The modification is too small to move Dell's stock. Monitor for larger VA or federal IT contracts that could signal a broader enterprise agreement expansion.
Price Chart
Executive Summary
Dell Federal Systems L.P., a subsidiary of Dell Technologies Inc., received a $36.2 million contract modification from the Department of Veterans Affairs for a Microsoft Enterprise Agreement. The award is routine in size relative to Dell's annual revenue and represents ongoing business with a key government customer.
Key Financial Metrics
Key Facts
- Contract modification P00019 to award 36C10B25F0093
- Obligation amount: $36,173,542.4
- Awarding agency: Department of Veterans Affairs
- Description: Microsoft Enterprise Agreement
- Recipient: DELL FEDERAL SYSTEMS L.P., a subsidiary of Dell Technologies Inc.
- Dell's annualized revenue: $175,368,000,000
- Award represents approximately 0.02% of annualized revenue
Financial Impact
$36.2 million modification, approximately 0.02% of Dell's annualized revenue
Risk Factors
- Funding subject to federal appropriations and continuing resolutions
- Modification is incremental; no new competitive win or material revenue visibility
Investment Themes
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-36C10B25F0093 |
Filters
| 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%) |
US Market Status
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