GOVT-CONTRACT ·Filed Aug 23, 2026
Large government contract award ($500M+)
Actionable Insight • Neutral
The modification is too small to move Dell's financials. Monitor for larger DHS or ICE enterprise IT awards that could signal a broader refresh cycle.
Latest settled — T+20d
DELL ▲ +26.72% at T+20d
NEUTRAL call +26.72% · α vs SPY +25.42% · entry $433.19 → $548.92
Latest observation: T+43 -23.36% FF3 residual α
T+1d
+4.23%
call +4.23% · α +3.91%
$451.50
settled 2mo ago
T+5d
+5.27%
call +5.27% · α +4.80%
$456.01
settled 8w ago
T+20d
+26.72%
call +26.72% · α +25.42%
$548.92
settled 5w ago
T+60d
Pending
in 22d
Price Chart
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Executive Summary
Dell Federal Systems received a $27.8M contract modification from DHS/ICE for Microsoft enterprise software licenses and support. The award is a fully funded call modification, representing approximately 0.016% of Dell's annualized revenue, making it a routine, immaterial event for the company.
Key Financial Metrics
Award Amount
$27.8M
Agency
Department of Homeland Security
Contract Type
modification
Rev Impact
+0.0%
Key Facts
- Contract modification (P00001) to call 70CTD026FC0000011, fully funded at $27,780,623.73
- Awarding agency: Department of Homeland Security (U.S. Immigration and Customs Enforcement)
- Scope: Microsoft enterprise software licenses and unified specialized support
- Recipient: DELL FEDERAL SYSTEMS L.P., a subsidiary of Dell Technologies Inc.
- Award represents ~0.016% of Dell's annualized revenue of $175.4B
Financial Impact
$27.8M modification, ~0.016% of annualized revenue
revenue
Risk Factors
- Funding subject to federal appropriations and continuing resolutions
- No margin details disclosed; government software resale typically carries low margins
Investment Themes
Software & IT
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-70CTD026FC0000011 |
134 reports for DELL
53% Hit rate @ T+1 Went positive at some point 37 of 51 best @ T+60▲ +99.37%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 144 | $452.95 $456.44 | ▼ −0.77% | ▼ −1.29% | $467.09 (−3.12%) |
Oct 21, 2026 5d ago | 8-K | $452.95 $456.44 | ▲ +0.77% | ▲ +1.29% | $467.09 (+3.12%) |
Oct 20, 2026 6d ago | Institutional Cluster | $485.88 $452.95 | ▼ −6.78% | ▼ −5.60% | $467.09 (−3.87%) |
Oct 14, 2026 12d ago | Insider Cluster | $472.74 $451.09 | ▼ −4.58% | ▼ −3.47% | $467.09 (−1.19%) |
Oct 14, 2026 12d ago | Insider Cluster | $472.74 $451.09 | ▼ −4.58% | ▼ −3.47% | $467.09 (−1.19%) |
Oct 14, 2026 12d ago | Insider Cluster | $473.39 $451.71 | ▼ −4.58% | ▼ −3.47% | $467.09 (−1.33%) |
Oct 9, 2026 17d ago | 144 | $576.76 $572.47 | ▲ +0.74% | ▲ +0.73% | $467.09 (+19.01%) |
Oct 9, 2026 17d ago | 144 | $576.76 $572.47 | ▼ −0.74% | ▼ −0.73% | $467.09 (−19.01%) |
Oct 9, 2026 17d ago | 144 | $576.76 $572.47 | ▼ −0.74% | ▼ −0.73% | $467.09 (−19.01%) |
Oct 9, 2026 17d ago | 144 | $576.76 $572.47 | ▲ +0.74% | ▲ +0.73% | $467.09 (+19.01%) |
Showing 10 of 134
US Market Status
Market Closed — Opens Tue (< 1m)
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