SecBot

SecBot
NYSE· Electronic Computers· Inc. DE· CIK 0001571996

DELL

Dell Technologies Inc.
$541.74 ▲ +0.70%
Prev close $537.95
Market cap$343.1B
ConsensusBuy
12-mo target$579.36 (+6.9%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (9 insiders)32 New Institutional Positions18 Institutional Exits Software & IT
Snapshot
The big-picture read on DELL right now — valuation, ownership and activity at a glance.
Market Cap
$343.1B
Cap Size
Mega Cap
Analyst Consensus
Strong Buy (71%)
Inst. Holders
50 funds
Inst. Value
$87.8B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $36.9M sell
Insider Net $
-$36.9M
Social Sentiment
60° Warm
SEC Reports
20
Congressional
6 trades
Price chart 30d +10.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: DELL — 57.2% short (2.2M / 3.8M)
Short: 2,173,858 | Exempt: 14,843 | TRF Vol: 3,798,512 | Short Ratio: 57.2% | Off-exchange volume (d
Sep 24, 2026 Insider
Radakovich Lynn Vojvodich was granted 419 shares
Director
Sep 24, 2026 Insider
MOLLENKOPF STEVEN M was granted 633 shares
Director
Sep 24, 2026 Insider
Kullman Ellen Jamison was granted 419 shares
Director
Sep 16, 2026 SEC
A large insider selling cluster at Dell Technologies, totaling $23.31M over a 7-day window, is dominated by Silver Lake
CLUSTER — Impact 3/10
Sep 16, 2026 SEC
Silver Lake Partners IV, L.P., a major Dell shareholder, filed a Form 144 indicating intent to sell 51,494 shares of Cla
144 — Impact 5/10
Sep 15, 2026 SEC
No summary provided
CLUSTER — Impact 5/10
Aug 12, 2026 Event
Sifuentes v. Dell Technologies Inc.
Court ruling (txwd) — Docket: 1:26-cv-01633
Analyst ratings buy % -5.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Buy 71% rate it Buy or better · 35 analysts
Strong Buy 8 23% Buy 17 49% Hold 10 29% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 29, 2026TD CowenMAINTAINHold 56%
Sep 21, 2026Morgan StanleyMAINTAINEqual-Weight 55%
Sep 10, 2026RBC CapitalINITIATEOutperform 55%
Sep 9, 2026Evercore ISI GroupMAINTAINOutperform 59%
Sep 2, 2026CitigroupMAINTAINBuy 55%
Sep 2, 2026JP MorganMAINTAINOverweight 55%
Sep 2, 2026Melius ResearchMAINTAINBuy 59%
Sep 2, 2026Goldman SachsMAINTAINBuy 54%
Sep 2, 2026Piper SandlerREITERATEOverweight 54%
Sep 2, 2026Truist SecuritiesMAINTAINHold 55%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 2026817100071%
Aug 1, 202681790074%
Jul 1, 202681790074%
Jun 1, 202681781074%
May 1, 202681781074%
Apr 1, 202681761078%
Mar 1, 202681761078%
Feb 1, 202681761078%
Price targets
Where 25 covering analysts think DELL trades over the next 12 months.
$579.36 +6.9% upside Buy
Current$541.74 Low$480.00 Median$600.00 High$735.00 25 analysts
$480.00$735.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment mood +27.3%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
38 mentions 17 bullish 9 bearish 12 neutral
Recent posts
investing Neutral 2d 7h ago
Not financial advice; I'm looking for financial and outside opinons. DELL, INTC, and AMD have had incredible 9-12 month runs. If an investor either didn't have the funds until now or just got left behind over the last year, I'm curious on what you'd chose to do if faced with this choice today?
▲ 1 · 💬 1· ⚡ 0.5
wallstreetbets Bullish 6d 19h ago
Returns have been pretty good this week. I'll lock in the profits shortly
▲ 1 · 💬 5· ⚡ 0.5
stockmarket Bullish 13d 14h ago
Are the YTD moves in old tech companies like DELL & HPE justified?
▲ 2 · 💬 6· ⚡ 0.5
stockmarket Bullish 13d 14h ago
Honest Question - are the YTD stock moves in boomer tech companies like DELL + HPE actually justified?
▲ 1 · 💬 0· ⚡ 0.5
wallstreetbets Bullish 14d 14h ago
DELL next $1000 share company
▲ 1 · 💬 6· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 1 bullish, 9 bearish, 0 mixed, 10 neutral · avg impact 3.6/10.
NEUTRALCLUSTER3/10
A large insider selling cluster at Dell Technologies, totaling $23.31M over a 7-day window, is domin
Sep 16, 2026
BEARISH1445/10
Silver Lake Partners IV, L.P., a major Dell shareholder, filed a Form 144 indicating intent to sell
Sep 16, 2026
BEARISHCLUSTER5/10
No summary provided
Sep 15, 2026
BEARISH1445/10
