, 90d $988M sold last open-market sell Silver Lake Partners IV, L.P.

Cluster CFO, President + 8 others sold $873.3M, Sep 8–21

Coverage

DELL Price Structure

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Peers

Every watchlist DELL belongs to, members best 30-day change first — DELL highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-data-center-switch-nic-vendors
@thebuildout-racks-chassis-mechanical-infrastructure
@thebuildout-ai-storage-data-pipeline
@thebuildout-data-center-thermal-management
@nvidia-open-agent-ecosystem
@ai-infrastructure
@watching

Next earnings DELL reports in 41 days Nov 27

Last report Sep 1

Dell Technologies reported second-quarter fiscal 2027 results, confirmed by its own release carried on Business Wire. StreetInsider's coverage puts EPS at **$7.04, beating estimates by $2.17**, on revenue of **$47 billion versus a $44.84 billion consensus** (basis not stated in the source).

full note →

Against street estimates

How DELL's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Sep 1 · projection Oct 16

Result
Sep 1 4.927.04+43.1%Beat
May 28 2.964.86+64.0%Beat
Feb 26 3.513.89+10.7%Beat
Nov 25 '25 2.482.59+4.5%Beat
Aug 28 '25 2.292.32 GAAP ≠ +1.2%In line
May 29 '25 1.691.55-8.4%Miss
Feb 27 '25 2.522.68+6.4%Beat
Nov 26 '24 2.062.15 GAAP ≠ +4.3%Beat

Recent news

Headlines about DELL from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 3 days ago · Oct 14

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

Types
Sep 3 Catalyst DELL earnings
Sep 1 Catalyst DELL earnings
Aug 12 Deep Dive DELL
Jul 21 Catalyst DELL dividend
May 28 Catalyst DELL earnings
May 28 Source $DELL Monster $400 AH
Apr 21 Catalyst DELL dividend
Apr 10 Deep Dive DELL Deep Dive
Jan 20 Catalyst DELL dividend
Oct 21 '25 Catalyst DELL dividend
Jul 22 '25 Catalyst DELL dividend
Apr 22 '25 Catalyst DELL dividend
Jan 22 '25 Catalyst DELL dividend
Oct 22 '24 Catalyst DELL dividend
Jul 23 '24 Catalyst DELL dividend
Apr 22 '24 Catalyst DELL dividend