Dell Technologies (DELL)
Builds AI servers, storage systems, networking, and PCs for organizations and consumers.
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Sells AI-optimized and traditional servers, networking, storage, PCs, peripherals, and support through Infrastructure Solutions Group and Client Solutions Group. A global direct-and-partner sales model spans organizations and consumers, while recent business mix has shifted toward AI infrastructure.
Builds AI-optimized servers, traditional servers and networking, and storage through Infrastructure Solutions Group. Client Solutions Group adds commercial and consumer notebooks, desktops, workstations, displays, peripherals, and related support. Most segment revenue comes from the Americas, with the balance spread across Europe, the Middle East, Africa, and Asia-Pacific.
Combines direct customer relationships with broad reseller, integrator, and distributor channels, global support, financing, subscriptions, and as-a-service consumption. Recent sales have shifted toward AI-optimized infrastructure, while PCs remain a cross-selling and cash-generation engine. Manufacturing spans owned plants and contract assemblers; delivery depends on global component supply, including some single- or limited-source suppliers.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 21, 2026 | Morgan Stanley | Target | Target: $499 | Target: $511 |
| Sep 10, 2026 | RBC Capital | Initiate | Rating: —Target: $47.50 | Target: $640 |
| Sep 9, 2026 | Evercore ISI | Reiterate | Rating: —Target: $575 | Target: $650 |
| Sep 3, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $480 | Target: $520 |
| Sep 2, 2026 | US Capital Advisors | Target | Target: — | Target: $625 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $11.57B · Total debt $34.47B · Total assets $127.39B · Shareholders' equity −$1.43B
- Revenue
- $46.97B
- Operating income
- $5.47B
- Net income
- $4.13B
HistoryDividendAnnual yieldUpcoming
| Institutions | 36.97% | 239.63M shares | |
|---|---|---|---|
| 2,263 holders · as of Jun 30, 2026 | |||
| Insiders | 56.69% | 367.42M shares | |
| 19 holders · as of Sep 21, 2026 | |||
| Strategic holders | 17.06% | 110.55M shares | |
| 5 holders · as of Sep 21, 2026 | |||
| Adds to | 110.72% | ||
648.11M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 110.72%; nothing is left for Other.
This company has 3 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Michael S. DellInsiderdirector, 10 percent owner, officer: Chief Executive Officer | 40.99% | 265.67M COMPANY | filed Feb 6, 2026 |
Iv (gp) L.l.c. SltaInsiderdirector, 10 percent owner | 7.37% | 47.79M B | filed Jul 14, 2026 |
Silver Lake Group, L.L.C.1Strategicdirector, 10 percent owner | 6.61% | 42.81M C | filed Sep 11, 2026 |
Page 2. Of 4. PagesInsider | 5.17% | 33.48M | filed Feb 14, 2022 |
Susan Lieberman Dell Separate Property TrustStrategic10 percent owner | 4.82% | 1.38M C · 29.89M A | filed Dec 21, 2023 |
- Silver Lake Group, L.L.C.'s transaction reports restate only vehicles that traded; the 2026 ownership statement (42.81M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 17, 2026 | Silver Lake Partners V DE (AIV), L.P. | director, 10 percent owner: | −26,553 | $585.91 |
| Sep 17, 2026 | Spv-2 L.p. Sl | director, 10 percent owner: | −46,253 | $585.91 |
| Sep 17, 2026 | Silver Lake Partners IV, L.P. | director, 10 percent owner: | −52,488 | $585.77 |
| Sep 17, 2026 | Lake Technology Investors IV L.P. Silver | director, 10 percent owner: | −1,036 | $585.92 |
| Sep 17, 2026 | Lake Technology Investors V. L.P. Silver | director, 10 percent owner: | −468 | $585.90 |
- Hewlett Packard Enterprise
Closest ISG peer; ProLiant servers and GreenLake vs PowerEdge and APEX.
- HP
#2 PC vendor by volume; direct rival in commercial PCs and workstations.
- Super Micro Computer
Fastest-growing AI-server rival; liquid-cooled GPU racks vs PowerEdge XE series.
- NetApp
Top storage rival; ONTAP platform vs Dell PowerStore and EMC Unity.
- Apple
Premium laptop rival; MacBook M-series vs Dell XPS/Latitude in pro segment.
- Cisco Systems
Data-center networking and UCS compute rival in Dell's ISG networking segment.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Dell Technologies | $558.33 | −2.95% | $382.08B | 33.4 | 19.8 | 2.5 | +57.8% |
| Hewlett Packard Enterprise | $61.08 | −1.09% | $81.78B | 32.2 | 13.4 | 2.0 | +33.5% |
| HP | $32.24 | −2.17% | $30.13B | 12.6 | 10.8 | 0.5 | +12.5% |
| Super Micro Computer | $40.77 | −1.04% | $26.65B | 12.6 | 9.3 | 0.7 | +93.2% |
| NetApp | $194.60 | −1.79% | $38.88B | 27.9 | 20.4 | 5.3 | +30.1% |
| Apple | $343.59 | +1.36% | $4.98T | 38.8 | 37.0 | 10.7 | +16.4% |
| Cisco Systems | $106.77 | −4.21% | $439.31B | 33.5 | 20.9 | 6.9 | +17.6% |
| Median | 30.1 | 16.9 | 3.6 | +23.8% |