Silver Lake Partners IV, L.P., a major Dell stockholder and affiliate of board member Egon Durban, f
Sep 15, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: DELL — 57.2% short (2.2M / 3.8M)
Short: 2,173,858 | Exempt: 14,843 | TRF Vol: 3,798,512 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: DELL — 59.9% short (1.5M / 2.5M)
Short: 1,472,620 | Exempt: 859 | TRF Vol: 2,458,508 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: DELL — 61.9% short (1.9M / 3.0M)
Short: 1,874,049 | Exempt: 3,762 | TRF Vol: 3,028,951 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: DELL — 55.6% short (1.9M / 3.5M)
Short: 1,947,739 | Exempt: 4,235 | TRF Vol: 3,501,031 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: DELL — 60.2% short (2.9M / 4.7M)
Short: 2,853,434 | Exempt: 4,740 | TRF Vol: 4,740,579 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$6.56$6.41–$7.37153.2%+46.6%19↑ 0↓$49.2B24
Next Q$6.87$6.57–$7.50104.0%+69.9%3↑ 0↓$53.5B5
Current FY$25.90$25.50–$28.93151.4%+37.6%22↑ 0↓$193.5B25
Next FY$24.66$9.67–$30.190.8%+22.4%4↑ 0↓$224.0B8
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$6.557—
7d ago$6.557—
30d ago$4.472+2.085
60d ago$4.257+2.301
90d ago$4.225+2.332
Institutional ownership
Which big funds own DELL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $87.8B total value (200,952,964 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.24,094,119$10.4B11.8%—
VANGUARD CAPITAL MANAGEMENT LLC19,013,637$8.2B9.3%—
STATE STREET CORP13,764,359$5.9B6.8%—
BANK OF AMERICA CORP /DE/10,842,148$4.7B5.3%—
JPMORGAN CHASE & CO10,437,458$4.3B4.9%DOUBLED +238.7%
JANE STREET GROUP, LLC8,674,400$3.7B4.3%TRIM -62.0%
VANGUARD PORTFOLIO MANAGEMENT LLC7,668,070$3.3B3.8%—
GEODE CAPITAL MANAGEMENT, LLC7,651,858$3.3B3.8%—
MORGAN STANLEY7,074,450$3.1B3.5%—
JANE STREET GROUP, LLC6,735,900$2.9B3.3%TRIM -62.0%
Recent position changes
FundActionPrevCurrentChangeValue
JPMORGAN CHASE & CODOUBLED3,081,67310,437,458+238.7%$4.3B
FMR LLCADD4,242,1415,654,576+33.3%$2.4B
NORGES BANKNEW—4,312,543—$1.9B
PeakShares LLCNEW—2,975—$1.3B
WELLINGTON MANAGEMENT GROUP LLPDOUBLED1,052,6402,526,987+140.1%$1.1B
UBS Group AGTRIM3,212,4852,405,246-25.1%$1.0B
JANE STREET GROUP, LLCTRIM6,100,8002,320,588-62.0%$1.0B
Nuveen, LLCDOUBLED822,1881,897,841+130.8%$818.8M
AMERIPRISE FINANCIAL INCTRIM2,776,9561,595,875-42.5%$689.7M
DEUTSCHE BANK AG\TRIM3,174,8891,536,502-51.6%$662.9M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 50 transactions. Net -$36.9M — $0.00 bought, $36.9M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 24, 2026Radakovich Lynn VojvodichDirectorAWARD419——
Sep 24, 2026MOLLENKOPF STEVEN MDirectorAWARD633——
Sep 24, 2026Kullman Ellen JamisonDirectorAWARD419——
Sep 24, 2026GRAIN DAVID JDirectorAWARD633——
Sep 24, 2026GREEN WILLIAM DDirectorAWARD680——
Sep 24, 2026DORMAN DAVID WDirectorAWARD633——
Sep 23, 2026Durban EgonDirectorSELL1,850$548.40$1.0M
Sep 22, 2026Radakovich Lynn VojvodichDirectorSELL2,022$565.28$1.1M
Sep 22, 2026Radakovich Lynn VojvodichDirectorEXERCISE2,022$31.14$63.0K
Sep 21, 2026Silver Lake Partners IV, L.P.DirectorSELL3,949$569.40$2.2M
Congressional trades
DELL trades disclosed by members of Congress, with disclosure delay.
3 members · 3 buys / 3 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Jun 18, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000Dell Technologies IncJul 13, 2026(26d)
Jun 2, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000Dell Technologies IncJul 13, 2026(42d)
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Dell Technologies IncMay 13, 2026(31d)
Feb 4, 2026Markwayne MullinRSENATESELL$15,001 - $50,000Dell Technologies IncMar 2, 2026(27d)
Dec 18, 2025Markwayne MullinRSENATESELL$15,001 - $50,000Dell Technologies IncJan 14, 2026(27d)
Dec 18, 2025Markwayne MullinRSENATESELL$15,001 - $50,000Dell Technologies IncJan 14, 2026(27d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DELL.
Shares short
13,693,224
Settlement Sep 15, 2026
Change vs prior
-5.2%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume
Of shares outstanding
≈2.1%
Estimate — not % of float
All DELL filing & press-release reports (102)